Set Holiday Allowance

Default Allowance

Allowance is the number of days of holiday each employee is allowed each year.

As an employer, you will have a date each year when the allowance resets.

We’ve entered default values for you but, you can change them if you wish to.

Select the employer name in the main menu and then Edit Details.

Switch to the Leave tab for the Employer.

Here, you can change the default allowance, along with the day that the allowance resets.

Customise Allowance for an Employee.

By default, all Employees will have the date and allowance set above.

There may be instances when you wish to change this on a per-employee basis.

Go to the employee record and switch to the Leave tab.

Select Leave Settings to view their settings.

Allowance

Choose to either use the default allowance or set a custom value.

Resets on

Use either the default date or set a specific date for the employee.

Adjustment

Here you can add extra days (or deduct them by using a negative figure).

Unlike a custom Allowance, whatever adjustment you enter applies to the current year only. It’ll reset to zero when the holiday allowance resets.


Need more help? Email hello@staffology.co.uk