Planday

Use Bank holiday calendar function to manage payroll supplements, administer national holidays leave and make informed scheduling decisions

How to create a Bank holiday calendar

Follow the step-by-step guide below, to transition from your current/old Absence accounts to the new accrued Absence accounts.

Transitioning to the new accrued Absence accounts

Watch this webinar on holiday management in Planday so you can make the best use of it for your business or your organisation.

Webinar on holiday management in the UK

Saad Saeed

Maud

Michael Tingey

Manage your employees' holiday entitlement and overtime in Planday.

Holiday & Overtime

See how the absence and leave can be managed through Planday

Overview of leave management in Planday

With a fixed absence account, you have a starting balance and do not earn on an ongoing basis.

How to set up fixed Absence accounts

Follow this step-by-step guide on setting up an accrued absence account template and apply it to your employees or Employee groups.

How to set up accrued Absence accounts

Follow this guide on applying leave accounts (accrued & fixed leave) to your employees and see an overview of leave accounts.

How to apply leave accounts to your employees

Get an overview of which employees have a leave account and understand how the balances work.

Overview of Absence accounts & Leave balances

Follow up on leave requests sent from your employees and take action by accepting or rejecting the request.

How to approve or decline leave requests from employees

As an administrator or manager, you can request and approve leave on behalf of your employees

How to request absence on behalf of an employee

Manage carryover in Leave accounts and follow best practices to ensure a smooth transition from one account period to the next.

How to set up and manage carry-over leave

Read about how to change a vacation year start date if your employee starts later than the start date stated in the Leave account.

How to change a vacation year start date on an Absence account

Frequently asked questions regarding Holiday management

Holiday – FAQs for admins

Holiday management

Understand how the Calendar Week Method calculations are conducted in Planday and see its implications for employees' leave accounts.

What is the Calendar Week Method

Follow this detailed process for changing over leave account templates to the new Calendar Week Method for accruing leave in the UK.

Leave account template changeover process to Calendar Week Method

Holiday management in the UK (specifics)

See how the Time off in lieu (TOIL) and overtime can be managed in Planday.

Overview of TOIL and overtime in Planday

Create a Time off in lieu (TOIL) account template that you can apply to your employees to calculate their overtime or undertime hours.

How to create a TOIL account template

Follow this guide on how to apply TOIL account to your employees and see an overview of TOIL adjustments.

How to apply a TOIL account to your employees

Use Punch Clock to automate TOIL calculations.

How is TOIL handled with the Punch Clock

Manually manage TOIL for small businesses without relying on Punch Clock or Contracted hours

How is TOIL handled with Shift types

Use Contracted hours to calculate and transfer TOIL balance to employees on a daily basis

How is TOIL handled with the Contracted hours

How to view overtime balances, see future TOIL requests and make adjustments to TOIL accounts manually.

View or edit TOIL and overtime balances

FAQ regarding TOIL account creation, viewing and editing balances, the transfer of hours and the supported functionalities and limitations.

Holiday management

Holiday management in the UK (specifics)

TOIL & Overtime

Holiday management in Denmark