Difference between revisions of "Dealing with employee holidays in Platinum Payroll"
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== Summary == | == Summary == | ||
| − | This article describes how to keep track of | + | This article describes how to keep track of employees' paid time off in Platinum {{PR}}. |
== More Information == | == More Information == | ||
| − | This article explains how to configure the holidays available to your | + | This article explains how to configure the holidays available to your employees. |
== Configuration == | == Configuration == | ||
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Go to {{PayrollSettings|Company Parameters|General Company Details}}. | Go to {{PayrollSettings|Company Parameters|General Company Details}}. | ||
* Enter the {{DataPrompt|Default Holiday Days}}. This can be amended per individual employee. | * Enter the {{DataPrompt|Default Holiday Days}}. This can be amended per individual employee. | ||
| − | * At {{DataPrompt|Carry Days Forward}} set the flag to indicate whether you allow unused days to be carried forward across a holiday year end. | + | * At {{DataPrompt|Carry Days Forward}}, set the flag to indicate whether you allow unused days to be carried forward across a holiday year end. |
* Enter the day and month of the {{DataPrompt|Holiday Year Start}}. | * Enter the day and month of the {{DataPrompt|Holiday Year Start}}. | ||
=== Employee Configuration === | === Employee Configuration === | ||
Go to {{PayrollMaintenance|Add or Edit Employees}}. | Go to {{PayrollMaintenance|Add or Edit Employees}}. | ||
| − | * | + | * Enter an employee name and click {{Button|Search}} or click {{Button|Search}} to bring up all employees. |
* Select the employee and click {{Button|Edit}}. | * Select the employee and click {{Button|Edit}}. | ||
| − | * Enter this | + | * Enter this employee's default holiday days in {{DataPrompt|Holiday Days per Year}}. |
| − | * At {{DataPrompt|Remaining at year end}} | + | * At {{DataPrompt|Remaining at year end}}, if necessary enter the number of days they had remaining at the end of the previous holiday year. This will be updated automatically at the end of each year if you record holiday days taken. |
=== New Starters === | === New Starters === | ||
Holiday entitlement will be available to new starters on the first payday on or after the holiday year start. | Holiday entitlement will be available to new starters on the first payday on or after the holiday year start. | ||
| − | If an employee starts part way through the holiday year you will need to | + | If an employee starts part way through the holiday year, you will need to enter an adjustment to record their entitlement for the remainder of the year. |
* Go to {{PayrollMaintenance|Add or Edit Employees}}. | * Go to {{PayrollMaintenance|Add or Edit Employees}}. | ||
| − | * | + | * Enter the employee name and click {{Button|Search}} or click {{Button|Search}} to bring up all employees. |
* Select the employee and click {{Button|Edit}}. | * Select the employee and click {{Button|Edit}}. | ||
* Press {{KeyPress|F8}}. | * Press {{KeyPress|F8}}. | ||
| − | * If you have already posted an adjustment for the employee e.g. P45 details, click {{Button|Add}} else click {{Button|Other}}. | + | * If you have already posted an adjustment for the employee, e.g. P45 details, click {{Button|Add}} else click {{Button|Other}}. |
* Enter the {{DataPrompt|Payment Date}} for the current period. | * Enter the {{DataPrompt|Payment Date}} for the current period. | ||
* Enter {{DataValue|Holiday Days}} into the {{DataPrompt|Comment}} field. | * Enter {{DataValue|Holiday Days}} into the {{DataPrompt|Comment}} field. | ||
* Click into the {{DataPrompt|Holiday Days}} field and record their current entitlement as a negative value. This field stores the number of days ''taken'', so to ''give'' some days you must enter a negative number. | * Click into the {{DataPrompt|Holiday Days}} field and record their current entitlement as a negative value. This field stores the number of days ''taken'', so to ''give'' some days you must enter a negative number. | ||
| − | {{Example|text=To give a new starter 8 days enter {{DataValue|-8}}.}} | + | {{Example|text=To give a new starter 8 days, enter {{DataValue|-8}}.}} |
* Click {{Button|Done}} and {{Button|Accept}} the posting. | * Click {{Button|Done}} and {{Button|Accept}} the posting. | ||
== Recording Holiday Days == | == Recording Holiday Days == | ||
| − | When you are in the period the holiday days are to be taken: | + | When you are in the period furing which the holiday days are to be taken: |
* Go to {{Menu|{{PR}}|Run Payroll Period}}. | * Go to {{Menu|{{PR}}|Run Payroll Period}}. | ||
* Select the relevant frequency and click {{Button|OK}}. | * Select the relevant frequency and click {{Button|OK}}. | ||
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* Enter the number of {{DataPrompt|Holiday Days taken}}. | * Enter the number of {{DataPrompt|Holiday Days taken}}. | ||
| − | {{Information|text=If a weekly paid employee is to be away for a whole week then you may pay them the following | + | {{Information|text=If a weekly paid employee is to be away for a whole week, then you may pay them the following week's pay in the current period.}} |
