How do I set a default amount of holiday for employees?

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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 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.

Details

  • Go to "Payroll" -> "Payroll Parameters/Maintenance" -> "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.

PLEASE NOTE: Changing the default will not affect existing employee records.

Enter the number of days holiday employees are entitled to by default e.g. 20.

PLEASE NOTE: 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.

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Keywords AND Misspellings
holiday, payroll, Parameters