You can specify that a booking should be automatically created for each holiday listed in a user’s assigned holiday calendar. Auto-generating holiday bookings ensures holiday time off is entered against the correct time off type.
Once you’ve set up automatic addition of holiday bookings, the first time a user accesses a timesheet that includes a holiday:
You can choose to mass add holiday bookings manually, if auto-generation doesn't work for your organization.
To automatically add a booking for each holiday:
The Time Off Type for Holidays option specifies which type is used to create holiday bookings.
This option is set to Holidays by default, so if that’s the time off type you want to use for holiday bookings, you may not need to change this setting.
To change the time off type for holidays:
The Holiday time off type is typically used.
If you are using our new time off system, ensure the selected time off type does not have the Error for booking more than scheduled hours validation applied. If this validation is assigned, bookings cannot be added on holidays.
The option to automatically add holiday time is a system-level setting. If enabled, it applies to everyone in your system who uses both timesheets and time off.
To enable the automatic addition of holiday time option:
You’ll need to ensure a couple of items are assigned in user profiles before bookings will be automatically created for holidays.
To confirm a user’s profile is set up correctly:
In addition to the items mentioned above, users must be assigned a timesheet and time off template.
Refer to Holiday hours do not auto-populate on timesheets for more information.
Yes, payroll managers can mass delete error bookings from the Payroll > Holiday Bookings page. And administrators can mass add holiday bookings, either when adding or editing holidays, or when editing a user.
Refer to How do I fix existing holiday bookings that include errors? for more information.
If a user has to work all or part of a holiday, the auto-generated holiday booking must be manually deleted so that they can then enter their actual work hours for that day. The booking’s owner or their supervisor can delete the booking.
Holiday bookings that already exist will not update to match the new setting, but any new bookings that are generated – that is, ones that fall within timesheets that have not been accessed yet – will use the new settings.
Auto-population of holidays is based on the hours per day defined for each user in their user profile. Therefore, if you set up holiday hours to auto-populate, the correct user hours should be added, even for staff who work shorter days, providing they have a holiday calendar assigned in their user profile.
You can prevent all users from editing or deleting holiday bookings by updating the following permissions for the holiday time off type:
To edit time off type settings, go to Administration > Time Off > Time Off Types.
No, they cannot. However, they can edit or delete holiday bookings if those permissions are enabled in the holiday time off type.
Yes, although specified hours holidays will only auto-populate if your holiday time off type is set to use hours.
No, but you can mass add holiday bookings when adding or editing holidays, or when editing an individual user, even if you don't use timesheets.