To access the Perform Holiday end of year option:
The Human Resources Password form is displayed.
Enter your human resource password.
The HUMAN RESOURCES menu is displayed.
Select the Human Resources option.
The Human Resources record is displayed.
Once a human resource record is selected or initially chosen for creation select the Tools option.
Provided your human resources priority is greater or matching the human resources system parameter priority to use utilities select the Utilities option.
Select the Perform Holiday end of year option.
The Perform Holiday end of year form is displayed.
The Perform Holiday end of year form is displayed when you select the Perform Holiday end of year option from the Menu Bar Utility options.
The human resources control storing the current holiday year end date is checked, if a holiday year end is being attempted before the end of the holiday year a message is shown and you are prevented from running the holiday year end.
You are not permitted to run the holiday year end until after DD/MM/YYYY
The human resources control storing the last holiday year end date is checked, if a holiday year end has already been run since the holiday year start date for the current year a message is shown:-
The holiday end of year has been run this holiday year already.
A check is performed on the Human Resources location and grade security in order to ensure you have access to all records before running the holiday year end. if you do not have global access you are advised with the following message:-
Holiday year end is not permitted due to HR location and grade security restrictions
You should only continue OK if you know what you are doing otherwise take the Cancel option.
The option will re-calculate all employee holiday entitlements which have a joining date and update the human resources controls called Holiday EOY last run with the current system date, Holiday year end with the new holiday year end date and Holiday EOY user with your user id.
Employees that do not have their joining date entered will not be updated but you will be shown a message Start date not set for employee ###### followed by the name.
Once the holiday year end has been run you will be shown a window with the message Holiday entitlements successfully updated or alternatively a message advising Holiday entitlements have not been updated for #### employee. Select OK, you will be returned to the human resources record.