Set up the Holiday Tracking and Accrual feature for a part-time employee
Description

To enter holiday accrual settings at employee level for a part-time employee, follow the steps below. Before following these steps, you need to set up your holiday payments and settings.

You can also enter these settings for full-time salary paid employees and full-time hourly paid employees.

Cause
Resolution
  1. Click Processing then click Employee Details.
  2. Next to the Surname box, click browse then click the relevant employee.
  3. Click the Holidays tab, then complete the following information:
    Accrual method Choose One third of a working week per calendar month.
    Holidays B/F from last year (days) If applicable, enter the number of holiday days that this employee has left over from the previous holiday year, and is bringing forward into this holiday year.
    Total number of working days per week Enter the total number of days this employee works each week. If this fluctuates from week to week, enter an average number of days.
    Hours per working day Enter the total number of hours this employee works each day. If this fluctuates from day to day, enter an average number of hours.
    Payment method Choose Pay based on a number of days taken in a period.
    Annual pay Enter the employee's estimated yearly gross earnings.

    If you're setting up the holiday accrual settings for this employee mid-way through the holiday tax year, proceed to step 4. Alternatively, if you're setting up the holiday accrual settings for this employee at the start of the holiday tax year, skip to step 5.

  4. Click Edit Holiday Year Details, then click Add and complete the following information:
    Period Date Enter the current pay period's date.
    Worked 117 hrs last month Select either Yes or No.
    Days Taken If applicable, enter the total number of holiday days the employee has taken this holiday year to date.
    Holiday Pay If applicable, enter the total holiday earnings that you've paid to the employee this holiday year so far.
    EXAMPLE: In this example, the employee has worked 117 hours last month, taken 2 holiday days and has received holiday pay of 192.00 to date this year. 

  5. Click Save.
  6. Repeat steps 2 to 5 for each employee on your payroll, then click Cancel.

Next steps

You can now record your employees' holidays and process their holiday pay in Sage Payroll.

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