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>
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===Adding Public Holidays===
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==Adding Public Holidays==
# After logging into the Subscribe-HR portal, navigate to the ‘Maintenance’ TAB.
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# After logging into the Subscribe-HR portal, navigate to the <b>Maintenance</b> TAB.
# Select the Public Holidays folder.  
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# Select the <b>Public Holidays</b> Folder.  
# Select the Create button.
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# Select the [Add new record] button.
# Enter the <b>Profile Name</b>. Example: NSW
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# Select the <b>Default</b> check box if want this Public Holiday Profile to be the Default.
# Enter a Profile Description.
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# Enter the <b>Profile Name</b>. <i><b>Example:</b> NSW</i>.
# Select the <b>Save</b> button.
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# Enter a <b>Profile Description</b>.
# You will see a calendar on screen, if you select the desired date you will be prompted with a <b>Enter Holiday Information</b> window.
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# Select the [Save] button.
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# 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>
 
# Enter the <b>Holiday Name.</b>
# Select the <b>Only This Year</b> check box, if this is event does not have an anniversary.
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# 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>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 Date from the <b>Until Year</b> text box, if this event ends on a particular year.
# Select the <b>OK</b> button.
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# Select the <b>Delete</b> check box to remove this Holiday.
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# Select the [OK] button.
 
# You will be returned to the calendar. You can repeat these steps to add as many Holidays as required.
 
# You will be returned to the calendar. You can repeat these steps to add as many Holidays as required.
<b>Fields marked in bold are mandatory and must be filled in before the holiday can be saved</b>
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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>
 
<br>
 
<br>
<br>
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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
You maybe required to create multiple profiles for Public Holidays. The reasons for doing this<br> would be if you have different holiday periods for different locations. In this case you will have to simply repeat the first few steps
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# Select the [Add new record] button.
# Select the Public Holidays folder.  
+
# Select the <b>Default</b> check box if want this Public Holiday Profile to be the Default.
# Select the Create button.
+
# Enter the <b>Profile Name</b>. <i><b>Example:</b> NSW</i>.
# Enter the <b>Profile Name</b>. Example: VIC
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# Enter a <b>Profile Description</b>.
# Enter a Profile Description.
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# Select the [Save] button.
# Select the <b>Save</b> button.
+
  
===Editing Existing Public Holidays===
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==Editing Existing Public Holidays==
 
If you need to add a holiday to one of the profiles, its simple.
 
If you need to add a holiday to one of the profiles, its simple.
# After logging into the Subscribe-HR portal, navigate to the ‘Maintenance’ TAB.
+
# After logging into the Subscribe-HR portal, navigate to the <b>Maintenance</b> TAB.
# Select the Public Holidays folder.  
+
# Select the <b>Public Holidays</b> Folder.  
 
# Select the Profile you wish to edit.
 
# Select the Profile you wish to edit.
# You will see the calendar of holidays for this profile, select the desired day.  
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# Select the <b>Default</b> check box if want this Public Holiday Profile to be the Default.
# You will be presented with the <b>Enter Holiday Information</b> window.
+
# 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>
 
# Enter the <b>Holiday Name.</b>
# Select the <b>Only This Year</b> check box, if this is event does not have an anniversary.
+
# 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>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 Date from the <b>Until Year</b> text box, if this event ends on a particular year.
# Select the <b>OK</b> button.
+
# 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.
 
# You will be returned to the calendar. You can repeat these steps to add as many Holidays as required.
<b>Fields marked in bold are mandatory and must be filled in before the holiday can be saved</b>
 
<br>
 
  
[[File:subscribehr_logo.gif]]
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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>
 +
 
 +
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>
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:[[Entering-an-absence-using-workforce-manager|Employee Absence and the Workforce Manager]]<br>
 +
 
 +
<br><br>[[File:subscribehr_logo.gif]]

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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