General Principles when Calculating Annual Leave
Transcript of General Principles when Calculating Annual Leave
Annual Leave Calculator
All the examples below use National pay zones
Standard Days for calculation purposes are:
National - 7 hours 24 minutes (7.4)
London - 7 hours 12 minutes (7.2)/ 7 hours 24 minutes (7.4)
Standard Weeks for calculation purposes are:
National - 37 hours
London – 36/ 37 hours
General Principles when Calculating Annual Leave
Calculations are to 2 decimal places not rounded up or down until the end of the
calculation.
If you are using a calculator you will need to re input the figures to two decimal
places at each stage of the calculation. Please note, this rule does not apply when
calculating annual leave for part time part year employees (non transitional year).
The additional day in a leap year is excluded from calculations
All calculations are capped to the full time allowances
You may only benefit from rounding up days once in each leave year
Calculation Forms
The most regularly used calculations are available as forms with examples in
Tools/Calculations to make it easier to calculate changes in Annual Leave. Use of these
forms is not mandatory. Any calculations should be kept with the DWPAL1 for 18 months
Calculating Increases in Annual Leave
Calculating how to Pro-Rata Leave Anticipated from Next Year
Calculating Annual Leave for Temporary Workers
Calculating a Permanent Change in Working Pattern/Hours
Calculating a Temporary Change in Working Hours
Calculating a Compressed Hours Contract
Calculating a Permanent Change in Grade
Calculating a Change in Annual Leave Entitlement due to a move to a lower Grade
Calculating Leave for Transfers and Re-instatements and new entrants
Calculating Leave for Those Leaving the Department (incl. resignation, end of
contract, medical grounds/death/dismissal)
Calculating how to Pro-Rata untaken Annual Leave to carry forward into the next
year
Calculating a Deduction from Annual Leave Entitlement due to a period of Non-
Reckonable Service
Calculating Leave for Part Year Employees
Calculating Leave for Part time Employees
Calculating Hours into Days for Part Time Employees
Calculating Increases in Annual Leave
Example 1: Full time
Step 1
Count the number of days from leave year start date to the day immediately before the
change
Multiply by the current full time leave allowance (23.5/26.5 days)
Divide by 365 (A)
Step 2
Count the number of days from the date of change to the end of the leave year
Multiply by the new full time leave allowance (26.5/31.5 days)
Divide by 365 (B)
Step 3
Add A and B and round up to the nearest full day. This is the annual leave allowance
for the transitional leave year.
Annual leave year 1 October to 30 September
1 October to 30 April 212 days at 23.5 days leave per year
1 May to 30 September 153 days at 26.5 days leave per year
Step 1
212 x 23.5
365
= 13.64 days (A)
Step2
153 x 26.5
365
= 11.10 days (B)
Step 3
13.64 + 11.10 =
24.74 days
Round up to nearest full day (round down if this exceeds the annual full time allowance)
Entitlement is 25 days from 1 October to 30 September
Example 2: Part time worker (25 hours per week)
Step 1
• Count the number of days from leave year start date to the day immediately before the
change
• Multiply by the current full time leave year allowance (23.5/26.5 days)
• Divide by 365 (A)
Step 2
• Count the number of days from the date of change to the end of the leave year
• Multiply by the new leave allowance (26.5/31.5 days)
• Divide by 365(B)
Part 3
• Add A + B together and round up to the nearest day
• Multiply the annual leave allowance for the transitional year by the weekly part time hours
worked
• Multiply by the standard working day
• Divide by the standard working week
This is the annual leave allowance in hours for the transitional year
Annual Leave year 1 October to 30 September
Entitlement 26.5 days per year
Leave increases to 31.5 days 1 April
Part time period 1 October to 31 March 182 days
Part time period 1 April to 30 September 183 days
Step 1
182 x 26.5 (A/L
allowance)
365
= 13.21 days (A)
Step 2
183 x 31.5
365
= 15.79 days (B)
Step 3
13.21 + 15.79 = 29
Round up to nearest full day
= 29 days
29 x 25 x 7.4
37
= 145 hours
Entitlement is 145 hours from 1 October to 30 September
Calculating how Leave is anticipated from Next Year
Example of how this calculation is made
Form to help make the calculation
Part time employees may anticipate a pro-rata amount of the 10 days leave available to full
time staff.
