Holiday Accrual Plan Wizard
Multiple accrual methods can be configured and then assigned to employees in
This Wizard, which allows the creation and set up of a Holiday Accrual Plan, has the ability to configure the following:
- Fixed year holiday entitlement or accrued holiday as the employee works. When there is accrued holiday, the holiday can be paid through payroll as a pay code rather than basic pay or salary.
- Holiday entitlement can be accrued in Hours, Day, Weeks, or Months, can be allocated to employees, and can be taken in Hours, Days, or Weeks.
- Location-based public holidays
- Holiday Years can be run on a specific date such as '0101' to '3112' or the anniversary of a Birth date, Start date, or any user-defined date.
- For employees without contracted hours (e.g. Zero Hour Contracts), the plan can hold default hours and days to enable payment to employees for their holiday days.
- Different full year holiday entitlement can be configured for different Length of Service bands and be allocated to a Holiday Accrual Plan.
- If holiday entitlement is accrued based on 'Salary' then the contracted hours will be used to calculate accrued entitlement.
- Overtime hours can be added to basic hours or contracted hours to accrued entitlement. This will use timesheet data and the pay codes used for overtime can be selected.
- Work in the current period can be selected to calculate the accrued entitlement or the calculation can be based on the previous period end date.
- Holiday entitlement totals can be displayed on the payslip
- Overbooking and maximum carry over days can be configured.
- Pro-rata rules for full-time employees can be configured for both Starters and Leavers. Part-time pro-rata setting will be in a future release.
- Auto-payment or auto-deduction of leave holiday entitlement can be configured, which will then be added to the employee's final period pay. A user can select the pay code for this auto-payment.
- The Average Pay option allows plans to be defined in order to count back a number of weeks to determine the average pay for holiday.
- Pay codes can be selected for the average pay calculation.
- Holiday Pay can be paid on a different pay code than basic pay.
Prerequisites
Rules and Guidelines
- Fields that are marked with a red asterisk (*) are mandatory.
- The tabs are not selectable as the Next and Back buttons will navigate through the Wizard.
- As the user moves to the next screen, the data is saved and the progress item changes to Green. Items that have not yet been navigated are in color Grey. Colors do not change back (i.e. from Green to Grey or Green to Red) if the user navigates Back.
- Clicking Cancel will close the Wizard after confirmation (where a warning message will be displayed) but any saved data will remain if the user has gone past the first screen.
Select Start Wizard to initiate the process.
For more information on the tabs in the Wizard, click each link below: