Manage holiday allowances

Admins and Owners manage allowances. Open User Management, find the worker and choose Edit Holiday Allowance from their action menu.

Set a worker’s allowance

Field	What to enter
Annual Entitlement	The full-year paid allowance in days, excluding bank holidays.
Hours per Day	The number of hours used to represent a day’s leave.
Bank Holidays	Whether bank holidays are paid for this worker.
Company Holidays	Whether company closures count as paid leave.
Days Carried Forward	Extra days for the current holiday year only.

Select Done to save. If annual entitlement or hours per day is zero, the worker has no annual paid entitlement. Paid bank and company holiday options cannot be enabled for a worker with no paid entitlement.

Clockwork uses the worker’s Start Date to calculate a reduced allowance for someone who joined partway through the year. Enter the full-year entitlement in this form; check the start date in User Management if the reduction looks wrong.

Paid bank holidays are separate from annual entitlement. Paid company closure days count towards the paid leave booked, so allow for planned closures when checking a worker’s remaining balance.

Review the company

Holiday Allowances shows each person’s allowance and booked leave, including people over their allowance, people without paid entitlement and those with a reduced allowance. It also lists upcoming approved holidays.

The remaining allowance is based on approved leave and applicable company closures. Pending requests still need reviewing before approval.

Export a report

On Holiday Allowances, choose the date range under Excel export. The Year and Month buttons set a range for you. Select Export to download the report.

Recalculate holiday days

Owners have a Recalculate Holidays action on My Holidays. It recalculates stored working-day counts for the current year using the holiday dates and calendar exclusions. Use it when those counts need refreshing; individual entitlement settings are changed in User Management.