* Move to {{DataPrompt|Periods to Advance}} and enter the number of whole weeks the employee will be away. Their pay for those weeks will be added to the current week and they will automatically be excluded from the relevant number of periods. | * Move to {{DataPrompt|Periods to Advance}} and enter the number of whole weeks the employee will be away. Their pay for those weeks will be added to the current week and they will automatically be excluded from the relevant number of periods. | ||
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== View Holiday Days Available == | == View Holiday Days Available == | ||
Go to {{PayrollMaintenance|Add or Edit Employees}}. | Go to {{PayrollMaintenance|Add or Edit Employees}}. | ||
| − | * | + | * Enter the employee name and click {{Button|Search}} or click {{Button|Search}} to bring up all employees. |
* Select the employee and click {{Button|Edit}}. | * Select the employee and click {{Button|Edit}}. | ||
* Press {{KeyPress|S-F5}} to view an Employee Summary. | * Press {{KeyPress|S-F5}} to view an Employee Summary. | ||
| − | * Alternatively from {{Menu|{{PR}}|Run Payroll Period}} select the relevant period and click {{Button|OK}} | + | * Alternatively from {{Menu|{{PR}}|Run Payroll Period}}, select the relevant period and click {{Button|OK}} |
** Select the employee in the list and press {{KeyPress|A-F7}}. | ** Select the employee in the list and press {{KeyPress|A-F7}}. | ||
** The {{Tab|Holiday Entry}} screen will display {{DataPrompt|Days Remaining}}. | ** The {{Tab|Holiday Entry}} screen will display {{DataPrompt|Days Remaining}}. | ||
Revision as of 05:56, 8 June 2017
Contents
Summary
This article describes how to keep track of employees' paid time off in Platinum Payroll.
More Information
This article explains how to configure the holidays available to your employees.
Configuration
Payroll Defaults
Go to " Payroll Maintenance Options Payroll Settings Company Parameters General Company Details".
- Enter the "Default Holiday Days". This can be amended per individual employee.
- At "Carry Days Forward", set the flag to indicate whether you allow unused days to be carried forward across a holiday year end.
- Enter the day and month of the "Holiday Year Start".
Employee Configuration
Go to " Payroll Maintenance Options Add or Edit Employees".
- Enter an employee name and click [Search] or click [Search] to bring up all employees.
- Select the employee and click [Edit].
- Enter this employee's default holiday days in "Holiday Days per Year".
- At "Remaining at year end", if necessary enter the number of days they had remaining at the end of the previous holiday year. This will be updated automatically at the end of each year if you record holiday days taken.
New Starters
Holiday entitlement will be available to new starters on the first payday on or after the holiday year start.
If an employee starts part way through the holiday year, you will need to enter an adjustment to record their entitlement for the remainder of the year.
- Go to " Payroll Maintenance Options Add or Edit Employees".
- Enter the employee name and click [Search] or click [Search] to bring up all employees.
- Select the employee and click [Edit].
- Press <F8>.
- If you have already posted an adjustment for the employee, e.g. P45 details, click [Add] else click [Other].
- Enter the "Payment Date" for the current period.
- Enter 'Holiday Days' into the "Comment" field.
- Click into the "Holiday Days" field and record their current entitlement as a negative value. This field stores the number of days taken, so to give some days you must enter a negative number.
 | To give a new starter 8 days, enter '-8'. |
- Click [Done] and [Accept] the posting.
Recording Holiday Days
When you are in the period furing which the holiday days are to be taken:
- Go to " Payroll Run Payroll Period".
- Select the relevant frequency and click [OK].
- Select the employee then press <Alt+F7>.
- Enter the number of "Holiday Days taken".
 | If a weekly paid employee is to be away for a whole week, then you may pay them the following week's pay in the current period. |
- Move to "Periods to Advance" and enter the number of whole weeks the employee will be away. Their pay for those weeks will be added to the current week and they will automatically be excluded from the relevant number of periods.
- If you wish to amend their pay for the weeks they will be on holiday, press <F5> and amend the values shown.
- Click [Close].
View Holiday Days Available
Go to " Payroll Maintenance Options Add or Edit Employees".
- Enter the employee name and click [Search] or click [Search] to bring up all employees.
- Select the employee and click [Edit].
- Press <Shift+F5> to view an Employee Summary.
- Alternatively from " Payroll Run Payroll Period", select the relevant period and click [OK]
- Select the employee in the list and press <Alt+F7>.
- The [Holiday Entry] screen will display "Days Remaining".
See also
- How do I Set a Default Amount of Holiday for Employees?
- How do I Run a Payroll Period?
- How do I Close a Payroll Period?
- How do I Add a New Employee to the Payroll?
- How do I Set Up Payroll Adjustments?
