HR

Step-by-step guide

This help guide will show you how to record a holiday adjustment for a group of employees.

Contents

• Introduction
• Making a Holiday Adjustment for a group of employees
• To see the history of manual adjustments

Introduction

There may be occasions where you may need to make a one-off change to the holiday entitlement for a group of employees.

Making a Holiday Adjustment for a group of employees

• Go to the following area:
  • Latest menu: Holiday & Absence> Absence Admin> Insert Bulk Holiday Adjustment
  • Pre 2025 menu: People Admin > Time Management > Bulk Holiday Adjustment
• Click on the Subset icon in the top right to select the affected group of employees
• The records will be displayed on screen

• In the Manual Holiday Adjustment field select the number of days and in the Manual Adjustment Reason enter the Manual Adjustment Reason for the change
• Click Preview Bulk Adjustment
• The holiday adjustment will be displayed in the Manual Holiday Adjustment column (overwriting any existing figure) and their Holiday Left will have been increased accordingly

• Verify that all the records are correct and then click Update
• You will be asked to further confirm the adjustment – click Yes
• Completion of the adjustment will then be confirmed – click OK
• The additional holiday will now be available to those employee records
• An Export to Excel button is available to download a list of records on the current page

To see the history of manual adjustments

• Go to the following area:
  • Latest menu: Holiday & Absence> Absence Admin> Holiday Adjustment History
  • Pre 2025 menu: People Admin > Time Management > Holiday Adjustment History