Description
Use this page to set up a new Holiday Scheme for an employee or the amending an existing one.
Content
Usage
The Employee Holiday Scheme page is used to add holiday schemes or amend existing ones. Current holiday details (holiday taken, holiday accrued, holiday left) are displayed on the screen as well as the history of previous holiday scheme changes.
- Holiday Scheme: Select the holiday scheme to put the employee on. Only holiday schemes with a type matching the employee's payroll frequency or hourly schemes will be visible.
- 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.
- Holiday Carried Forward: Any value in this field will be added to holiday accrued to calculate the amount of holiday remaining as shown on the payslip. *
- Accrued Per Period: Upon selecting the scheme this field will be populated with the figure set at holiday scheme level.**
- Average Rate Override: Occasionally the user may wish to override the rate calculated based on the 12 week average. Adding a value into this field will mean that this figure will be used when the average rate is selected against an absence record.
- Accrued Per Period Override: If entered, this figure will override the amount set at the holiday scheme level. If the field is blank or set to 0 then the company rate will be used instead.**
- Current Rate: Read Only - This is the current system calculated holiday rate. The rate is recalcuated after the payroll has been committed.
- Holiday Accrued: Read Only - The amount of holiday accrued in the holiday year (as shown on the current payslip).*
- Holiday Taken: Read Only - The amount of holiday taken in the holiday year (as shown on the current payslip).*
- Holiday Left: Read Only - The amount of holiday left in the holiday year (as shown on the current payslip) this will include the holiday carried forward figure.*
Adding a New Record
If the employee has an existing record then the effective date of the new record must be the start date of the current period.
Deleting a Record
Only current records can be deleted as long as they have not been committed against a previous period.
* These fields will be shown in hours if an hourly holiday scheme is selected.
** If an hourly scheme is selected then this will be Hours Accrued Per Hour: The fraction of an hour to accrue for every hour worked.