|
»Click here to display Table of Contents«
|
Holiday Group Setup |
|
|
|
|
Holiday Group Setup |
|
|
|
|
»Click here to display Table of Contents«
|
Holiday Group Setup |
|
|
|
|
Holiday Group Setup |
|
|
|
The system can be setup with multiple Holiday Groups for each year. Based on the union rules or contracts a group can be created with those holiday entitlements. Employees are then assigned a Holiday Group which their union/contract entitles them to receive. Holiday Groups are assigned to employees on the Employee Profile (See Employee Profile)
▪Select the Config menu.
▪Select the Setup menu.
▪Select Holiday Groups.
The Holiday Group screen is divided into two panels.
Left side: Lists the available groups and the number of employees assigned to the group. Right side: Lists the year(s) that are configured with holidays.
▪Click on the Plus icon.
Populate the Group Code and Description fields for the new Group. As the new group is assigned to employees the Employee(s) field will auto populate.
▪Click Save.
Once the new Group is saved the right panel can be configured. The holidays that are to be calculated for the Group are entered on Holiday tab in the right-side section.
Holiday Tab ▪In the right panel, click on the Holiday tab, ▪Click on the Plus icon and select Add. These options allow each date to be entered one at a time be either adding or clone an existing list.
This will open a new line empty line. The date that is entered for the line will determine which year it will be added to. In our example we are going to add a new holiday
Cloning an Existing Year
The Clone option window will copy a specific year from a specific Group.
•Click on the Group to be cloned. (Example: Group 92). •In the right-hand panel, click on the Clone icon.
Populate the fields in the Clone window.
Copy From Click the year field to enter a different year or use the up/down arrows.
Copy To Click on the drop-down and select the Group where the cloned list is to be saved.
The year 2021 is now showing in the 08 New Holiday Group.
Holiday Rules Tab
Please see Lieu Rules Configuration for configuration details.
Delete Group or Year
Delete a Group If necessary, a group can be deleted.
▪In the Group panel, click on the Group to be deleted. ▪Click on the X icon.
A warning message will pop-up.
▪Click, Yes if you wish to continue.
A second warning will pop-up to let you know that this group may be in use in the system. If the number of employees associated with the group is zero, then you may continue.
▪Click, Yes if you wish to continue.
The screen will refresh with the Group and associated holiday years removed.
If there are dependencies, the system will not delete the group. The employees must be re-assigned and the dependency number zero.
Delete a Holiday To delete a holiday from a group:
▪In the Group panel, click on the Group to be deleted. ▪In the Holiday tab, expand the year where the holiday is that you would like to delete. ▪Click on the check box beside the holiday. ▪Click on the red X to delete. ▪
A warning message will pop-up.
▪Click, Yes if you wish to continue.
The screen will refresh, and the holiday removed.
|
You will now need to change some of the dates for the new year, as dates will vary from year to year for certain holidays.
To change the date(s):
▪In the left panel, click on the Holiday Group you would like to modify. ▪In the right panel, under Holiday Tab, expand the year by clicking on the down arrow. ▪Click on the holiday you would like to change the date for. ▪Double click in the date window, and using the calendar, select the correct date. ▪Click Save at the bottom of screen when done.
|
To setup a new year within an existing Holiday Group, on the left panel select the Group.
▪In the Holiday Tab, click on the Copy icon.
▪Using the up/down arrows enter the year to be copied from and the new year to be created.
▪Click Copy
The Group now have a new 2021 year with all the holidays from the year 2020. You will now need to change some of the dates for the new year.
|
