When changing a working pattern sometimes the system will weirdly change some of the previous annual leave entries. When the change in working pattern should only have an effect on the future annual leave.
For example: Polly works 35 hrs 9-5 Mon to Fri. Polly changes to compressed in June meaning she now needs to use 8hrs 45 mins of holiday. PHR may have altered some of her previous holiday in Feb to 7hrs 30mins although she would have only used 7 hours for this time as that was what she needed to use for her working pattern at that time.
the issue means if you are not vigilant employees could end up with an incorrect holiday balance
Describe the Challenge | Ensure changes to working patterns do not result in incorrect holiday allowances. |
Almost all of our staff have moved from standard full-time workers to compressed hours over the last few years and we have had to set them up with new working patters.
Because the system then historically converts all holiday - it completely throws all previous calculations out. This is causing major issues for us as we're currently undergoing an audit and it now looks like all our staff have taken too much or not enough leave. I called Access support and they suggested calculating everyone's holiday's manually, which seems to me to defeat the point of having an HRIS in the first place!
The settings function should allow for an effective date to be submitted when this is changed, and then not allow for the previous years allowances to be affected, as this is then no longer a true reflection on the AL in previous years.
I'd add that you should be able to select in the settings section which year you are applying the holiday settings to and save them there. The settings box seems to be generic, meaning when I update holiday entitlements, carry over etc. it isn't clear which year I'm doing this for and it doesn't create an obvious log of what was assigned year on year and why. For example - I'd like to be able to see that 33 days were applied to person A for 2024 because there were 25 days of leave, 5 days of carry over and 3 days for tenure, rather than having to puzzle out the leave assigned to previous years.