How Can I Update an Employee's Holiday Entitlement in Atlas?
Managing holiday entitlements for employees is a common task in Atlas. This guide provides step-by-step instructions for updating an employee's holiday entitlement, including general adjustments and specific scenarios like adding extra days for the current year.
Additionally, this guide now includes troubleshooting tips and methods for viewing carried-over leave, expanding its scope to cover broader aspects of holiday entitlement management.
General Steps for Updating Holiday Entitlement
To update an employee's holiday entitlement in Atlas, follow these steps:
Navigate to Employees/Workers > Manage from the main menu.
Open the relevant employee's record.
Go to the Job tab.
Click Update to adjust the holiday entitlement value.
Save the changes to finalize the update.
Adding Extra Days for the Current Year Only
If you need to add an extra day to an employee's holiday entitlement for the current year without affecting prior years, follow these steps:
From the left-hand main menu, go to Employees/Workers > Manage.
Select the employee's record (indicated by a pink icon).
Open the Job tab and click Update.
Scroll to the section labeled This Year’s Holiday Entitlement.
Increase the entitlement value by one day.
Save the changes.
Optional Step:
To document the change, go to the employee’s Timeline and add a note or upload a document explaining the reason for the extra day (e.g., awarded due to length of service).
This process ensures that only the current year’s entitlement is updated, leaving previous years’ allowances unchanged.
Additional Notes
Always double-check the updated entitlement values before saving to avoid errors.
Use the Timeline feature to maintain a record of changes for future reference.
Regularly review employee records to ensure access is active and entitlements are updated.
Use the reporting feature to generate comprehensive leave summaries for better planning.
Encourage employees to check their dashboards periodically to avoid last-minute issues.
By following these steps, you can efficiently manage and update holiday entitlements in Atlas, ensuring accurate records and compliance with company policies.
Troubleshooting Dashboard Issues
If an employee’s dashboard shows zeros for their annual leave entitlement and they are unable to request time off, their account may be inactive. Follow these steps to reactivate their access:
Navigate to Employees/Workers > Manage.
Locate the employee and click the eye icon next to their name.
Go to the Administration section.
Grant the employee access. Once access is granted, the employee’s entitlement and request options should display correctly.
Viewing Carried-Over Leave
To view how much annual leave an employee carried over at renewal, you can run a report in the system. Here’s how:
From the main menu, go to Reporting > New Reports.
Select Employee Information > Employee Personal Information.
In the Select Columns section, add Carried Forward Units.
Run the report to see each employee’s carried-over entitlement.
Additional Tip
For more context, you can open the employee’s record by navigating to Employees/Workers > Manage > Employee View and checking the Calendar tab. This allows you to review holidays and absences around year-end, but the report is the quickest way to access carried-over leave figures.