How to set up holiday accrual
Setting up holiday accrual allows employees to earn holiday entitlement gradually over time, based on their working hours.
To set up holiday accrual for hourly staff, please follow these steps:
Go to General Settings in the configuration (the cog icon in the top right-hand corner).
Head over to the Holidays section.
Holiday Accrual Percentage: The rate at which holiday is accrued for hourly staff.
Financial Accrual Percentage: The rate is used for the holiday accrual values used in the financial.
Allow Leave Hours Overrides: Set whether employees and system users can override holiday hours when booking.
For example, if staff worked 7 hours on Friday and 10 hours on Saturday, resulting in an average of 8.5 hours per day, but they want to book only 7 hours for Friday as holiday, this feature allows them to override the holiday hours.
Average Shift Rounding (mins): The nearest minute to which the average shift is rounded.
Accrued Leave Cap (days): Set the limit for accrued holiday leave.
Apply Working Patterns for Leave Requests: Allow the system to apply an employee’s defined working pattern when submitting leave requests.
For example, if an employee works different hours each day (e.g., 4 hours on Monday, 6 on Tuesday, and 5 on Thursday), the system can account for this when booking holiday.
Show Forecasted Leave: Specify whether the Forecasted Leave will be displayed in the leave management and in the employee portal.
How to set up holiday overbooking
By enabling holiday overbooking, you can give employees the flexibility to request more time off than their current allowance permits, while still maintaining control through set overbooking limits.
To set up holiday overbooking for hourly staff, please follow these steps:
Go to General Settings in the configuration (the cog icon in the top right-hand corner).
Head over to the Holidays section.
Enable Allow Employee Overbooking Limit Overrides.
Enter the maximum number of hours employees can overbook in the Overbooking Limit for Accrued / Fixed Hourly Leave (hours) field.
How to adjust holidays for new employees based on their start date
Rota King can automatically adjust holidays for new employees based on their start date. This ensures accurate holiday entitlement from the moment they join, streamlining the process and reducing manual errors.
To enable this Holiday Pro Rata Adjustment function, please follow these steps:
Go to General Settings in the configuration (the cog icon in the top right-hand corner).
Head over to the Holidays section.
Enable Automatically Apply Pro Rata Adjustments.
You can also enable Reset Adjustments to reset the adjustment for employees when a holiday period ends.
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