Example: Part time employees
Weekly hours worked 28
Full time A/L allowance 31.5 days
Employee wishes to anticipate 10 days
Step 1 Calculate leave allowance for the year
28 x 31.5 (days) x 7.4
37 (standard working week)
176.24 hours
Step 2
176.4 hours
31.5 days
Daily leave is 5.6 hours
5.6 x 10 days (leave to be anticipated) = 56 hours
This amount should be deducted from the following years leave allowance.
Calculating Annual Leave for Temporary Workers
Example 1: Temporary workers (Non-permanent) Full Time
Temporary contract starts 2 January, ends 31 March = 89 days. Employee is entitled to 23.5
days annual leave allowance
89 days x 23.5(A/L
allowance)
365
= 5.73 days. Rounded up to nearest whole day
Entitlement is 6 days from 2 January to 31 March
Example 2: Temporary workers (Non-permanent) Part time
Employee works part time, 30 hours per week Monday to Thursday. Employee is entitlement
to 22 days full time annual leave allowance. Temporary contract starts 2 January, ends 31
March = 89 days
89 days x 23.5 (A/L
allowance)
365
= 5.73 days.
30 hours x 5.73 days x 7.4
37
= 34.38 To convert 0.38 into minutes multiply by 60 = 22.8 rounded up to 23 minutes
Entitlement is 34 hours and 23 minutes from 2 January to 31 March
Temporary employees may apply to take leave that will be accrued during the duration of the
appointment at any time.
Calculating a Permanent Change in Working
Pattern/Hours
Entitlement will be based on the combination of leave already earned while working the
original pattern and leave that will be earned working the new pattern. Leave will be
converted into hours as follows:
Example of how this calculation is made
Form to help make the calculation
Example 1: Full time to part time
Count the number of days from the leave year start date to the day immediately before
the change
Multiply by the full time leave allowance [23.5/26.5/31.5 days]
Divide by 365 and round up to the nearest whole day
Rounding up of full time entitlement is done only once in any leave year. The result
must not exceed a full time officer's entitlement and may need to be restricted.
Multiply the result by the net standard working day
To calculate the amount of annual leave from the date part time work starts to the end of the
current leave year:
Count the number of days from the date of change to the end of the leave year.
Multiply by the full time leave allowance [23.5/26.5/31.5 days]
Divide by 365
Multiply by the weekly hours worked
Multiply by the net standard working day
Divide by net standard working week
Add the two amounts together and convert any fraction of an hour into minutes by
multiplying the fraction by 60 and round up to the nearest minute.
This is the annual leave allowance in hours for the transitional leave year.
Any annual leave carried over from the previous year will need to be converted to hours and
minutes and added to the new entitlement
Example 2: Full time to part time
Annual Leave year runs from 1 October to 30 September
Entitlement is 26.5 days per year
Officer started part time work on 1 April at 30 hours per week,
Monday to Thursday
Full time period 1 October to 31 March is 182 days
Part time period 1 April to 30 September is 183 days
Step 1 182 x 26.5 (A/L allowance)
365
= 13.21 days
Round up to nearest whole day = 14 days
14 X 7.4 = 103.6 hours
Step 2 183 x 26.5
365
= 13.28 days
30 x 13.28 x 7.4
37
= 79.68 hours
Step 3 103.6 + 79.68 = 183.28
hours
To convert 0.28 hours into minutes multiply by 60 =16.8 minutes
Round up to nearest minute = 17 minutes
Entitlement is 183 hours 17 minutes from 1 October to 30 September
If the officer going from part time to full time, use the same calculations as above in reverse
Example of how this calculation is made
Form to help make the calculation
Example 3: Part time (25 hours per week) to part time (30 hours per week)
Example of how this calculation is made
Form to help make the calculation
Annual Leave year runs from 1 October to 30 September
Entitlement is 26.5 days per year
Officer changed part time hours from 25 per week to 30 per week, Monday to Friday, from 1
April.
