Guide: Holiday entitlement

Modified on Thu, 6 Nov at 10:49 AM

Within your organisation, there may be different terms and conditions between groups of employees for annual leave. Therefore, you may need to have multiple holiday entitlement schemes to establish full time entitlement. A particular scheme can then be applied to an individual employee.

Note: Although the starting point of an entitlement is the full time, full year entitlement for all employees, a pro rata calculation may then be applied to this full entitlement for part time employees and starters and leavers within an entitlement period.

The steps involved with managing holiday entitlement are:

Task	Link
Create the Attendance Categories.	See How do I add absence categories to the lookup table?
Create the Holiday Entitlement Scheme.	See How do I create holiday entitlement schemes?
Assign the employee the Holiday Entitlement.	See How do I record absence entitlements for individual employees?
Create the Holiday Entitlements for the next year in bulk.	See How do I generate holiday entitlement records for a new year?
Update the next year Holiday Entitlements where necessary	See Entitlement records pane within How do I create holiday entitlement?