Dynamics Community Forum Thread Details

Attendance Transaction Entry

In HR Attendance you can create an adjusting entry to PTO. The options are Hours Used Transaction and Hours Available Adjustment.

We have a situation where vacation accruals were not setup for a group of employees and now we're back tracking to enter the accrual and the time taken. It would be ideal is the accruals were entered with the actual date as well as the hours taken use the date it actually occurred.

The problem is when entering an hours used transaction, a payroll batch is created. The employee has already been paid for the hours so this will not work.

When entering an Hours Available Adjustment it effects the total amount accrued. This is also undesirable because the employee will end up accruing more than is allowed for the year since this adjustment is a negative.

How are other GP Payroll clients creating accurate records for PTO when not entered in the current pay period?

I have had success using the steps below. I would recommend testing this in a test environment first.

You will want to create an Hours Available Transactions, (Transactions >> Human Resources >> Transaction Entry, from here pull up your Employee and Time code, chose the Hours Available Adjustment radio button and enter in the amount you need to adjust it by and click Save.

NOTE: You will also need to adjust the Hours Used in the Employee Attendance Summary window.

The best way to update the Hours Used in the Employee Attendance Summary window (Cards >> Human Resources >> Employee – Attendance >> Summary) is to manually update the Hours to Date in the Employee Attendance Maintenance window (Cards >> Human Resources >> Employee – Attendance >> Maintenance).

1. Select the Employee

2. Select the Time Code

3. Edit the Hours to Date

4. Click Save

Now when you go back into the Employee Attendance Summary window you will see the change. If you are not able to edit the field you will have to mark the Edit Attendance Maintenance and Earnings History check box in the Human Resources Preferences window. Tools >> Setup >> System >> Human Resources Preferences

Finally you want to remove the transaction from the report. The only way to do this is to delete the transaction from the table. The table is TATX1030, you can restrict it by employee id and time code.

Hope this helps,

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