Monday to Thursday
Part time period 1 October to 31 March is 182 days
Part time period 1 April to 30 September is 183 days
Step 1 182 x 26.5 (A/L
allowance)
365
= 13.21 days
25 x 13.21 x 7.4
37
= 66.05 hours
Step 2 183 x 26.5
365
= 13.28 days
30 x 13.28 x 7.4
37
= 79.68 hours
Step 3 66.05 + 79.68 =
145.73 hours
To convert 0.73 hours into minutes multiply by 60 =43.8 minutes.
Round up to nearest minute = 44 minutes
Entitlement is 145 hours 44 minutes from 1 October to 30 September
Example 4: Part time (25 hours per week) to Part time Part year (25 hours per week)
Example of how this calculation is made
Form to help make the calculation
Annual Leave year runs from 1 October to 30 September
Entitlement is 25 days per year
Officer changed to part time part year hours from 1 April.
Part time period 1 October to 31 March is 182 days
Working days in Part time Part year period 1 April to 30 September is 17 weeks (inc
weekends)= 119 days
Step 1 182 x 26.5 (A/L
allowance)
365
= 13.21 days
25 x 13.21 x 7.4
37
= 66.05 hours
Step 2 119 x 26.5
365
= 8.63 days
25 x 8.63 x 7.4
37
= 43.15 hours
Step 3 66.05 + 43.15 =
109.2hours
To convert 0.2 hours into minutes multiply by 60 = 12 minutes.
Entitlement is 109 hours 12 minutes from 1 October to 30 September
Calculating a Temporary Change in Working
Pattern/Hours
Example of how this calculation is made
Form to help make the calculation
Example: Part time to full time
Subtract the number of part time hours normally worked from net conditioned hours
Divide the result by net conditioned hours
Multiply the result by annual leave entitlement for the full time band/grade
Multiply this figure by net standard working day
Multiply the number by the number of days on increased hours (including weekends)
Divide the answer by 365
Convert any fraction of hours to minutes
Entitlement is 25 days per year
Employee normally works 30 hours per week, Monday to Thursday
Employee works for one week at full time Monday to Friday
37 - 30 = 7 hours
7
37
= 0.1891 x 26.5 = 5.01
5.01 x 7.4 = 37.074
37.074 x 7
365
= 0.71
To convert 0.71 into minutes multiply by 60 = 0.42.6 minutes
Additional annual leave allowance is 43 minutes to be added to current leave year entitlement
Calculating a Compressed Hours Contract
Example of how this calculation is made
Form to help make the calculation
Example 1: Full time to Compressed hours
If an employee changes from full time (standard Monday to Friday pattern) to compressed
hours, the annual leave allowance from the date of change will be expressed in hours. This is
known as the transitional year.
Multiply the A/L allowance [23.5/26.5/31.5 days] by the standard working day
Multiply any A/L carried forward by the standard working day and add the two
together
This is the total leave allowance for the year converted into hours
Multiply the number of days leave already taken by the standard working day·
Deduct from the total leave allowance for the year as determined above
The balance is the annual leave allowance converted into hours for the remainder of the year.
A/L year 1 October to 30 September
A/L entitlement 26.5 days
Compressed hours Starts 1 April
A/L carried forward 4 days
A/L taken 16 days
26.5days x 7.4 hours =196.1 hours (A)
4 (carried forward) x 7.4 hours = 29.6 hours (B)
A + B =225.7 hours (C)
16 days (leave already taken) x 7.4= 118.4 hours (D)
C - D = 107.30 hours
To convert .30 hours into minutes multiply by x 60 = 18 minutes
A/L remaining in transitional year = 107 hours 18 minutes
Example 2: 5 days worked over 4 days
To calculate one day's leave allowance, divide the weekly hours worked by 4.
37 hours worked, divided by 4 days = 9.25 hours, therefore the employee should be credited
with 9 hours 15 minutes for each day's leave taken and the same amount deducted from the
annual leave allowance.
Example 3: 10 days worked over 9 days
To calculate one day's leave allowance, multiply the weekly hours worked by 2 and divide
the result by 9.
74 hours worked, divided by 9 days = 8.22 hours, therefore the employee should be credited
with 8 hours 14 minutes for each day's leave taken and the same amount deducted from the
annual leave allowance.
