In this article, we discuss the implementation and management of holiday calculation in Netvisor. The instructions guide you through creating holiday calculation methods, setting employee-specific settings, entering opening balances, and updating salary models to ensure proper payroll and reporting.

CONTENT

If salaries have already been calculated in Netvisor without holiday calculation, a suitable time to implement holiday calculation is when the previous month has been completed and the payroll for the next month has not yet started.

Add new holiday calculation method

The holiday calculation method includes holiday calculation salary types and formulas for calculating holiday pay and bonus. Perform the addition as follows:

  1. Copy a ready-made template from Netvisor's calculation method templates.
  2. Edit the template to suit the company's needs.
  3. Alternatively, copy an already prepared holiday calculation method from another company you manage.

Help: Adding a new holiday calculation method

Employee holiday settings

Define employee settings as follows:

  1. Add holiday accrual rules, holiday calculation method, holiday percentage, and if necessary, the employment condition for employees.
  2. If desired, use the mass function to set the holiday calculation method on the Holidays management page by selecting employees and choosing "Handle x selected".

Help: Holiday rights management

Holiday calculation opening balances (accruals, taken and paid)

Enter the starting situation for holiday calculation as follows:

  1. Go to the Holiday pay debt page and select "All information" link for each employee.
  2. Enter accrued holidays as well as taken and paid ones on the same page.
  3. Define the starting situation for calculating holiday days and euros on the Holiday accruals page. Save the employee's holiday accruals from all holiday credit years. After that, holiday accrual continues in Netvisor based on payroll data.
  4. Enter taken and paid holidays on their own tab for past months.
  5. If necessary, enter paid holiday pays into Salary history information, so they appear on the employee's payslip.
  6. If holiday calculation is based on the average hourly earnings or average daily pay holiday calculation method, save the earnings for the holiday credit year in Salary history information.

Salaries > Settings > Payroll settings > Salary history information

Note that saving the balances of untaken and unpaid holidays is not enough. Save the total accrual annually in the Holiday accruals view. When the accrual euros and days for the holiday year are saved, the used/paid holidays are saved in the Taken and paid view. This way, the total accrual per holiday credit year is correct, and the "Cumulative situation" column in the Holiday pay debt view shows the balance of holidays still to be taken.

Holiday accruals are also used when calculating accrual changes. Enter holiday information monthly to utilize automatic accrual changes. If the information is entered cumulatively for holiday credit years, automatic accrual change cannot be used.

HolidayKTA or HolidayKPA calculation salary types considered in earnings

  1. Define accrued and taken holidays monthly for each employee for each holiday credit year.
  2. For HolidayKTA calculation, "Salary types considered in earnings" must be entered into the program so that the holiday price can be calculated. The salary type "Calculated earnings from the holiday credit year" is used for HolidayKTA calculation. This salary type can be linked to the salary model with the formula "fixed number 1" so that earnings used in HolidayKTA calculation can be entered into Salary history information.
  3. Alternatively, enter paid payslips into Netvisor in the payroll process for each pay period and mark them as paid.

Checking and updating the salary model

  1. Add a new holiday calculation method, and the program automatically adds new salary types paying the holiday calculation method to the salary model's Cash salary formula.
  2. Manually add salary types to the Cash salary formula if new holiday calculation methods are implemented later.
  3. Stop using old salary types (e.g., "Holiday pay" and "Holiday bonus") in the "Holidays and absences" group of the salary model.
  4. Change the settings of old holiday calculation salary types so that they cannot be selected for the payslip: remove the checkmark from "Calculation: Included by default in calculation". This setting stops the calculation of old holiday calculation formulas, but the salary types remain reportable.

Help: Updating the salary model

Formatting the salary model

Update the formatting of salary models so that salary types related to holiday calculation are clearly visible on the payslip.

You can make the formatting by selecting Salaries > Payroll > Salary model management > Select salary model > Formatting tab

Holiday calculation features

Employment conditionAn employment condition (14 days or 35h rule) can be selected for the employee, which determines when a month is considered a full holiday credit month. Set the condition from the employee's information or holiday rights management in mass.
Duration of employmentAffect the number of holiday days accrued in a month and the holiday percentage using the duration of employment with holiday accrual rules.
Holiday accrualCalculate new accruals on the Holiday accruals page. Accruals form if the employment condition is met. You can edit accruals before forming the accrual entry.
Amount of holiday pay and bonusCalculate values through Holiday calculation methods. You can set multiple calculation methods, and prices are calculated per method (e.g., monthly salary and commission separately).
Taking holidaysThe employee sees the holiday days available to be taken in the time entry and can record their holidays themselves. Holidays are processed/paid in the payroll process for the respective pay period. If there are days to be taken from multiple holiday credit years, the program records the holiday days as taken starting from the oldest accrual.
Paying holidaysGive payable holiday and bonus days in the payroll process. Prices form based on calculation method formulas. The program pays days from the oldest accrual.
AccrualsCalculate new accruals in Holiday accruals. The program suggests an accrual change if new information differs from previous.
Accrual changesCheck the program's suggestion and preview for change need when forming accruals. Read more about Accrual changes.

Frequently asked questions

When is the best time to implement holiday calculation if salaries have already been calculated?
The suitable time is when the previous month has been completed and the payroll for the next month has not yet started.

How should I handle old holiday calculation salary types?
Do not use them anymore. Remove their calculation from the salary type settings ("Included by default in calculation" - checkmark off) so they no longer form accounting entries or appear on the payslip, but remain on reports.

How should holiday credit year accruals be entered?
We recommend entering information monthly in the Holiday accruals view to utilize automatic accrual changes. Simply saving balances is not enough.

Where can the employee see the holiday days available to be taken?
The employee sees them in the time entry, where they can also record their holidays.

Keywords: holiday calculation, holiday calculation method, holiday accruals, holiday pay, holiday bonus, accrual change, employment condition, salary model, opening balances, HolidayKTA, HolidayKPA

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.


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