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Many companies choose to auto-populate user holidays with holiday bookings so holiday time is correctly accounted for in payroll. This means they don’t have to remember to add bookings; they are automatically added by the system when a timesheet that includes a holiday is generated.
However, relying on auto-population can lead to issues, in some cases. So, you might need to add bookings manually.
Manual addition might be needed in these situations:
To address these issues, you can choose to manually add multiple bookings.
You can mass add holidays when:
Administrators can be notified when bookings have been added.
Refer to Managing holiday bookings for more information.
This procedure adds a single holiday for all users assigned the holiday calendar for that holiday. A booking is not added on any days with existing holiday bookings.
The edit option is useful for correcting errors in existing bookings, but you (or your Payroll Manager) need to delete the error bookings first.
To add bookings:
It will be enabled by default if you have Automatically Add Holiday Time to the Timesheet enabled at Administration > Timesheets > Timesheet Settings.
A holiday booking will be added on that holiday for all users assigned that holiday calendar.
This procedures adds all holidays on the user’s assigned holiday calendar, within the date range you set. It does not replace existing holiday bookings.
This option is useful for correcting errors in existing bookings, but you (or your Payroll Manager) need to delete the error bookings first.
To add bookings:
Only holidays for years covered by the users existing holiday calendar will be added.
You cannot mass edit holidays from user profiles.
You should assign administrators who add holiday bookings the Results of holiday booking creation notification, that gives full visibility into the results of the addition.
This notification is sent after the administrator adds bookings, when all holiday bookings that can be added, have been added. It lists the bookings that were successfully added, along with details about any errors encountered that prevented addition. Administrators will typically need to address errors, then re-run the addition.
You can choose whether bookings populate timesheets that are already submitted, using the When adding to an existing timesheet field.
These are the options:
Option |
Description |
---|---|
Reopen if fully approved |
Only fully approved timesheets will be reopened and have the booking added. Bookings will be added to submitted timesheets that are not yet fully approved, but those timesheets will not be reopened; this means submitted timesheets will not be returned to the beginning of the approval process. |
Reopen if submitted |
All submitted or approved timesheets will be reopened and have the booking added, allowing all to be fully approved again. |
Do not add if approved |
Bookings are added to all applicable timesheets, except fully approved ones. |
No, the holiday bookings will not be created. But, you can always edit the holiday after assigning the calendar, and choose to have bookings added then.