Calculating a Permanent Change in Grade
Example 1:
Count the number of days from leave year start date to the day immediately before the
change·
Multiply by the current full time leave allowance·
Divide by 365 (A)
To calculate the amount of annual leave due from the date of change to the end of the current
leave year:
Count the number of days from the date of change to the end of the leave year
Multiply by the new full time leave allowance
Divide by 365 (B)
Add (A) to (B) and round up to the nearest full day. This is the annual leave
allowance in hours for the transitional leave year
Annual leave year 1 October to 30 September
Entitlement increases from 1 May
1 October to 30 April 212 days at 26.5 days per year
1 May to 30 September 153 days at 31.5 days per year
Step 1
212 x 26.5
365
= 15.39 days (A)
Step 2
153 x 31.5
365
= 13.20 (B)
Step 3
15.39 + 13.20 = 28.59 days
Round up to the nearest full day
Entitlement is 29 days from 1 October to 30 September
Calculating a Change to a Lower Grade
Example 1:
Step 1
Count the number of days from leave year start date to the day immediately before the
change
Multiply by the current full time leave allowance
Divide by 365 (A)
Step 2
Count the number of days from the date of change to the end of the leave year
Multiply by the new full time leave allowance
Divide by 365 (B)
Step 3
Add (A) to (B) and round up to the nearest full day. This is the annual leave
allowance in hours for the transitional leave year
Annual leave year 1 October to 30 September
Entitlement reduces from 1 May
1 October to 30 April 212 days at 26.5days per year
1 May to 30 September 153 days at 23.5 days per year
Step 1
212 x 26.5
365
= 15.39 days (A)
Step 2
153 x 23.5
365
= 9.85 days (B)
Step 3
15.39 + 9.85 = 25.24 days
Round up to nearest full day
Entitlement is 26 days from 1 October to 30 September
Calculating Leave for Transfers and Re-instatements and
New Entrants
Example of how this calculation is made
Form to help make the calculation
Example 1: Employee transfers in from another Government Department
Count the number of days worked for the other Government department (OGD) from
the start of the employee's leave year to the day before joining the DWP
Multiply by the annual leave allowance
Divide by 365 days (A)
Count the number of days from joining the DWP to the last day of the leave year See
Taking Annual Leave in Annual Leave Policy
Multiply by the annual leave allowance
Divide by 365 days (B)
Add A to B and round up to the nearest full day
Add any annual leave carried forward from the previous service to the employees
current leave year
Deduct any leave taken while with the OGD
Record the new annual leave allowance for the current year on the employee's leave
chart
Employee joins DWP 4 May
Leave year with OGD 15 January - 14 January
Leave year with DWP is 1 January to 31 December
Days carried forward 2
Days taken 4
A/L entitlement 26 days per year
15 January to 3 May is 109 days
Service with OGD
109 days x 26
365
= 7.76 days (A)
Service with DWP
242 days x 26
365
= 17.23days (B)
Entitlement
7.76 + 17.23 = 24.99 Rounded up to 25 days
Add 2 days C/F = 27 days
Deduct 4 days taken = 23 days
Entitlement to end of leave year is 23days
Example 2: New Entrant
Example of how this calculation is made
Form to help make the calculation
Employee joins DWP on the 14 April. Transitional leave year 14 April to 31 March total of
352 days. Annual leave entitlement is 23 days
• Count the number of days from the date joined DWP to the end of the leave year See
Taking Annual Leave in Annual Leave Policy
• Multiply by the annual leave allowance
• Divide by 365
• Round up to the nearest full day
352 x 23
365
= 22.18
Rounded up = 23 days
Example 3: New Entrant
Employee joins DWP on the 5 of July. Annual leave year 5 July to 30 June total of 360 days.
