What is holiday entitlement?
About the Holiday Entitlement window
- Calculate the Allowance for a given Attendance Category and Year.
- Filter the records to display a specific employee or column details.
- Assign a scheme to an employee.
- Update the employee's Contractual Full Time entitlement.
- Make an adjustment to the employee's entitlement.
Note:
Pro rata entitlement and bank holiday adjustment values will be calculated from the full time contractual entitlement, for all employees whether there is a scheme specified on their entitlement record or not.
Note:
The employees in the record list are filtered by your current navigation selection. The list of employees for each record list will be those who have an entitlement to the selected attendance category as at the end of the preceding year.
Task | Link |
---|---|
Attendance Category | Select the desired Attendance Category in which to base the Holiday Entitlements. For more information about Absence Categories, see How Do I Add Absence Categories to the Lookup Table? |
Year beginning |
Enter the start date in which the next year of holiday entitlement begins.
|
Exclude BFWD(s) |
Select this check box if you wish to exclude any entitlement days that should be brought forward from the previous year. You may wish to do this if you are creating new year entitlements in advance and bookings for the current year are not yet complete.
|
Important
The new year entitlements can be reviewed again once the current year is complete.
Task | Link |
---|---|
Calculate Allowance button | Click this button to generate the list of Holiday Entitlement records. |
Filter | Click on a column in order to filter to the desired data for viewing. |
Entitlement records pane | Within this pane you can update a scheme, or override a BFWD value, apply an adjustment or filter by employee. |
Important
You can apply a scheme to multiple records at once by using Shift or Ctl and clicking to select multiple rows and then right-clicking to select a scheme or view details.
How are holiday entitlements calculated?
Note:
Although the starting point of an entitlement is the full time, full year entitlement for all employees, a pro rata calculation may then be applied to this full entitlement for part time employees and starters and leavers within an entitlement period.
Note:
Although the starting point of an entitlement is the full time, full year entitlement for all employees, a pro rata calculation may then be applied to this full entitlement for part time employees and starters and leavers within an entitlement period.
To create holiday entitlement
- Create the Attendance Categories. For more information, see How Do I Add Absence Categories to the Lookup Table?
- Create the Holiday Entitlement Scheme. For more information, seeHow Do I Create Holiday Entitlement Schemes?
- Assign the employee the Holiday Entitlement. For more information, see How Do I Record Absence Entitlements for Individual Employees?
- Create the Holiday Entitlements for the next year in bulk. For more information, see How Do I Generate Holiday Entitlement Records for a New Year?
- Update the next year Holiday Entitlements where necessary. For more information, see the Entitlement records pane in About Generating Holiday Entitlement for a New Year.