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Corporate Holidays 
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corporate-holidays
corporate-holidays

Corporate holidays can be created for all employees or for specific groups of employees. Below are the steps for managing a corporate holiday.

Example Holidays

  • July 4th for all employees
  • Day after Thanksgiving for several departments

Creating A Standard Corporate Holiday (July 4th)

  1. Go to Advanced Operations > Holiday Setup (Adv).

  2. Go to the Corporate Holidays tab and click Add New Corporate Holiday
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  3. Set the Basic Holiday Properties:
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    1. Holiday: U.S. Independance Day (July 4th)
    2. Name: Fourth of July
    3. "Other" Holiday Date: Field is ignored for Standard Holidays
    4. Repeat Each Year: Checked
    5. Use Holiday Payment Rules: Checked
    6. Disable Weekend Adjustments: Unchecked

  4. Click on the Holiday Eligibility tab.
    1. A default eligibility rule will be added automatically. You will usually need to modify this rule.

  5. Click on Change on the right side of the eligibility box.
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  6. Enter a new name for the eligibility rule and click Ok.

  7. Click on Change in the Check Item section.
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  8. Set the Employee Eligibility Settings:
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    1. Check Item: Active Status
    2. Comparison Formula: Equal

  9. The Value should automatically set to Active. If it does not, click Change in the Values section, select Active for the Active Status and click Ok.

Creating A Custom Corporate Holiday (Day after Thanksgiving 2018)

  1. Go to Advanced Operations > Holiday Setup (Adv).

  2. Go to the Corporate Holidays tab and click Add New Corporate Holiday
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  3. Set the Basic Holiday Properties:
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    1. Holiday: Other
    2. Name: Day After Thanksgiving 2018
    3. "Other" Holiday Date: 11/23/2018
    4. Repeat Each Year: Unchecked
    5. Use Holiday Payment Rules: Checked
    6. Disable Weekend Adjustments: Unchecked

  4. Click on the Holiday Eligibility tab.
    1. A default eligibility rule will be added automatically. You will usually need to modify this rule.

  5. Click on Change on the right side of the eligibility box.
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  6. Enter a new name for the eligibility rule and click Ok.

  7. Click on Change in the Check Item section.
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  8. Set the Employee Eligibility Settings:
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    1. Check Item: Home Workgroup Assignment
    2. Comparison Formula: Equal

  9. Click Change in the Values section.

  10. With All selected for Locations and Cost Centers, double click on the departments that are eligible for this holiday to add them to the list.
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  11. Click Ok.