Setup Employee Holiday Policy Configuration

The Setup Employee Holiday Policy Configuration Maintenance allows the system to auto assign the Holiday Policies to Employees.
Note: You can find the Policies assigned to each Employee in the Employee Profile - Time Folder.

Understanding the Employee Holiday Policy Configuration

The Toolbar

  1. Save
    Saves the configuration setup.

  2. Cancel
    Cancels the configuration setup.

  3. Update Unassigned
    Will update the imported Employees that do not have a Holiday Policy assigned.

  4. Update All
    Will update all Employees, even those that already have a Holiday Policy assigned. (This means any manual adjustments will be affected.)

  5. Add
    Use this to add a configuration section to the screen.

Note: If you do not set up this configuration, you will have to manually update each Employee record with Holiday Policy information after importing. Using the default configuration reduces the amount of work needed for setup. Any configurations set up here will affect all newly imported Employees.

Configuration Type.
This asks how you want to automatically assign which Holiday Policy an Employee will receive.

  1. Salary Hourly

  2. Add
    To create a new 'Holiday Policy' with the configuration type of 'Salary Hourly' selected, click on the 'Add' button.

    1. Employee S/H
      Select Hourly or Salary.

    2. Assign Holiday Policy
      Select the Holiday Policy you would like to apply.

    3. Employee Type
      Select the Employee Type you would like the Holiday Policy to apply to.
      Note: You can have multiple Holiday Policies assigned to Hourly or Salary Employees by selecting their Employee Type. In the example shown above, Consultants and Interns are both paid Hourly but are assigned different Holiday Policies based on their Employee Type.

  3. Organization Levels

  4. Add
    To create a new 'Holiday Policy' with the configuration type of 'Organization Levels' selected, click on the 'Add' button.

    1. Assign Holiday Policy
      Select a Holiday Policy from the List.

    2. Employee Type
      Select the Employee Type you would like the Holiday Policy to apply to.

    3. Rule Company
      Select the Rule Company you would like the Holiday Policy to apply to.

    4. Organization Levels
      Look up the Organization Level(s) that the selected Holiday Policy will be assigned to.

  5. Save
    Once you are satisfied with your selections, click on 'Save'.