To define the holiday entitlement settings for your employees, you can create holiday rules. To do this, follow the steps below.
Click Absence then select Absence.
Select Lookups then click Holiday Rules.
Click New.
From here, to enter the details of the holiday rule, follow the steps in each section below.
Details
Enter a name for the rule then enter the entitlement in days.
If required, select the Make Holiday Period Editable check box.
Select Days or Hours as required.
If the rule is for a fixed term, enter an expiry date.
Click the Holiday Year Option magnifying glass, then select the relevant option.
Click the Holiday Year Type magnifying glass, then select the relevant value.
Enter the relevant rounding value then select Above or Down as required.
Click Save & Return.
Starters
If required, to enable alternative rules for starters, select Starters.
Enter the relevant entitlement and accrual frequency.
Select when the entitlement accrues then enter the relevant rounding value.
Select Above or Down as required.
Version 3.3 and above
If you're on SelectHR version 3.3 or above, you need to enter the entitlement as the maximum amount the employee can accrue.
The entitlement then divides by the accrual frequency. For example, if the entitlement is 24 and the frequency is monthly, the employee accrues two per month.
Accrual
Enter the relevant entitlement and accrual frequency.
From the Employees on this rule accrue their entitlement drop-down menu, select the relevant option.
Enter the relevant rounding value then select Above or Down as required.
LOS rules
Select the relevant LOS option.
If required, select Pro Rata LOS Adjustments.
Enter the relevant rounding value.
Select Above or Down as required.
LOS additions
Click New then enter the relevant length of service.
Enter the additional entitlement then click Save & Return.
Repeat these steps for every addition you need to set.
Public holiday
Next to Holiday Compensation, click the magnifying glass.
Select the relevant option:
Adjust for Public Holidays (exact calculation): Creates a Public Holiday adjustment based on the employee's FTE and the total number of Public Holidays that the employee would normally work in the holiday year.
Adjust for Public Holidays (simple calculation): Creates a Public Holiday adjustment based on the employee's FTE and the total number of Public Holidays during their period of employment in the holiday year.
Adjust for Public Holidays (statutory calculation): Creates a Public Holiday adjustment based on the employee's FTE and the total number of Public Holidays in the holiday year.
Do not make any adjustment for Public Holidays.
If required, select the Allow Negative PH Adjustments checkbox.
If required, select the Allow Absence Adjustments check box.
Enter the relevant rounding value then select Above or Down as required.
Carryover
Enter the maximum carryover days.
Enter the maximum days employees are paid for.
Enter the time frame in which employees need to use the carryover.
If required, edit the value in the Which amount should take precedence field.
Specify how you want to award the remainder.
Assign the holiday rule to users
You can now assign this holiday rule to one employee or in bulk.