In order to prepare your debtors and companies for the holiday year transit, you can execute the Nmbrs holiday year transit wizard. This wizard calculates and updates the employees’ holiday saldos for the new holiday year.

Get started

In order to get started with the Holiday Year Transit, you go to Master level, press “Actions” and choose “Holiday Year Transition” in the menu.

Step 1 – Choose company

Choose for which debtor you wish to execute the Holiday Year Transit, click on “Show overview” and tick the boxes for the companies you want to include in the Holiday Year Transit wizard.

Companies which are marked in gray cannot be included in the Holiday Year Transit. By hoovering over the information icon to the right, you find information regarding why the companies cannot be included.

Step 2 – Control

This step is solely to give you an overview over the expected, final holiday saldo. The Holiday Year Transit has not yet been completed and you are still able to cancel and to go back to make corrections in case the overview is not in line with what you expect. In case the overview is in line with the expected values, you may proceed and complete the wizard in order to press “Year Transit” in the bottom right corner.

Step 3  – Report

This step solely aims to give you a report of the final holiday saldos for the new holiday year.

Holiday and salary settings

There are four different scenarios depending on which holiday and salary settings you have applied for the company which you are about to execute the Holiday Year Transit for.

If the company has the setting payment in advance, the following two scenarios apply:

• If the holiday year starts in January (calendar year), the holiday year transit can be executed when the company has period 2 as current period.
• If the holiday year starts in April the holiday year transit can be executed when the company has period 5 as current period.

If the company does not have the setting payment in advance, the following two scenarios apply:

• If the holiday year starts in January (calendar year), the holiday year transit can be executed when the company has period 1 as current period.
• If the holiday year starts in April, the holiday year transit can be executed when the company has period 4 as current period.

The holiday year transit wizard only lets you transit companies that are in the correct period for the transition.

What does the holiday year transit wizard do?

In the first period of the holiday year the employee's holiday saldos are 0. The holiday year transit wizard calculates how many entitled and saved days the employee should have starting from the new holiday year and inserts those values on wage codes in the first period of the holiday year.

Entitled days:
- If the employee first has to earn holidays before he gets entitled days (entitled at start year = false), then fulltime earned days of the previous holiday year are inserted on L3605 entitled holidays.
- If the employee gets an estimated number of entitled days at the start of the year (entitled at start year = true), then the fulltime number of days from the leave model settings are inserted on L3605 entitled holidays.

Leftover days year 1:
- If the employee first has to earn holidays before he gets entitled days (entitled at start year = false), then the fulltime entitled days of the previous holiday year are inserted on L3631 leftover holidays year 1.
- If the employee gets an estimated number of entitled days at the start of the year (entitled at start year = true), and if the employee earned more days than he took, then the fulltime leftover days are inserted on L3631 leftover holidays year 1. If the employee took more days than he earned, then those days are subtracted from his other leftover saldos. If he took more days than he earned and had leftover from previous years, then the days that he took too many are inserted negatively on H3551 holiday payment and H3561 holiday allowance.

Only entitled days above the minimum number of days as defined in the leave model can be saved to leftover days year 1. Any days below the minimum are paid out on H3551 holiday payment and H3561 holiday allowance.

Leftover days years 2 - 5:
Days that are leftover from saved year 1 are inserted on L3632 leftover holidays year 2. Leftover days from year 2 are inserted on L3633 leftover holidays year 3. Leftover days from year 3 are inserted on L3634 leftover holidays year 4. Leftover days from year 4 are inserted on L3635 leftover holidays year 5. Leftover days from year 5 are lost.

Errors

If there are employees without an in service date in the 'Employment' dashlet on employee level then it won't be possible to create a holiday year transit.