Adding Staff Holiday Entitlements

1. Staff holiday entitlements can be added individually, or in bulk. As bulk is more common, that will be covered first. First head to Staff > Absence Manager.

2. Next, click View > Holiday Entitlement Templates.

3. This screen will show any existing Holiday Entitlement Templates. To create a new template, Click File > Add New Template.

4. Use the dropdown menus to fill in the needed information:

• Job Title allows you to specify certain members of staff, or this can be left on Any Job Title if needed.
• Operator is an and / or filter that relates to Job Tile and Category.
• Category is a Standard Value that allows you to categorise your staff into different groups.

Select when the holiday entitlement is due to renew and the maximum days / hours that can roll over. Then press Save Template. 

5. Click Run Manually to apply this new template to the allocated staff. Then click Yes on the following confirmation message. 

Note: You will need to make sure that Job Titles/Staff Categories have been applied to the relevant staff in order for the template to find the right staff members.

6. In order to view this on a Staff Member's record, as well as edit Holiday Entitlements on an individual basis head to their staff record via Staff > List > *Staff Name* > View Staff 

7. Click on the Personnel tab.

8. Scroll down to the Holiday / Absence section. Here, click on either the existing Holiday Entitlement box to edit it, or Add Holiday Entitlement to add holiday entitlement for this one member of staff.

9.  Both options will open up the same box. Fill in the details as prompted, then click Save.