{"id":4276,"date":"2026-10-08T16:18:13","date_gmt":"2026-10-08T15:18:13","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?p=4276"},"modified":"2026-10-13T16:45:07","modified_gmt":"2026-10-13T15:45:07","slug":"%f0%9f%8f%96%ef%b8%8f%f0%9f%93%8b-holiday-trading-a-guide-for-administrators","status":"publish","type":"post","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/general\/%f0%9f%8f%96%ef%b8%8f%f0%9f%93%8b-holiday-trading-a-guide-for-administrators\/","title":{"rendered":"\ud83c\udfd6\ufe0f\ud83d\udccb Holiday Trading: A Guide For Administrators"},"content":{"rendered":"<p dir=\"ltr\">Holiday Trading lets your employees buy extra annual leave, or sell leave they don&#8217;t expect to use, during a window agreed by you. The cost or value is spread across their pay over the year as a salary sacrifice.<\/p>\n<p dir=\"ltr\"><strong>See it in action<\/strong> \ud83d\udc47<\/p>\n<div style=\"position: relative; width: 100%; height: 0; padding-top: 56.2500%; padding-bottom: 0; box-shadow: 0 2px 8px 0 rgba(63,69,81,0.16); margin-top: 1.6em; margin-bottom: 0.9em; overflow: hidden; border-radius: 8px; will-change: transform;\"><iframe style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0;\" src=\"https:\/\/www.canva.com\/design\/DAHXU84SFXY\/hp9nhrKuSA2v5j6VjUjSXw\/watch?embed\" allowfullscreen=\"allowfullscreen\"><br \/>\n<\/iframe><\/div>\n<p dir=\"ltr\">This guide covers what you need to do: getting your data to us, reviewing requests, and passing the result to payroll.<\/p>\n<hr \/>\n<h3>\ud83d\uddd3\ufe0f Before your window opens<\/h3>\n<h4>Agreeing your window<\/h4>\n<p>Your trading window dates are set up with your Drewberry adviser. Speak to them about when you&#8217;d like it to open and close.<\/p>\n<h4>\ud83d\udcc2 Sending us your employee data<\/h4>\n<p>Your adviser will send you a template to complete. Each employee gets a row:<\/p>\n<table>\n<thead>\n<tr>\n<th>Column<\/th>\n<th>What it&#8217;s for<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Email address<\/td>\n<td>Identifies the employee<\/td>\n<\/tr>\n<tr>\n<td>Annual Leave Entitlement Hours<\/td>\n<td>Their current allowance<\/td>\n<\/tr>\n<tr>\n<td>Contracted Weekly Hours<\/td>\n<td>Used to work out hourly costs<\/td>\n<\/tr>\n<tr>\n<td>Contracted Days Per Week<\/td>\n<td>Used to work out daily costs<\/td>\n<\/tr>\n<tr>\n<td>Holiday Trading Unit<\/td>\n<td>Whether they trade in days or hours<\/td>\n<\/tr>\n<tr>\n<td>Holiday Trading Max Buy<\/td>\n<td>The most they can buy<\/td>\n<\/tr>\n<tr>\n<td>Holiday Trading Max Sell<\/td>\n<td>The most they can sell<\/td>\n<\/tr>\n<tr>\n<td>Holiday Trading Salary<\/td>\n<td>The salary their costs are calculated from<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Putting a zero in Max Buy or Max Sell means that option isn&#8217;t offered to that employee.<\/p>\n<p>Send the completed file back to us and we&#8217;ll upload it and open your window. Everything your employees see on their card is built from this data, so it&#8217;s worth checking before you send it.<\/p>\n<hr \/>\n<h3>\ud83d\udd13 While your window is open<\/h3>\n<h4>Finding Holiday Trading<\/h4>\n<p>Go to <strong>Admin \u2192 Benefits \u2192 Holiday Trading<\/strong>. Everything you need sits on this page.<\/p>\n<p>The <strong>Summary<\/strong> section shows your running totals for the period. Underneath, <strong>Outstanding Actions<\/strong> lists everything waiting on you. Use the tabs to switch between your own tasks, other administrators&#8217; tasks, and anything sitting with us.<\/p>\n<p><img class=\"alignnone wp-image-4280\" 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alt=\"\" width=\"763\" height=\"335\" \/><\/p>\n<h4>\ud83d\udc40 What your employees see<\/h4>\n<p>A banner appears at the top of their dashboard telling them Holiday Trading is open, with a countdown of the days left, and their Holiday Trading card shows what&#8217;s available to them.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4277\" 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If someone asks, decline the request they&#8217;ve got. That reopens their card so they can make a new selection, as long as the window is still open.<\/p>\n<hr \/>\n<h3>\ud83d\udcb7 Payroll<\/h3>\n<p>Once you&#8217;ve approved requests, download the export from the <strong>Holiday Selections<\/strong> table by scrolling down the page and pass it to payroll.<\/p>\n<p>Holiday Trading appears as a salary sacrifice deduction, spread evenly across the year. 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576w\" sizes=\"auto, (max-width: 766px) 100vw, 766px\" \/><\/p>\n<hr \/>\n<h3>\u2753 Common questions<\/h3>\n<p><strong>Do I need to approve everything?<\/strong><br \/>\nEvery request needs a decision, but that doesn&#8217;t mean everything has to be approved. Approve or decline each one individually.<\/p>\n<p><strong>How will employees know what&#8217;s happening?<\/strong><br \/>\nThey&#8217;re emailed when their window opens, and again when you approve or decline their request.<\/p>\n<p><strong>Is there any help for employees going through the process for the first time?<br \/>\n<\/strong>Yes, and it&#8217;s built into the platform so you shouldn&#8217;t need to walk anyone through it. There&#8217;s an information section at the bottom of their Holiday Trading card explaining how it works and what salary sacrifice means, and a short video walking them through making a request from start to finish.<\/p>\n<p dir=\"ltr\">We&#8217;ve also written a <a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/general\/%f0%9f%8f%96%ef%b8%8f%e2%9c%88%ef%b8%8f-holiday-trading-a-guide-for-employees\/\">guide for employees in the Knowledge Hub<\/a>, which you&#8217;re welcome to share when you let your team know the window is opening.<\/p>\n<hr \/>\n<h3>\ud83d\ude4b Need help?<\/h3>\n<p>Get in touch with your Drewberry adviser and they&#8217;ll be happy to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Holiday Trading lets your employees buy extra annual leave, or sell leave they don&#8217;t expect to use, during a window agreed by you. The cost or value is spread across their pay over the year as a salary sacrifice. See it in action \ud83d\udc47 This guide covers what you need to do: getting your data &#8230;<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4276","post","type-post","status-publish","format-standard","hentry","category-general"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/posts\/4276","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=4276"}],"version-history":[{"count":6,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/posts\/4276\/revisions"}],"predecessor-version":[{"id":4299,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/posts\/4276\/revisions\/4299"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=4276"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/categories?post=4276"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/tags?post=4276"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}