How Do I Set Staff Members Annual Leave Entitlement

Holiday leave can be set for the whole company, a staff member, or a combination. for example, you can say everyone in your company has 25 days of holiday apart from a select few users who have 10 days as they are part-time. You can also create pro-rata holiday rules to automatically calculate a staff member's holiday entitlement from their joining date.

If you are unable to complete any of the steps in this guide please use the Submit a request button at the top right of this page to contact our team for help.

Index
How Do I Set Staff Member's Annual Leave Entitlement
How Do I Set Pro-Rata Holiday Rules
Page Glossary (A list of all fields with descriptions)

1. Click on Admin >Absence > Holiday > Annual Leave Entitlement
   
   
   
   
   
2. Set Staff to the name of the staff member that you need to give entitlement to.
   
   
   
3. Set Periods = 1
   
   
   
4. Set Period Length = 1
   
   
   
5. Set Units = Day
   
   
   
6. Set Days = Number of days holiday entitlement to the nearest half day (0.5)
   
   
   
7. Tick at Year End
   
   
   
   
   
   
8. Click update on the right and Save in the top left to add your changes.
   
   
   

Pro-Rata Holiday

The Tempora holiday system will allow you to pro-rata holiday by configuring a list of rules for staff members. These rules will define the number of holiday days a staff member should receive based on when they joined the company.

When creating pro-rata rules these are often set at the <All> value so all staff are subject to the same rules.

1. Click on Admin >Absence > Holiday > Annual Leave Entitlement
   
   
   
   
   
2. Set Staff to <All> or select a staff member if you would like to pro-rata an individual staff member.
   
   
   
3. You can now configure the Holiday rule
   
   Periods - The order in which the rules will be applied
   Period length - The number of days, weeks, months or years in each period.
   Units - The type of period defined e.g. 1 day, week or month,
   Days - The number of days holiday this user should receive once the period is completed
   Year-End - If enabled this will show the users full holiday entitlement for the full year from their joining date. 
   
   
4. Holiday rule example 
   
   
   
   In this example every 20 days worked the staff member will receive one day of holiday time.

Page Glossary

Year
This drop-down allows you to select the holiday year you would like to set annual leave entitlements for.

Department
This field filters the list of staff members on the right to a single department. 

Staff
This field lets you select a single person to set a holiday entitlement for. If this field is set to <All> then the entitlement you set will be for all staff. The <All> entitlement will be superseded by an entitlement set at the staff level.  

Periods
This field sets the minimum number of periods before this holiday rule is active when using pro-rata rules. When not using pro-rata rules this is often set as 1 as only a single row will be displayed.

Period length
This field sets the number of days, weeks, months, or years in the period when using pro-rata rules. When not using pro-rata rules this is often set as 1 as only a single row will be displayed.

Units
This field sets the value of the period, it can be set as days, weeks, months, or years. When not using pro-rata rules this is often set as days as only a single row will be displayed.

Days
The number of days of annual leave this staff member is entitled to once the period conditions have been met. 

at Year End

Tick this box if the holiday entitlement for this rule should be available to the staff member and/or all staff members before the period conditions have been met. This is usually ticked when not using pro-rata rules. 

You may also be interested in the following guides 

Adding Sickness For Staff
Adding Entitlement For Custom Holiday Types