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- Using the Employee Holiday Scheme importer.
- Through InTime.
Adding a Worker Directly to a Scheme in InPay
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- Holiday Carried Forward: Any value set here will be added to the number of days/hours accrued through the InPay system.
- Effective Date: If use employee effective date is selected against the scheme then this date is used to determine the anniversary of the holiday year where balances are reset.
- Hours Accrued Per Hour: The value accrued per period is set at scheme level but can be overridden here.
- Hours Accrued Per Hour Override: If entered, this figure will override the amount set at the holiday scheme level. If the field is blank then the company rate will be used instead.
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An importer has been created to allow multiple workers, already created in InPay, to be added onto a scheme and is accessible through the Import Data screen. A template can be downloaded for the format Employee Holiday Scheme, which will include all the current . This can be done as follows:-
- Go to Import / Export -> Import Data
- Select Employee Holiday Scheme as the Import Format.
- A box should appear in the top right called Template. Select the payroll that contains the workers you want to update and click Download.
- This gives you a CSV file populated with all the active workers on the payroll. This
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Once on the scheme the Holiday Carried Forward and Hours Accrued per Period values can be updated through the Importer
Employee Holiday Scheme Setup (Importer)
- is where you can enter the Scheme, the Hours Accrued per Hour (if overriding the default scheme value) and any Carried Forward hours.
- Save the file as a CSV (.csv) format file. Click on the choose file button back in Inpay, enter a reference if required and then click Import.
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- The Import status will show you whether the import has been successful. In the event of errors, clicking on the failed import and then clicking Messages will give details of the line and reason for any failure.
Adding a Worker to a Scheme in InTime
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If you have AWR rates enabled on your InTime system you will also have access to the Holiday Accrual Rate Post AWR field. When the worker submits time for their 13th applicable week, the Post AWR rate accrual rate will then be applied.
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Worker creation InTime