Step 1: Go to Global Settings > Time Off > Holiday
Step 2: Select Company, Group or Employee
- Select Company if the holiday applies to the whole company
- Select Group if the holiday applies to a specific Group
- Select Employee if the holiday applies to a specific employee / employees
Step 3: Click + to create a new rule or click on the pencil to edit an existing rule
Step 4: Add Holiday Rule section populates
- Select Add next to Add Holiday
Step 5: New "Holiday" box will populate
- Enter name of holiday in the name field
- Holiday type
- One time - if holiday is not recurring
- Recurring - if the holiday is recurring
- Advanced - adding multiple days to a holiday
Add Single-Occurrence Holiday
Step 1: Holiday Type: One Time
Step 2: Enter the name of the Holiday
Step 3: Enter Observed Date
Step 4: Proceed to Step 7.
Add Recurring Holiday
Step 1: Holiday Type: Recurring
Step 2: Select the Month
Step 3: Select one of the following to Enter the date
- Select the specific date the holiday falls on.
- Select the consistency of the holiday e.g. the last Monday of the Month.
- Nearest Weekday - Select to ensure the holiday falls on a weekday.
Step 4: Proceed to Step 7.
Add Multiple days for a single holiday
Adding consecutive days for 1 holiday.
Step 1: Holiday Type: Advanced
Step 2: Recurrency
- Select Months
- Select specific (choose one ore more) - This sections indicates the months that the holiday falls in eg: This holiday runs from September to October
- Select Days tab
- Specific (choose one ore more)
- Select the relevant days that apply eg: This specific holiday runs from 9/25 to 10/5 (weekend days excluded).
Step 3: Select Holiday Hours Paid
- Full Day - Hours worked, set in company settings (default 8)
- Half Day - Half of full day hours set in company settings (default 4)
- Specific Hours - Based on company preference.
Step 4: Enforce Minimum Hours before Holiday (optional)
- Employees are expected to work a set number of hours right before the holiday to qualify for paid holiday time off.
Step 5: Enforce Minimum Hours After Holiday (optional)
- Employees are expected to work a set number of hours after the holiday to qualify for paid holiday time off.
Step 6: Override Full/Half day hours with scheduled hours
- Assign scheduled hours as the default
Step 7: Click OK
Step 8: This takes you back to the Edit Rules page.
- Create a Rule name. Select the names that populates in the box
- Choose an Effective Start Date (recommended to backdate)
Step 9: Select