HR, HR Updates

How To: Finish/Close your Holiday Year in Breathe HR Software

Breathe Certified Partner

 

Is your holiday year ending soon? In this guide, we’ll run through the steps you need to take to successfully finish your holiday year in Breathe. What you need to do depends on whether you allow carryover (unused leave to be carried forward into your new holiday year) or not. Here is a flowchart to help you identify the steps you need to take to finish your holiday year:

Section 1. Don’t allow carryover?

If you don’t allow holiday carryover, no problem, Breathe HR software will take care of this for you.  

The Breathe HR system will automatically refresh your holiday allowance on the first day of your new holiday year. This will be based on the holiday allowance you have assigned to each employee.  

No action is required, this is all automated for you.  

If for some reason you need to correct any discrepancies, HR users can simply adjust + or – on the profile of the user once you have entered the new holiday year.

 

Section 2: How to set up carryover for the first time 

If you are setting up carryover holiday for the first time, you must create a new allowance to incorporate holiday carryover. Please note it isn’t possible to edit the existing allowance that is in use, this needs to be done before the new holiday year begins.  

In your current holiday year: 

Step 1: Create a new allowance by clicking on the + icon under holiday allowances. 

Step 2: Fill in the allowance information, including your carryover details, and then create the allowance. 

Step 3: Assign the new allowance to your people. You can do this either by heading to their profile > More > Working pattern & holiday allowance, or by using the bulk assign tool within your People list. 

Step 4: Approve all existing leave requests and check your holiday allowance report to make sure your allowances and carryover information are all set up correctly. We also advise running the outstanding leave request report, too.  

 

Once you’re in your new holiday year: 

Step 5: Finish your holiday year. This will automatically generate the carryover for you. 

Section 3. I’m happy with the carryover set up within my account and only want to finish my holiday year 

 Are you happy with the carryover that’s set up in your account? Follow the next steps to make sure your information is correct.  

Section 4. I use carryover but need to change the amount only 

You’ll need to do this before your new holiday year has begun. 

In your current holiday year: 

Step 1: Create a new allowance via Configure > Settings > Holiday allowances 

Step 2: Assign the allowance to your people. You can assign the new allowance by either heading to their profile > More > Working pattern & holiday allowance 

or by using the bulk assign tool within your People list. 

Step 3: Approve all existing leave requests and check your holiday allowance report to make sure your allowances are all set up. We also suggest running the outstanding leave request report, too.  

In your new holiday year: 

Step 4: Finish your holiday year: 

Section 5. I use carryover but only want to increase the duration/ expiration window 

Due to this potentially affecting allowances in your current holiday year, this new allowance containing your amended duration will need to be assigned to staff when your new holiday year has begun. 

The good news is you can still get your account prepared by creating the allowances in your current holiday year so they are all ready to go. 

In your current holiday year: 

Step 1: Create an allowance to increase your carryover window. You can create allowances via Configure > Settings > Holiday allowances 

In your new holiday year: 

Step 2: As you’re now in your new year, you’ll need to finish/close your holiday year. 

Step 3: Now you can assign the new allowance to your staff either by doing this on their profile under More > Working pattern & holiday allowance 

or by using the bulk assign feature on your People list 

Section 6. I need to change the duration AND the amount of carryover 

Our advice in this situation would be to make a manual adjustment to employees’ profiles in your new holiday year and to not finish your holiday year (as this is not a required step). 

In your new holiday year, your people’s available allowance will reset to their default amount. 

Step 1: Remaining allowance from the previous year:
 Any remaining allowance from your previous year can be found in the holiday allowances report. 

Step 2: Making a manual adjustment
 You can do this by visiting their profile > leave and adjusting as shown below: 

Please note:

  • All manual adjustments made will show on your people’s profiles for the remainder of the holiday year. You can’t set a duration window on an adjustment.  
  • Making manual adjustments is another way of reflecting carryover on your employees’ profiles.
  • If you are reflecting carryover this way, you won’t need to click the ‘finish holiday year’ button, as this will cause duplication of carryover. 

 

For further information, contact Park City Consulting and your HR Business Partner will be more than happy to help you finish/close your holiday year in Breathe.

Get in Touch

Name

Schedule A Call

Simply click below to schedule a call with a specialist to discuss your business requirements.

Saul HunnaballSaul Hunnaball
15:44 12 Aug 22
We have worked with Park City for our HR and Health and Safety support for many years now and have always received an excellent service.Carley is our Consultant and she is always so helpful, as are... her colleagues when she is unavailable.I would highly recommend Park City.read more
Lea CuttingLea Cutting
08:31 27 Jul 22
Park City have worked with us for many years, advising and guiding us regarding HR and Health & Safety, along with supplying valuable training.We work with many people in several areas of expertise,... Sara Godfrey, Jennie Galione, Ashley Williams, Sam Parcell, Stephanie Devans, Poppy Hayhoe.They build confidence within our company and are always available with support and advice.They provide a consistent, professional, hands-on service, second to none!Thank you from DH Industries Limited.read more
Vikki PringleVikki Pringle
11:12 20 Jul 22
The team at Park City offer us the right level of service needed to confidently run a small business. They keep us up to date with UK policy HR requirements, help us manage any staff changes or... issues and policy documents. The team are informed, friendly and remain professional in my experience.read more
Tracy MeadTracy Mead
07:12 20 Jul 22
The DS Group have been working with Park City now for a number of years and we have found their HR services to be invaluable. The service received is always to the highest professional standards and... they have assisted our business in becoming more efficient and effective in all HR matters.My consultant Sam Parcell is always on hand to help answering any questions quickly and professionally and she offers vital guidance, advice and support to us.We as a company will continue to use Park City’s services for many years to come and we cannot recommend them enough!Tracy Norton-Mead, Operations Director at the DS Group.read more
Katie HerbertKatie Herbert
13:35 07 Jul 22
We have worked with Park City for almost 10 years and have built up a great professional relationship over the years. The team are so friendly and helpful, and nothing is ever too much of an ask for... any of them. Our main HR contact is Carley, who is lovely, and she is very prompt in dealing with any queries we have regarding our 100+ staff. We would highly recommend their services for any local business.read more
js_loader

Suggested For You…

Google Rating
5.0
Based on 38 reviews
js_loader