Checklist ✔ - Holiday Entitlement

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Within your organisation, there may be different terms and conditions between groups of employees for annual leave. Therefore, you may need to have multiple holiday entitlement schemes to establish full time entitlement. A particular scheme can then be applied to an individual employee.


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.


How do I manage holiday entitlement?

Task Link

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, see How 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 What is Holiday Entitlement?


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