Managing Holiday Carry-Over Settings and Resolving Issues in Atlas
Managing holiday carry-over settings involves configuring entitlements, permissions, and troubleshooting common issues. This guide provides an overview of key processes and solutions.
Overview of Holiday Carry-Over Settings
Holiday carry-over settings determine how unused holiday allowances are managed at the end of a holiday year. These settings can be applied at both the company-wide and individual employee levels.
Adjusting Holiday Entitlements and Carry-Over
Company-Wide Settings
To manage carry-over settings for all employees:
Navigate to Employee Workers.
Select Employee Work Settings.
Adjust the carry-over settings, including any expiry rules, to apply them company-wide.
Individual Employee Settings
To customize carry-over settings for a specific employee:
Go to Employee Workers.
Open the employee’s profile (pink eye icon).
Navigate to the Job section.
Select Update to adjust the carry-over settings for that employee.
Disabling Holiday Carry-Over
To ensure no holidays are carried over to the next year:
Open the Main Menu.
Go to Employee Workers.
Select Employee Worker Settings.
Turn off the carry-over toggle.
Entering Carried-Over Holidays Correctly
To ensure accurate allowances after year-end:
Set the employee’s Current Year Allowance to their standard annual entitlement.
Add any carry-over days in the Carried Forward Holiday field. - Example: For an annual entitlement of 25 days and 5 carried-over days, set Current Year = 25 and Carried Forward = 5.
Permissions and Role Requirements
Missing Update Button
If the Update button is not visible in the Job section, it is likely due to insufficient user permissions. To resolve this:
Contact an account administrator.
Request an update to your permissions to enable editing in the Job section.
Greyed-Out "Carried Forward Holiday Units" Field
If the field is greyed out:
Ensure you have sufficient permissions: - Go to Users → Actions → Edit HR. - Change your role from Employee Profile to Service Owner.
Adjust the carry-over policy limit: - Navigate to Employees/Workers → Employee Settings. - Scroll to Maximum number of days for your carried forward and increase the limit. - Once the maximum allows the desired value, the field becomes editable.
Troubleshooting Common Issues
Update Button Missing: Check user permissions and request updates if necessary.
Greyed-Out Fields: Verify permissions and adjust policy limits as needed.
Related Topics
Configuring Holiday Entitlements
Managing Employee Permissions
Troubleshooting Holiday Settings