This guide has been created for system administrators.
Specific role permissions may be required, including: Global Rota Setup | Entitlement Setup.
Overview:
Public holidays can be set as either markers in your users' calendars or can be set to deduct from an entitlement, commonly the Holiday entitlement. If public holidays are merely required to be included as a marker in users' calendars, they can be set by following the guide linked here, leaving the affected entitlement setting blank.
If you would like to set your system to deduct from Holiday entitlement in respect of public holidays and you would like for the public holiday portion of each user's holiday entitlement to be automatically calculated based on their FTE and working pattern, please follow the steps in this guide.
Please note: Please raise a support ticket to confirm that your system has been configured to allow for public holiday entitlements; this feature may be disabled by default.
Feature Requirements.
The below listed features are required to be set/checked prior to following the steps in this guide.
- Your system must be set to the advanced entitlement mode. To determine if you are set to the advanced entitlement mode, please see our guide by clicking here.
- Users' FTE must be set to the correct level, matching to their working pattern. To view our guide to adjusting a user's FTE level, please click here.
- A Public Holiday group must be present in your system that is set to deduct from the Holiday entitlement. If you need to add a public holiday group, please follow our guide by clicking here.
- Public holiday dates must be present for both the current year and next year (in line with your holiday year start date). To add public holiday dates to a public holiday group, please click here.
There are two sets of steps depending on whether your system already contains a public holiday entitlement element within the Holiday entitlement.
Create a new public holiday entitlement element.
Step by step guide:
- Navigate to Admin tools > Admin panel > Global > Entitlement setup.
- Click the elements button to the right of Holiday.
- If a public holiday entitlement element is already listed a new element will not need to be created - please follow the alternative steps below.
- If no existing public holiday entitlement element is present, click the +Add new button at the top of the screen.
- Set the name of the element as Public Holidays.
- Set the sort Index as 0.
- Click the advanced button.
- Set the 'Restrict element to award entitlement for public holidays' setting to 'Yes'.
- Click the save button at the foot of the page.
Amend an Existing public holiday entitlement element.
Step by step guide:
- Navigate to Admin tools > Admin panel > Global > Entitlement setup.
- Click the elements button to the right of Holiday.
- Click the edit button to the right of the public holiday entitlement element
- Ensure the sort index is set to 0.
- Click the advanced button.
- Set the 'Restrict element to award entitlement for public holidays' setting to 'Yes'.
- Click the save button at the foot of the page.
Related Guides:
FTE - Changing a user's Full Time Equivalent (FTE) level | Public Holiday Setup - Adding dates via import feed