Holiday Initial Balance

PurePro supports the transfer of a worker’s existing holiday entitlement when they are added to the PurePro payroll. Users can record a Holiday Initial Balance to carry forward accrued holiday information, ensuring continuity and accurate holiday tracking within PurePro.

Setup

Please ensure the Holiday Initial Balance is only added for workers who have not yet accrued any holiday in PurePro.
The Holiday Initial Balance will override a worker’s existing holiday accrual data and should therefore be used with caution.
To add "Holiday Initial Balance", please follow these steps: -
    Navigate to Workforce → Workers
    Edit the relevant worker by clicking on "Edit" under "Action"
    Navigate to "Holiday" tab
    Click on "Manage Holiday" followed by "Initial Balance"
    Add required information
    Click "Save" to save the keyed information
The fields in the Holiday Initial Balance model correspond to the following -
Initial Balance Fields
Description
Corresponding Field in Holiday Totals
Holiday Units Claimed This Holiday Year
Total holiday units taken in the holiday year
"Taken" under "Holiday Totals"
Holiday Units Paid This Holiday Year
Holiday Units taken in current period
"Taken This Period" under "Holiday Totals"
Users will need to expand "Holiday Totals" to view this information. Please click on "Total Pay" value to expand this table
Units Accrued This Holiday Year
Holiday units accrued in the holiday year
"Accrued" under "Holiday Totals"
Rolling Total Units This Holiday Year
Rolling Total units for the pay rate calculation
"Hours Worked for Accrual" under "Holiday Accruals" and
"Rolling Total Hours" under "Pay Rate Calculation"
Total Pay This Holiday Year
Rolling total pay for the pay rate calculation
"Rolling Total Pay" under "Pay Rate Calculation"
Holiday Accrual Rate %
Holiday accrual rate
"Accrual Rate" under "Holiday Accruals"
The example below illustrates how a worker’s Holiday Totals will appear after entering the Holiday Initial Balance.
The Holiday Total tab for the worker will reflect the following information as -
Depending on the Holiday Scheme, the Holiday Totals may not populate immediately. Users are advised to refresh the page and try again.
For further information on processing holidays, please refer to our  🧳Holidays⁠  guide

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