This article includes everything to set up different holiday schemes. please see the different sections:
Locate holiday schemes
To locate holiday schemes, follow these simple steps.
Click Settings, then click HR.
Click Employee.
Click Holiday Schemes.
Here you'll see all your holiday schemes.
To add a new one, click the plus icon.
Complete the relevant fields in each tab.
Click Save.
General details
Description | Name or brief description for the holiday scheme. |
Functionality Type | How the scheme calculated. |
Use Employee Start Date | Select to use the employee's start date as the first day of the holiday year, rather than a set date. |
Year Start Day | First day of the holiday year. |
Year Start Month | First month of the holiday year. |
Type | Select the basis for the entitlement calculation: |
Weeks | The number of weeks entitlement an employee has for the holiday year. Uses calculations described in Holiday scheme calculations guide. |
Maximum Entitlement Hours | The maximum hours an employee can accrue for their holiday entitlement. |
Hours Worked Type | Select the way an employee's entitlement accrues: |
Average Pay Type | The average based on the setup in the pay rate sheet. |
Do Not Pay More Than Accrued | Select this to only pay the hours accrued, even if the holiday period is longer. Leave unchecked to pay the full period. |
Period For Average Calculations | How long you would like the holiday calculations to average over. |
Days Rounding Type | The type of rounding used to round to the nearest incremental figure. |
Hours Rounding Type | The type of rounding used to round to the nearest incremental figure. |
Include Travel Time at Payroll | Select this to include travel time in the calculations for the holiday scheme. |
Include Wait Time at Payroll | Select this to include wait time in the calculations for the holiday scheme. |
Units Displayed on Portal/Payslip | Select whether Hours or Days are showing on the employee portal and payslip. |
Record days
Record number of days | Select to enable the holiday details section of the employee record to show the days used. |
Maximum Number of Days | The maximum paid entitlement an employee accrues for the holiday year. |
Calculate Days from Working Pattern | Select to enable the holiday entitlement to calculate based on a standard working pattern set within the employee records. |
Enforce Days from Working Pattern | Select the force the working pattern feature to calculate the days the employee works when applying holiday, so it is more accurate. |
Calculate Days from Week Average | Select to enable the holiday scheme to look at the employee's last 12 rostered weeks to calculate their individual entitlement. |
Enforce Days from Week Average | Select to use the employee week average to work out what the employee's shift pattern is. |
Exclude Unpaid Leave from Day Summary | Select to stop including any unpaid holiday in the payroll process. |
Maximum Days Override
If you select the feature to Calculate Days from Working Pattern or Enforce Days from Working Pattern, this shows a Maximum Days Override tab.
Using the Up to X Days per week fields, you can set the maximum days taken as paid holiday, based on the employee's average number of days worked per week. For example, you can cap an employee's paid leave at 15 days if working three days per week. This can be set to 25 days if they were working 5 days per week.
Where there are no entered values, this defaults to the Maximum Number of Days on the Record Days tab.
Employee Type Details
You can limit the types of employees the scheme is associated with. To limit this, uncheck the relevant Employee Types.
Future Bookable Details
Use this area to hide the future bookable details from the portal, payslips, or holiday details sections of the system. Select the relevant area to hide the details.