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holidaypaycalculator
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holidaypaycalculator [2019/06/12 17:23] cfadmin |
holidaypaycalculator [2023/08/16 17:43] (current) cfadmin |
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| <WRAP center centeralign 60%> | <WRAP center centeralign 60%> | ||
| ====== Holiday Pay Calculator ====== | ====== Holiday Pay Calculator ====== | ||
| + | </WRAP> | ||
| + | |||
| + | <WRAP round tip centeralign> | ||
| + | **[[https://vimeo.com/352059149|CLICK HERE]]\\ to view a video explaining how to use the Holiday Pay Calculator** | ||
| </WRAP> | </WRAP> | ||
| The Holiday Pay Calculator is a function within CareFree which allows you to do the following: | The Holiday Pay Calculator is a function within CareFree which allows you to do the following: | ||
| - | * Work out how many Holidays a Carer has | + | * Calculate how many holidays a carer is entitled to |
| - | * Track how many Holidays have been taken | + | * Track how many holidays have been taken |
| - | * Pay a Daily Average on days taken for Holiday | + | * Pay a Daily Average on days taken for holiday |
| There are conditions with the Holiday Pay Calculator which are hard coded into the system: | There are conditions with the Holiday Pay Calculator which are hard coded into the system: | ||
| - | * The Holiday Pay Calculator works out it's figures from finalised wage sheets, therefore to ensure the figures are accurate you must have at least 12 weeks worth of finalised wage sheets in CareFree | + | * The Holiday Pay Calculator works out it's figures from finalised wage sheets, therefore to ensure the figures are accurate you must have at least 52 weeks worth of finalised wage sheets in CareFree |
| * Carers that have been working for the company for under 12 weeks do not get any allowable leave, but are able to take holidays, however, the calculator will not pay for those holidays | * Carers that have been working for the company for under 12 weeks do not get any allowable leave, but are able to take holidays, however, the calculator will not pay for those holidays | ||
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| - | {{ :wiki:2019-06-12_14h25_37.png?direct |}} | + | {{ :wiki:shared_options.png |}} |
| 4. Using the menu options to the left, click **Employment and Holidays** | 4. Using the menu options to the left, click **Employment and Holidays** | ||
| - | {{ :wiki:2019-06-12_14h29_28.png?direct |}} | + | {{ :wiki:2019-06-12_14h29_28.png |}} |
| - | 5. Change the **Holiday Calculator** option to **C&C** | + | 5. Change the **Holiday Calculator** option to **Holiday calculator V2** |
| - | {{ :wiki:2019-06-12_14h31_25.png?direct |}} | + | {{ :holiday_pay_calculator_v2_options.png?nolink |}} |
| 6. Change the **Holiday Pay Expense Type** to **Holiday Pay**\\ | 6. Change the **Holiday Pay Expense Type** to **Holiday Pay**\\ | ||
| - | //You can add to list by adding to the Expense Reasons list in the Items screen// | ||
| {{ :wiki:2019-06-12_14h32_37.png?direct |}} | {{ :wiki:2019-06-12_14h32_37.png?direct |}} | ||
| + | |||
| + | <WRAP round tip centeralign>You can create Holiday Pay as an expense type from the Expense Reasons list in the [[items|Items Screen]] | ||
| + | </WRAP> | ||
| + | |||
| + | 7. Click **OK** to save these settings | ||
| \\ \\ | \\ \\ | ||
| Line 54: | Line 62: | ||
| 2. Go to **Holiday Calculator** | 2. Go to **Holiday Calculator** | ||
| - | {{ :wiki:2019-06-12_14h22_37.png?direct |}} | + | {{ :wiki:access_holiday_pay_calculator.png?nolink |}} |
| - | Something like the following screen will display on your screen. The next few points on this training guide will explain how to set up the calculator along with an explanation of each column. | + | Something like the following screen will display. |
| {{ :wiki:2019-06-12_14h18_44.png?direct |}} | {{ :wiki:2019-06-12_14h18_44.png?direct |}} | ||
| + | |||
| + | The next few sections of this training guide will explain how to set up the calculator along with an explanation of each column. | ||
| \\ \\ | \\ \\ | ||
| Line 65: | Line 75: | ||
| </WRAP> | </WRAP> | ||
| - | Before using the Holiday Pay Calculator, you must tell the calculator when the Carers holiday start year begins. You must also give a date range (period) you want to look at when paying holidays to Carers. | + | Before using the Holiday Pay Calculator, you must tell the calculator when the carers holiday start year begins. You must also give a date range (period) you want to look at when paying holidays to carers. |
| 1. Select a **Start Date** and **End Date** to show what holidays have been taken | 1. Select a **Start Date** and **End Date** to show what holidays have been taken | ||
| Line 73: | Line 83: | ||
| {{ :2019-06-12_14h46_59.png?direct |}} | {{ :2019-06-12_14h46_59.png?direct |}} | ||
| - | 3. Tick **Payments Only** to view Carers where holidays needs to be paid\\ | + | 3. Tick **Payments Only** to view carers where holidays needs to be paid\\ |
| - | //This will hide all of the Carers where no holidays were taken in the selected period// | + | //This will hide all of the carers where no holidays were taken in the selected period// |
| {{ :wiki:2019-06-12_15h16_22.png?direct |}} | {{ :wiki:2019-06-12_15h16_22.png?direct |}} | ||
