Dealing with employee holidays in Platinum Payroll
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Contents
Summary
This article describes how to keep track of employee's paid time off in Platinum Payroll.
More Information
This article explains how to configure the holidays available to your employee's.
Configuration
Payroll Defaults
Go to " Payroll 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 Payroll Maintenance Add or Edit Employees".
- Search for an employee by name and click [Search] or click [Search] to bring up all employees.
- Select the employee and click [Edit].
- Enter this employees 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 post an adjustment to record their entitlement for the remainder of the year.
- Go to " Payroll Payroll Maintenance Add or Edit Employees".
- Search for the employee by 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 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 weeks 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 Payroll Maintenance Add or Edit Employees".
- Search for the employee by 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?
