A worker can be added onto a scheme one of 3 of 4 ways.
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- Automatically if default InPay Holiday Scheme is set against the Payroll
- Directly through the InPay software,
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- Using the Employee Holiday Scheme importer
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- Through InTime.
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Adding a Worker Directly to a Scheme in InPay
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Automatically
If set on the Payroll → Payrolls page all worker's will be added on creation
Directly through InPay
Workers can be added onto a scheme through the Employee -> → Holiday Schemes page.
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- Current Rate: As calculated by InPay., this is the rate that would be used to give a value to any holiday entered
- Holiday Accrued: As calculated by InPay, this is the total holiday accrued to the beginning of the current pay period.
- Holiday Taken: As calculated by InPay, this is the total holiday taken as at the start of the current period.
- Holiday Left: As calculated by InPay, this is the holiday that is remaining for the worker to take as at the start of the current period.
Adding Multiple Workers to Schemes Using an Importer
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- Go to Import / Export -> Import Data
- Select Employee Holiday Scheme as the Import Format.
- A box should will 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 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.
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When creating workers, you will need to select the payroll and holiday scheme for the worker. You can also set an override holiday accrual rate for the worker, if left empty the scheme default accrual rate will be used.
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