Workforce Central

Configuring Holidays

Workforce Central Version 7.0

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Document Revision History
Document Revision

Product Version

Release Date

Workforce Central 7.0

June 2014

Workforce Central 7.0

November 2014

Workforce Central

Configuring holidays
Configuring how your employees are credited and paid for holidays or paid time off
can be a complex task. If an employee works during a holiday, how is the holiday
credited? How do you set up different holidays for different locales? How do you pay
differently for days worked on specific holidays? The list goes on and on.
Holiday configuration can be grouped in the following general areas. After you
define holidays for your organization, you create holiday time-off rules and
supporting components, configure rules for people who work during holidays, and
then configure and assign holiday profiles to specific employees.

Define
holidays

Holiday
Rules

Work during
Holiday

Use Holiday
Profiles

Create
contributing
shifts

Create Holiday
Zone Rule

Edit Holiday
Profile

Create work
history
qualifiers

Add Holiday
Zone Rule to
work rule

Add Holiday
Profile to
Employment
Terms

Create Holiday
Credit Rule

Add Holiday
Zone Rule to
Zone
Combinations

Assign
Employment
Terms to
employees

Add Holiday
Credit Rule to
pay rules

Edit Pay Code

Distributions

This document describes how to configure holidays so that employees are paid
appropriately. If you are having problems with how holidays are applied and/or
need to revise them, review the steps in this document.

Step 1: Define holidays on page 5

Step 2: Create Holiday Credit Rule on page 7

3

Step 3: Add Holiday Credit Rule to pay rules on page 18

Step 4: Create Holiday Zone Rule on page 19

Step 5: Add Holiday Zone Rule to Zone Combination on page 21

Step 6: Apply Zone Combination to Pay Code Distribution on page 23

Step 7: Add Holiday Zone Rule to work rule on page 24

Step 8: Edit or create Holiday Profile and Employment Terms and assign it to
people on page 25

To verify that your setup is correct or to troubleshoot configuration errors, use the
Checklist on page 28,

Step 1: Define holidays

Create a master list of all the holidays used within your organization without regard
to location, employees, and so forth.
1.

Select Setup > Pay Policies > Holiday Credit Rule Building Blocks >
Holidays.

2.

Select the appropriate year from the drop-down box and click Select Holidays.

3.

In the Select Holidays box, move the appropriate holidays from the Available
Holidays box to the Selected Holidays box.

4.

Click Save & Return.

5.

In the Holidays box:

6.

a.

Review the Start Date/Start Time and End Date/End Time columns,
adjusting them as necessary for the selected year.

b.

If desired, add an abbreviation in the Code column

To add more holidays, click the add row icon and complete the corresponding
columns as desired.

Holiday Name
appears in:
Zone rules
Pay rules
Setup pages

Code appears in:

Calendar view
in Attendance

Display Name
appears in:
Reports
System pages
outside setup

The holiday table can be modified after it is configured. Note the following when
editing the master holiday table:

Edit holidays at least two pay period cycles before the revised holiday dates.

After a holiday date is edited, any retroactive pay edits affecting the period
including the last occurrence of that holiday will be inaccurate.

Before changing holiday dates, ensure that sign-off and payroll lock have been
run for the dates.

Add multiple years of holidays to support retroactive pay calculations.

After entering new holidays, make sure that they are selected in the zone rules
and pay rules.

Delete holidays that are not used or are entered incorrectly. (A holiday is in
use if it is selected in one or more pay or zone rules.)

Holiday names can be edited after they are saved in the Holiday table.

The same Display name can be used on multiple holidays, but each instance of
a holiday needs a unique name and start year.

If you change the Holiday or Display name in one year, it is changed for all
years.

To locate a holiday that no longer appears in the year displayed, use the
Holidays report.

Step 2: Create Holiday Credit Rule

Holiday Credit Rules define how holidays are implemented with various groups of
employees. Before you create holiday credit rules, however, you need to create
contributing shifts and work history qualifiers.

Task 1: Create Contributing Shifts

Contributing Shifts are used in a Holiday Credit Rule to determine which shifts prior
to a holiday will be used to calculate average shifts or average wages. To create a
contributing shift:
1.

