Customer Holiday Scheme
Customer Holiday schemes allow users to configure holiday schemes based on customers, placements and timesheets. These holiday schemes allow the workers to accrue holidays as relevant to each employment without updating worker’s holiday scheme for each payroll.
Customer Holiday Schemes are in addition to holiday schemes available at worker level. When configured, customer holiday schemes will override the worker holiday schemes for accruals.
Customer Holiday Schemes applies to Customer, Placements & Timesheets
Customer Holiday Schemes operate in a hierarchy as follows: -
Holiday Scheme set at Timesheet Level is given 1st preference
Holiday Scheme set at Placement Level is given 2nd preference
Holiday Scheme set at Customer Level is given 3rd preference
If a holiday scheme is not provided at timesheet, placement or customer level; the system will use holiday scheme set at worker level for holiday accruals and payments
Customer Holiday Schemes work in conjunction with worker holiday schemes. Holiday payments are always processed against worker holiday schemes.
Setup
Users will first need to enable the “Customer Holiday Schemes” before they can create and use these schemes in the applications.
To enable Customer Holiday Scheme, follow these steps: -
Navigate to Account -> Configuration
Select the desired option: -
Customer: - Holiday schemes will only apply at customer level
Customer/Placement: - Holiday schemes will apply at customer and placement level only
Customer/Placement/Timesheet: -Holiday schemes will apply at customer, placement and timesheet levels
Creating Customer Holiday Scheme
To create customer holiday schemes, follow these steps: -
Navigate to Admin -> Holiday Schemes
Create New Holiday Scheme
Select Type = “Customer”
Provide other details as required
Click “Save”
Certain holiday options are not applicable to customer holiday schemes and are not visible in holiday scheme setup.
Users can see different holiday schemes and their relevant type on the “Holiday Schemes” page. The holidays schemes of type “worker” can only be assigned to worker records, whereas holiday schemes of type “customer” can be assigned to customers, placements and timesheets, as required.
A holiday scheme can be assigned to different number of customers, placements and timesheets in the same period. Holidays are accrued as per the holiday scheme assigned (according to the hierarchy) and are paid as per worker holiday scheme setup.
Assigning holiday Scheme
After creating the holidays schemes, users can assign these as per their preferences to accrue holidays as required
To assign a holiday scheme at customer level, follow these steps: -
Navigate to Billing -> Customers
Under the Details tab, look for “Holiday Scheme”
Select the desired holiday scheme from the drop down
Click “Update”
To assign a holiday scheme at placement level, follow these steps: -
Navigate to Workforce -> Placements
Create a new placement
Select the desired holiday scheme from the dropdown under “Holiday Scheme”
Prove other details as required
Click Save
To assign a holiday scheme at timesheet level, follow these steps: -
Navigate to Timesheet -> Timesheets
Create a new Timesheet
Select the desired holiday scheme from the dropdown under “Holiday Scheme”
Provide other details as required
Click Save
Once assigned, holidays are accrued as per the scheme at the relevant level.
Holiday Scheme assigned in placements are not automatically assigned/carried on to the corresponding timesheet records.
Viewing Holiday Accruals
Holidays are accruals and payments are audited as per the different holidays they’ve been processed as part of. This information can be viewed and extracted from the application: -
To view worker’s holiday totals, follow these steps: –
Navigate to Workforce -> Workers
View the desired worker record
Navigate to Holiday Tab
Click on the “Holiday Totals” link to expand worker’s holiday history
Alternatively, users can also view the holiday record in the Holiday Report, by following these steps: -
Navigate to Reporting -> Holiday Report
Provide the desired parameters
Generate the holiday Report
Download the report as required
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