Leave settings (Employee)
Jump to custom settings for Days | Accrual - Money | Accrual - Days | Accrual - Hours
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Open the required company.
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Go to Employees.
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Select the required employee.
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Select Leave.
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Go to Settings and choose Leave Settings.
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Select the Type
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Default: This employee uses the company default leave settings.
- Custom: Settings are unique to this employee.
Any changes to the company default leave settings will not apply if the type is set to custom.
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If the Type is set to Custom, you can select from:
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Days: The holiday allowance is set as a number of days.
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Accrual - Money: Accrue payments to be used for holiday instead of days.
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Accrual - Days: Accrue holiday days for time worked.
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Select Update then Update Employee.
Days
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Allowance:
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Default: This employee uses the company default leave settings.
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Custom: Enter the number of days holiday allowance.
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Resets on:
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Default: This employee uses the company default leave settings.
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Custom: Enter the date the holiday allowance resets.
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Adjustment: Increase or decrease the allowance for the current holiday year.
The adjustment will reset to 0 at the end of the holiday year.
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User Defined Holiday Scheme: Select from a company average holiday scheme.
Accrual - Money
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User Defined Holiday Scheme: Select from a company average holiday scheme.
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Adjustment: Increase or decrease the balance.
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Accrue based on:
- Default: This employee uses the company default leave settings.
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Custom: Choose All Gross Pay which includes all taxable payments made to the employee or Just Regular Pay, which excludes additions and deductions).
- Rate:
- Default: This employee uses the company default leave settings.
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Custom: Choose the accrual percentage.
Default is 12.07%
- Pay Automatically:
- Default: This employee uses the company default leave settings.
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Custom: Automatically add a line to payslips to pay holiday accrued in the period.
This is also known as Rolled up holiday pay.
Accrual - Days
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User Defined Holiday Scheme: Select from a company average holiday scheme.
- Resets on:
- Default: This employee uses the company default leave settings.
Custom: Choose the accrual reset date.
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Adjustment: Increase or decrease the days for the current holiday year.
The adjustment will reset to 0 at the end of the holiday year.
- Rate:
- Default: This employee uses the company default leave settings.
Custom: Choose the accrual Percentage or a Set Amount.
Default is 12.07%
- Hrs / Day:
- Default: This employee uses the company default leave settings.
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Custom: Choose the hours per day.
Accrual - Hours
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User Defined Holiday Scheme: Select from a company average holiday scheme.
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Accrued Hours and Hours Paid are for information only.
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Adjustment: Increase or decrease the hours for the current holiday year.
The adjustment will reset to 0 at the end of the holiday year.
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Balance: Remaining hours.
The balance is the accrued hours minus hours paid with +/- any adjustment for the current year.
- Accrue based on:
- Default: This employee uses the company default leave settings.
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Custom: Choose from Working Pattern Hours or Pay Code Set.
- Rate:
- Default: This employee uses the company default leave settings.
Custom: Choose the accrual Percentage.
- Rate to use for Payment:
- Default: This employee uses the company default leave settings.
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Custom: Choose from Hourly Rate, Average Holiday Rate, or Fixed Period Amount.
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Pay Automatically:
- Default: This employee uses the company default leave settings.
Custom: Select Automatically add a line to payslips to pay holiday accrued in the period.
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Maximum Period Accrual:
- Default: This employee uses the company default leave settings.
Custom: Enter the number of Hrs.
Default is 12.07%