This article explains how to create new public holiday templates, assigning an employee to a template, and how this affects their entitlement. Please see the relevant header below.
--Creating a Public Holiday Template--
- Go to the 'Settings' tab
- Select 'Holidays and Absence'
- Scroll down the 'Holiday and Absence' page
- Click on 'Default Public Holiday Template'
- Select 'Manage This List'
6. Then Press the '+' Icon and create your own template(s), or the pencil icon to edit an existing
When creating a new one, you will see:
7. Select a name for this template, and start adding the public holiday days.
--Assign an employee to a Public Holiday Template--
- Click the 'Employees' tab
- Locate and select the specific employee
- Go into their personal Planner
- Click on the 'Public Holidays' drop-down box and select the template you wish to assign them to.
--How Does This Affect an Employee's Entitlement?--
Once assigning an employee to a public holiday template, you can choose whether or not you would like the entitlement to include public holidays. This option is in the blue 'Settings' button of the employee's planner:
You will then be presented with the employee's Planner Settings:
If the box is ticked - the number of public holidays in the year should be added to the employee's entitlement, then any public holidays that land on a working day for that employee will be automatically booked from the employee's entitlement.
If unticked - If unticked but the employee is still on a public holiday template, this will simply display as a non-working day for an employee and will not affect the entitlement.
Employees get 20 days entitlement plus 8 days public holiday.
If the box is ticked - Employee should be given 28 days entitlement. All public holidays that land on a working day for the will be deducted and shown as 'Booked'.
If unticked - Employee should get 20 days entitlement to book their personal holidays, public Holidays will simply show as a non working day.
Customer Services Team