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Checking holiday scheme details in an employee record


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Holidays schemes are set up at a company level and assigned to employees in their Employee Record. To find out more, see Dealing with employees' holidays. Once assigned, you can view details of the holiday scheme they are using in their employee record.

How to check this information

From the employee list, select the required employees > Employee > Employee Record > Absence > Holiday.

The first selected employee's holiday scheme details appear. The scheme information is taken from the details entered when the scheme was set up.

You can use the other tabs to maintain some of details for this employee's holiday scheme:

Tab	Description
Settings	Enter the date the employee joined the scheme. This could be the date they started working for you. If they're changing schemes, it will be the date the change took effect. Using the Working Day Pattern section, you can specify the days the employee works and a date the pattern starts. There is a pattern shown, if you specified this when you set the scheme up. If the employee works a different pattern you can change it here. If the scheme has additional holiday entitlement based on an employee's length of service, the Additional Holiday Entitlement is completed. You can change these details for this employee if needed.
Payments	In the Value box, enter the amount or percentage your employer or employee wants to be paid into the holiday payment fund. Note: If no accrual holiday details are set up the payment boxes will be automatically greyed out. The holiday accrual details are set up at company level.
Entitlement	To change the holiday entitlement, select the Override Entitlement check box and amend the figure in the Employee's Entitlement box. Use the appropriate drill down button to view the dates of the holidays taken or booked, in the current holiday year.

Tab

Description

Settings

Enter the date the employee joined the scheme. This could be the date they started working for you. If they're changing schemes, it will be the date the change took effect.

Using the Working Day Pattern section, you can specify the days the employee works and a date the pattern starts.

There is a pattern shown, if you specified this when you set the scheme up. If the employee works a different pattern you can change it here.

If the scheme has additional holiday entitlement based on an employee's length of service, the Additional Holiday Entitlement is completed. You can change these details for this employee if needed.

Payments

In the Value box, enter the amount or percentage your employer or employee wants to be paid into the holiday payment fund.

Note: If no accrual holiday details are set up the payment boxes will be automatically greyed out. The holiday accrual details are set up at company level.

Entitlement

To change the holiday entitlement, select the Override Entitlement check box and amend the figure in the Employee's Entitlement box. Use the appropriate drill down button to view the dates of the holidays taken or booked, in the current holiday year.

To finish and save any changes > OK.

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