You can review the individual statistics for your employees' holiday entitlement by following the steps below.
Under Absence, click Absence.
Select Holiday History.
Click a relevant employee record.
Click into the holiday history record.
Click Statistics.
Basic entitlement
The holiday rule assigned to the employee determines the holiday statistics values. In the table below, we describe each field 👇
Field name | Description | Value impacted by carryover? | Additional details |
Year End Entitlement | Sum of basic entitlement and all holiday additions for the holiday year. | No, carryover values do not impact this field. | To see the full value of entitlement including the carryover, you will need to add the Year End Entitlement and Carryover Available fields together manually. |
Year End Holiday Remaining | The amount the employee has remaining from their year end entitlement until the end of the holiday year. | Yes - see the additional details column. | While this value does not sum with the carryover entitlement, it is impacted by the carryover statistics. |
YTD Holiday Entitlement | The amount the employee has earned for the holiday year as of the current date, including the holiday additions with an effective date on or before the current date. | No, carryover values do not impact this field. | Employees who accrue holidays throughout the year don't see this value match their year end entitlement until all entitlement is accrued. |
YTD Holiday Taken | The number of holiday absences used in the current holiday year date range.
| No, carryover values do not impact this field. | N/A |
YTD Holiday Booked | The number of holiday absences booked but not yet taken in the current holiday year date range.
| No, carryover values do not impact this field. |
|
YTD Holiday Remaining | The amount the employee has left from the year end entitlement as of the current date. | Yes - see the additional details column. | This may be different from year end holiday remaining for people who accrue their holiday or where additions are in the future. |
Absence
In the table below, we describe each field that shows absence data through the current holiday year 👇
Field name | Description |
YTD Sickness Absence | The amount of absence records where the employee recorded Sickness Type with dates before the current date. |
YTD Other Absence | The amount of absence records where the employee recorded Other Type with dates before the current date. |
Carryover
The carryover amount for the current year is pulled from the carryover setup in the previous holiday year, where you can also set an expiration date for carryover.
📌 Note: If your employee exceeded their holiday entitlement in the previous year, their current entitlement is deducted until the exceeded carryover is no longer negative. Alternatively, you can adjust their current entitlement in Holiday Additions.
In the table below, we explained the meaning of each field 👇
Field name | Description |
Carry Over Available | Your employee can use this amount to deduct for their holidays. |
Carry Over Used | Here you can see how many days or hours your employee has used. |
Carry Over Remaining | The remaining carryover your employee can use until the expiration date. |
Carry Over From Year | The holiday year that awarded the carryover in the current year. |
Holiday Carry Over Use By | Your employee needs to use the carryover by this date; otherwise, their carryover expires. |