Annual Leave
 

Overview

Annual Leave can be as simple or as complex as you wish. We make it very easy for you to administer your Annual Leave, and have a great deal of flexibility available to cater for more complex requirements that inevitably occur when organisations deal with Annual Leave.

  1. Annual Leave Entitlements (e.g. AL20) set up the rules that apply to annual leave (e.g. give 20 days every year, accruing at 8% each pay).

  2. People are given the appropriate Entitlement on their Standard Timesheet (e.g. John William Matthews).

  3. Any Opening Balances are recorded (e.g. John William Matthews).

  4. Annual Leave Taken can be recorded on the person's timesheet.

  5. This updates the person's Leave Balances (e.g. John William Matthews).

  6. Leave History is also updated, providing a convenient view of leave taken (e.g. John William Matthews).

  7. Very detailed records are also held, for those times when you need to understand exactly how a figure has been arrived at:-

  8. On an annual leave anniversary, a rollover is performed, giving the entitlement and starting a new accrual.

Setting up Annual Leave

You will need to set up special leave entitlement rules (unless the standard AL20 applies), enter any Opening Balances and check your figures. Refer to Setting Up Leave for more details.

New Staff

Ensure that they have the correct leave entitlement code on their Standard Timesheet. If they are accruing based on their Standard Hours, check that figure too. Refer to Setting Up Leave for more details.

Taking Annual Leave

Record AL on the person's timesheet, using either the timesheet entry or the Leave History page.

Annual Leave Anniversaries / Rollover

These will occur at the appropriate times, giving a new entitlement and updating balances. See AL20 - Annual Leave Entitlement for more details.

Final Pay

Follow the Final Pay instructions. The person's annual leave balance will be paid out via a 'Holiday Pay' transaction.

Holiday Pay

If a person is paid out some annual leave in a lump sum, rather than taking it, this can be paid using a 'Holiday Pay' transaction.

While Annual Leave cannot usually be paid out in cash like this for permanent staff, this method is often used for people on fixed term contracts.

Casual Holiday Pay (paid each pay) can be used for casual staff. See Casual Holiday Pay for details.

Leave Liabilities

Your Leave Liabilities report provides details on your outstanding Annual Leave Liability. If you track your liability, this report will provide the information that you need (Tip: You can download this report into Microsoft Excel if you want to do some further manipulation or reporting).