How to add Holidays rules that apply holidays to the Calendar/Scheduler and Employee Timesheets
Table of Contents |
Navigation
1. Click to open the Global Settings
2. Click Time Off to expand the options and select Holidays
Adding a Holidays Rule
3. Select an Assignment Group
To learn more about the Assignment Scope Hierarchy, see The Assignment Scope Hierarchy
- Company – Applies to the whole company
- Group – Applies to a group of employees such as a particular location or department
- Employee – Select one or more employees for individual application
4. Select or create a Rule Name
- e.g. Company Holidays
5. Select a Rule Effective Start Date (when should this rule go into effect?)
6. Click to add a Holiday
General Info
Select or create a Name
- e.g. Halloween
Recurrence
1. Enter or select a Specific Date
2. Enable "Add Recurrence" if the Holiday is to repeat (see table below)
Months
Setting |
Description |
Every Month |
Holiday occurs every month on the day selected * If the day selected is 30 or 31, the recurrency will only apply to months with the same number of days. |
Every __ month(s) starting in “Specific Month” |
Holiday occurs every “insert number of months” starting in “insert month”. |
Specific (Choose one or more) |
Choose specific month the holiday occurs |
Every month between __ and __ |
Holiday occurs every month between “insert month” and “insert month” |
Days
All days are applied to the scope of months selected in the Months Tab
Setting |
Description |
Every day |
Holiday occurs every day for the month(s) selected |
Every __ day(s) starting on __ |
Holiday can occur every “specified amount” of days on the day of the month(s) of choice. |
Every __ day(s) starting on “day of week” |
Holiday can occur every “specified amount” of days on the day of the week of choice. |
Specific day of week |
Holiday occurs on the specified day of the week |
Specific day(s) (choose one or more) |
Holiday occurs the specified day(s) of the month |
On the last day of the month |
Holiday occurs on the last day of the month |
On the last weekday of the month |
Holiday occurs on the last weekday of the month |
On the last __ of the month |
Holiday occurs on the last, weekday of choice, of the month |
Nearest weekday (Mon. to Fri.) to the __ of the month |
If the holiday occurs on the weekend, it can be recognized on the nearest weekday to the holiday. (Either Friday or Monday) |
On the __ “insert weekday” of the month |
Holiday occurs on the first, second, etc. weekday of the month |
Paid Time
1. Select a Paid Time (How much of the day will be paid on this Holiday?)
- Full day
- Half day
- Specific Hours
To set the Full Day and Half Day hours, see How to Set the Worked Hours Definition
2. Click to insert the Holiday
3. Click to add an additional Holiday or click to apply the Holiday Rule
* The Holiday will appear on the Scheduler and Employee Timesheets for applicable employees