Holiday Schemes

How to set up, manage and record holiday schemes in Sage 50 Payroll.

Enter your company holiday start date

1. Click Company, then Settings.
2. Click the Absence tab and enter the start date for the Holiday Year.
3. Click OK, then OK. 

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National holidays

Sage 50 Payrolls include National holiday patterns. When an employee takes a period of holiday that includes a day of national holiday, you won't subtract that from their holiday entitlement. Find out more about National holidays in Sage 50 Payroll.

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Enter your holiday scheme settings

You can set up two different types of holiday schemes:

• A specified entitlement holiday scheme. This calculates holiday entitlement based on a specified number of hours, days or weeks. Find out how to set up a specified entitlement holiday scheme
• A calculated entitlement scheme. This calculates the employee's holiday entitlement based on the average hours worked in a certain number of weeks. This is prior to either the holiday year or holiday period. Find out how to set up a calculated entitlement holiday scheme

Once you've entered your holiday scheme settings you can record your employees' time off.

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Carry holiday entitlement forward into future years 

To carry holidays forward in Sage 50 Payroll, select the Allow Entitlement B/F From Previous Year check box in the holiday scheme settings. Use our article to carry holiday entitlement forward.

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Delete a holiday scheme

You can delete holiday schemes you no longer use. Use our article to delete a holiday scheme.

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Assign a holiday scheme to an employee

Once you've set up your holiday scheme, you can then assign the holiday scheme to your employees.

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Record holidays booked and taken

Use the absence diary option to record and delete holidays booked or taken.

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Advance your holiday year

When the holiday year ends, you need to advance the year so that your employees receive their full holiday entitlement for the new year. Find out how in our article to set up and advance the holiday and absence years.

 TIP: You can help your employees get even more from their holidays, with discounts and more in Sage Employee Benefits. Leave your details to find out more. 

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