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.
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.
By following these steps, you can efficiently manage and update holiday entitlements in Atlas, ensuring accurate records and compliance with company policies.