You can check an employee's accrued holiday at any time in their employee record: - Double click the relevant employee.
- Click the Absence tab, then the Holiday button.
- Click the Entitlement tab and check the table under Accrual.
 TIP: In specified entitlement schemes, Sage 50 Payroll rounds holiday entitlement down to the nearest half day.
You can also find the values used in the accrual calculation in this section of the employee record. Find out more > - In the Entitlement tab, under the Due column note the:
- Accrual method, this is either Daily or Calendar Monthly.
- Total Entitlement (Days)
TIP: This includes any extra holiday where applicable, for example if brought forward from the previous year. - Accrual date. By default this matches your process date, but you can amend it to check entitlement as of another date.
- Click the Settings tab and note the Scheme Start Date, this is the start of the holiday year.
TIP: If the employee joined after the holiday year began, use the Date Employee Joined Scheme in the calculation instead of the holiday year start date.
Daily accrualWhen the accrual method is set to daily, your employee's on this scheme accrue an amount of their annual entitlement every day of the year. Your software applies the following calculation: - (Total entitlement / Number of Days in Holiday year) x Number of days to date in the holiday year.
View an example >In this example: - The total entitlement is 28 days per year
- The Holiday year starts on 1 April
- The accrual date is 30 August
- It's 152 days from 1 April to 30 August
The first part of the calculation establishes the accrual per day. 28 / 365 = 0.0767 (accrued holiday per day) Next, multiply this by the number of days to the accrual date in the holiday year. 0.0767 x 152 = 11.6584 days holiday accrual This is rounded down to the nearest half day, so the holiday accrued in this case is 11.5 days.
Calendar Monthly accrualThe calendar monthly setting simply calculates an entitlement per month based on the annual entitlement you set, and accrues this each month. Scheme settingsYour holiday scheme settings impact which months are included in the calendar monthly calculation. - Click Company then Holidays.
- Click the relevant holiday scheme and click Edit.
- Check the settings for:
- If the checkbox beside Include Starting Pay Month is selected, the month that any new employees start their employment is included in their accrual calculation.
- When Include Current Pay Month is selected the current month is included in the accrual calculation, even if another full calendar month hasn't passed from holiday start date to the accrual date.
TIP: If this option isn't selected, payroll increases your employee's monthly holiday accrued after each full month passes, since the date they joined the holiday scheme.
If you're not certain which settings you should apply for your holiday scheme, please contact your HR advisor or ACAS for advice. CalculationYour software applies the following calculation: - (Total entitlement / Number of Months in the year) x Number of months to date in the holiday year
View an example >In this example: - The total entitlement is 28 days per year
- The holiday year starts on 1 April
- The accrual date is 30 July
- 4 calendar months have passed since the holiday year started
The first part of the calculation establishes the holiday accrual per month: 28 / 12 = 2.3333 (accrued days per month) Next, multiply this by the number of months to date in the holiday year. 2.3333 x 4 = 9.3332 This is rounded down to the nearest half day, so the accrual in this case is 9 days. |