| {{ :wiki:2019-06-12_15h18_57.png?direct |}} | {{ :wiki:2019-06-12_15h18_57.png?direct |}} | ||
| - | * **Carer Ref** is the reference from the Carers record | + | * **Carer Ref** is the reference from the carers record |
| - | * **Carer Name** is the full name from the Carers record | + | * **Carer Name** is the full name from the carers record |
| - | * **Start Date** is the date the Carer started working for the company (this is the Start Date within the Other Details tab in the Carers record) | + | * **Start Date** is the date the carer started working for the company (this is the Start Date within the Other Details tab in the Carers record) |
| * **Effective Start Date** is the date that is entered in the Holiday Start field at the top of the calculator | * **Effective Start Date** is the date that is entered in the Holiday Start field at the top of the calculator | ||
| * **End Date** is the Carers end date, if the Carer is leaving the company (this is the End Date within the Other Details tab in the Carers record) | * **End Date** is the Carers end date, if the Carer is leaving the company (this is the End Date within the Other Details tab in the Carers record) | ||
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| {{ :wiki:2019-06-12_15h25_58.png?direct |}} | {{ :wiki:2019-06-12_15h25_58.png?direct |}} | ||
| - | * **Av. Days per Week** is the average amount of days the Carer has worked over the last 12 weeks | + | * **Av. Days per Week** is the average amount of days the Carer has worked over the last 52 weeks |
| * **Capped** if the //Av. Days per Week// is over 5, the capped column rounds the days down to 5 | * **Capped** if the //Av. Days per Week// is over 5, the capped column rounds the days down to 5 | ||
| * **Accrued Days** is the amount of days the Carer has accrued since the beginning of the holiday start year | * **Accrued Days** is the amount of days the Carer has accrued since the beginning of the holiday start year | ||
| - | * **Allowable Leave** is the amount of days the Carer has left to take (Carers get a 5-day buffer at the beginning of the holiday start year, so they can take up to 5 days at the start of the holiday year before they accrue them) | + | * **Allowable Leave** is the amount of days the Carer has left to take |
| * **Allowable Leave (Leavers)** is the amount of days the Carer has left to take if they are leaving the company (minus the 5-day buffer if not yet accrued) | * **Allowable Leave (Leavers)** is the amount of days the Carer has left to take if they are leaving the company (minus the 5-day buffer if not yet accrued) | ||
| * **Days Already Paid** shows how many days holiday have been paid to the Carer since the start of the holiday year | * **Days Already Paid** shows how many days holiday have been paid to the Carer since the start of the holiday year | ||
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| {{ :wiki:2019-06-12_15h31_02.png?direct |}} | {{ :wiki:2019-06-12_15h31_02.png?direct |}} | ||
| - | * **Av. Earnings Last 12 Weeks** is the average weekly earning for the Carer over the last 12 weeks | + | * **Av. Earnings Last 12 Weeks** is the average weekly earning for the Carer over the last 52 weeks |
| - | * **Daily Average** is a calculation of their average daily pay (//Av. Earnings Last 12 Weeks / Av. Days per Week//) | + | * **Daily Average** is a calculation of their average daily pay (//Av. Earnings Last 52 Weeks / Av. Days per Week//) |
| * **Holiday Days Paid** is the total amount of days that have been paid to the Carer between the period dates entered at the top of the Holiday Pay Calculator | * **Holiday Days Paid** is the total amount of days that have been paid to the Carer between the period dates entered at the top of the Holiday Pay Calculator | ||
| * **Holiday Pay Due** is the amount the Carer will be paid for the holidays claiming to be taken between the period dates entered at the top of the Holiday Pay Calculator | * **Holiday Pay Due** is the amount the Carer will be paid for the holidays claiming to be taken between the period dates entered at the top of the Holiday Pay Calculator | ||
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| \\ \\ | \\ \\ | ||
| <WRAP center centeralign 60%> | <WRAP center centeralign 60%> | ||
| - | ====== Paying Carers using the Holiday Pay Calculator ====== | + | ====== Paying Holidays using the Holiday Pay Calculator ====== |
| </WRAP> | </WRAP> | ||
| Line 149: | Line 159: | ||
| When holiday payments are made from the Holiday Pay Calculator, an expense is added into the **Additions and Adjustments** showing the Carers holiday pay, along with the amount they will be paid for the holiday. | When holiday payments are made from the Holiday Pay Calculator, an expense is added into the **Additions and Adjustments** showing the Carers holiday pay, along with the amount they will be paid for the holiday. | ||
| - | {{ :wiki:2019-06-12_15h54_33.png?direct&400 |}} | + | {{ :additions_and_adjustment_menu.png?nolink |}} |
| {{ :wiki:2019-06-12_15h58_57.png?direct |}} | {{ :wiki:2019-06-12_15h58_57.png?direct |}} | ||
| + | |||
holidaypaycalculator.1560353011.txt.gz · Last modified: 2019/06/12 17:23 by cfadmin
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