Annual leave entitlement is 23 days
360 x 23
365
= 22.68
Rounded up = 23 days
Example 4: Reinstatement
Employee is reinstated to DWP on the 8th of November. Annual Leave year 8th of November
to 31 October total of 358 days. They are entitled to their previous annual leave entitlement
of 26.5 days
• Count the number of days from the date joined DWP to the end of the leave year See
Taking Annual Leave in Annual Leave Policy
• Multiply by annual leave allowance
• Divide by 365
• Round up to the nearest full day
358 x 26.5
365
= 25.99 days. Rounded up to 26 days
Calculating Leave for Those Leaving the Department
There are a number of reasons why an employee would leave the department and the
following shows examples of how to calculate their leave:
Resignation/ End of Contract
Example 1: Full Time
Example of how this calculation is made
Form to help make the calculation
Employee works full time
Leave year 1 September to 31 August
A/L entitlement is 26.5 days
14 days A/L already taken
Last day of service is 2 April
1 September to 2 April is 214 days
214 x 26.5
365
=15.53 days. Rounded up to 16 days
Deduct 14 days leave already taken = balance 2 day A/L
Example 2: Part Time 25 hours per week
Example of how this calculation is made
Form to help make the calculation
Leave year 1 October to 30 September
A/L entitlement is 26.5 days per year
50 hours already taken
Last day of service is 31 March.
1 October to 31 March is 182 days
Step 1
182 x 26.5 (A/L
allowance)
365
= 13.21 days
25 x 13.21 x 7.4
37
= 66.05 hours
0.05 x 60 = 3 minutes
Entitlement is 66.03
Deduct 50 hours already taken = balance 16.03 hrs A/L
Medical Retirement
Example 1:
Employee works full time
Leave year 1 January to 31 December
A/L entitlement 31.5 days
Sick absence began 2 March
Medical retirement began 30 September (same year)
Contractual leave entitlement for period 1 January to 1 March
1 January to 1 March = 60 days
60 x 31.5 (A/L
entitlement)
365
= 5.17 days
Statutory leave entitlement for period 2 March to 30 September
2 March to 30 September = 213 days
213 x 28 (statutory leave
entitlement)
365
= 16.33 days
5.17 + 16.33 = 21.5
Total leave entitlement is 21.5 days
Rounded up = 22 days
Deduct any leave taken in current leave year
Example 2:
Employee works full time
Leave year 1 January to 31 December
A/L entitlement 31.5 days
Sick absence began 4 August
Medical retirement begins 30 September (same year)
Contractual A/L entitlement for period 1st January to 3rd August
1 January to 3 August = 215 days
215 x 31.5
(A/L
entitlement)
365
= 18.55 days
Statutory A/L entitlement for period 4 August to 30 September
4 August to 30 September = 58 days
58 x 28 (statutory A/L
entitlement
365
= 4.44 days
18.55 + 4.44 = 22.99
Total leave entitlement is 22.99days
Rounded up = 23 days
Deduct any leave taken in current leave year
Dismissal
Example:
Employees who are dismissed for serious misconduct will receive cash compensation for the
proportion of annual leave outstanding at the last day of service.
Count the number of days from the start of the current leave year up to the day of
dismissal
Divide the number of days by 365
Multiply by the annual leave entitlement
Round up to the nearest full day
Full time Employee dismissed 12 July
Annual leave year 1 January to 31 December
Departmental leave allowance 26.5 days
Leave already taken 7 days
1 January to 12 July = 193 days
193 x 26.5
(A/L
entitlement)
365
= 14.01 days
Rounded up = 15 days
Deduct 7 days leave already taken,
Balance due = 8 days
The employee is entitled to payment in lieu of 8 days leave
Death in Service
Example
If the employee was on sick leave prior to the date of death, annual leave entitlement may be
reduced.
Employee works full time
Leave year 1 January to 31 December
A/L entitlement 31.5 days
Sick absence, full and half pay Exhausted 1 March
Employee died 30 September (same year)
Reckonable service1 January to 1 March = 60 days
Contractual annual leave entitlement for period 1 January to 1 March
1 January to 1 March = 60 days
60 x 31.5 (Contractual AL
entitlement)
365
= 5.17days
Statutory annual leave entitlement for period 2 March to 30 September
2 March to 30 September = 213 days
213 x 28 (statutory
leave entitlement)
365
= 16.33 days
5.17 + 16.33 = 21.50
Total leave entitlement is 21.50 days
Rounded up = 22 days
The employee's estate will be credited with payment in lieu of 22 days leave (deduct any
leave taken)
Calculating How to Pro- Rata untaken Annual Leave to
carry forward into the next year
Example: Part time
Example of how this calculation is made
Form to help make the calculation
Part time employees may carry forward a pro-rata amount of the 10 days leave available to
full time employees.
