A staff holiday planner records each person’s entitlement, every request approved and who is off each week. This one is an Excel workbook with a day-by-day planner for 2026 and 2027, and an editable PDF with the same record, free to use and reuse.
Entitlement in days, whether it includes bank holidays, days carried in, days bought or sold, and every request with the dates, the working days, who approved it and the balance after it.
In Excel, one row per person for every day of 2026 and 2027, with weekends grey and the bank holidays for your nation shaded. In the PDF, a quarter per page with a column per week.
The Excel workbook counts the days marked A on the planner for each person and shows what is left, so nobody adds up a year of leave by hand in December.
The 2026 and 2027 dates for England and Wales, Scotland and Northern Ireland, from GOV.UK, with the substitute days where a holiday falls at the weekend.
Almost all workers are entitled to 5.6 weeks of paid holiday a year. For a five-day week that is 28 days, and bank holidays can be counted as part of it. Part-time workers get the same entitlement pro rata.
GOV.UK, Holiday entitlementUnless the contract says otherwise, a worker gives notice of at least twice the length of the leave they want to take. An employer can refuse, with notice at least as long as the leave asked for.
Working Time Regulations 1998, regulation 15The four weeks under regulation 13 are taken in the leave year, unless sickness or family leave prevented it. The extra 1.6 weeks under regulation 13A can be carried into the next leave year by agreement.
Working Time Regulations 1998, regulations 13 and 13AFor leave years from 1 April 2024, irregular hours and part-year workers accrue leave at 12.07% of the hours worked in each pay period.
Working Time Regulations 1998, regulation 15BWhether a bank holiday is paid leave, extra leave or a normal working day depends on the contract. The law sets the 5.6 weeks; it does not say which days they fall on.
GOV.UK, Holiday entitlementOn the How to use sheet, choose England and Wales, Scotland or Northern Ireland, and the planners shade that nation’s bank holidays. Enter each person’s entitlement on the Staff sheet.
Type A on the days off. S for sick, U for unpaid, T for time off in lieu and B for a bank holiday worked are there too. Days taken and remaining update on the Staff sheet.
The PDF record page holds each request with its approval, so a dispute in October can be settled from the sheet. In Unibuild the request is made on the phone and the clash with the labour run shows before it is approved.
One row per person with the expiry of each card and course, a training record per person, and a training needs grid by role. As a PDF, Word and an Excel workbook that turns a date amber at sixty days and red when it passes.
The checks before a subcontractor goes on the approved list: Companies House, CIS verification, insurance, SSIP, the policy, RAMS, competence, right to work, the reverse charge and bank details, then the decision, the register and the review log.
The order number, supplier, delivery address and job reference, the items with quantities and prices, the VAT treatment, the approval before it is sent, and a guidance page on matching the invoice to the order and the goods received note.
On the platform these stop being sheets. The check, the person, the date, the signature and the action that followed are recorded as the work runs and retrieved by site.
UK-built · CDM · CIS · MTD
