Assign a holiday scheme to your employees
Description

Once you've Set up a specified entitlement holiday scheme or Set up a calculated entitlement holiday scheme, you can assign it to an individual employee in their record or multiple employees via global changes. Let's take a look.

Cause
Resolution

Assign a holiday scheme to an employee

  1. On the Employee List, double-click the employee.
  2. Click the Absence tab then click Holiday.
  3. From the Scheme Number drop-down list, click the required scheme.
  4. Click the Settings tab and enter a Date Employee Joined Scheme
    NOTE: This date needs to be before the first holiday period.
  5. Click OK then click OK.
  6. Click Save then click Close.

Assign a holiday scheme to multiple employees

  1. On the Employee List, click the required employees.
  2. On the menu bar, click Tasks then click Global Changes.
  3. Click Holidays then click Assign Employee(s) to Scheme Number.
  4. Click the required scheme then click OK then click Yes then click OK.

Change an employee's holiday scheme

To change an employee's holiday scheme depends on if they have a holiday fund or not. This is because if they've an accrued holiday fund, you can't change the holiday scheme part-way through a holiday year. Find out more in our handy Change an employee's holiday scheme guide.

[BCB:363:Sales – Sage HR leave management:ECB]

 

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