This guide is intended for System Administrators
Overview:
Set up automatic award, and deduction, for public holidays from staff entitlements based on their FTE and working patterns.
How Public Holiday Deductions Work:
- Automatically calculates entitlement impact for each employee
- Adjusts for part-time staff via FTE settings and working patterns
- Requires pre-configured holiday groups with affected entitlements enabled
How to Set Up:
Prerequisites:
- System in advanced entitlement mode
- Accurate FTE values for all staff
- Existing public holiday group with entitlement deduction enabled
- Public holiday dates loaded for current/next year
Option 1: Create New Public Holiday Element Within the Holiday Pot
- Navigate to Admin Tools > Admin Panel
- Select Global > Entitlements
- Click Edit next to "Holiday" (or variation of, e.g. Annual Entitlement)
- Click +Add New
- Configure:
- Name: "Public Holidays"
- Sort Index: 0
- Click Advanced
- Set Restrict element to award entitlement for public holidays to "Yes"
- Click Save
Option 2: Amend Existing Public Holiday Element
- Navigate to Admin Tools > Admin Panel
- Select Global > Entitlements
- Click Edit next to "Holiday" (or variation of, e.g. Annual Entitlement)
- Click Edit on existing public holiday element
- Verify Sort Index is 0
- Click Advanced
- Enable public holiday restriction (set to "Yes")
- Click Save
Additional Information:
- Key Terms:
- FTE: Full-Time Equivalent (pro-rata calculation basis)
- Sort Index: Determines display order (0 = top priority)
- Restrict element to award entitlement for public holidays: Awards a balance based on the public holidays applied to a users calendar
- Permissions Required: 'Global Rota Setup' and 'Entitlement Setup'
- Best Practices:
- Test with sample users before full rollout
- Audit FTE values annually
- Set holiday dates 2+ years in advance
- Important:
- Requires support ticket to enable feature initially
- Changes affect future entitlement calculations only, it does not backdate
- User must have public holidays applied to them in order to award
- Tip: Use the search function to quickly locate entitlement settings and public holidays