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Set Employee's Opening Holiday Balance and Annual Entitlement
Set Employee's Opening Holiday Balance and Annual Entitlement

Setting up your Employee's Annual Leave

Ciaran avatar
Written by Ciaran
Updated over a year ago

There are a number of scenarios when an employer may need to set or reset a holiday accrual balance for an employee. The most common is when a new business client starts using our service part way through their holiday year.

Whatever the reason, setting or resetting a holiday balance is quick and easy to do.

Step 1 - Navigate to 'Employees' tab

Step 2 - Click to EDIT selected employee

Step 3 - Set Opening Balance in hours

Step 4 - Set Balance Date

The balance date represents the date at which the employee had the accrued balance and can be set to any date within the holiday year. In the case below we are saying that this employee starts 1 Apr with 5 hours balance. Negative balances can also be entered.

Any further holiday accruals are carried forward from the new holiday balance date.

Step 5 - Update Employee

Changing Employee's Annual Leave Entitlement

Gig Grafter uses the statutory holiday values in weeks based on your location :

5.6 weeks in United Kingdom

4 weeks in Republic of Ireland

If an employee also benefits from additional annual holidays e.g. an extra holiday day arising from length of service, the default value can be reset.

E.g if an employee benefits from an additional 1 day

In the Republic of Ireland you would reset the annual entitlement in weeks to 4.2

In the United Kingdom you would reset the annual entitlement in weeks to 5.8

Click HERE to find out how to change Annual Entitlement for the whole account.

Please Note:

Your payroll system will be the ultimate source of data for worked hours and annual leave. For these features assume that the data from our Time and Attendance product is submitted to your payroll software without any changes. However changes can occur outside of Gig Grafter and you may see some discrepancies in the data. These can be corrected by updating employee balances.

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