Managing holiday bookings
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Managing holiday bookings in the Polaris help.
Holidays are statutory (civic) holidays that users are entitled to take off in your organization. You can set up holiday calendars that outline what holidays each user is entitled to.
If you need to track holiday time off balances and amounts, which is typically done for payroll purposes, a time off booking needs to be created for each holiday to record time off taken.
You can add these bookings manually, or you can have them automatically added to all holidays. Options for manual mass addition of holiday bookings are available.
Should we use auto-population or add bookings manually?
Most companies will choose to auto-populate, and use manual addition options as a back-up, if they need to correct bookings. This ensures bookings are created, without you having to do anything.
However, in some cases, customers can’t or choose not to use auto-population. For example, you can’t auto-populate if you don’t use timesheets in your system. Also, you might want to manually populate holiday bookings ahead of timesheet generation, so you can plan schedules and resourcing appropriately.
If you choose not to auto-populate, ensure you have a process for adding bookings in place so you don’t forget.
Correcting existing bookings
If you generate bookings with errors, you can delete them, and user the manual mass addition features to re-create the bookings. There is no way of changing an existing booking without first deleting it.
Assigning a time off type for holidays
For auto-population and mass addition of bookings to work, Replicon needs to know what time off type to use to populate bookings. Therefore, you need to assign a time off type for holidays at: Administration > Time Off > Time Off Settings.
- If you are using our new time off system, you can allow holiday bookings using any time off types you choose. When a holiday is included in a booking, it is counted as 0 days taken, regardless of the time off type the user selects.
To allow holiday bookings with a specific type, ensure the Error for booking more than scheduled hours validation is not assigned to that time off type.
- If you use TimeAttend or TimeOff, holidays are excluded from time off bookings unless you’re using the time off type designated for use on holidays.
This is the only time off type that can be used to create time off on a holiday. Therefore, to record time off taken on holidays, you’ll need to ensure a time off type for holidays is selected, so that bookings can be created using this type.
Setting up the time off types for holidays
To assign a time off type for holidays:
- Go to Administration > Time Off > Time Off Settings.
- Set the Time Off Type for Holidays field.
- Click Save.
Troubleshooting holiday population issues
Refer to the topics listed below for information on how to handle issues involving holiday bookings.
- Holiday hours do not auto-populate on timesheets
- Holiday not auto-populating on configurable timesheets for users with shift schedules
- The Holiday time off type isn’t available when booking time off
- How do I fix existing holiday bookings that include errors?
FAQs
Why would we want to use anything other than the Holiday time off type for booking holidays?
Being able to choose a time off type for holidays keeps the system flexible. You can rename the type, or create a new time off type for this purpose, if you choose.
Isn't it possible for employees to use the Holiday time off type to make time off bookings manually?
Yes, employees were previously able to access the Holiday time off type when booking time off. But, that option was removed in March 2016 since, in typical usage, holiday bookings should be generated automatically based on the user's assigned holiday calendar.
What happens if an employee includes a holiday booking when making a vacation booking?
When a holiday is included in a booking, it is counted as 0 days taken, regardless of the time off type the user selects.
Related links
Automatically generating holiday bookings
Adding multiple holiday bookings at once
Holiday hours do not auto-populate on timesheets
How do I fix existing holiday bookings that include errors?
The Holiday time off type isn't available when booking time off
