As I discussed on our HR Biweekly call yesterday, transactions/pay code edits should never be applied directly to the timecard beyond the current pay period. When PTO/vacation time is entered directly to an employee timecard for a future date, this causes the system to have to totalize all the way up to the date of the last transaction each time. This is definitely causing problems at this time.
All future dated transactions beyond the current pay period should be applied through the scheduler. I have attached a spreadsheet outlining the future dated transactions entered for your locations. All future dated transaction should be removed from the employees timecards and applied properly through the employee scheduler. The following are instructions on how to update an employee’s schedule with vacation/PTO time.
Instructions:
Select the employee or group of employees to add vacation/pto hours
Click on Schedule by by selecting Schedules-->Open (or New) Primary Schedule.
Add the Vacation Hours on the specific day by selecting Schedules-->Edit-->Add Hours or right click the specific cell where the hours should go and then select Add Hours.
Add in the Vacation Hours and select OK to save the edit. The Vacation Hours should now display in the schedule.
The schedule shift on that day needs to be changed to an Inactive Shift in order for the shift to roll forward to next week. Click on the shift to highlight it and select Schedules-->Edit-->Shift Details or use right click and select Shift Details.
Change the Shift Attribute from Permanent to Inactive, and click OK to save the change. The shift will now appear in green with a line through it; this denotes it as an Inactive Shfit. An Inactive Shift does not apply to that current day but will continue to roll forward as a Permanent Shift for the next week.