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  • Holiday Year Start Date: The worker’s holiday balance resets once the pay period start date passes this date. If this is left blank (and the Use Employee Effective Date is not set) the holiday due figure will not clear down.
  • Use Employee Effective Date: Ticking this box signifies that the workers start date is used to determine the anniversary of the holiday year where balances are reset. Ticking this will disable the Holiday Year Start Date fields. 

Different Scheme Types

The current recommendation is to use an hourly scheme where possible. This has the benefit of including the most up to date values on the payslip so that the holiday accrued in the current period is reflected immediately.

For other types of scheme (ie where days are accrued) the current period will either accrue a full week's worth of holiday or, if some paid holiday is taken, a partial week which is based on the proportion of a set 5 day week that is assumed as worked (ie there is a pay against an element selected in the scheme) after any absence has been deducted (where the number of days absence is deducted from the assumed 5 day week to give the proportion out of five that is worked).