Unit4 ERP Absence Management Module

Duration: 1 Day

Level | Getting To Grips

Using the Unit4 ERP Absence Management module, learn how to efficiently setup, manage and maintain your planned and unplanned absence, supporting your flexible planning and reporting procedures.

Summary

Designed to gain an understanding of the Absence Management module’s capabilities, functionality and basic set up, this full day course will give delegates an excellent understanding of how to maintain all types of absence in the Unit4 ERP.

Focusing on the setup and entry of absence, and how its recorded through to its impact on payroll processing, this course provides support for HR and Payroll users who have absence as a role responsibility, providing them with skills to effectively record and calculate the impact absence has on the corporate bottom line.

Learning outcomes

Learn about the business processes, related system requirements, and business benefits of the Unit4 ERP Absence Management module.

The objectives of this course are to help you understand:

• The basic structure of the Absence Management module and its interaction with other components of Unit4 ERP
• How to set up personal work schedules and holiday plans
• How to link personal work schedules to resources and generate work schedules
• How to set up absence codes, absence groups and relations
• How to set up absence limit controls
• The connections between absence and payroll
• How to enter absence details for a resource in Web

Delegate pre-requisite

Familiarisation – Hire to Retire (H2R) HR

Who is it for?

• HR Administrator
• HR Manager

Language

Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.

Course Structure

Session 1

Absence Overview

In this session you will be given an introduction of the key concepts of the Absence Management module and introduce the elements required for its management.

Session 2

Absence System Setup

In this session you will be shown how to check or setup Personal work schedules and Public holidays giving you an understanding of the key considerations for the included setup as follows:

• Absence attributes
• Start day of work schedule
• Valid day types
• Day type registration in work schedules
• Weekly work schedule
• Public holiday setup
• Holiday scheme setup

Session 3

Linking Absence to a Resource or Position

In this session you will be shown how to link personal work schedules at:

• Resource level
• Positions level

Session 4

Generating Work schedules

In this session you will be shown how to generate personal work schedules and how to make any changes if required.

• Generate a personal work schedule
• Viewing the personal work schedule calendar

Session 5

In this session you will be shown an overview of the setup on the following elements:

• Absence codes
• Reason codes
• Absence groups
• Absence code relations
• Absence Formulas
• Absence Limit Controls
• Absence Connections to Payroll

Session 6

Absence Entry and Workflow

In this session you will be shown how to enter absences in Unit4 ERP and provides examples of the associated workflow processing.

This section focuses on entry using the following areas:

• The ‘Employment absence’ screen
• The absence Experience Pack
• Entry as a HR user or Line Manager

Part of the College of Finance

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email enquiries@embridgeconsulting.com

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.