Holiday Pay/Recovery on Terminate calculates the entitlement as at the employee’s termination date. The functionality also calculates the hourly or daily rate of pay using the holiday rate parameter on the employee’s service condition.

ResourceLink calculates the following:

• True entitlement (pro rata) as at the termination date.
• Holidays taken as at termination date.
• Rate of pay (daily amount/hourly rate).
• Tax year and period to pay.
• Temporary pay element ID to use for payment.

Note: Holiday entitlement years that start after the termination date and future dated holidays are removed, and the number of holiday units taken in the current entitlement year is adjusted accordingly.

Current Entitlement

Start Date, End Date

Display only. The start and end dates of the holiday year.

Entitlement / Hourly Entitlement

Display only. The holiday entitlement due to the employee for the current holiday year. This is in hours depending on the entitlement type.

Extra

Display only. The extra holiday entitlement due to the employee for the current holiday year. This can also be a negative value, for example to adjust holiday entitlement.

Carried Forward

Display only. The holiday entitlement carried forward from the previous holiday year into the current holiday year.

Holiday Taken

Display only. The amount of holiday taken so far during the current holiday year.

Termination Date

Display only. The employee’s date of termination.

Entitlement, Payment/Recovery as at Leave Date

Calculate

Select this field to calculate the holiday entitlement due as at the termination date.

Status

Display only. The status of the holiday entitlement calculation which can be one of the following:

• To Pay - Indicates that a payment or deduction is to be made.
• Record - Indicates that the information has been recorded, ready for payment or deduction at a later date.
• PE Generated - Indicates that the temporary pay element has been generated and payment or deduction has been made.

Pay/Recovery Date

Display only. The date of termination up to which the holiday entitlement is calculated.

Entitlement

Enter the number of days/hours holiday to which the employee is entitled as at the date of termination.

Extra

Enter additional days/hours holiday awarded to the employee, if applicable, as at the date of termination. A negative value can be entered, for example, to adjust entitlement if required.

Carried Fwd

The number of days/hours holiday, if any, the employee has been allowed to carry forward from the previous year.

Total Entitlement

Display only. The total holiday entitlement as at the date of termination based on the inputted values.

Holidays Taken

Enter the number of days/hours holiday taken up to the date of termination.

Balance

Display only. The balance of holiday entitlement after the total Holidays Taken is subtracted from the Total Entitlement values. This can be a negative figure if the employee has taken more holiday than they are entitled to as at the date of termination.

Holiday Rate of Pay

The holiday rate of pay calculated is displayed, amend the amount that is payable for holidays, if required. This should be a daily or hourly rate depending on the employee’s entitlement type.

Pay/Recovery Amount

Display only. The amount to be paid to the employee, or deducted if it is a negative value.

Pay/Record

Enter P to make the payment or deduction from the employee as required. Alternatively, enter R to record the information only; this can be amended to P at a later date to make the payment / deduction.

Payment Tax Year

The default payment tax year is displayed, amend the year in which the payment or deduction should be made, if required. This field is not available if you enter R in the Pay/Record field.

Tax Period

The default payment tax period is displayed, amend the tax period in which the payment or deduction should be made, if required. This field is not available if you enter R in the Pay/Record field.

Pay Element

The pay element specified in Holiday Entitlement Details is displayed. Click WINDOW to display Pay Element Selection and select a different pay element to be used for the holiday payment or deduction, if required.

Button

History

Click this button to display Holiday Pay/Recovery History where you can view a history of holiday entitlement paid or deducted for the employee.

On commit, the employee’s holiday entitlement is updated with the pro rata figures and the end date is replaced with the termination date. If the Pay/Record field has been set to P, a temporary pay element is created using data from the Pay/Recovery Amount, Pay Element, Payment Tax Year and Tax Period fields. The payment is made under the employee’s main post if it exists, else under the EMPLOYEE post.

MD82S45