This guide explains how to create and manage holiday days accrual rules and how the holiday percentage is determined in Netvisor. It also provides instructions for deactivating rules and describes the required access rights.
In Netvisor, you can create various accrual rules for the accrual of holiday days and the determination of the holiday percentage. Create and manage these rules by selecting Payroll > Holiday calculation settings > Holiday accrual rules.
In holiday entitlement management you can review current employee-specific holiday settings and update them if necessary, for example, when the employment is over a year long. Open the view by selecting Payroll > Settings > Holiday calculation settings.
Creating a new holiday days accrual rule
Start adding a new rule by selecting the "Add new rule" button. Provide the following information for the holiday accrual rule:
Settable for employees: Select "Yes" when the content of the rule is ready and you want to use it in the employee's holiday entitlement management.
Rule name: Name the rule as desired.
Type: Select "Holiday days accrual rule" as the type.
Attached employees: Note that at the creation stage, there are still 0 attached employees.
Employment months and Holiday days accrued per month: Determine the value used based on the duration of employment. In the example image below, it is defined that from the start of employment (0 months), holiday days accrue at 2 days/month. When the employment has lasted a year (12 months), the holiday accrual increases to 2.5 days/month. Additionally, a third tier is defined where after 5 years of employment (60 months), the holiday accrual increases to 3 days/month.
Holiday days accrual rule: day / month
Define the addition of holiday days accrued per month in the table. The holiday month is interpreted through the accrual of holidays. The table interprets the duration of the employee's employment. Full holiday qualifying months always start from the beginning of employment. If the employee has worked for over a year, full holiday qualifying months always start from the beginning of the holiday qualifying year, i.e., April.
In implementation, if payroll starts, for example, in January and the January holiday accrual must be retrieved from holiday month ten, monthly holiday accruals must first be calculated from the current holiday qualifying year for this purpose. If this is not done, holiday accruals start from holiday month one.
Impact of employment condition on holiday days accrual
An employee can be selected for an employment condition (14 days or 35 hours rule), which determines when a month is interpreted as a full holiday qualifying month from which holiday days accrue according to the selected holiday accrual rule.
For the interpretation of the employment condition to work and holidays to accrue according to the selected accrual rule, ensure that the employee has work time entries affecting holiday entitlement in the work time recording for the target month being processed. If the condition is not met, annual holiday days do not accrue.
The employment condition can be checked in the holiday accruals view in the work days or hours column by ticking the box "Show grounds for holiday days".
This opens the grounds for accrued holiday days, where you can check work days or hours. For work days and hours, those record types are included whose settings have "affects holiday entitlement" selected.
Creating a new holiday percentage rule
Start adding a new rule by selecting the "Add new rule" button. Provide the following information for the holiday accrual rule:
Settable for employees: Select "Yes" when the content of the rule is ready.
Rule name: Name the rule as desired.
Type: Select "Holiday percentage rule" as the type.
Attached employees: Note that at the creation stage, there are still 0 attached employees.
Employment months and Holiday percentage: Determine the value used based on the duration of employment. In the example image below, it is defined that from the start of employment (0 months), the holiday percentage is 9%. When the employment has lasted a year (12 months), the holiday percentage increases to 11.5%. Additionally, a third tier is defined where after 3 years of employment (36 months), the holiday percentage increases to 13%.
Updating holiday accrual rules
If an employee has, for example, a holiday accrual rule according to the Annual Holidays Act and the employment reaches one year, the program suggests updating the holiday accrual rules.
The suggestion is shown to the payroll accountant in the Check selected pay bases view before generating payslips:
"There are differences in the recorded holiday accruals for the employee based on automatic comparison. You can see the proposed changes in holiday entitlement management. Go to holiday entitlement management."
In holiday entitlement management (Payroll > Settings > Holiday calculation settings > Holiday entitlement management) the proposed changes are shown in orange or red. The program does not automatically update new holiday accrual rules for employees; instead, the payroll accountant must activate the new holiday accrual rules either from the holiday calculation settings or from the employee's information. Only after this will the changes take effect.
Deactivating an accrual rule
Accrual rules cannot be completely removed. Change the rules that are no longer desired to be used to "Not settable for employees" status.
Open the information of the specific rule by drilling down into it from the Holiday accrual rules view.
Select the option "Settable for employee" to: "No" (see image below, point 1).
Rules that are not settable for employees are only displayed in the "Holiday accrual rules" view.
Note that only active rules are selectable for employees.
Access rights
Ensure you have read or edit rights in Payroll's function-specific rights under Time management > Holidays and absences for access to the Holiday accrual rules view. Additionally, you must have the Payroll accountant role.
Frequently asked questions
How can I set the accrual rule of 2.5 days per month for an employee from the start of employment?
You can edit the employee's holiday accruals in Holiday management by clicking the cell "Accrued holiday days". You can also create a new accrual rule where the employee accrues 2.5 days of holiday from the start of employment months. Set the accrual rule for the employee by selecting Employee information > Annual holiday information > Holiday days accrual rule or from holiday entitlement management.
Keywords: Netvisor, holiday calculation, holiday days, accrual rule, holiday percentage, holiday entitlement, annual holiday
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.