Step by step guide - Finishing your holiday year

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Before you actually move over into your new holiday year, we strongly recommend you take the following steps to ensure that you are ready:

Step 1

Run the holiday allowance report for your employees. You will find this under the Reports section.

This will give you a summary of what allowances your employees are currently on, what they have taken and whether they are entitled to any carryover. It is really important to check that the holiday allowances your employees are on, are correct. As, if you need to change a holiday allowance, this will need to be done before the start date of your new holiday year. 

 Step 2

Run the outstanding leave request report. This will show you what still needs to be approved and by who.

Step 3

Make sure that all the backdated leave is added for your employees. This is important otherwise too much carryover may be generated and you will not be able to amend this retrospectively except by making a manual adjustment on their new allowance. This can give rise to questions from employees as they can see these manual updates on their profile.

 

 

Step 4

Once you are happy that all the data is correct, it is time to finish the year. You can do this by going to Settings > Absence settings > Holiday year > Click 'Finish Year' next to the year that you want to close off:

Step 5

Re-run the holiday allowance report for the new holiday year to double check that all the carryover has been generated correctly. You will need to manually adjust at this point if there are any errors.

Click here to learn more about holiday years and the year end process.

Fancy watching a video? Click here to watch our holiday bootcamp webinar 

 

 

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