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Corporate Holidays
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Corporate holidays can be created for all employees or for specific groups of employees. Below are the steps for managing a corporate holiday.
Example Holidays
- July 4th for all employees
- Day after Thanksgiving for several departments
Creating A Standard Corporate Holiday (July 4th)
- Go to Advanced Operations > Holiday Setup (Adv).
- Go to the Corporate Holidays tab and click Add New Corporate Holiday
- Set the Basic Holiday Properties:
- Holiday: U.S. Independance Day (July 4th)
- Name: Fourth of July
- "Other" Holiday Date: Field is ignored for Standard Holidays
- Repeat Each Year: Checked
- Use Holiday Payment Rules: Checked
- Disable Weekend Adjustments: Unchecked
- Click on the Holiday Eligibility tab.
- A default eligibility rule will be added automatically. You will usually need to modify this rule.
- A default eligibility rule will be added automatically. You will usually need to modify this rule.
- Click on Change on the right side of the eligibility box.
- Enter a new name for the eligibility rule and click Ok.
- Click on Change in the Check Item section.
- Set the Employee Eligibility Settings:
- Check Item: Active Status
- Comparison Formula: Equal
- The Value should automatically set to Active. If it does not, click Change in the Values section, select Active for the Active Status and click Ok.
Creating A Custom Corporate Holiday (Day after Thanksgiving 2018)
- Go to Advanced Operations > Holiday Setup (Adv).
- Go to the Corporate Holidays tab and click Add New Corporate Holiday
- Set the Basic Holiday Properties:
- Holiday: Other
- Name: Day After Thanksgiving 2018
- "Other" Holiday Date: 11/23/2018
- Repeat Each Year: Unchecked
- Use Holiday Payment Rules: Checked
- Disable Weekend Adjustments: Unchecked
- Click on the Holiday Eligibility tab.
- A default eligibility rule will be added automatically. You will usually need to modify this rule.
- A default eligibility rule will be added automatically. You will usually need to modify this rule.
- Click on Change on the right side of the eligibility box.
- Enter a new name for the eligibility rule and click Ok.
- Click on Change in the Check Item section.
- Set the Employee Eligibility Settings:
- Check Item: Home Workgroup Assignment
- Comparison Formula: Equal
- Click Change in the Values section.
- With All selected for Locations and Cost Centers, double click on the departments that are eligible for this holiday to add them to the list.
- Click Ok.