This report is a site level report and is best used by management at sites who are looking at obtaining information regarding their employee's holiday balances at a given point within a holiday year.
For instance, It can be used to work out whether a leaver is due any holiday payment.
The report gives you the following information;
Taken - This is the number of holidays an employee has taken up to the end date of the report
Booked - This is the number of days holiday BOOKED to be taken after the end date of the report (but within the same Holiday Year)
Equivalent Entitlement;
Salaried - This is the number of holiday days you are entitled to take in the holiday year PLUS any adjustment days (more on this below)
Hourly - This is the number of days an employee *could* accrue in the holiday year based on previous working patterns and statutory allowance (usually 5.6 weeks per year). i.e. if an employee averages 3.5 working days per week their equivalent annual entitlement would be (3.5days x 5.6weeks = 19.6 days); PLUS any adjustment days.
it should be noted that this figure can fluctuate throughout the year based on hourly employees' actual working days per week and **should always be used as a guide ONLY**
this will also be pro-rated if an employee starts employment part way through the holiday year.
Accrual - This is the number of days an employee has actually accrued from the start of the holiday year to the end date date of the report. This is based on their actual worked days and hours
Adjusted - Any days that have been added (or subtracted) in the current holiday year (i.e. for overtaken or untaken leave in a previous year)
Holiday Left to Take - This is calculated as; (TAKEN - (Accrual+Adjustment)) to give you an accurate holiday balance (in days) up to the end date of the report;
It also gives;
Holiday Day Rate (average Daily Rate based on the last 52 WORKED weeks for hourly employees or a fixed day rate for salaried)
Value Left to Take - which is the Holiday Left to Take x Holiday Day Rate.
Holiday Pay To Date (not inc. value left) - is the holiday that has been processed and should have been paid out to the employee as of the end date of the report.
IT'S IMPORTANT TO NOTE; If you run this report with an end date in the future (i.e. for the entire holiday year), it will *not* give accurate accrual information as Polaris doesn't know exactly what each employee will work and therefore accrue, in the future.
To produce the report, you must first navigate to the "Employee Reports" section within Business Intelligence.
Next, choose the relevant holiday year, enter an end date of when you would like the report to run to and choose whether you want to include leavers or not (you can further filter this by excluding certain pay frequencies).
Finally, just click "Generate Report" and choose to export to PDF or Excel.