Navigate to Setup > Pay Policies > Holiday Credit Rule Building Blocks >
Contributing Shifts.

2.

Select a contributing shift from the list and click Edit or click New to create a
new one.
The Contributing Shifts Rule workspace is displayed. If creating a new
contributing shift, give the rule a meaningful name.

3.

Complete the following fields:

Look back Enter the time during which a shift will be considered a
contributing shift.

From holiday or time off event The look back time frame will end on
the day before the holiday or time-off event.

Use time frame ending The look back time frame will end on a
specified day of the week that precedes the holiday or time-off event.

For example, with a Monday holiday and a 2-week look-back period ending
on the previous Friday, the look-back time frame will end on the Friday
before the holiday, and start on the Saturday 2 weeks before that Friday.
You can also specify that the time frame ends on the last day of the pay
period preceding the holiday or time-off event.

Minimum Shift Length Enter the minimum length of a shift in order for
it to be a contributing shift. The value is in hh:mm format.

Contributing Pay Codes Select a previously configured Contributing

Pay Codes Rule to determine which pay codes will be considered.
Create Contributing Pay Codes
1. Navigate to Setup >
Pay Policies > Pay
Codes > Contributing
Pay Codes.
2. Enter a meaningful
name.
3. Select Make this set
available in
Contributing Shifts.
4. Move the contributing
shifts from the
Available to the
Selected box.
5. Click Save & Return.

Days of the week to include Indicate how the days are considered:

All Includes shifts that occur on all days of the week within the lookback time frame.

Day of week event falls on Includes only shifts that occur on the days
within the look-back time frame matching the day of the week of the
holiday or time-off event.

For example, if you look back 4 weeks from a Monday holiday and use
this option, only the shifts occurring on the four preceding Mondays will
be considered contributing shifts.

Specify Includes only shifts that occur on the specified days of the
week within the look-back time frame.

Task 2: Create Work History Qualifiers

Work History Qualifiers use the Contributing Shifts you created in Task 1 to create a
set of conditions that an employee must meet before a holiday to be eligible for
holiday credits.
1.

Navigate to Setup > Pay Policies > Holiday Credit Rule Building Blocks >
Work History Qualifiers.

2.

Select a work history qualifier from the list and click Edit or click New to create
a new one.
The Work History Qualifier workspace is displayed. If creating a new qualifier,
give it a meaningful name.

3.

4.

Complete the following fields

Contributing shifts Select the contributing shifts for this qualifier.

Type The type of qualifier for work history, such as a minimum or

maximum number of shifts, hours, or days.

Minimum or Maximum (depends on the value of the Type field) Enter a

value for the number of hours, days, or shifts

Select Save & Return.

Task 3: Create the Holiday Credit Rule

Now that the preliminaries are completed, you are ready to create the Holiday
Credit Rule. Navigate to Setup > Pay Policies > Holiday Credit Rules. The
Holiday Credit Rule workspace appears. There are three tabs:

Eligibility

Credit

Averaging

ELIGIBILITY tab
Use the Eligibility tab to specify the requirements for holiday credits. Enter the
following information:

Must work scheduled shift Defines when employees must work: before
holiday, after holiday, either before or after holiday, or on holiday.
When a holiday credit depends upon the day after shift being worked on a
future date, the holiday appears in the employee timecard. A denied flag
indicates that it is a conditional holiday grant.

Scheduled shift means Defines the shift that employees must work.

Actual scheduled shift Employees must work their actual scheduled shift,
before, after, or on the holiday.

Any shift on day of scheduled shift Employees must work any shift on the
day of the scheduled shift, before, after, or on the holiday.

Work history qualifiers Select the work history qualifiers (created in Task
2: Create Work History Qualifiers on page 9) from the Available list and move
them to the Selected list.
Must satisfy selected work history qualifiers Select one of the following:

All All selected work history qualifiers are required to be satisfied.

At least one At least one selected work history qualifier must be satisfied.

Minimum time employed The minimum number of days, weeks, or months

an employee must be employed, before a holiday is eligible for holiday credits.
You can define the minimum time employed based on the employee's hire date,
or one of the employee's Person Dates (for example, a rehire date).

