How to amend holiday entitlement

An employee’s holiday entitlement can be amended from setup & admin > employee holiday entitlements – this can only be done by a Controller.

screenshot - holiday entitlement

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 – ‘Date change effective from‘ link
  • Edit an existing entitlement – using the ‘Amend Entitlement‘ link
  • Delete an existing entitlement – using the ‘Delete‘ link

screenshot - holiday entitlement

  • Creating a new entitlement

    Find the employee required. Using the ‘Date change effective from‘ 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.

    screenshot - holiday entitlement

    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 Submit, the holiday entitlement will be recalculated including the new entry.

    screenshot - holiday entitlement

  • Edit an existing entitlement

    To edit an existing entitlement entry, follow the process above, but use the ‘Amend entitlement‘ link instead of the ‘Date change effective from‘ link.

  • Deleting an entry

    To delete an entry simply click on the ‘Delete‘ 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 the Amend link 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.

    screenshot - holiday entitlement

    When ready, press Submit to make the change.

  • Bank Holidays

    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 the Amend link in the ‘Are Bank Hols included in the annual entitlement?’ column. Follow the text on screen and Submit to make the change.