Managing Holiday Allowances

Posted on Tuesday, 24th Sep '19

Duane Jackson by Duane Jackson

We’re trying to stay away from any HR functionality as there are already a lot of great products out there for that. We want to stay very focused on payroll.

Managing leave and holiday allowances falls in to that fuzzy space between HR and payroll and it’s something some of you have said you really need.

So here it is.

Employer Defaults

Click the Employer name in the main menu and choose “Edit Details”.
Click the ‘Leave Settings’ tab.
From here you can set the default number of days holiday an employee has and the date that this resets.
You also have the option to include a note about the remaining allowance on the payslips.

Tracking Leave

When you add leave for an employee and set the type to Holiday, we’ll reduce the allowance by the relevant number of days

The number of ‘working days’ is determined by the Working Pattern that’s set for the employee and the bank holidays that you’ve indicated you want taken into account for that Working Pattern

Adjust Settings per Employee

If you add an employee mid-year, we’ll automatically pro-rata their holiday allowance and set an adjustment accordingly.

You can see this adjustment by clicking the “Leave Settings” button on the Employee Leave page.

As well as the adjustment (which resets to 0 every year) you can also override the number of days they get and the reset date to be something different to the employer default.Happy holidays!

Duane Jackson, September 24th, 2019

Related Articles

Pensions and Climate Change – How Employers Could be Impacted

15th Dec '22

Pension funds in the UK are in the trillions. With government regulations constantly updating to ensure this money is invested in the Paris Agreement-aligned green investment strategies, read more on how pensions and climate change are working together.

by Duane Jackson

P11 (Detailed) Report and update to Sign-up Form and Hourly Rate calculation

30th Sep '21

The latest update to Staffology includes the following new features, detailed below. P11 (Detailed) Report We have added a Detailed P11 Report to the Reports section. This new report displays payments and deductions you make to employees throughout the tax year and is a useful tool for reconciliation purposes or investigating any issues. To print/download […]

by Anna Stephens

Chat Now