Solution Properties
Solution ID:
200427112434921
Last Modified Date:
Wed Oct 02 16:34:17 UTC 2024
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Change an employee's holiday scheme
Description

One you've assigned a holiday scheme to an employee, the process for changing an employee's holiday scheme depend on if they have a holiday fund or not. This is because if an employee has an accrued holiday fund, you can't change the holiday scheme part-way through a holiday year

Cause
Resolution
Change the employee's holiday scheme at the end or start 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 drop-down 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 the employee's holiday scheme part-way through a 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 drop-down 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 Date Employee Joined Scheme.
  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. Click the Entitlement tab then enter any holidays noted in Step 5 that the employee carried forward from the previous scheme into C/F from previous scheme.
  13. Click OK then click Save then click Close.
[BCB:19:UK - Sales message :ECB]
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