Visma Lön Smart
Change holiday period
If you have the right holiday term for the employees, but want to change the holiday period, you need to change this manually in the program.
We recommend that you change period before you do the holiday year-end closing. You should print out the basis for holiday values and the holiday pay liability list before you change the holiday period.
Make sure to check your collective agreement to see if there are any rules on how your holiday period should be outlined.
Do the following:
- Go to Settings - Payroll settings and the Holiday tab.
- Select the current holiday term.
- Choose a new period in the field Holiday year starts.
- Click Spara.
If you want to change period for the holiday year
You can change period for term 10. The following applies when the qualifying year is the year before the holiday year:
Change from general year to calendar year
When you do the holiday year-end closing, the number of paid days will be calculated based on the new qualifying year. Since the paid days at the previous holiday year-end closing were calculated from April 1st the previous calendar year up until the March 31st in the current calendar year, the employee has already received paid holiday for the period January 1st to March 31st in the current calendar year. You therefore need to decrease the number of paid days after the holiday year-end closing.
The formula to calculate paid days is:
((employment in whole calendar days - non-holiday accruing leave in whole calendar days) / days of the year) * holiday entitlement = paid holiday
In this example the employee has earned holiday for the period April 1st - December 31st last year, i.e. 275 days.
(275 - 0 / 365) * 25 = 18.84 (rounded upwards to 19 days)
The paid days after the holiday year-end closing should therefore be changed from 25 to 19 days. The remaining 6 days will be added as unpaid holiday.
Change from calendar year to general year
The new qualifying year is April 1st the current calendar year - March 31st the next calendar year. The paid holiday at the last holiday year-end closing was calculated based on the period April 1st - December 31st in the previous calendar year. You therefore need to manually increase the holiday that the employee earned during the 90 days of employment between January 1st - March 31st in the current holiday year. You can either add these as paid holiday in the ongoing holiday year, or add them as saved days from the previous year.
(90 - 0 /365) * 25 = 6.16 (rounded upwards to 7 days).
You can increase the saved days by 7 days.
If you want to change which year is the qualifying year
When the qualifying year has been the previous year and you want to change it to the current year
At the holiday year-end closing, holiday will be calculated based on the period January 1st - December 31st in the next calendar year. At the last holiday year-end closing, the holiday was calculated based on the period of January 1st - December 31st in the previous qualifying year. In this case, you need to pay/increase the number of paid (or saved) days by 25 additional days.
When the qualifying year has been the current year and you want to change it to the previous year
At the holiday year-end closing, holiday will be calculated based on the period January 1st - December 31st in the current calendar year. Since the employee was given holiday for the same period at the previous holiday year-end closing, they are only entitled to unpaid days this year. You should therefore remove the 25 paid days and add them under unpaid days.