From date of hire The amount of time employed is based on the

employee's hire date.

From specific date The amount of time employed is based on one of the
employee's Person Dates. If no Person Dates are defined for the employee,
this option is disabled.

10

Minimum time active The minimum number of days, weeks, or months an

employee must be active before a holiday, to be eligible for holiday credits.

Alternate holiday credit rule Select an alternate holiday credit rule. If the
eligibility requirements for the current holiday credit rule are not satisfied, the
alternate holiday credit rule is applied.

CREDITS tab
Use the Credits tab to define how holiday credits are calculated. Select from the
following credit types:
Fixed number of hours credit type
Determines the number of hours issued for the holiday credit. Select one of the
following:

Amount Enter the number of hours to issue for the holiday credit.

Credits go in pay codes Click Select to choose the pay codes to receive
credits.

Time deducted from holiday credit Select one of the following to

determine how worked hours affect holiday credits:

Use zone rule setting Use the setting in the associated zone rule. See
Step 4: Create Holiday Zone Rule on page 19 for instructions on setting
up a holiday zone rule.

None Worked time does not affect the credit.

Amount worked Reduces the credit by the amount of time that the
employee worked during the holiday.

Entire credit Eliminates the credit if the employee works during the
holiday.

Count toward overtime limits Specify when hours from holiday credits
count toward overtime limits.

As per pay code Use the related setting in the pay code definition. If you
selected more than one pay code in Credits go in pay codes, select a pay
code as a basis.

Always Credits always count toward overtime limits.

Never Credits never count toward overtime limits.

The setting in the pay code definition is ignored for Always and Never.

Count toward consecutive day overtime When the hours from holiday
credits count toward the minimum hours that are required for a day to count
toward consecutive day overtime.

11

As per pay code Use the related setting in the pay code definition. If you
selected more than one pay code in Credits go in pay code, you must select
a pay code as a basis.

Always Credits always count toward consecutive day overtime limits.

Never Credits never count toward consecutive day overtime limits.

The setting in the pay code definition is ignored for Always and Never.
Fixed wages credit type
Define the amount of money for the holiday credit:

Amount Enter the amount of money.

Credits go in pay codes Click Select to choose the pay code that receives
the credits

Hours from schedule credit type

Use the hours from schedule calculation to issue the holiday credit based on the
employees schedule. Enter the following information:

If more than one shift is scheduled for a day Specify how to handle days
that contain multiple scheduled shifts.

Use first shift Pay credits only for the hours in the first shift.

Use sum of all shifts Pay credits for the sum of all shifts.

Hours belong to Select one of the following:

Use fixed rule setting Use the Hours belong to option in the fixed rule
to allocate the hours that are worked.
About fixed rules
Fixed rules are used by the Pay rule definition to control how time and
attendance information is processed for each employee. Fixed rules
define the pay period (for example, weekly, monthly, etc.), day divide
(when one day ends and another begins), and how the hours worked are
allocated (scheduled shift start, scheduled shift end, etc.)

Scheduled in-day Use the day on which the scheduled shift starts. If a
shift begins on the holiday, the employees receive holiday credits.

Scheduled out-day Use all hours of the shift on the day on which a
scheduled shift ends. If a shift ends on the holiday, the employees receive
holiday credits for the entire shift.

Day with majority hours If the majority of hours in a shift occur on the
holiday, the employees receive holiday credits for the entire shift.

12

Day actually worked Give holiday credits only for those hours that fall
within the holiday zone.

Holiday zone defined by Select one of the following:

Times in holiday table Uses the start and stop times as specified in the
Holiday table (described in Step 1: Define holidays on page 5).

Day divide Uses the Day Divide as specified in the employees Fixed rule.
The Holiday zone is shifted to the day divide. For example, the day divide is
7:00 A.M. A holiday that runs from midnight of one day to midnight of the
following day is shifted by 7 hours. The holiday then runs from 7:00 A.M. to
7:00 A.M.

Pay the credits Select one of the following:

As if worked Credits for scheduled hours are distributed to the pay

codes as if the employee actually worked the day.

Work Rule Select an alternate work rule that determines how the
scheduled shifts are distributed to pay codes.

