Within Chronicle, upon the new holiday year any remaining entitlement will automatically carry over and be placed within the employee's 'Carried Over' entitlement leaving it usable within the new holiday year.
This guide will show you how you can disable this so no entitlement is carried over. To enable this, you'd first need to access the employee's record.
- Locate the employee via the settings under 'Employees' > 'Employees' or via 'View' > 'Live Data and double-click on their name to open their employee record.
- Within the employee record, navigate to the 'Entitlements' tab along the top.
- Within the 'Entitlements' area, you'll see an option of 'Disable holiday carried over' - Tick this to then prevent any remaining entitlement from carrying over into the new holiday year.
You can also apply this setting to multiple employees via 'Toolbox' > 'Bulk Editor':
When in the 'Bulk Editor' area, you'd need to first start by selecting the relevant employee's, if not all:
If applying this to all employees, you'd select the tick box in the top-left of the table, beside 'Payroll No'.
Otherwise, you'd select the tick box to the left of the employees name.
From there, you'd scroll down to below the table and just above the 'Update Holiday Entitlement' heading, you'll see a tick box for 'Disable holiday carried over'.
Lastly, click 'Update' and this will apply this setting to all selected users.
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