How do I set default Allocation Calculation Rules?

You can set Allocation Calculation Rules that apply to all existing or new employees by selecting the “Administration” option on the main menu, then selecting the “Default Holiday Allocation/Bradford Factor Settings” option.

When the defaults page is shown, you can edit the default details in the “New Hire Allocation Rules” panel. These options will then be pre-selected as default when adding or hiring employees and assigned by default when importing employees into the system.

If you would like to apply the rules to all existing employees, simply check the box marked “Apply rule to all employees” before submitting the page, and the system will apply the settings to all existing employees and recalculate all allocations automatically.

Note: This change will only affect the first year of an employee’s allocation.