Note – There is a brief guide to holiday entitlements here.
During a holiday year, any changes to an employee’s holiday status (days/hours granted, part time changes, etc.), can be recorded with myhrtoolkit. The employee’s actual annual entitlement will be displayed as a series of entries, each capturing a specific time period.
There are 3 actions that can be taken –
- Create a new entitlement – ‘ ‘ link
- Edit an existing entitlement – using the ‘ ‘ link
- Delete an existing entitlement – using the ‘ ‘ link
Creating a new entitlement
Find the employee required. Using the ‘‘ box, click on the date field to select the date from when you wish the change in holiday entitlement to take effect and click on submit.
Make the required changes to the employee holiday entitlement, (units and the inclusion of bank holidays in the entitlement are set in their respective columns on the main page). When you press, the holiday entitlement will be recalculated including the new entry.
Edit an existing entitlement
To edit an existing entitlement entry, follow the process above, but use the ‘‘ link instead of the ‘ ‘ link.
Deleting an entry
To delete an entry simply click on the ‘‘ link to the right of the entry. This will cause the entry to be removed and the holiday entitlement to be recalculated based on the remaining entries.
Changing holiday units
If there is a need to change an employee’s holiday units (myhrtoolkit supports days or hours), use thelink in the ‘Holiday Units’ column. You will be presented with a wizard to make the conversion. Follow the text on screen for guidance on how to make the change. The image below shows the text for converting from days to hours.
When ready, pressto make the change.
myhrtoolkit allows for employees to have Bank Holidays/Public Holidays included or excluded on an individual basis, depending on contract, etc. To make a change, use thelink in the ‘Are Bank Hols included in the annual entitlement?’ column. Follow the text on screen and to make the change.
Note – The Hours Status property used in myhrtoolkit governs what proportion of an FTE holiday entitlement is due to an employee.
Further details can be found here.