Skip to main content

Purpose

The purpose of this quick reference guide is to step through the process of creating Public Holiday Calendars & Calendar Periods. The intended audience for this document is System Administrators.

Steps

Create a Public Holiday Calendar

To create a Public Holiday Calendar record, follow the steps below:
  1. Click on the App Launcher icon (see Figure 1).
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
  1. Go to the Calendars object by using the Search function (see Figure 2).
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
  1. Click on the New button (see Figure 3).
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
  1. Choose the record type of Public Holiday (see Figure 4).
  2. Click Next.
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
  1. Populate the following required fields to provide the base details of the Public Holiday Calendar record (see Figure 5):
    1. Name
    2. Start Date
  2. Populate the following optional fields as needed:
    1. To make this Calendar active for a limited time, populate the End Date field.
    2. To prevent the Status of the Public Holiday Calendar from being automatically updated by the automatic status update scheduled job, tick the Exclude From Auto Update checkbox.
  3. Click on the Save button.
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
  1. A new Public Holiday Calendar record has been created (see Figure 6).
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
  1. To modify an existing Public Holiday Calendar record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing, or just click on the pencil icon that appears within fields when you move your cursor over the field.
  2. When complete, click on the Save button.
Public Holiday Calendar records CANNOT be deleted if they have related records or are used in other records. Deleting records is not recommended unless absolutely essential.
Users can take advantage of the new Clone Public Holiday Calendar functionality that allows the cloning of existing Public Holiday Calendars as a basis for regional Public Holidays, saving time without the need to manually create or data load them. To learn more about this functionality, please refer to the QRG Clone a Public Holiday Calendar.

Create Public Holiday Calendar Periods

To create Public Holiday Calendar Periods within this Calendar record, follow the steps below:
  1. Scroll down to the Periods panel on the Public Holiday Calendar record and click on the New button (see Figure 7).
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
  1. Choose the record type of Public Holiday (see Figure 8).
  2. Click Next.
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
  1. Populate the following required fields to provide the base details of the Public Holiday Calendar Period record (see Figure 9):
    1. Name
    2. Start Date
    3. End Date
    4. Start Time
    5. End Time
  2. Click on the Save button.
Screenshot from QRG Creating and Maintaining Public Holiday Calendars
The Start Time and End Time fields are currently only considered for Timesheet Entries against Interpretation Rules. For autopay Assignments, the whole day will be applied as a public holiday even if the Calendar Period is detailed as a part-day public holiday. To apply only a part-day Public Holiday, adjustments will need to be made within the Adjustments screen of the Pay Batch Manager. If the fields are left blank, the public holiday will apply for the whole day.
  1. A new Public Holiday Calendar Period record has been created (see Figure 10).
Screenshot from QRG Creating and Maintaining Public Holiday Calendars

Field Descriptions

Further Information