How do you carry holidays forward into the next holiday year for one or two specific employees?

Hello @Shannon Marsh​ 

Thank you for this question.

This would need to be entered as a manual override via the Batch Update screen if for Full Time (Hourly or Salaried) employees.

HR > Employees > Employee Batch Update > Attribute: Holiday Allowance Override > Update applicable employees > Save.

If this is required for flexible employees it would be best to book in a upload with our data team if there is a large amount of employees. There is a lead time of 2-3 weeks and can be arranged with your Customer Success Manager.

Thanks,

Saskia 🏠

Fourth

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Hi @Saskia Dykstra​ , what about casual employees?

Hi @Shannon Marsh​ ,

I would recommend an upload in this instance also.

Thanks,

Saskia 🗻

Fourth

Hi, we have been doing this, but then it permanently changes their allowance which causes issues if they were to be terminated. Similarly we cannot note why the holiday has been overriden so when it comes to Jan 1st we do not know who to return to automatic or not. Please let me know if there is a better way of doing this?

Hi @Shannon Marsh​ @Lara Bamberger​,

In respect to the batch upload, this is a permanent change so if it was a temporary or 'one off' payment, an administrator of the system would have to re-set this after the holiday has been set up through the batch.

Casual employees do not lose holiday entitlements at the year end as their holiday 'rolls' year in, year out.

Alternatively there is a Holiday Payment Type, which may be a better way of managing the additional holiday if batch uploads are problematic.This can be set up for the necessary employees within Payroll Payments Types. If you are a Bureau customer they can set this Payment Type up for you and allocate it to the relevant employees.

I hope this helps.

Cris

Fourth