- Click on the ‘Employees’ tab in the menu bar.
- Click on the reference of the employee you wish to add to the scheme.
- Click the ‘Payroll Details’ tab above the employee’s details.
- Click ‘Join Scheme’ next to the holiday pay scheme.
- Enter the date you want the employee to join the scheme.
- Click ‘Confirm.
To automatically opt employees into the scheme:
- Hover over the ‘Companies’ tab in the menu bar.
- Click ‘Details’ when the tab drops down.
- Click ‘Edit’.
- Click on the ‘Client Settings’ tab.
- Select the tick box alongside ‘Auto opt into Holiday Scheme’.