To selected pay codes (using the contract amount if available)

Credits are distributed to pay codes selected for this rule. For this option,
the duration used to pay the credit is taken from a contract (if one is in
effect). If you select this option, additional fields open:

Credits go in pay codes Select pay codes to hold the credits and
specify how the credits are counted toward overtime limits and
consecutive day overtime. Specify As per pay code, Always, or Never
for the overtime options.

Time deducted from holiday credit Define the effect of worked

hours on holiday credits. When a holiday zone rule is in effect, the
following options determine the effect of the worked hours on holiday
credits:
Use zone rule setting Uses the setting in the holiday zone rule.
None Worked time does not affect the holiday credit.
Amount worked Reduces the holiday credit by the amount of time
that the employee worked during the holiday.
Entire credit Eliminates the holiday credit, if the employee works
during the holiday.

Count toward overtime limits Select Always, Never, or As per pay

code.

Count toward consecutive day overtime Select Always or Never.

13

Percent of wages credit type

Use this value to issue a holiday credit based on the wages that are paid for worked
shifts preceding the holiday. Enter the following information:

Percent: The percent of the total wages from the contributing shifts paid as the
holiday credit

Contributing shifts: The shifts before the holiday that contribute to the total
wages value used for holiday credits.

Credits go in pay codes: Click Select to choose the pay codes to receive holiday
credits. If you select more than one pay code, holiday credits are issued to all of
the selected pay codes this value

Average shift length credit type

Use this value to issue holiday credit based on the average length of all contributing
shifts. To set the contributing shifts tat are included in this calculation use the
Averaging tab.

Maximum amount: The maximum amount of holiday credits available in this

holiday credit rule. If the calculated amount exceeds the maximum amount, the
maximum amount prevails.

Credits go in pay codes: Click Select to choose the pay codes that receive
holiday credits. If you select more than one pay code, holiday credits are issued
to all of the selected pay codes.

Time deducted from holiday credit: Select an option to define the effect of
worked hours on holiday credits when a holiday zone rule is in effect.

Use zone rule setting Uses the setting in the holiday zone rule.

None Worked time does not affect the holiday credit.

Amount worked Reduces the holiday credit by the amount of time that
the employee worked during the holiday.

Entire credit Eliminates the holiday credit if the employee works during
the holiday.

Count toward overtime limits Define when hours from holiday credits count
toward overtime limits.

As per pay code Depends on the pay code definition. If you selected
more than one pay code in Credits go in pay codes, select a pay code.

Always Holiday credits always count toward overtime limits.

Never Holiday credits never count toward overtime limits.

Always and Never override the setting in the pay code definition.

14

Count toward consecutive day overtime Define when hours from holiday
credits count toward the minimum hours that are required for a day to count
toward consecutive day overtime:

As per pay code Depends on the pay code definition. If you selected
more than one pay code in Credits go in pay codes, select a pay code.

Always Holiday credits always count toward consecutive day overtime.

Never Holiday credits never count toward consecutive day overtime.

Always and Never override the setting in the pay code definition.

Average wages credit type

Use this value to issue holiday credits based on the average wages of all
contributing shifts. Click Select to choose the pay codes and then click Save &
Return. Click the Averaging tab to set the contributing shifts.
Average shift length using Time-Off rule credit type
Use this value to issue holiday credit based on the average shift length, using the
parameters defined in a Time-Off Rule. Enter the following information:

Time-Off rule Select a Time-Off rule from the list.

Maximum amount The maximum amount of holiday credits that can be

granted for this holiday credit rule. If the calculated amount exceeds the
maximum amount, the maximum amount is used.

Credits go in pay codes Click Select to choose the pay codes that receive
holiday credits. If you select more than one pay code, holiday credits are issued
to all of the selected pay codes.

Time deducted from holiday credit Select an option to define the effect of
worked hours on holiday credits when a holiday zone rule is in effect.

Use zone rule setting Uses the setting in the holiday zone rule.

None Worked time does not affect the holiday credit.

Amount worked Reduces the holiday credit by the amount of time that
the employee worked during the holiday.

Entire credit Eliminates the holiday credit if the employee works during
the holiday.

Count toward overtime limits Define when hours from holiday credits count
toward overtime limits.

