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Calculating pro-rata allowances for starters and leavers

How to calculate pro-rata allowance for starters and leavers in Sage HR.

Written by Oliver Cook

To help you calculate the pro rata allowances for employees with an annual leave policy who start or leave partway through the holiday year, we've created a spreadsheet that you can download and use.

If you enter the three pieces of information required, it will tell you what the pro-rata amount is and there is an explanation of how it is calculated.

This is the same pro-rata calculation that Sage HR does for employees using time off policies that accrue annually, and have a set date for the start of the leave year.

You can use our spreadsheet to work out pro rata allowances for employees who start or leave partway through the holiday year. The spreadsheet helps you calculate the correct allowance for any employee with an annual leave policy.

You only enter three details. The spreadsheet then shows the pro rata amount and explains how the calculation works.

This uses the same pro rata method that Sage HR uses for annual time off policies with a fixed leave year start date.

📎NOTE: Enter the required details in the white boxes only to perform the calculation.

You can find this as an attachment below.

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