V2 - Employee pro-rata

Within Chronicle, you may need to pro-rata an employee's holiday - This can be achieved with the steps below; 

1. Go to 'View' then 'Time sheets'.

2. Within the Time sheets screen, locate the employee you would like to prorata.

3. Click on the employee name to bring up their employee record then navigate to the 'Additional Info' tab and ensure that the 'Join Date' field is filled with the correct date.

4. Navigate to the "Entitlements" tab.

• Ensure that the holiday entitlements are correct.

5. Select the 'Re-calculate prorata' button

 

This will then change the carried-over field to what should be subtracted from the holiday entitlements.

6. Click the save button and then after you have saved the changes, navigate back into the employee's record, and then to the entitlements tab.

Now you have saved the record and navigated back, you will see that the remaining column has changed.

This has now completed the prorata calculation so that the new employees' entitlement is accurate.