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Stephen Lemmon

Specified entitlement holiday scheme - picking up holiday taken

SUGGESTED
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Hi,

We are a payroll bureau and Sage is but one of the systems we use so apologies if this question seems naive...

I've just set up the above scheme for a client.

They pay elements have all been configured to (or not as appropriate) to be included for holiday accrual and I can see this is working from the report "Employee Holiday Information" that I've ran as a test.

2 questions:

1 - The same report however hasn't picked up any holiday taken - is there a way to get this retrospective information in? (Any simple way that is!)

2 - In a similar vein, in terms of tracking holiday for the future, should it pick up if I upload (CSV) or 'Enter Payments' as Holiday Pay? - I would have thought if I put through 8 hours x £10.00 for example it would take this amount off? Or do I need to go through the 'Absence' tab for each employee with holiday that week (as that is going to be a considerable operation each week?)

Any help appreciated...

(And once I've done this I can look at why I can't submit pension data!!!)

Thanks

Steve

  • 0

    Hi Steve,

    Thanks for using Sage City

    1 - Our Business Insight team will need to have a look into this for you to see if it’s possible. You can book a consultation with them here and they’ll be able to discuss this with you.

    2 - Holiday Pay pay elements aren’t picked up by your holiday scheme. You’d need to record and cancel holidays booked or taken to affect the holiday scheme. Full info on how to do this for a specified entitlement holiday scheme here.

    What happens when you try to submit your pension data, e.g. any error messages, etc? Which pension provider are you with?

    Regards,

    Paul

    Sage UKI

  • 0 in reply to Paul Morgan

    Hi Paul,

    Thanks for the answers regarding Holiday management.

    Regarding Pension submission I've attached screenshots of the error messages from last week.

    We haven't been able to submit for a while and have resorted to a manual workaround as we were unable to resolve. That is no longer workable and I really need this working again ASAP.

    BR

    Steve

  • 0 in reply to Stephen Lemmon
    SUGGESTED

    Hi Stephen.

    Thanks for using Sage City.

    On this occasion we will need to connect to your machine to run some steps. If you give us a call on 0191 479 5955 so we can go through this with you.

    Regards.

    Sean,

    Sage UKI

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