Difference between revisions of "Setting up Public Holidays"

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==Setting Up Public Holidays==
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=Setting Up Public Holidays=
Setting up Public Holidays in the system is a crucial step if you wish for any Holiday Accruals to be accurate. After Public Holidays are setup all accruals and working hours take into account the Public Holidays.
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Setting up Public Holidays in the system is a crucial step if you wish for any Holiday Accruals to be accurate. After Public Holidays are setup all accruals and working hours take into account the Public Holidays.<br>
<br>
+
Any forgotten Public Holidays can be setup as late as the day before the event without effecting calculations.<br>
<br>
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Any forgotten Public Holidays can be setup as late as the day before the event without effecting calculations.
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<br>
+
  
 +
==Adding Public Holidays==
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# After logging into the Subscribe-HR portal, navigate to the <b>Maintenance</b> TAB.
 +
# Select the <b>Public Holidays</b> Folder.
 +
# Select the [Add new record] button.
 +
# Select the <b>Default</b> check box if want this Public Holiday Profile to be the Default.
 +
# Enter the <b>Profile Name</b>. <i><b>Example:</b> NSW</i>.
 +
# Enter a <b>Profile Description</b>.
 +
# Select the [Save] button.
 +
# You will see a <b>Calendar</b> on screen, if you select the desired date, you will be prompted with a <b>Enter Holiday Information</b> window.
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# Enter the <b>Holiday Name.</b>
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# Select the <b>Only This Year</b> check box, if this event does not have an anniversary.
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# Select the Date from the <b>From Year</b> text box, if this event starts from a particular year.
 +
# Select the Date from the <b>Until Year</b> text box, if this event ends on a particular year.
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# Select the <b>Delete</b> check box to remove this Holiday.
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# Select the [OK] button.
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# You will be returned to the calendar. You can repeat these steps to add as many Holidays as required.
  
===Adding Public Holidays===
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<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
# After logging into the Subscribe-HR portal, navigate to the ‘Maintenance’ TAB.
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# Select the Public Holidays folder.
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# Select the Create button.
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# Enter the <b>Profile Name</b>. Example: NSW
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# Enter a Profile Description.
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# Select the <b>Save</b> button.
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# You will see Calendar on screen
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<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b>
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<br>
 
<br>
 +
You maybe required to create multiple profiles for Public Holidays. The reasons for doing this would be if you have different holiday periods for different locations. In this case you will have to simply repeat the first few steps
 +
# Select the [Add new record] button.
 +
# Select the <b>Default</b> check box if want this Public Holiday Profile to be the Default.
 +
# Enter the <b>Profile Name</b>. <i><b>Example:</b> NSW</i>.
 +
# Enter a <b>Profile Description</b>.
 +
# Select the [Save] button.
  
===Editing Existing Public Holidays===
+
==Editing Existing Public Holidays==
 +
If you need to add a holiday to one of the profiles, its simple.
 +
# After logging into the Subscribe-HR portal, navigate to the <b>Maintenance</b> TAB.
 +
# Select the <b>Public Holidays</b> Folder.
 +
# Select the Profile you wish to edit.
 +
# Select the <b>Default</b> check box if want this Public Holiday Profile to be the Default.
 +
# Enter the <b>Profile Name</b>. <i><b>Example:</b> NSW</i>.
 +
# Enter a <b>Profile Description</b>.
 +
# You will see a <b>Calendar</b> on screen, if you select the desired date, you will be prompted with a <b>Enter Holiday Information</b> window.
 +
# Enter the <b>Holiday Name.</b>
 +
# Select the <b>Only This Year</b> check box, if this event does not have an anniversary.
 +
# Select the Date from the <b>From Year</b> text box, if this event starts from a particular year.
 +
# Select the Date from the <b>Until Year</b> text box, if this event ends on a particular year.
 +
# Select the <b>Delete</b> check box to remove this Holiday.
 +
# Select the [OK] button.
 +
# You will be returned to the calendar. You can repeat these steps to add as many Holidays as required.
  
 +
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
  
 +
Please also refer to these links for details relating to Public Holiday Settings and their relationships to other parts of the system:<br>
 +
:[[Workforce-manager|Workforce Manager]]<br>
 +
:[[Employee-absence|Employee Absence]]<br>
 +
:[[Entering-an-absence-using-workforce-manager|Employee Absence and the Workforce Manager]]<br>
  
# Select the <b>Save</b> button.
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<br><br>[[File:subscribehr_logo.gif]]
<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b>
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<br>
+
 
+
[[File:subscribehr_logo.gif]]
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Latest revision as of 01:19, 22 April 2013

Setting Up Public Holidays

Setting up Public Holidays in the system is a crucial step if you wish for any Holiday Accruals to be accurate. After Public Holidays are setup all accruals and working hours take into account the Public Holidays.
Any forgotten Public Holidays can be setup as late as the day before the event without effecting calculations.

Adding Public Holidays

  1. After logging into the Subscribe-HR portal, navigate to the Maintenance TAB.
  2. Select the Public Holidays Folder.
  3. Select the [Add new record] button.
  4. Select the Default check box if want this Public Holiday Profile to be the Default.
  5. Enter the Profile Name. Example: NSW.
  6. Enter a Profile Description.
  7. Select the [Save] button.
  8. You will see a Calendar on screen, if you select the desired date, you will be prompted with a Enter Holiday Information window.
  9. Enter the Holiday Name.
  10. Select the Only This Year check box, if this event does not have an anniversary.
  11. Select the Date from the From Year text box, if this event starts from a particular year.
  12. Select the Date from the Until Year text box, if this event ends on a particular year.
  13. Select the Delete check box to remove this Holiday.
  14. Select the [OK] button.
  15. You will be returned to the calendar. You can repeat these steps to add as many Holidays as required.

Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.
You maybe required to create multiple profiles for Public Holidays. The reasons for doing this would be if you have different holiday periods for different locations. In this case you will have to simply repeat the first few steps

  1. Select the [Add new record] button.
  2. Select the Default check box if want this Public Holiday Profile to be the Default.
  3. Enter the Profile Name. Example: NSW.
  4. Enter a Profile Description.
  5. Select the [Save] button.

Editing Existing Public Holidays

If you need to add a holiday to one of the profiles, its simple.

  1. After logging into the Subscribe-HR portal, navigate to the Maintenance TAB.
  2. Select the Public Holidays Folder.
  3. Select the Profile you wish to edit.
  4. Select the Default check box if want this Public Holiday Profile to be the Default.
  5. Enter the Profile Name. Example: NSW.
  6. Enter a Profile Description.
  7. You will see a Calendar on screen, if you select the desired date, you will be prompted with a Enter Holiday Information window.
  8. Enter the Holiday Name.
  9. Select the Only This Year check box, if this event does not have an anniversary.
  10. Select the Date from the From Year text box, if this event starts from a particular year.
  11. Select the Date from the Until Year text box, if this event ends on a particular year.
  12. Select the Delete check box to remove this Holiday.
  13. Select the [OK] button.
  14. You will be returned to the calendar. You can repeat these steps to add as many Holidays as required.

Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.

Please also refer to these links for details relating to Public Holiday Settings and their relationships to other parts of the system:

Workforce Manager
Employee Absence
Employee Absence and the Workforce Manager



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