As per pay code Depends on the pay code definition. If you selected
more than one pay code in Credits go in pay codes, select a pay code.

Always Holiday credits always count toward overtime limits.

Never Holiday credits never count toward overtime limits.

15

Always and Never override the setting in the pay code definition.

Count toward consecutive day overtime Define when hours from holiday
credits count toward the minimum hours that are required for a day to count
toward consecutive day overtime:

As per pay code Depends on the pay code definition. If you selected
more than one pay code in Credits go in pay code, select a pay code.

Always Holiday credits always count toward consecutive day overtime.

Never Holiday credits never count toward consecutive day overtime.

Always and Never override the setting in the pay code definition

Average wages using Time-Off rule credit type

Use this setting to issue holiday credit based on a percent of wages, using the
parameters defined in a time-off rule. Enter the following:

Time-Off rule Select a Time-Off rule from the list.

Percent The percent of the total wages from the contributing shifts paid as
the holiday credit.

Credits go in pay codes Click Select to choose the pay codes that receive
holiday credits. If you select more than one pay code, holiday credits are issued
to all of the selected pay codes.

Percent of wages using Time-Off rule credit type

Use this setting to issue holiday credit based on a percentage of wages using the
parameters defined in a Time-Off rule. Enter the following:

Time-Off rule Select a Time-Off rule from the list.

Percent The percent of the total wages from the contributing shifts paid as
the holiday credit.

Credits go in pay codes Click Select to choose the pay codes that receive
holiday credits. If you select more than one pay code, holiday credits are issued
to all of the selected pay codes.

AVERAGING tab
Use this tab to define how to calculate the average hours or wages for all
contributing shifts associated with the holiday credit rule. Select the following:

Contributing shifts The shifts, before the holiday, that contribute to the
calculation of the average shift length or average wages.

If more than one shift is worked on a day Specify whether the length of
the longest shift of the day or the sum of all shifts of the day contribute to the
average shift length.
16

For wage calculations Define whether to use the employee's base wage
rate or the actual wages of the worked shifts to calculate the average wage for
the contributing shifts.

Average shift rounding Specify a round by which to move the average

shift length backward or forward to the next even increment. Enter a grace to
specify whether the average shift length rounds to the next increment or to the
previous increment.

Averaging type Defines how the average shift length is calculated.

Determines the average shift length and the average wage.

Number of qualified shifts The total number of qualified hours is divided

by the total number of qualified shifts. You can also set a minimum number
of shifts.

Number of qualified days The total number of qualified hours is divided

by the total number of qualified days. You can also set a minimum number
of qualified days.

Fixed number The total number of qualified hours is divided by a

specified fixed number.

17

Step 3: Add Holiday Credit Rule to pay rules

Pay rules control how time and attendance information is processed for each
employee. To ensure that employees are paid correctly for holidays, every pay rule
that includes paid holidays must define a default Holiday Credit Rule as well as the
applicable holidays to be paid.
1.

Select Setup > Pay Policies > Pay Rules.

2.

Select a pay rule and click Edit.

3.

Select the Pay Rule tab and in the Default Holiday Credit Rule field, select a
Holiday Credit Rule (created in Step 2: Create Holiday Credit Rule on page 7).

4.

Select the Holidays tab and select the holidays that should be paid by the pay
rule. (The holidays are defined in Step 1: Define holidays on page 5.)

5.

Select Save & Return.

18

Step 4: Create Holiday Zone Rule

Holiday zones are used when employees work during a holiday. Add holidays to the
Holiday Table before you create this rule.
Note
Update Holiday zone rules as new holidays are added to the Holiday table. It is
recommended that previous holidays continue to be selected, in addition to new
holidays, to accommodate Retroactive Pay Calculations. Do not forget to update
every holiday zone.
Navigate to Setup > Pay Policies > Work Rule Building Blocks > Zones and
complete the following fields:

Name Enter a meaningful name.

Zone Type Select Holiday.

Available Holidays Select the

appropriate holidays from the
holidays available.

Holiday zone defined by Select

one of the following:

Times in Holiday Table Use

the start and stop times in the
Holiday table.

