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Set up and record holidays

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Summary

This guide explains how to set up and record holidays in Sage Instant Payroll.

Description

When the new tax year begins on 6 April 2022, Sage Instant Payroll will no longer be compliant and support will end. Don't worry though, we've got you covered. Find out more >

You can use Sage Instant Payroll to keep track of your employees' holidays. You can enter their annual entitlement, in days, and then record any holidays they've taken on the employer diary.

The Working Time Regulations (Nov 1999) state that the minimum annual holiday entitlement for an employee must not be less than 5.6 working weeks. For further information about employee's holiday entitlement, please refer to Business Link - Calculate your employees' holiday entitlement.

Resolution

Set up your holiday year

  1. Click Employer then click Maintain employer details.
  2. In the Holiday Year section, click the required date for the start of your company holiday year.
  3. Click Save details then click Close Employer Details screen.

Enter an employee's holiday entitlement

  1. Click Employee then click Maintain existing employees.
  2. Click the relevant employee then click Absence Details.
  3. In the Holiday Details section, amend the value in Holiday Entitlement (Days) to the employee's annual holiday entitlement.
  4. Click Save details then click Close Existing Employees screen.

Record holidays on the employer diary

  1. Click Employer then click Maintain employer diary.
  2. Click Add new absence.
  3. Complete the absence details as follows:

    Employee Name

    Click the employee whose holiday you want to record.

    If all employees are on holiday, click All employees.

    Absence Type From the drop-down list, click Holiday.
    From Date, am/pm Enter the date of the first day of the holiday, use the am/pm box to specify when the holiday started.
    To Date, am/pm

    Enter the date of the last day of the holiday, use the am/pm box to specify when the holiday finished.

    Comments If required, enter any comments.

    Only enter the actual working days that an employee is on holiday. This is because Sage Instant Payroll does not take into account an employee's non-working days, such as Saturday and Sunday.

  4. Click Save and close absence.
    The holiday appears on the employer diary in pink. The number on each pink date denotes how many employees are absent on that date.
  5. Click Close Employer Diary screen.

Delete holidays from the employer diary

  1. Click Employer then click Maintain employer diary.
  2. Click the required absence on the diary then click Modify.
  3. Click Delete absence then click Yes.
  4. Click Close Employer Diary screen.

Check an employee's holiday entitlement

  1. Click Employee then click Maintain existing employees.
  2. Click the required employee then click the Absence Details tab.
  3. Check the values in the Holiday Details section.
  4. Click Close Existing Employees screen.

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