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Dealing with employees' holidays

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Setting up and managing your employees' holidays can be time consuming. To help you, Sage 50 Payroll offers a flexible system to manage employees' holidays. You can use the standard schemes, or create your own to calculate entitlement and accrue holiday funds. For full details about the benefits and how to set up your software, please refer to the full guide.

Tip: For more information about the legislation surrounding working hours and time off, refer to the GOV.UK website at www.gov.uk/holiday-entitlement-rights.

Setting up your software

1. To calculate your employees' holiday entitlement correctly, your software needs to know when your holiday year starts. Company > Settings > Absence > enter the date your holiday year starts > OK.

2. Check that your software is using the correct national holidays. Company > Holidays > National Holidays > choose your region from the drop-down list > OK.

   Tip: To see the national holidays for a particular year, double-click the appropriate folder.

3. Enter the details of your holiday schemes and set up any holiday payment fund details for the scheme. Company > Holidays.

• To create a holiday scheme > New.
• To change the details of an existing scheme, choose the scheme from the list > Edit. Company > Holidays > select the relevant scheme in the list > Edit > Settings.

4. When you have finished > OK > Close.

5. Assign your working day patterns to your holiday schemes. Company > Holidays > select the relevant scheme in the list > Edit > Settings. Click in the list of available patterns and from the drop-down list, choose the pattern required > OK > Close.

   Tip: To create your own working day pattern > Company > Settings > Absence. Click at the end of the SSP/Holiday Working Patterns list and enter the pattern you are creating in the box provided > OK.

6. From the employee list select the required employees > Employee > Employee Record > Absence > Holiday > choose the scheme required from the Scheme Number drop-down list > OK > Save > Close.
7. Record your employees' holidays when they book them. Select the employees required from the employee list > Employee > Employee Record > Absence > Diary Entry > enter the absence details in the boxes provided > OK > Save > Close.

Holiday fund payments are made to an employee when they are paid. See Paying people.

Visit the Welcome to Sage 50 Payroll page.

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