Configure Holiday Brought Forward
To configure the amount of Holiday Brought Forward ('Carry Over') for your company:
Go to System Tools > Utilities > Absence When an employee or worker is absent from work. This can be for a variety of reasons. > Max. Holiday Carry Over.
-
Days is for standard employees, Hours is for employees on an hours-based work pattern.
-
Carry Over FTE is for employees that have less or more than 1 FTE and your company policy dictates that the holiday brought forward should be pro-rata'd by their FTE.
If an employee has unused holiday at the end of the absence year, the system automatically puts this into the Holiday Brought Forward field on the Contract tab, up to the limit the Max. Holiday Carry Over has set.
Anyone with create permissions for this tab can overwrite this at any time.
Create a Holiday Brought Forward Scheme
You can create a scheme to set holiday brought forward to expire after a few months into the new absence year. To do this:
Go to System Tools > Lookup Tables > Brought Forward Scheme.
You can set the name of the scheme and how many months the holiday brought forward is valid until. You can then select this scheme on an employee's Contract tab.
When an employee books a annual leave, the system deducts this from the holiday brought forward first, then the holiday entitlement.
Once the valid period ends, any unused holiday brought forward expires.