The process to change an employee's holiday scheme depends on whether they have a holiday fund or not.

Follow the change an employee's holiday scheme when there's an existing holiday fund assigned article if you use a holiday fund.

Continue to follow this article to change an employee's holiday scheme without a holiday fund in place.

The steps you need to follow depend on whether you change the scheme during the holiday year.

Change at the start or end of the holiday year

1. On the Employee List, double-click the employee.
2. Click the Absence tab then click Holiday.
3. From the Scheme Number dropdown list, click the required scheme.
4. Click OK then click Yes.
5. To overwrite the working pattern, click Yes. To retain the current pattern, click No.
6. Click OK then click Save then click Close.

Change part-way through the holiday year

1. On the Employee List, double-click the employee.
2. Click the Absence tab then click Holiday.
3. Click the Entitlement tab.
4. In Accrual Date, enter the date the employee is changing schemes.
5. Note the Accrued to date value.
6. From the Scheme Number dropdown list, click the required scheme.
7. Click OK then click Yes.
8. To overwrite the working pattern, click Yes. To retain the current pattern, click No.
9. Click the Settings tab then enter the required date in the Date Employee Joined Scheme field.
10. In Working Day Pattern, enter the employee's working pattern.
11. In Pattern Start Date, enter the first Sunday of the working pattern.
12. Go to the Entitlement tab.
13. Enter any holidays you noted in Step 5 that the employee carried forward from the previous scheme into C/F from previous scheme.
14. Click OK then click Save then click Close.

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