RotaCloud can help you automatically manage your staff who accrue holiday as they work, even if you're setting up the system part-way through your holiday year.
In this article, you'll learn how to get started setting up your staff's current holiday balances before allowing RotaCloud to automatically keep these balances up to date with holiday earned and taken.
First, set up Holiday Accrual on your account by establishing a default accrual rate, choosing which Leave Types contribute to accrued holiday, and setting all applicable staff to accrue instead of having a fixed annual allowance.
You can see more information about setting up in our help article:
Decide how to set your employees’ current holiday balances
Once you've established which employees are accruing holiday, it's time to set up their current holiday balances. There are two methods you can use to approach this:
Entering your employees’ current holiday balances
Once you've decided on your method of calculating staff's holiday balances, and have calculated each employee's figure, it's time to add these balances to each employee.
On the Leave page, each employee's full year's allowance is shown next to their holiday taken and holiday remaining. This allowance can be edited at any time by clicking on it.
Click on each employee's allowance and enter the figure that you've calculated before clicking 'Save'. The employee's allowance will then immediately update.
Leave years and carrying over holiday
When your leave year restarts, staff who accrue holiday will have their balances reset to zero and will begin accruing holiday again when the first Pay Period of the Leave Year is finalised.
If you’d like to carry any unused holiday over from one Leave Year to the next, please see our guide below: