Solution Properties
Solution ID:
200427112505811
Last Modified Date:
Mon Jul 04 10:33:48 UTC 2022
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Record and manage employee holidays
Description

You can set up the Holiday Tracking and Accrual feature to record and manage employee holidays. It's easy to do, let's take a look.

Cause
Resolution

Set up your holiday payments

If you have hourly-paid employees, you must set up a hourly holiday payment. If you have salary-paid employees, you must set up a variable holiday payment. You can use this handy guide to set up these payments.

Enter holiday settings at company level

If you don't have any hourly-paid employees, please skip to step 5.

  1. On the menu bar, click Company/Payroll then click Payments.
  2. Locate and select a hourly payment, then click Edit.
  3. Select the Holiday Accrual calculation check box, then click Save.
  4. Repeat step 2 and 3 for each hourly payment on your payroll, then click Close.
  5. On the menu bar, click Company/Payroll then click Company Details.
  6. Click the Holidays tab.
  7. Under Holiday Year, enter the holiday year's start date and finish date.
  8. Under Company Settings, complete the following information:
    Holiday Payment (Days) Choose the payment you want to use for holiday pay when it is calculated on the basis of days. Only fixed payments or variable payments can be specified.
    Holiday Payment (Hours) Choose the payment you want to use for holiday pay when it is calculated on the basis of hours. Only hourly payments can be specified.
  9. Under Employee Accrual Settings, complete the following information if required:
    Default accrual method for all employees Select the default accrual method for all employees in the payroll.
    Standard Entitlement Enter the standard number of holidays per year for all employees.
    Total Hours in a working day Enter a default value for all employees in the payroll.
    Total number of working days per week Enter a default value for all employees in the payroll.

    If necessary, you can override the values of these accrual settings within a particular employee's record.

  10. Click Apply accrual settings to all employees, then click Yes and OK.
  11. To close the Company Details window, click OK.

Enter holiday accrual settings at employee level

The process for entering the accrual settings for your employees depends on their employment type. To view the instructions, click the relevant employment type below:

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