Annual Leave Configuration

This article only applies to RotaMaster 6.1 and People+. To upgrade, speak to your Account Manager.

In RotaMaster People+, each staff member can have multiple posts and each post can have its own annual leave allowance. Administrators can build Annual Leave Configurations that can then be assigned to posts in the system and each person with that post will have their leave allowance automatically calculated.

Each Annual Leave configuration outlines;

• The Annual Leave Units (Hours, Days)
• Number of weekly hours that should be classed as 'Full Time'
• The 'Full Time' leave allowance is
• Whether Bank Holidays are normal working days, or days off by default
• How many years of service a staff member should have before their allowance is increased; and by how much.

Using these settings and each person's contracted hours, their pro-rata leave allowance will be calculated.

The Annual Leave Configurations are accessed via Configuration > Annual Leave Configurations;

This will open the following screen. The list of current Annual Leave Configurations is shown on the left hand side. To edit one, click on the name (Days, Hours, LCD Staff etc) and make the changes on the right hand side.

To add a new Configuration type, click the green plus button highlighted above.

Populate the Configuration Name, Annual Leave Units (Hours, Days), Full Time Weekly Hours and Full Time Annual Leave Allowance in the top half of the screen.

In the lower half of the screen, users can add Tiered Allowances. This is used to outline additional leave allowances that should be granted to staff with X years of service in a certain post.

To add a Tiered Allowance, click the green plus button as shown below;

Then, populate the number of Service Years and the Additional Allowance for staff that have those service years and click Save.

This will now show in the Tiered Allowance screen. All existing Tiered Allowances can be edited/deleted using the blue edit pen or red cross, highlighted below;

Finally, outline whether staff with this Annual Leave Configuration will work Bank Holidays as standard (hence, they need to be booked off) or whether Bank Holidays will automatically be days off.

If Bank Holidays ARE included and do need to be booked off (and the leave units is HOURS) then enter the number of hours that a Bank Holiday shift usually is in the box highlighted above. The system will then add that number of hours X the number of Bank Holidays falling in the leave year to each person's leave allowance.

Leave allowances that have been assigned to a person's Post are re-calculated when the following actions occur:

• Changing contracted hours on a Post
• When a person reaches their length of service milestone their leave allowance will be recalculated at midnight.
• A new leave year
• A new bank holiday is added
• A bank holiday is deleted

If you have any days or dates you do not want staff members with this Annual Leave Configuration to be able to request off then click on the 'Unavailable Leave' tab at the top of the box:

Here you can click the green plus button to add an unavailable leave date range:

Enter the relevant information and press Save

When you have finished your Annual Leave Configuration set up press 'Save and Exit'

Click here to find out how to configure Bank Holidays in the system.

Click here to find out how to assign an Annual Leave configuration to a Post.