Holiday Cleardown
Holiday Cleardown can be understood as the process of resetting the worker's holiday available units at the end of the holiday year.
Holiday Cleardown is handled automatically in the PurePro application at the end of worker's holiday year. Holiday Year can be defined as a fixed period in the application or as worker's anniversary period, calculated from worker's start date.
Following a Holiday Cleardown, available holidays are either reset to 0 or paid off to the worker, as per the holiday scheme setup.
Holiday Cleardown can be viewed in worker records under Holiday Accruals.
Holiday Cleardown (Drop Off) can also be viewed in the Holiday Report.
Users can run the holiday report to find all the cleardown (drop off) records without selecting or specifying a "Holiday Scheme" filter; Just select the rate = cleardown and specify the period frame and click "Generate"
To setup a holiday cleardown in the "Holiday Scheme", follow these steps:
Navigate to Admin → Holiday Scheme
Create new Holiday Scheme
Under "Holiday Year" define Holiday Year
Fixed: -Holiday Year runs from a fixed start date for 12 months. Fixed Holiday Year applies to each worker irrespective of their start date.
Anniversary:- Holiday Year is calculated from worker's start date till 12 months. Anniversary Holiday Year is dynamic is calculated individually for each worker.
Add other required details.
Click Save
Holiday Year cannot be updated after creating a holiday scheme
Holiday Scheme Migration
Users have the option to migrate the workers from one holiday scheme to another post holiday cleardown. The process is handled by PurePro after the holiday cleardown and any holidays accrued after migration will be as per the new holiday scheme.
Users can set the holiday schemes to migrate from hourly to hourly or hourly to daily or vice versa, as needed. This is an optional process.
To Setup Holiday Migration, please follow these steps: -
Navigate to Admin → Holiday Scheme
Edit the required holiday scheme
Under "Holiday Scheme" tab select a new holiday scheme to migrate to on worker holiday cleardown
Click "Update"
Workers assigned to this holiday scheme will migrate to new holiday scheme upon cleardown. This process is triggered per worker and does not affect other workers linked to same holiday scheme but have not had holiday cleardown yet.
Holiday accrual and payment will be processed as per the migrated holiday scheme post cleardown.
For further information on how holiday cleardown and holiday uplift, please refer to our Holiday Uplift guide.
Holiday Carry Over
Users have the option to carry over the available holiday post Holiday Cleardown; based on the Holiday Scheme Setting any available holidays before the cleardown can be automatically carried over to the next holiday year or users can manually carry over the remaining balance.
To manually carry over holidays post cleardown, follow these steps -
Navigate to Workforce → Workers
Edit the required worker
Navigate to the "Holiday" tab
Under "Manage Holiday" → Select "Manual Carry Over"
Add the relevant Holiday Balance
Click "Update" to save the changes
Workers will continue to accrue holidays based on their pay in addition to the carried over holidays
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