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Set year 2 onwards calculation method

Control how and when users receive additional holiday based on length of service.

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Written by Charlotte Alderson

If users should receive extra holiday after a certain period of service, you can configure this using allowance arrays and the year 2 onwards calculation method. This determines when the increase applies.

šŸ“Œ Note: You need HR Admin permissions to update allowance profiles.

Set the calculation method

  1. Click HR Admin, then click Setup.

  2. Click Allowance Profiles.

  3. Find the required profile.

  4. Select a value in Year 2 onwards calculation method.

  5. Click Save.


Understand how length of service works

Allowance arrays define how entitlement increases over time.

For example:

  • 0:20,1:21 increases allowance from 20 to 21 days after 1 year.

The calculation method determines when this increase is applied.


Choose the correct calculation method

Extra allowance on anniversary date

  • Adds the extra entitlement on the user’s exact anniversary date.

  • Gives the most precise result.

Full year not required

  • Applies the increase at the start of the year, even if the user hasn’t completed a full year.

  • More generous to users.

Full year required

  • Only applies the increase after a full year is completed.

  • More restrictive and delays entitlement.

Proportionate mix

  • Splits the year between old and new entitlement.

  • Creates a blended allowance for the year.

šŸ¤“ Tip: This method provides the most balanced calculation.

Conditional extra allowance (leaver check)

  • Applies the increase early in the year.

  • Reverts it if the user leaves before their anniversary date.


Understand when to use each method

  • Use anniversary date for precise entitlement tracking.

  • Use full year not required for simplicity and generosity.

  • Use full year required for strict policy control.

  • Use proportionate mix for fairness across partial years.

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