How to prevent holidays from auto-populating for a specific period?
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Web TimeSheet administrator wants to stop the holidays from auto-populating for the initial N number of days for new users. The holiday auto-population should start after the initial N days. For example the application should not allow the holidays from auto-populating for the first 30 days for new users. The holiday auto-population should start after the 30 days.
Pre-requisites for setting up the Holiday Time Off policy in the users profile:
- Include all the holidays for the fiscal year in the correct holiday calendar.
- Verify if Holiday is selected for the option 'Time Off Type for Holidays is' and the option 'Populate holiday time on the timesheet' is Enabled in the Time Off Types global settings. (located under Time Off Setup section in the side menu).
- Edit the user's profile and in the Advanced section verify if the correct holiday calendar is selected for the option Holiday Calendar located in the Other section.
Once the pre-requisites are set up correctly, follow the steps listed below to set up the time off policy.
- Edit the profile of the user who needs this Time Off policy change.
- Under the Time Off tab, Locate Holiday.
- Select Create Policy and click on Add New Policy (or click Edit Historical Policies to edit an existing policy).
Then set up the following policy:
- Effective Date: User's start date in the company. Balance: Set to days(s). Accrue: No Accrue. Reset: No Reset. Advanced: Maximum Overdraw: 0 days(s)
Click on Add New Policy to create the second policy:
- Effective Date: Date as of when the holiday needs to start auto-populating. Balance: Set to days(s). Accrue: No Limits. Reset: No Reset. Advanced: No Limits.
If the start date of a user in the organization is 1 May 2012 and if the auto-population of holidays for this user needs to start after 30 days that is from 1 June 2012, then the time off policy needs to be set up as indicated in the attached screenshot.