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ℹ️ Important read: How to create an accrued leave policy ; How to create a fixed leave policy ; Set up Sage 50 Payroll (formatted export).
✅ Required steps: Activate payroll export and payslip import for Sage 50 payroll
If you have both accrued accounts for your hourly employees and fixed accounts for your salaried employees, follow these steps to handle leave with the Sage 50 export.
Handle leave with accrued accounts
To handle leave with accrued accounts, follow these steps:
Assign a salary code to your accrued leave policy. To do so, follow these steps:
Go to Settings > Leave & Overtime > Policies.
Edit the policy and under "Payroll", add the salary code for the policy.
Choose a monetary option other than “Do not use” in the accrued policy’s settings.
Assign hourly wages to your hourly employees. Learn more in How to set and update employees' hourly wages.
Handle leave with fixed accounts
To include salaried employees’ hours in the Sage 50 payroll export:
Apply a holiday shift type on the days of their booked holiday. Learn more about this here.
Don't assign a salary code to the fixed leave policy.
To exclude salaried employees’ hours from the Sage 50 payroll export:
Untick the employee type “salaried employees” (or equivalent) in the filters on the payroll export page.
Holiday data in Sage 50 export
Hours: the number of hours of the holiday request, or the number of days if the account is in days.
Rate: the average hourly rate for the accruing period (e.g., the last 52 weeks). Multiply this rate by the number of hours of the request to get the monetary cost of the holiday.
Employee 1147657 is paid hourly. The payment reference “Sage50 hourly” is the salary code in the accrued leave policy. The holiday request is for 15.03 hours and the average hourly rate is 14.26.
Employee 1147738 is salaried. The payment reference “AL” is the salary code in the holiday shift type. 7.5 refers to the hours deducted from the holiday account.
FAQs
The number of hours for holiday is showing 0 for an employee. Why is it so?
The number of hours for holiday is showing 0 for an employee. Why is it so?
This could be because there's no monetary cost associated with the holiday requests. The leave requests need to have a monetary cost for the leave hours to show correctly in the report.
You can check if a monetary cost is applied under Schedule > Leave requests.
Make sure that there's an hourly wage set for the employee or a salary.
Make sure the monetary payout option is other than "Do not use" in the leave policy's settings.
Holiday shows twice for employees on the export. Why?
Holiday shows twice for employees on the export. Why?
This can happen if you are using a shift type for holidays in addition to submitting a holiday request because you want to account for holiday costs in the schedule, the holiday will appear twice in the payroll report: once for the shift type and again for the holiday request. To prevent this, please follow these steps:
Apply a salary code to the holiday shift type
Go to Settings > Payroll > Prints > Ignore salary codes and insert the shift type's salary code that you'd like to ignore.
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