Holiday Schedules, like “Hours Calculation Rule,” are set formulas and logics used to determine whether hours worked on a given holiday are treated as straight time (ST), over time (OT), or double time (DT).
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Adding Holiday Schedules
To set up holiday schedules click on Labor > Holiday Schedules.
In the “Schedules” box you can create presets which you will use to assign different holidays afterwards. Just click append (+) to add a new row, then name the schedule, and mark it active.
In addition to adding and modifying schedules you can use the “Action” button to duplicate, import and export schedules from CSV files.
In the “Holidays” box you can add the list of holidays for the preset selected in the “Schedules” box above. This includes the date, day of week, and name of each holiday. Just click append (+) to add a new row, then fill in the underlying details.
Be sure to click “Save” to accept changes.
Assigning Holiday Schedules
After setting up the “Holiday Schedule” it can be assigned to a company or classification(s). Assignments at the company level govern all employees assigned to the company, while assignments at the classification level govern ONLY the employees with that classification. As such, it is recommendable to assign auto calculation rules as the company level.
To assign a calculation rule to a company, click on General > Companies.
From there, click on the “Overview” tab and navigate to the “Behavior” section. In the “Auto ST/OT/DT Calculation” box, click the “Holiday Schedule:” dropdown and select the desired rule to assign to the company.
Click on save to accept changes.
To assign a calculation rule to a classification, click on Labor > Classifications.
From there, click on the “Overview” tab, then select the desired rule from the “Holiday Schedule:” dropdown in the “Auto ST/OT/DT Calculation” box.
Click on save to accept changes.
PLEASE NOTE: Before importing or adding timesheets with holiday schedules, it is important to note these two (2) criteria as they greatly affect how hours are allocated.
1. Holiday Schedules are ONLY effective when they work in accordance with an assigned “Hours Calculation Rule,” and both are selected for the company/classification. Otherwise, timesheets imported with hours worked on set holidays will be calculated as ST hours.
2. Holiday schedule logic MUST be specified on the “Hours Calculation Rule” in order for it to work when assigned to a company/classification. For example, if you do not specify the logic to calculate and allocate hours worked on a holiday, then timesheets imported with hours worked on set holidays will only be calculated as ST hours. In this example, all hours worked on holidays will be calculated as OT hours.
Once the logic is specified in the “Hours Calculation Rule”, the hours will be calculated accordingly, considering that both the “Hours Calculation Rule” and “Holiday Schedule” are assigned to the company/classification.
