There are a variety of ways to add holiday and vacation time for your employees, but creating a holiday policy allows you to set all your holidays on autopilot so that the system knows when and how to allocate holiday time to your staff.

Each holiday policy has holiday rules where the specific dates, earning codes, and so on are identified.


In this article, you will learn:


How to create a holiday policy

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Policies > Holiday Policies.

  3. Click Add.

  4. In the Code field, enter an abbreviated name (for example, HOL).
    In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.

  5. In the Description field, enter a short descriptive name (for example, Holidays).

  6. Click Import.

    A window appears with a list of holidays to import.

  7. Select the Year, and then select the holidays you want to import.
    To select all holidays, select the checkbox next to Description.

  8. Click Import.

    The Holiday Rules section lists all of the holidays you selected.

  9. In the confirmation message that appears, select the checkbox if you want the holiday to recur each year, and click OK.

  10. To further define a holiday:

    1. Click the edit icon (pencil) for the holiday to open the Edit Holiday Rule pop-up window.

    2. Edit the fields.
      The fields are defined in the About fields for holiday rules section below.

    3. Click Apply.

  11. To create a new rule:

    1. Click Add to open the Add Holiday Rule pop-up window.

    2. Edit the fields.

    3. Click Apply.
      The fields are defined in the Fields for holiday rules section below.

      To save your rules and apply them to other holidays, click Copy in the Edit Holiday Rule or Add Holiday Rule window.

  12. Click Save to save the holiday policy.

  13. Apply the policy to your employees' master profile.

    1. Click the Setup tab > System > Master Profiles.

    2. Select the profile to which you want to apply your holiday policy.

    3. From the Holiday Policy drop-down list, select the policy.

    4. Click Save.

      For more information, see How to Set up a Master Profile.

About fields for holiday rules

Following are the fields you can edit in the Edit Holiday Rule and Add Holiday Rule pop-up windows.

Field

Description

Date

Date of the holiday

Start Time

(Optional) Start time for the holiday (usually 12:00 a.m.)

End Time

(Optional) End time for the holiday (usually 11:59 p.m.)

Is Working Day

Select if employees will be working this day.

Automatic Pay

Select if employees will automatically be paid for the holiday.

Pay Work and Automatic Pay

Select if your employees will be paid for the holiday and be given an extra rate if they work.

Do Not Generate By System

Select if you do not want the system to automatically pay employees for the holiday.

Pay Only if Worked Day

Pay Only if Scheduled

Select the options that work for your business. You can configure the policy to pay if:

  • Your employees work the day before or the day after the holiday.

  • Your employees are scheduled to work the day before or the day after the holiday.

Automatic Earning

Select the earning that applies to this specific holiday if employees are not required to work. If you have a holiday earning, you could select Holiday.

Options in this drop-down list are fed from SETUP > Payroll > Earnings.

Automatic Earning Type

Select the earning type that applies to this specific holiday (usually Holiday).

Options in this drop-down list are system-generated.

Working Earning

Select the earning you would like to pay the employees working on this holiday (for example, if they should earn overtime).

Options in this drop-down list are fed from SETUP > Payroll > Earnings.

Working Earning Type

Select the earning type that applies if employees work on this holiday. For example, you might select Worked if you want to count these hours towards the 40 hours needed for overtime.

Options in this drop-down list are are system-generated.

Earning Configuration

Leave this field as is.

Automatic Hours

If you selected Automatic Pay above, enter the number of hours your employees will be be paid this holiday, or select Automatic From Schedule to pull the hours from their schedule.

Automatic From Schedule

Select this option to pull hours that should be paid from the schedule.

Automatic From Work Hours

Select this option to pay an additional set of automatic hours equal to the amount that the employee worked.

Overtime Policy

Select an overtime policy if you want to override the normal overtime rule.

Rule Qualifier

Enter the number of days employees must work before being qualified to receive automatic holiday pay.

System Holiday

Select the holiday for this rule's date.

Recurring

Select this checkbox is you want to update the holiday list with this holiday every year when the pay periods are generated.


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