Overview

The Holidays configuration page can be found under the Configuration menu on the right hand side of both the Sales & Operations pages.

This page lets you add both Public and School Holidays to the system as well as select which depot the holiday applies to.

The holidays entered here are used in timesheet calculations, shown on the leave calendar to assist when approving leave & also have an impact on which jobs will be created when generating jobs from rosters.

Creating a holiday

1. Navigate to either the Sales page or the Operations page, then select Holidays under Configuration

2. Click the ➕ in the header of the page.

3. Enter a description

4. Select the Holiday Type as either Public Holiday or School Holiday

5. Choose the depot(s) the holiday applies to

6. Input the start & end dates

7. Click Submit

   ❕Note: A single day holiday will have the same start & end date.

   

Viewing a holiday

1. Select Holidays under the Configuration ****menu on either the Sales or Operations page
2. Find the ****holiday you wish to view using the search tool 🔍
3. Click the holiday’s description to open the Manage Holiday view.

Editing a holiday

1. From the Holidays page, select the holiday you would like to edit
2. From the Manage Holiday view, click the edit icon ✏ in the header
3. To save the changes, click Submit
4. To return to viewing the holiday without saving any changes, click Cancel

Deleting a holiday

1. From the Holidays page, open the holiday you would like to delete
2. From the Manage Holiday page, select Delete Holiday from the Triple Dot Menu
3. You will be prompted to confirm that you want to proceed with deleting the holiday - if so, click Ok

How holidays are used throughout the system

Leave Schedule

The Leave Schedule page shows both public & school holidays to assist when approving & managing leave.

Generating Jobs

When generating jobs, the system takes into account the "Runs on Public Holiday" field inside the shift which allows you to specify whether a job will be created from that shift on a public holiday or not. If a public holiday falls within the date range of the jobs being generated and the shift is set to "Runs on a Public Holiday," the system will generate jobs on that day. Otherwise, no jobs will be generated.

School holidays entered in the system still have no impact on the ability to generate school runs on those days.

Timesheets

The public holidays entered in the system will be shown on staff timesheets & the appropriate paid hours will be allocated based on the staff member’s employment status. See the example below from a full-time staff member’s timesheet.

Example of public holiday hours being allocated to a timesheet

Things to note

• Fields marked with an asterisk (*) are mandatory fields.
• Holidays that occur on different days for different depots can be created separately.
• The sales team can use the Holidays section as a reference when quoting to ensure the appropriate public holiday rates are applied.
• Editing the date of a Holiday or deleting a holiday after timesheets have been submitted for that period, may require the timesheets to be refreshed as paid hours will have already been allocated on the original date of the holiday.
• The Holidays list page has default filters applied to only show holidays for the current year, if you would like to see holidays for other years, you can by adjusting the filters.