Day Divide Use the day divide

that is specified in the
employee's fixed rule. The
Holiday zone is shifted to the
day divide.
For example, the day divide is
7:00 A.M. A holiday defined to
run from midnight of one day to
midnight of the following day is
shifted by 7 hours. The holiday
then runs from 7:00 A.M. to
7:00 A.M. This option works in
combination with the Hours
belong to option in the fixed
rule.

19

Time deducted from holiday credit Specify how worked hours affect
holiday credits.

None Worked time does not affect the holiday credit.

Amount worked Reduces the holiday credit by the amount of time that
the employee worked during the holiday.

Entire credit Eliminates the holiday credit if the employee works during
the holiday.

Holiday worked hours belong to Specify where holiday hours belong.

Use fixed rule setting Use the Hours belong to option in the fixed rule to
allocate hours worked.

Scheduled in-day If a scheduled shift begins on the holiday, the

employees receive holiday credits.

Scheduled out-day If a scheduled shift ends on the holiday, the

employees receive holiday credits for the entire shift.

Day with majority hours If most hours in a shift occur on the holiday, the
employees receive holiday credits for the entire shift.

Day actually worked The employees receive holiday credits only for those
hours that fall within the holiday zone.

Requires approval Select this check box if xxx.

20

Step 5: Add Holiday Zone Rule to Zone

Combination
Combination rules define how to pay employees when conditions such as time
worked, overtime, or holidays overlap. The Holiday Zone rule defines how to pay
employees for time worked during a holiday (described inStep 4: Create Holiday
Zone Rule on page 19). Make sure that the Holiday Zone Rules are included in the
appropriate Zone Combinations.
1.

Select Setup > Pay Policies > Combination Rules.

2.

Select a Combination Rule and click Edit.

3.

Move the applicable Holiday Zone Rule to the Selected Items box and click
Configure Combinations.

4.

View the possible combinations of the selected rules and specify how to pay
each combination. Use the following information:

Combination Items The rules selected for the combination rule. Click
All Combinations to see the combinations for all of the rules, or click each
separate rule to see the combinations for an individual rule.

Combination Displays the combinations available for the selected rule

or all rules.

Gets Paid As Select one type of worked time in the combination to

specify a worked time for combinations that do not pay any differently
combined than one of the items by itself.
Select Unique to choose a different pay code. Select different pay codes in
the Pay Code Distribution Editor.

21

5.

If the Combination Item counts toward overtime, click the Counts toward
Overtime tab select Yes in the appropriate columns.

6.

Click Save & Return.

22

Step 6: Apply Zone Combination to Pay Code

Distribution
Pay code distribution rules specify how employees are paid for time other than their
regular time, based on combination rules (described in Step 5: Add Holiday Zone
Rule to Zone Combination on page 21). You need to ensure that the pay code
selected for hours worked on a holiday is properly set.
1.

Select Setup > Pay Policies > Pay Code Distributions.

2.

Select a Pay Code Distribution from the Name column and click Edit.

3.

Select the applicable Combination Rule. The Pay code distribution table opens,
displaying the overtimes, zones, schedule deviations, and pay codes in the
combination rule for this pay code distribution.

4.

For the applicable holiday zone combination, select how it will be applied to the
listed pay codes.

5.

Click Save & Return.

23

Step 7: Add Holiday Zone Rule to work rule

Work rules apply specific payroll rules to shifts. If you use Holiday Zone rules to pay
employees who work over a holiday, add the applicable holiday pay zones to the
work rule.:
1.

Select Setup > Pay Policies > Work Rules.

2.

Select the applicable work rule and click Edit.

3.

Select the Pay Code Distribution tab and add the appropriate Holiday Zone
rule in the Zones area.

4.

Click Save & Return.

24

Step 8: Edit or create Holiday Profile and

Employment Terms and assign it to people
Holiday Profiles allow you to assign holidays, holiday credit rules, and zone rules to
employees outside of pay rules and work rules. You can add one or more holidays
to a holiday profile. You can also use the same holiday more than once.They also
enable you to:

Manage the holidays that different employees celebrate without creating

multiple pay rules and work rules.

Add or remove holidays that are specific to a set of employees by assigning

them the same Holiday Profile.

