Holiday Report
The Holiday Report is a vital tool within the payroll system that enables users to monitor and manage employee holiday entitlements effectively. This report displays detailed information on holiday accruals, including how much holiday time employees have earned, as well as payments related to holiday leave. Additionally, it tracks holiday balance cleardowns and records any migration data when employees or entitlements are transferred within the system. By providing clear visibility of all holiday-related transactions, the report supports accurate payroll processing and compliance with company policies.
To access holiday report, please follow these steps: -
Navigate to Reports → Holiday Report
Provide the required parameters
Click on "Generate"
Users can filter the Holiday report for the desired data. E.g. Holiday reports can be filtered to view holiday related data for a specific period, worker (paye or supplied). Moreover, users can also filter the holiday report using various available rates e.g. accruals/payments/cleardown, etc only.
Below are some commonly used holiday report scenarios and filters: -
Access holiday data for a specific holiday scheme
By default, the holiday report displays data from all the available holiday schemes for the given period. To view holiday data related to a specific holiday scheme, users can filter the holiday report as following:-
Navigate to Reports → Holiday Report
Select a Holiday Scheme under "Holiday Scheme" filter (for which you want to see all corresponding employee records)
Select period (if required)
Click "Generate"
Access worker records with current Holiday Scheme
Holiday schemes can be configured to migrate the employees to a different holiday scheme after a set threshold has been met. In such scenarios, it becomes difficult to track record of employee's current holiday scheme. In such scenarios, users can filter the holiday report as following:-
Navigate to Reports → Holiday Report
Select a Holiday Scheme (for which you want to see all corresponding employee records)
Select "Current Holiday Scheme"
Click on "Generate"
Access worker records with Holiday Cleardown
Worker holiday records are cleared i.e. reset at the end of each holiday year (Fixed or Anniversary). To view worker records with Cleardown, users can filter the holiday report as following:-
Navigate to Reports → Holiday Report
Select a Holiday Scheme (optional)
Select "Holiday Cleardown Hourly" (for Hourly holiday schemes) or "Holiday Cleardown Daily" (for daily holiday schemes) under "Rate" filter
Select the period for report
Click "Generate"
Access worker's holiday entitlement data only
To access only worker's entitlement (accruals), users can filter the holiday report as following:-
Navigate to Reports → Holiday Report
Select a Holiday Scheme (optional)
Select "Holiday Entitlement"
Click "Generate"
Please note, this report will also include workers with holiday cleardown, i.e. their current holiday entitlement will be 0.
Access worker records with Final Holiday Payment
A final holiday payment if processed for the worker as per the holiday scheme setup, to view worker records with final holiday payment, users can filter the holiday report as following:-
Navigate to Reports → Holiday Report
Select a Holiday Scheme (optional)
Select "Holiday Final Pay Hourly" (for Hourly holiday schemes) or "Holiday Final Pay Daily" (for daily holiday schemes) under "Rate" filter
Click "Generate"
Access worker records with Holiday payments
Users can process holiday payments for workers, to view worker records with holiday payments, users can filter the holiday report as following:-
Navigate to Reports → Holiday Report
Select a Holiday Scheme (optional)
Select "Holiday Paid Hourly" (for Hourly holiday schemes) or "Holiday Paid Daily" (for daily holiday schemes) under "Rate" filter
Select the period for report
Click "Generate"
Access worker records who have left
By Default, the holiday report only displays holiday related data for current workers in the account (Active, Inactive, Starters, etc). To view holiday data for left workers, users can filter the holiday report as following:-
Navigate to Reports → Holiday Report
Select a Holiday Scheme (optional)
Select "Left" under "Status" filter
Click "Generate"
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