How to view an Employee's Holiday Entitlement for the next accrual year

This article shows how to add a new accrual record to an individual employee's holiday plan and how to view the details of that accrual record to check the employee's entitlement for the next accrual year.

The article will cover the following topics:

Adding a New Accrual Record to an Absence Plan
Viewing the New Accrual Record

1. Adding a New Accrual Record to an Absence Plan

Navigate to: People >> Holiday & Absence >> Absence Plans.

Select the employee's holiday plan
Select the Accruals tab.
If not already created, select the Create Accrual button to create next year's accrual.

1. Adding a New Accrual Record to an Absence Plan

2. Viewing the New Accrual Record

Click on the accrual that you have created to show a summary of the accrued entitlement, along with any carry forward to the accrual and any adjustments that have been made.

The Total Remaining column will display the entitlement figure for the employee as a product of these values.
Additional Information displays further details relating to the calculation of the accrued entitlement, for example if Eligibility Rate Change has been applied if an employee has reached a of service in employment.

Note:

Once created, the accrual record and entitlement is subject to change based on the absences that an employee books. For example, if carry over is enabled, the entitlement carried from one year to the next may decrease based on the amount of holiday an employee takes in the current accrual year.