Setting Up Company Leave Entitlements

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Can I set up leave entitlements that apply to everyone in the company?

If you have minimum basic leave entitlement that applies to the whole company, or to defined groups within the company, such as a particular grade or department, you can set this up globally.

Once global entitlements have been set, you can edit entitlements for individual employees to take into account additional Service Days, reduced entitlements for part-time employees, etc.

The entitlement will carry across to subsequent years. Leave entitlements are set up for each year, but leave periods do not have to start on January 1st.

Select the Company Leave Entitlements menu option.

You can view the holiday entitlements for previous years by selecting them in the left hand panel.

Select the Group to which the entitlement applies.

If you want the leave entitlements to all members of the group, check the All checkbox.

If the entitlement applies to selected members of the group, select them from the list that is displayed.

Click New.

Enter the Year, and chose a leave Code from the drop down list.

Use the radio button to select the unit in which the holiday will be administered (Hours or Days).

Enter the Start and End dates for the leave year, or select them from the drop-down calendar.

Enter the Default Entitlement, bearing in mind the units previously selected.

Set appropriate default carry forward parameters (Default Max. C/F and Default Min. C/F).

To set the maximum number of days that an employee can bring forward from the following holiday year, enter a negative value of Default Min. C/F.

You can opt to override any existing entitlements for the group by checking the Override boxes, located on the left of the employee list. If you override all existing leave settings, the whole group will have the same values. If you chose not to override some or all of the settings, entitlements set for individual employees already will be maintained.

When you have completed the fields, click Save. You will receive a message confirming that the record has been created successfully. The record is displayed in the left-hand panel.

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