Tips

Payroll

Holiday Schemes

You can manage and record the holidays your employees book and have taken within your Sage 50 Payroll.  You can create different holiday schemes for different employees

Assign a holiday scheme to an employee

1. Double-click the relevant employee.
2. Click the Absence tab, then click Holiday.
3. Select the required Scheme Number (see previous month’s newsletter on how to set up a scheme), then click Ok
4. Check the holiday scheme details are correct, then click OK.
5. Click Save, then click Close.

You have now assigned a holiday scheme to an employee.  You can now start recording holidays taken.

Record holidays booked and taken

1. Double-click the relevant employee.
2. Click the Absence tab, then click Diary Entry.
3. From the drop-down lists, select Holiday.
4. Click Booked or Taken.
5. In the From drop-down, Choose AM or PM, then enter the required date.
6. In the To drop-down list, Choose AM or PM, then enter the required date.
7. If required, enter details of the holiday in the Comment Box.
8. Click OK, then click Save.

You have now recorded a booked or taken holiday on your employee’s absence diary.  The total number of days is deducted from their entitlement.

If you would like help recording your employees holidays etc or need any other help or advice with your payroll please contact us