Create Holiday Groups

Overview

Holiday Groups allow you to centrally manage national and regional public holidays that apply to your workforce.

Each Holiday Group can be configured to include a collection of holidays or other Holiday Groups. You can then use the Holiday Group in the Rules Engine to identify when a public holiday falls and what action should apply to any hours worked by employees on that defined holiday.

You can access Holiday Group settings from Config > Payroll > Holiday Groups. To view this report, you will need to have the Holiday Groups module turned on in your portal. Please contact Support if you need this enabled. 

Holiday Groups are not used in timesheets or within the Leave module.

Note: When a Holiday Group is assigned to a rule group, it will also apply to all jobs that use that rule group.

Create a Holiday Group

To create a Holiday Group: 

1. Go to Config > Payroll > Holiday Groups > Add New Holiday Group.

2. Select a region, if prompted > Create new Holiday Group.

3. Enter a Holiday Group Name.

4. Tick the Enabled checkbox to make the Holiday Group available to assign to jobs and rule groups.

5. Click Save.

Create Holidays in a Holiday Group

Once a Holiday Group has been saved, you can add new holidays or include other holiday groups. If you don't have any holidays set up yet,  you might like to start with national holidays, then include that group in other groups that you create. 

To add a Holiday:

1. Click Add Holiday.

2. Enter a Holiday Name. This is used to identify the holiday and is not used in the Rules Engine.

3. Enter the Holiday Type. This is used in the Rules Engine, so it's important to maintain consistency.

4. Select whether the holiday is recurring. Recurring holidays fall on the same date every year (eg Christmas).

5. Set the dates for the holiday. If the holiday doesn’t recur on the same date each year, click Add to add dates multiple dates. If you have ticked the Recurring checkbox, you will only be able to add a single date and the system will automatically calculate the recurring date for future years.

6. Click Save.

Include Holiday Groups in a Holiday Group

To include a Holiday Group in another Holiday Group:

1. Go to Config > Payroll > Holiday Groups > Add Holiday Group.

2. Select the group from the drop-down list.

3. Click Add.

When a Holiday Group is included in another Holiday Group, any holidays stored within that group will also be included.