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WFM UK: UI Refresh HR: Holiday Troubleshooting

Fourth Customer Success Portal
  • Updated

Overview

This article contains various general troubleshooting tips and areas to check regarding the Holiday functionality in the HR & Payroll system. The questions/problems are split up into two sections: 

 

Holiday Entitlement

Question/Problem: Flexible Employee Holiday Allowance seems Incorrect

Job Title

Check the Job Title set up for the holiday allowance – Is the Job Title set up as ‘5.6 weeks’ holiday allowance? This may be ‘4 weeks’ if the employee does not work bank holidays so the allowance may be less than expected.

  • Go to Company Admin > Job Titles and select the required Job Title
  • Scroll down and select Edit Default Holidays
  • Check the field Number of Weeks Holiday Allowed for Flexible Employees

 

Fig1.png
Fig.1 – Holiday Settings for Flexible Staff settings

Increments

Do flexible employees receive additional holiday for length of service? If so, check that holiday increments have been set up correctly in the Job Title. Please see this article for guidance: WFM UK : Holidays: Incremental Holiday
 
Flexible Holiday Override

Is the flexible holiday overridden? An override will replace the employee's actual average days and hours for the purpose of calculating holiday allowance.

  • To check, go to HR > Employees > Employee Batch Update and Search for employee(s)
  • In the Employee Attribute drop-down, select Flexible Holiday Override
  • Check the Override? tick box and the values under 'Flexible Holiday Override' against each employee

 

Fig2.png
Fig.2 – Flexible Holiday Override details

Rota

Have all employee hours been entered on the rota?

  • Check the number of Hours displaying in the pop-up window by selecting the i next to Average Hours on the Holiday page - the average hours may have dropped
  • Check the 'Employee Hours Worked' export (Rota > Reports > Exports) to check the number of days worked

Please note: Hours entered as 'Back Pay' in the Payroll module are not included in the Flexible Holiday calculation, unless Additional Holiday Pay has been enabled – (See Release notes: WFM UK – Additional Holiday Pay Global Settings)

 

Absence

Has the employee had any single day absences in the last 52 weeks?

  • Go to HR > Administration > Absence Types 
  • Check the employee’s record or Employee Hours Worked export
  • If yes, check the Absence Types been configured to include absences in holiday calculation
  • If Holiday Allowance Calculation is unticked - Holiday Calculation may be lower than expected
  • If Holiday Allowance Calculation is ticked - Ensure the correct number of boxes has been ticked in the absence. Too many boxes ticked will result in the employee’s holiday being higher than expected
mceclip0.png
Fig.3 - Include in Holiday Allowance Calculation in Absence Type settings

Please note: If Fig.3 is not visible, the Global Setting in Holiday Calculations must be enabled.

Employee History

Has the employee’s employment status changed from Full-time to Flexible?
If yes – The system does not pro-rata and therefore is not considering the period of Full-time.

  • Calculate the days accrued up until the change and then add these as a negative into the employee’s record

Maximum Days Allowed

  • Go to Administration > Global Settings > Edit Default Holiday Settings > Holiday Calculations (from the top-right)

Is the cap on to stop employees from receiving more than 28 days entitlement? If the employee works 6 days a week over 52 weeks, they will accrue more than 28 days. There is a Global Setting to define this.

Is the cap on a pro-rata basis? If not, an employee working 6 days a week over 52 weeks will accrue more than their pro-rated entitlement. For example, an employee starting 6 months into the year would be entitled to 17 days not 14 days.

mceclip1.pngFig.4 – Holiday Calculation settings for Flexible Staff

Start Date

For new employees, the allowance is the default 28 days until the first rota has been submitted to Payroll, which then calculates an allowance based on that data. This will change as more rotas are submitted.

 

Question/Problem: Casual Holiday Allowance is incorrect
Hours do not reset when the Holiday Year changes, therefore the holiday will be calculated from the employee’s start date. Holiday is calculated at 12.07% of hours worked on a submitted rota. Ensure rotas are submitted to Payroll each week for the holiday to calculate.

 

Question/Problem: Salaried Holiday Allowance is incorrect

Job Title

Check the job title set up for the holiday allowance – Is the job title set up as 5.6 weeks? This may be 4 if the employee does not work bank holidays so the allowance may be less than expected.

mceclip2.png
Fig.5 – Holiday Settings for Full-time and Part-time staff

Basic Holiday Allowance

Is the Basic Holiday Allowance as expected?

Please note: FTE Working Days should always be 5 days even if the Job Title is part-time.

  • Enable Override FTE to override a part-time employee. This is available in the employee batch update

Increments

Has an increment been added?

  • Enter Increments as the total year’s entitlement, not just the additional days allowed

Override

  • HR > Employees > Employee Batch Update > Select attribute of Holiday Allowance Calculated
  • Enter the total days allowed in the current holiday year in the box

Please note: This may need to be moved back to Yes at the beginning of the new holiday year. 

mceclip3.pngFig.6 – Holiday Allowance Calculated settings

 

Holiday Pay

Question/Problem: Holiday for an employee does not show on the Payroll module

Daily Rate 

  • Confirm the Daily Rate is not zero
  • Confirm the employee has been scheduled on the rota - are Average Hours and Average Days populated
  • Check the Flexible Holiday Override in the Employee Batch Update screen
    • If the Summary is 0 the day rate will calculate as 0
    • Holiday pay calculation is: (Holiday Days Taken in Current Pay Period) x (Average Summary Rate) x (Hourly or Shift Rate of Pay).
    • Anything multiplied by zero of course equals zero
  • Average Summary Rate = Total Pay including Holiday Pay in the last 52 weeks ÷ the number of days worked including holiday days in the last 52 weeks ÷ hourly rate

Question/Problem: Day Rate is incorrect (Flexible Employees only)
Please note: This is an indicative value that updates overnight.

  • Any hours entered as Back Pay will not be included in the Day Rate Calculation – Confirm all hours been entered in the rota
  • Are all payment types being included in the holiday pay calculation?
  • Go to HR > Administration > Global Settings > Edit Default Holiday > Holiday Calculation. Calculate Holiday based on Gross Pay for the period

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