If a user doesn’t work the full business year, the system calculates their entitlement using a mid-year pro-rata method. This defines how their allowance is adjusted based on time worked.
📌 Note: You need HR Admin permissions to update allowance profiles.
Set the pro-rata method
Click HR Admin, then click Setup.
Click Allowance Profiles.
Select the required profile.
Choose a value in Mid Year Pro-Rata Method.
Click Save.
Choose the correct method
Days (worked only)
Based on actual days worked.
Excludes bank holidays from the calculation.
🤓 Tip: Use this when bank holidays are treated separately.
Days (worked plus bank holidays)
Based on total days worked including bank holidays.
Uses the full working year as the baseline.
Months (to nearest month)
Calculates based on months worked.
Rounds to the nearest full month.
Months (whole months)
Calculates based on full months only.
Always rounds down.
Weeks (to nearest week)
Calculates based on weeks worked.
Rounds to the nearest week.
Weeks (whole weeks)
Calculates based on full weeks only.
Always rounds down.
Understand how to select the right method
Use days-based methods for the most accurate results.
Use months-based methods for simpler administration.
Use weeks-based methods for shorter employment changes.
Consider bank holiday rules
Some methods treat bank holidays separately.
Others include them within the total allowance.
Make sure this aligns with your Bank Holiday settings in the allowance profile.