Creating Global/Bank Holidays

Purpose

This topic explains how to add new global / bank holidays to your system.

Additional Information

When creating a global holiday the system checks to see if they need to be allocated to the staff member's timesheet and, if applicable, to their timecard too.

The system does this by cross-referencing the Entitled to bank holidays? setting on the staff member's Staff Attendance Parameters.

It is important to note that this routine is not limited to bank holidays. It can be also used to create other types of holidays for staff i.e. concessionary days around Christmas.

Operational

NOTE: The functionality to Create Global/Bank holidays is currently limited to the Windows application.

Global holidays can only be created for one day at a time. You cannot create a range of holiday days at once.

Creating Global Holidays

1.Navigate to Windows application > Time & Expenses > Global Holidays.

2.Click the New button (top left).

3.Select the Absence Date etc...

4.Click the Save button to create the holiday bookings on the staff member's timesheets and timecards (if applicable).

TIP: You can use the Staff Filters to create Global Holidays specifically for a Resource Group, Department of Staff ID!

Deleting individual Global Holidays for individual staff members.

There may be times when you need to delete specific absences only for individual staff members. An example of this would be when you have created concessionary days of which not all staff are entitled to. In this instance you would want to delete the concessionary dates for these staff only.

1.Navigate to Windows application > Time & Expenses > Global Holidays.

2.Select the absence booking you would like to delete

3.Click the Delete button – the Details tab page will be shown

4.Apply the Staff ID filter

5.Click the Delete button

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