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How do I set up the Calendar ( in the HRplus Time module)?

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HRplus Time >> Setup >> Calendar

N.B. The calendar can also be setup from either the Leave or Payroll modules.

Steps to setup a Calendar:

  1. Create Calendar
  2. Flag Holidays

Calendar

Before pay cycles are created, salary change transactions pro-rated and before leave can be processed, the Calendar must be set up and holidays flagged. The system will process leave based on the calendar days, either including or excluding holidays and weekends (as specified in Leave Types). 

The Calendar can be created either manually or automatically. The latter is done via a task in the scheduler in the Leave module.

While setting up the Calendar is a one-time task, flagging of holidays must be reviewed and edited as required each year as the dates for some holidays do change on a yearly basis. If it is setup once on the application for example in the Payroll module, it is not required to be setup again in another module e.g. Leave module.

Prior to setting up the calendar on HRplus for the first time, one should review the pay cycles to be created (If the Payroll Module is being used) and then it can be determined which calendar years must be created. For some countries, the pay year does not necessarily run from January to December. For some countries the tax year is from April to March, and therefore the pay year and therefore the pay cycles must be setup to match this. So this information will inform the decision as to which calendar years must be created, so that it is available for the pay cycles to be generated correctly.

Step 1: Create the Calendar

Step 1.1 Enter the Year for New Calendar

Create Calendar for Year: Enter the year for the calendar you wish to create.

Set holidays from last year: Select ""Yes"if you wish to flag holidays from the previous year or No if you wish to enter the holidays manually.

Create Calendar: Click this button to create the calendar.

Step 1.2 View message that Calendar is created Successfully

If this is the first time a calendar is being set up, a message indicating that the calendar for the current year has not been created will be displayed. This message will be shown for any year for which the calendar is not created.

The calendar will be created almost instantaneously and a message displayed.

Step 2: Flag Holidays on Calendar

Calendar Type: Select the holiday type here:

  • Global: Use this option to flag global holidays. E.g. New Year's day
  • Country: If using a multi-company setup in different countries then use this option to flag country holidays.
  • Company: If there are holidays that are specific to the company then they can be flagged on this calendar.

Next, click on the day that you wish to be flagged as the holiday on the calendar.

Holiday Name: Enter the name of the holiday (if desired) and click the date on the calendar to flag it. Use the colour-coded key to view holidays/non-holidays. Click on the holiday again if you wish to unflag it.

 Repeat this step to flag additional holidays throughout the year.

Step 2.1 View Successfully Flagged Holidays

Go through the calendar and ensure that holidays are flagged.

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