Absence Management Balance Adjustment Excel/CI Guide updated (v1.1)

posted Apr 26, 2017, 3:55 PM by Peyri Herrera
The Absence Management Balance Adjustment Excel/CI Guide has been updated as version 1.1 with the following changes:
  • Absence Balance Adjustment in PeopleSoft (p.3): In the What is Absence Balance Adjustment Excel/CI? section we added a note about how the Absence Balance Adjustment Excel/CI does not capture the Begin Date or End Date of the adjustments, only the Calendar ID or period. This means the system will always default the Begin Date to the first day of the Calendar ID and the End Date to the last day of the Calendar ID. If the default Begin Date is prior to the employee’s hire date or if the default End Date is after the employee’s termination date, the adjustment will not get processed by the nightly Absence Calc Process.

  • When to Process Balance Adjustments (p.6): The previous version of the guide briefly mentioned when to enter balance adjustments in a few sections. We consolidated all of that information into a new When to Process Balance Adjustments section, after the section How to Determine Which Calendar ID or Period to Use for Balance Adjustments. Balance adjustments are processed by the nightly Absence Calc Process, The adjusted balances will be available for use and displayed on the Results by Calendar screen the next day. If a balance adjustment is required in order to successfully process an employee’s absence for the current pay period the adjustment should be made at least 3 business days prior to the first Pre-Calc, which is the deadline for having absences approved for Payroll processing. This allows enough time for the nightly Absence Calc Process to post the adjustment to the employee's balance.

  • Absence Balance Adjustment Guidelines (p.8): We added a new guideline stating the Excel Undo command should not be used with the SDCOE_AM_Bal_Adj_Entry_Template spreadsheet because that may cause problems with the cells that have been created and/or updated by the spreadsheet’s internal macros. 
If you have any questions about Absence Balance Adjustment Excel/CI process please contact the Customer Service Center (CRC) by submitting a HEAT Self-Service ticket or calling 1-800-289-1500.