Part time employees whose annual leave is recorded in days are entitled to carry forward ten
days annual leave without application into their new leave year. Jobsharers and part time
employees who work exactly half the hours of a standard working week will be entitled to
half of the carry forward figure. All other part time employees will be allowed a carry
forward figure in proportion to their weekly hours.
Weekly hours worked 28
Full time A/L allowance 31.5 days
Employee wishes to carry forward 5 days
Step 1 - Calculate leave allowance for the year
28(weekly hours) x 31.5 x
7.4
37
176.4 Hours
Step 2
168 hours
31.5 days
Daily leave is 5.33 hours
Step 3
5.33 x 5 days (leave to be carried forward) = 26.66 hours
Rounded up to 27 hours.
This amount should be added to the following years leave allowance.
Calculating a Deduction from Annual Leave Entitlement
due to a period of Non- Reckonable Service
Employees will have a proportion of their annual leave entitlement deducted (one
twelfth for each complete calendar month of absence) if in their annual leave year
they have absences that are classed as non-reckonable service. These include:
Special leave without pay including carers leave
Unpaid departmental parental leave
Sick leave at nil pay (including part time on medical grounds)
Sick leave at pension rate of pay (including part time on medical grounds)
Unauthorised absence
Periods of suspension without pay
Unpaid Paternity Leave (outside the statutory 2 week paternity leave period)
Example of how this calculation is made
Form to help make the calculation
Example:
Count complete calendar months of absence and multiply by A/L allowance
Divide by 12 months
Round down to nearest full day
A/L allowance 26.5 days
Special leave without pay 1 April to 12 November (7 months 12 days)
7 x 26.5
12
= 15.45 days
Round down to 15 days deduction
(The 12 days remaining over the 7 complete calendar months are recorded on the personal
file to be aggregated with future periods of non-reckonable service in the current leave year)
Calculating leave for Part Year Employees
Annual leave allowance for employees who work full time part year is calculated as follows:
Current full time leave entitlement
Divide by 365 days
Multiply the result by the number of days in the employee's working periods
(including weekends)
Round up the answer to the nearest whole day
Example 1: Full time
Example of how this calculation is made
Form to help make the calculation
Employee works 39 weeks (39 x 7 = 273 days) in the year
Annual Leave entitlement is 26 days
26 x 273
365
= 19.44 days
Round up to nearest whole day
Entitlement is 20 days annual leave for the year
Example 2: Part Time
Example of how this calculation is made
Form to help make the calculation
If the employee is working part time part year and not working the same number of hours
each day, convert A/L to hours as follows:
Step 1
Current full time Annual leave entitlement
Divide by 365 days
Multiply the result by the number of calendar days in the employees working periods
(including weekends) – do not round up at this stage.
Step 2
Multiply result of calculation in Part 1 by weekly hours worked
Multiply the result by the standard working day
Divided by net standard working week hours
Any decimal fraction is calculated into minutes by multiplying by 60 and rounding up
to the nearest minute
periods of non-reckonable service do not count towards the qualification of higher
annual leave entitlement.
Calculating leave for Part time Employees
The calculation for a full year's entitlement for part time employees is:
(Weekly hours worked) x (A/L entitlement) x (net
working day)
(Standard working week)
Any fractions of an hour are converted into minutes by multiplying by 60 and rounding up to
the nearest minute.
Example of how this calculation is made
Form to help make the calculation
Example 1: Part Time
Annual Leave year runs from 1 October to 30 September
Officer works 30 hours per week
Annual leave entitlement is 26.5 days
30 x 26.5 x
7.4
37
Entitlement is 159 hours from 1 October to 30 September
Calculating Hours into Days for Part Time Employees
The calculation for converting hours into days is:
(A/L entitlement in hours) ÷ (standard working day)
Any fractions of an hour are converted into minutes by multiplying by 60 and rounding up to
the nearest minute.
Example:
Officer has changed from part time hours to full time
Annual leave is recalculated and the new entitlement is 203.8 hours
Standard working day is 7.4
203.8
7.4
= 27.54
0.54 x 7.4 = 3.99 rounded up to 4 hours
Annual leave entitlement in days is 27 days and 4 hours
Add remaining hours/minutes to your flexi sheet