Test Your Setup

You can test your setup as an administrator. You can even log in as an employee if you want to see it from an end user’s perspective.

1. On the home page, click My Client Groups > Absences.
2. Start the Absence Records task and select an active employee belonging to your enterprise.
3. In the Manage Absences and Entitlements page, Plan Participation section, click Enrollments and Adjustments > Add Enrollment.
4. Add the plan you created and select a start date for it.
5. The Vacation absence plan appears in the Plan list in the same section with information about the balance they have.
6. Check if the accruals are being calculated correctly for your plan. Select the plan and click Accruals > Run Accruals for Selected Plan.
7. In the Balance As-of Date field, enter the month end for the enrollment start date that was entered, and calculate the accruals and balances. The balance column in the Plan Balances section will reflect the balance as of that day.
8. Click on the balance to get a detailed view of the balance and the number of times accruals were processed.
9. Check if you’re able to enter an absence for the employee. To do this, click Add in the Existing Absences section. This will take you to the Absence entry page. Select the absence type you created in the Absence Type field. Enter the details of the absence and submit it. If the absence request that you submitted, appears in the Existing Absences section, then it means your setup is working as intended.