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Manual Holiday Adjustments

Ciphr Academy
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This help guide will show you how to make manual holiday adjustments for an employee, such as recording holiday bought or sold under a holiday purchase scheme, a change of office location, or time off for moving house.

Tip: Additional Information or Case Management (add-on module) can be used to manage requests for holiday buy/sell schemes.

 

Contents

Making a Manual Holiday adjustment for an employee

  • Ensuring that you have the required employee record in view go to Holidays & Absence > Absence Summary
  • The holiday and absence year information will be displayed for the selected
    employee
  • Click Change Holiday Entitlement
  • The Holiday Entitlement summary for that employee will be displayed
  • From here you can change the Holiday Entitlement scheme that the employee is
    on. Change the Holiday BF value and adjust the entitlement
  • In the Manual Adjustment field enter the adjustment value and reason as
    required
  • Click Update
     

  • The total values for that employee will be updated

  • The value will also be reflected in the Book & View Time Off and Absence Planner/Calendar summary chart for the employee 


 

To see the history of manual adjustments

Go to Holidays & Absence > Absence Administration > Holiday Adjustment History 

Notes: 

  • To reduce manual data entry, adjustments can be made to groups of employees via Bulk Holiday Adjustment
  • The Manual Holiday Adjustment is a current balance field, and any update will overwrite the current data so it is important to consider this when applying an individual or bulk adjustment, if employees have an existing balance that needs to be taken into account.
  • You can choose whether to reset manual holiday adjustments during holiday rollover, in system configuration

 

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