Holiday Scheme
Holiday Scheme allows users to configure and manage various holiday settings. Holiday Scheme provides options to customise holiday accruals settings, payment structures and applicable rates. Users can define specific holiday dates, configure how leave is accrued over time, and determine the payment rates for different types of leave. Holiday Scheme ensures that entitlements are managed accurately and in accordance with company policies, offering flexibility and control over holiday settings to meet the needs of the business.
PurePro supports creating multiple holiday schemes to offer flexibility with different settings and configurations.
By Default, PurePro offers a preconfigured "Default" holiday schemes, users can update this scheme or create new ones as per their requirements.
Setup
Users have the option to use the default holiday schemes to create new schemes as per their requirements. To Create a new Holiday Scheme, follow these steps:
Navigate to Admin → Holiday Schemes
Click on "Create New"
Provide Relevant Details
Click Save
To Update an existing Holiday Scheme, simply click on the "Edit" action button and make the required amends.
certain fields and options may not be available for updating post holiday scheme creation.
Once setup, holiday schemes can be assigned under “Details” in worker records.
Holiday Scheme is broken down into 4 tabs:
Holiday Scheme
Allows users to define the fundamentals of the Holiday Scheme.
Reference: - Holiday Scheme reference
Name of Scheme:- Holiday Scheme Name
Type: - Holiday Scheme type, i.e. scheme for workers or customers.
Holiday Method: - Holiday Scheme method i.e.. accrual or rolled up.
Accrual Frequency:- Frequency for holiday accruals. Users can set either weekly or monthly (in accordance with account’s payroll frequency).
Unit: - Holiday scheme units. Users can set either Days [2] or Hours.
Take in Days: - Enables users to configure Take In day holiday scheme.
Allowance Days:- Days available for holiday accrual. Default is 28 days per payroll month.
Rolling Weeks: - Number of weeks in a holiday year. Default is 52 weeks per holiday year.
Holiday Year: - Allows users to define Holiday Year , users can select Anniversary (based on worker’s start date) or Fixed (based on fixed holiday year). Defines worker’s holiday year.
Day unit accrual is capped at 0.5384 units per week.
Scheme Settings
Allows users to define the scheme settings, i.e. the core parameters required to process holiday accruals and payments.
Carry Over Holidays: - Configuration for carrying over available holiday units to next holiday year.
None: No Holiday Carry Over
Manual: Manually carry over available units.
Automatic: Automatically carry over available units to next holiday year.
Carry Over Allowance:- How many units to be carried over to next holiday year.
Carry Over Weeks: - Number of weeks, carried over holiday is retained for.
Unit Rounding: - Round off rules for holiday accrual and payment units. For further information, please refer to #️⃣Holiday Rounding guide.
Period Accrual Settings: -
Real Time: Holidays are accrued in real time, as soon as worker's payments are processed.
Final Period: Holidays are accrued upon closing the current payroll period.
Arrears: Holidays are accrued upon closing the current payroll period.
Automatically Pay Outstanding Holidays on Worker Leaving: - Pay available units upon worker leaving.
Pay Outstanding on Worker Anniversary: - Pay available units on worker leaving
Allow Over Payments: - Allow holiday overpayments in addition to accrued units
Overpayment Allowance Units:- Units for holiday overpayments.
Recover Overpayment on Worker Leaving: - Recover overpaid holidays on worker leaving.
Enable Holiday Uplift:- Enable Holiday Uplift for holiday accruals.
Holiday Allowance
Allows users to set and define the effective dates and various rates for Holiday Allowance.
Rate Settings
Allows users to view rates associated with Holiday Scheme.
Rate Settings is only available after creating the holiday scheme.
Workers accrue holidays in accordance with their payments and holiday scheme settings.
Assigning Holiday Scheme to a Worker
To assign a holiday scheme to a paye worker and process holidays, follow these steps:
Navigate to Workforce → Worker
Edit the required worker record
Assign a Holiday Scheme under "Holiday Scheme" in "Details" tab.
Click update
After successfully assigning a holiday scheme, worker will start accruing holidays for any subsequent payments.
To assign a holiday scheme to supplied (agency/umbrella) worker and process holidays, follow these steps:
Navigate to Workforce → Suppliers
Edit the Supplier to which the agency worker is linked
Enable "Accrue Holidays for Supplied Workers" under "Details" tab
Click "Update"
Navigate to Workforce → Workers
Edit the required worker
Edit the required worker record
Assign a Holiday Scheme under "Holiday Scheme" in "Details" tab.
Click update
To configure, Rolled Up Holidays , Holiday Uplift and Take In days schemes; please refer to respective guides.
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