We recommend using the Allocate Holiday Allowance wizard, which can be found in Personnel > Functions > Utilities > Allocate Holiday Allowance, to create the initial holiday allowance for groups of employees.
Initially, the group of employees is defined using a query, for example the ‘standard holiday allowance’ may apply to all employees, which might be defined by a query filter of HR Record Status <> Left, the ‘long service allowance’ however may only apply to employees with at least 5 years of service, which may be defined by a query filter of HR Record Status <> Left and Age of Service >= 5 years. The query must either be based on the HR Record entity or the Employment History entity.
The query should then be associated to the holiday allowance – Personnel > Definitions > Terms and Conditions > Holiday Allowance > select the holiday allowance > Edit > Automation > Auto Allocation Qualifying Query. Note that only queries based on the HR Record or the Employment History entities are shown in this list.
We recommend that the holiday allowance is associated to an activity (employment history record) so that the system can prorata the number of days/hours allocated (based on your system settings) using the employment start date, end date (if any) and the notional/actual factor (i.e. proportion of full time hours that the employee works based on the FTE and hours per week/weeks per year), with the same benefits being applied when revising and rolling over holiday allowances.
If your qualifying query was based on the employment history entity, the holiday allowance will be associated to an ectivity (employment history record) automatically. If your qualifying query was based on the HR Record entity, the system can optionally associate the resulting holiday allowance record to the employee’s primary active activity but checking Attache to Primary Active, which again will afford you the benefits outlined above.