How do I set up the Calendar and Flag Holidays?
Payroll >>Pay Cycles>>Calendar Setup>>Create Calendar
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Benefits >> Leave >> Leave Setup >> Calendar Setup >> create Calendar
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 Calendar can be created either manually or automatically. The latter is done via a task in the scheduler in the Leave module.
Setting up the Calendar and flagging holidays is a one-time task. 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.
Steps to setup a Calendar:
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.
Create Calendar
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.
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.
Flag Holidays on Calendar
Holiday Name: Enter the name of the Holiday yo wish to create
Calendar Type: Select the holiday type here:
- Global: Use this option to flag global holidays. E.g. New Year's day
- County: 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.
View a Successfully Flagged Holiday
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