Annual Leave
- Annual Leave Entitlements (e.g. AL20) set up the rules that apply to annual leave (e.g. give 4 weeks every year, accruing at 8% each pay).
- People are given the appropriate Entitlement on their Timesheet Template.
- Any Opening Balances are recorded.
- Annual Leave Taken can be recorded on the person's timesheet.
- This updates the person's Leave Balances.
- Leave History is also updated, providing a convenient view of leave taken.
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Very detailed records are also held, for those times when you need to understand exactly how a figure has been arrived at:
- Detailed Leave Balances.
- Leave Calculation Details.
- Leave Pay Rates.
- On an annual leave anniversary, a rollover is performed, giving the entitlement and starting a new accrual.
Setting up Annual Leave
You will need to set up special leave entitlement rules (unless the standard AL20 applies), enter any Opening Balances and check your figures.
New Staff
Ensure that they have the correct leave entitlement code on their Timesheet Template. If they are accruing based on their Standard Hours, check that figure too.
Taking Annual Leave
Record AL on the person's timesheet, using either the timesheet entry or the Leave Requests page under the "People menu.
Annual Leave Anniversaries / Rollover
These will occur at the appropriate times, giving a new entitlement and updating balances.
Final Pay
Follow the Final Pay instructions. The person's annual leave balance will be paid out via a 'Holiday Pay' transaction.
Holiday Pay
If a person is paid out some annual leave in a lump sum, rather than taking it, this can be paid using a 'Holiday Pay' transaction.
While Annual Leave cannot usually be paid out in cash like this for permanent staff, this method is often used for people on fixed term contracts.
Casual Holiday Pay (paid each pay) can be used for casual staff.
Leave Liabilities
Your Leave Liabilities report provides details on your outstanding Annual Leave Liability. If you track your liability, this report will provide the information that you need (Tip: You can download this report into Microsoft Excel if you want to do some further manipulation or reporting).
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