Use Global Changes to update Default Allowances

Changes made on the Holiday Set-Up screen will only affect new employees that you create after making these changes. To update existing employees, you will need to use Global Changes or on the individual employees record.

Make sure you have a backup of your data which you can revert to if you run into any difficulties.

  1. From the Tools menu select Global Changes.

    Use this screen to select the employees you wish to change. You can either leave the selection at All, or Select Now and then select individuals.

  2. Click the List button and tick the Enable Multiple Selection box, to select from a list of your employees. Simply click each name to highlight them and click OK when you are finished. Alternatively, you can type directly into the Condition and Detail boxes to select by Code. For more detailed selections, click on the Filter button.

    Once you are happy with your selection, click OK.

  3. You will now see the Global Changes screen. The fields you need to change are on the General tab. For each field, you need to select an Action and enter a New Value. If you click into the Action column, a drop-down list will appear containing the actions available.

    There may also be a drop down in the New Value column, if not, just type the New Value you want directly into the grid.

Field Description Action Value
Holiday Type Overwrite Enter the default basis on which Holiday Pay is paid, Per Hour, Per Day or Per Week.
Enhanced Entitlement Overwrite Enter the default amount of Enhanced Holiday Hours/Days/Weeks/Months the employee is entitled to.
Contractual Entitlement Overwrite Enter the default amount of Contractual Holiday Hours/Days/Weeks/Months the employee is entitled to.
Contractual Rate Overwrite Enter the default rate at which Contractual Holiday is paid.

When you are finished, click OK and then click Yes to make the changes. Then click OK.

Other fields you may wish to change using Global Changes:

  • Contracted Hours.

  • Contracted Days.

  • Contract Type.

  • Offset Basic from Holiday Pay.

Unless all employees have the same entries for these fields, you will need to do a selection.