Holiday Policies

You can setup holidays to support non-working time or payroll benefits, and to automatically record holiday time for employees after considering specific criteria such as the number of days in employment with the company prior to the holiday. With regular holiday policies, you can manually setup holidays each year. If you prefer more automation, you can setup Recurring Holidays, and then return to this feature to select from the Recurring Holidays drop-down list. TimeTrex allows you to enter these holidays one time and it will automatically apply them each year.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Holiday Policy Tab FIELD DESCRIPTION Type There are three types of holiday: Standard, Advanced: Fixed, and Advanced: Average. When you choose a type, there are options on the main tab and other tabs that you need to consider. TYPE DESCRIPTION Standard Basic flat amount of time given to each employee. Eligibility Tab FIELD DESCRIPTION Minimum Employed Days This field is for the minimum number of days that an employee must be employed before they are eligible for the holiday time under this policy. Holiday Time Tab FIELD DESCRIPTION Holiday Time Is the amount of time, in hours and minutes, that the employee will receive as holiday time. Absence Policy The Absence Policy used to assign the holiday time. Advanced: Fixed Advanced eligibility criteria with a flat amount of time given to each employee. Eligibility Tab FIELD DESCRIPTION Minimum Employed Days This is the minimum number of days that an employee must be employed before they are eligible for holiday time under this policy. Employee Must Work At Least With this setting, you specify the number of Calendar Days,Scheduled Days, or Holiday Week Days that the employee must work before and after the holiday. Calendar Days include weekends and holidays. Scheduled Days include only the days that the employee was actually scheduled to work. Holiday Week Days include only the week days that the holiday occurs on. For example, if the holiday occurs on a Monday, then the employee will need to work at least X of the last Y Monday's). On the Holiday, the Employee TYPE DESCRIPTION May Work or May Not Work Whether or not the employee works on the holiday, makes no difference to the eligibility. Must Always Work The employee must always work on the holiday to be eligible for the holiday time under this policy. Must Never Work The employee must never work on the holiday to be eligible for the holiday time under this policy. Must Work (Only if Scheduled) The employee must work only if scheduled to work on the holiday to be eligible for holiday time. Must Not Work (Only if Scheduled Absent) The employee must be scheduled absent and not work on the holiday to be eligible for holiday time. Must Not Work (Must be Scheduled Absent) The employee must be scheduled absent and must not work; both cases need to match. Must Not Work (Must not be Scheduled) The employee must not be scheduled to work or scheduled absent (no scheduled shift at all) and must not work; all three cases need to match. Contributing Shift Policy This is the contributing shift that is used to evaluate the eligibility criteria. Holiday Time Tab FIELD DESCRIPTION Holiday Time This is the amount of time, in hours and minutes, that the employee will receive as holiday time. Absence Policy The Absence Policy used to assign the holiday time. Advanced: Average Advanced eligibility criteria with an averaging formula to calculate the amount of time given to each employee. Eligibility Tab FIELD DESCRIPTION Minimum Employed Days This is the minimum number of days that an employee must be employed before they are eligible for the holiday time under this policy. Employee Must Work At Least With this setting, you specify the number of Calendar Days, Scheduled Days, or Holiday Week Days that the employee must work before and after the holiday. Calendar Days include weekends and holidays. Scheduled Days only include the days that the employee was actually scheduled to work. Holiday Week Days include only the week days that the holiday occurs on. For example, if the holiday occurs on a Monday, then the employee will need to work at least X of the last Y Monday's). On the Holiday, the Employee TYPE DESCRIPTION May Work or May Not Work Whether or not the employee works on the holiday, makes no difference to the eligibility. Must Always Work The employee must always work on the holiday to be eligible for the holiday time under this policy. Must Never Work The employee must never work on the holiday to be eligible for the holiday time under this policy. Must Work (Only if Scheduled) The employee must work only if scheduled to work on the holiday to be eligible for holiday time. Must Not Work (Only if Scheduled Absent) The employee must be scheduled absent and not work on the holiday to be eligible for holiday time. Must Not Work (Must be Scheduled Absent) The employee must be scheduled absent and must not work; both cases need to match. Must Not Work (Must not be Scheduled) The employee must not be scheduled to work or scheduled absent (no scheduled shift at all) and must not work; all three cases need to match. Contributing Shift Policy This is the contributing shift that is used to evaluate the eligibility criteria. Holiday Time Tab FIELD DESCRIPTION Total Time Over Defines the number of calendar days, weeks or pay periods that will be used to calculate the total time the employee worked. Average Time Over Defines the divisor of the averaging calculation, by taking the total time the employee worked in the above field and dividing it by the value in this field. If the Worked Days Only box is checked, the divisor will be the number of days worked out of the days specified in above field. Minimum Time The minimum amount of time the employee receives on a holiday for which they are eligible. Maximum Time The maximum amount of time the employee receives on a holiday for which they are eligible. Always Apply Over Time/Premium Policies Enables Overtime Policies of type Holiday, even if the employee isn't eligible for the holiday from other criteria, such as minimum employed days or minimum days worked before or after the holiday. Rounding Policy This field is for the policy that is used to round the holiday time after the employee's average worked time is calculated. Absence Policy The Absence Policy used to assign the holiday time. Default Schedule Status Specifies how to handle employees scheduled shifts that occur on the holiday. FIELD DESCRIPTION Absent Employee will always be scheduled absent, using the Absence Policy specified. Working Employee will always be scheduled working. Use Schedule Status is never changed, and will always use whatever the employee is scheduled. Recurring Holidays Defines the recurring holidays that apply to this policy. The holidays in this drop-down list are setup in Recurring Holidays. Display Holidays Specify the number of days in advance to display holidays on schedules and timesheets, as well as for handling future pay periods that holidays may affect. It is recommended this number be greater than a year, for example 381.