Difference between revisions of "How do I set a default amount of holiday for employees?"
(New page: {{Review}}{{Incomplete}} == Summary == You may set up the default number of days your employees are allowed to take as holiday. This will then be entered into the Holiday Days field on Pa...) |
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== Summary == | == Summary == | ||
− | + | This article explains how to set a default amount of holiday for the employes in your {{PR}} system. | |
− | == | + | == More Information == |
− | + | You may set up the default number of days your employees are allowed to take as holiday. This will then be entered into the {{DataPrompt|Holiday Days}} field on {{Menu|Page 1: General}}, when a new employee record is created. This can be amended in the employee's record as necessary. You may also specify whether holiday days can be carried over Tax Years. | |
− | + | Go to {{PayrollSettings|Company Parameters|General Company Details}}. | |
+ | Your screen will resemble the screen displayed below: | ||
<pre> | <pre> | ||
General Parameters | General Parameters | ||
Line 24: | Line 23: | ||
=== Holiday Allowance Defaults === | === Holiday Allowance Defaults === | ||
− | This is a default setting. When new employee records are created, this default figure will be entered into the Holiday Days field on Page 1: General of the employee's record. | + | This is a default setting. When new employee records are created, this default figure will be entered into the Holiday Days field on Page 1: General of the employee's record. |
− | {{ | + | {{Warning|text=Changing the default will not affect existing employee records.}} |
− | Enter the number of days holiday employees are entitled to by default e.g. 20. | + | ;{{DataPrompt|Default Holidays Days}} |
+ | :Enter the number of days holiday employees are entitled to by default e.g. 20. | ||
− | {{Note | + | :{{Note|text=This can be amended in the employee record for individuals - see {{Menu|Employee Amendments|General (Page 1)}}. This field is not compulsory so you may set it to Zero if necessary.}} |
− | + | ;{{DataPrompt|Carry Days Forward?}} | |
− | Do you want any unused holiday days to be carried forward to the next Tax Year? | + | :Do you want any unused holiday days to be carried forward to the next Tax Year? |
+ | :*{{DataValue|Y}} - Yes, carry days forward. | ||
+ | :*{{DataValue|N}} - No, at the start of a new year any days left are lost. | ||
− | + | Press {{KeyPress|ESC}} to exit the General Parameters screen. The details you enter are stored automatically. | |
− | |||
− | + | == See also == | |
+ | * [[Dealing with employee holidays in Platinum Payroll]] | ||
+ | * [[How do I create an employee in the payroll?]] | ||
+ | * [[How do I set up a holiday credit scheme?]] | ||
− | {{KB_Tags|holiday, payroll, | + | {{KB_Tags|holiday, payroll, parameters}} |
− | {{KB_PR}} {{ZN_Admin}} | + | {{How}}{{KB_PR}}{{ZN_Admin}} |
Latest revision as of 06:30, 9 November 2019
Summary
This article explains how to set a default amount of holiday for the employes in your Payroll system.
More Information
You may set up the default number of days your employees are allowed to take as holiday. This will then be entered into the "Holiday Days" field on " Page 1: General", when a new employee record is created. This can be amended in the employee's record as necessary. You may also specify whether holiday days can be carried over Tax Years.
Go to " Payroll Maintenance Options Payroll Settings Company Parameters General Company Details".
Your screen will resemble the screen displayed below:
General Parameters Payroll Tax Year Start : 9999 Default Holidays Days : 20 Carry Days Forward? : N (Y/N) PAYE District : District Number : Reference Number :
Holiday Allowance Defaults
This is a default setting. When new employee records are created, this default figure will be entered into the Holiday Days field on Page 1: General of the employee's record.
Changing the default will not affect existing employee records. |
- "Default Holidays Days"
- Enter the number of days holiday employees are entitled to by default e.g. 20.
This can be amended in the employee record for individuals - see " Employee Amendments General (Page 1)". This field is not compulsory so you may set it to Zero if necessary.
- "Carry Days Forward?"
- Do you want any unused holiday days to be carried forward to the next Tax Year?
- 'Y' - Yes, carry days forward.
- 'N' - No, at the start of a new year any days left are lost.
Press <Esc> to exit the General Parameters screen. The details you enter are stored automatically.
See also
- Dealing with employee holidays in Platinum Payroll
- How do I create an employee in the payroll?
- How do I set up a holiday credit scheme?