Set up a specified entitlement holiday scheme

Set up a specified holiday scheme

1. On the Company navigation bar, click Holidays.
2. Click New then if required, amend the Scheme Number.
3. In Scheme Name, enter a name for the holiday scheme.
4. In Scheme Type, select Specified Entitlement.
5. In the Entitlement tab enter the following information:
• Entitlement of, enter the amount of days, hours or weeks the employees are entitled to
• From the Accrue Holiday drop-down menu, click Daily or Calendar Monthly
• To display a message advising that the accrued holidays have been exceeded, select the Display Excess Entitlement Warning check box
• To allow employees to carry over any unused entitlement to the next holiday year, select the Allow Entitlement B/F From Previous Year check box
• To allow employee's to take holiday from next year's entitlement, select the Allow Entitlement Advanced From Next Year check box
• To include the holiday accrued in the current month, select the Include Current Pay Month check box
   TIP: This option is only available to select if the Accrual is set to Monthly. 
6. Click the Settings tab then enter the following information:
• From the Scheme Start Date drop-down menu, click Company Holiday Year or Employee Start Date
• In Working Day Pattern section, enter the required working pattern

  Non-working days are denoted with an N and working days by a Q. The working day pattern in Sage 50 Payroll runs from Sunday to Saturday.

• In Pattern Start Date, enter the first Sunday of the working pattern
• To increase the entitlement based on length of service, enter the required information into Additional Holiday Entitlement.

  You need to enter the total amount for each year. For example, if employees receive and extra day for every year that they work for you, for year one enter 12 in the Service Period (Months) column then enter 1 in the Additional Entitlement (Days) column. For year two, enter 24 in the Service Period (Months) column then 2 in the Additional Entitlement (Days) column. The additional entitlement appears when you advance the holiday year.

7. To Set up a holiday fund your employees can pay into, click the Payments tab.
8. Click OK then click Close.

Carry annual leave forward 

If you need to carry holidays forward in Sage 50 Payroll, you can select the Allow Entitlement B/F From Previous Year check box in the holiday scheme settings.

1. Click Company then click Holidays.
2. Select the required holiday scheme then click Edit.
3. Select the Allow Entitlement B/F From Previous Year check box.
4. Click OK then click Close.

Alternatively, you can select the Override Entitlement check box within the employee's record then enter the updated amount of holidays in the new holiday year.

To do this: 

1. Double-click the required employee.
2. Click the Absence tab then click Holiday.
3. Click the Entitlement tab.
4. Select the Override Entitlement check box.
5. Enter the required amount into Employee's Entitlement.
6. Click OK.

Assign the holiday scheme to your employees

Once you have set up the holiday scheme, you can assign it to an individual employee via the employee record or multiple employees via global changes. Use our handy Assign a holiday scheme to your employees guide to do this.

Record and cancel holidays

Once you've set up and assigned the holiday scheme to your employees, you can Record and delete holidays as booked or taken.

Holiday calculation

To find out how the holiday calculation works, visit our specified holiday schemes - entitlement calculation guide.