For example, there are assembly plants in Mexico, Massachusetts, Texas, Quebec,
and British Columbia. Employees have a common pay rule and a common work
rule, but they each celebrate different holidays. You can create a holiday profile for
each area, rather than creating separate pay rules or work rules for each area.

Task 1: Create Holiday Profile

1.

Navigate to Setup > Pay Policies > Holiday Profiles.

2.

Select a Holiday Profile from the list or click New to create one.

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3.

4.

Complete the following fields:

Version Effective Dates The date range during which the holiday
profile is in effect.

Default Rules for Holidays Select the Holiday Credit Rule and Zone
Rule to use as a default.

Holidays Select the holidays for which the default values are overridden.

Click Save & Return.

Task 2: Assign holiday profile to Employment Terms

Holiday profiles are assigned to employees using Employment Terms. You cannot
delete a holiday profile that is currently assigned to an Employment Term.
1.

Navigate to Setup > Employment Terms > Employment Terms.

2.

Select an employment term from the list and click Edit or click New to create a
new one.

3.

Select the applicable Holiday Profile in the drop-down list, and click Save &
Return when finished.

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Task 3: Assign Employment Term to employees

Now you need to assign the Employment Term to the applicable employees:
1.

Select My Genies > QuickFind and list employees.

2.

Right-click the applicable employee(s) and select People.

3.

In the People editor, click the Job Assignment tab and find Employment
Terms.

4.

Select the applicable Employment Term from the drop-down list and add the
start and end dates.

5.

Click Save.

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Checklist
Use the following checklist to validate the configuration of holidays in the Workforce
Central system.
Note: The actual steps in this checklist vary depending on the Workforce Central
version. Screen names, buttons, and other GUI features, however, are consistent
across all versions except where noted.
1.

Check the Holiday Table (Setup > Pay Policies > Holiday Credit Rule Building
Blocks > Holidays). Confirm that all of the holidays are listed and the date and
times for each are correct.

2.

Edit each pay rule (Setup > Pay Policies > Pay Rules):

3.

a.

Make sure that every pay rule used to pay holidays has a Default Holiday
Credit Rule selected.

b.

Click the HOLIDAYS button. Ensure that every holiday that is paid by the
pay rule is selected/highlighted.

Edit each Holiday Credit Rule.

a.

Ensure that all qualifiers are configured to match your companys holiday
requirements (Setup > Pay Policies > Holiday Credit Rule Building Blocks >
Work History Qualifiers).

b.

Confirm all credits settings (Setup > Pay Policies > Holiday Credit Rules
>Credits tab).

c.

Make sure that all Averaging settings are correct (Setup > Pay Policies >
Holiday Credit Rules >Averaging tab).

If no employees work on holidays and no holiday pay zone rules are configured,
the check-up is complete. If holiday pay zone rules are used, proceed with
steps 4 through 7.
4.

Edit each work rule (Setup > Pay Policies > Work Rules). Ensure that the
correct holiday pay zones are selected/highlighted.

5.

Edit each Holiday Zone Rule (Setup > Pay Policies > Work Rule Building Blocks
> Zones). Confirm that every holiday that should be paid is selected/
highlighted.

6.

Edit each Zone Combination (Setup > Pay Policies > Combination Rules). Make
sure that the Holiday Zone Rules are included in the appropriate Zone
Combinations.

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7.

Edit each Pay Code Distribution (Setup > Pay Policies > Pay Code
Distributions).
Ensure that the pay code selected for hours worked on a holiday is set correctly.
If using Workforce Central v6.1 or above, an additional check may be
necessary.
If you use the Employment Terms and Holiday Profiles features found in later
versions of Workforce Central, continue to step 8.

8.

Check the Employment Terms and Holiday Profile configuration (Setup > Pay
Policies > Holiday Profiles).
a.

Edit each employment term and ensure that a Holiday Profile is specified
where applicable.

b.

Edit each Holiday Profile and ensure that Holiday Credit Rule, holidays, and
other settings are correctly set.

Note: If you are using Workforce Timekeepers Pay From Schedule feature, be
sure to cancel pay from schedule for any employees that will not be paid both
the scheduled shift and the holiday pay.

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