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Table of Contents: Article IndexPrintable Version

Applies to versions: 3.2, 3.3



Default Holiday Generation Settings



TimeIPS Default Holiday Settings provide a way to configure how new holidays will be created. If there are no settings configured for a Group or a Holiday, the Automatic Holiday Engine will use the Default Holiday Settings instead to create new Holiday Events.

 

 

Using the left pane Main Menu » Administration, click on: Holidays » Generation Overview

 

 

Click on the Default Generation Settings icon at the top of the page.

 

  • Optionally, to confgure settings for a specific Holiday or Group, click on the corresponding link in the yellow box above.

  • To configure default settings, choose "Create" from the Create Generation Settings drop down list.

 

  • If Automatically Generate Events is checked, the Holiday Engine will automatically create future observances and events without the need for any human interaction.

  • Paid Start Time: The time of day during the Holiday that it will be observed and paid. This is set to 8:00 AM by default.

  • Paid Duration: The duration of time the holiday event will pay. This is set to 8 hours by default. This can also be an expression to calculate the hours based on more complex rules.
    Example 1: The holiday duration is 8 hours if the employee work plus benefit time the previous week is 40 hours or more.  If the employee's total hours the week before are less, pro-rate the holiday to match the time worked:
    =8*if([totalWeekBefore]>40,40,[totalWeekBefore])/40
    Example 2: The holiday duration is 8 hours for employees scheduled for 32 or more hours, and is 4 hours for all others.
    =if([scheduledWeeklyHours]>=32,8,4)
    Example 3: The holiday hours are 8, but reduced by 50% of the hours worked on the holiday.
    =8-[workedOnHoliday]/2
    Example 4: The holiday duration is the average hours worked per day the week before, capped at 8 hours.
    ==avgWeekBefore=if([workedDaysWeekBefore]>0,[totalWeekBefore],0)/if([workedDaysWeekBefore]>0,[workedDaysWeekBefore],1)
    =if([avgWeekBefore]<8,[avgWeekBefore],8)

    The expression has access to all standard expression functions, and the following data:
    [usersID] - The employeeID of the employee being calculated
    [obsStart] - The timestamp of the holiday observance start
    [obsEnd] - The timestamp of the holiday observance end
    [workedOnHoliday] - The hours worked + benefit time + holiday time within the holiday observance (using rule (1) below)
    [totalOnHoliday] - The hours worked + benefit time  within the holiday observance (using rule (2) below)
    [scheduledWeeklyHours] - The scheduled weekly hours, set on the employee schedule tab as a single number (normally 40)

    [thisSaturdayTimestamp] - The timestamp of the Saturday 12am before the holiday
    [lastSaturdayTimestamp] - The timestamp one week before the Saturday 12am before the holiday
    [twoagoSaturdayTimestamp] - The timestamp two weeks before the Saturday 12am before the holiday
    [workedWeekBeforeSat] - The time the previous week, figured from the Saturday 12am before the holiday (using rule (1) below)
    [totalWeekBeforeSat]  - The time the previous week, figured from the Saturday 12am before the holiday (using rule (2) below)
    [total2WeekBeforeSat]  - The time the week before the previous week, figured from the Saturday 12am before the holiday (using rule (2) below)
    [workedDaysWeekBeforeSat] - Number of distinct calendar (12am to 12am) days worked the week before (Sat-Sat) (using rule (3) below)
    [workedDays2WeekBeforeSat]  - Number of distinct calendar (12am to 12am) days worked 2 weeks before (Sat-Sat) (using rule (3) below)

    [thisSundayTimestamp] - The timestamp of the Sunday 12am before the holiday
    [lastSundayTimestamp] - The timestamp one week before the Sunday 12am before the holiday
    [twoagoSundayTimestamp] - The timestamp two weeks before the Sunday 12am before the holiday
    [workedWeekBefore] - The time the previous week, figured from the Sunday 12am before the holiday (using rule (1) below)
    [totalWeekBefore]  - The time the previous week, figured from the Sunday 12am before the holiday (using rule (2) below)
    [total2WeekBefore]  - The time the week before the previous week, figured from the Sunday 12am before the holiday (using rule (2) below)
    [workedDaysWeekBefore] - Number of distinct calendar (12am to 12am) days worked the week before (Sun-Sun) (using rule (3) below)
    [workedDays2WeekBefore] - Number of distinct calendar (12am to 12am) days worked 2 weeks before (Sun-Sun) (using rule (3) below)

    [thisMondayTimestamp] - The timestamp of the Monday 12am before the holiday
    [lastMondayTimestamp] - The timestamp one week before the Monday 12am before the holiday
    [twoagoMondayTimestamp] - The timestamp two weeks before the Monday 12am before the holiday
    [workedWeekBeforeMon] - The time the previous week, figured from the Monday 12am before the holiday (using rule (1) below)
    [totalWeekBeforeMon]  - The time the previous week, figured from the Monday 12am before the holiday (using rule (2) below)
    [total2WeekBeforeMon]  - The time week before the previous week, figured from the Monday 12am before the holiday (using rule (2) below)
    [workedDaysWeekBeforeMon] - Number of distinct calendar (12am to 12am) days worked the week before (Mon-Mon) (using rule (3) below)
    [workedDays2WeekBeforeMon]  - Number of distinct calendar (12am to 12am) days worked 2 weeks before (Mon-Mon) (using rule (3) below)

    [thisMonthTimestamp] - The timestamp of the 1st of the month at 12am that includes the start of the holiday
    [lastMonthTimestamp] - The timestamp of the 1st of the month at 12am one month before the holiday
    [twoagoMonthTimestamp] - The timestamp of the 1st of the month at 12am two months before the holiday
    [workedMonthBefore] - The time the previous month (using rule (1) below)
    [totalMonthBefore]  - The time the previous month (using rule (2) below)
    [total2MonthBefore]  - The time month before the previous month (using rule (2) below)
    [workedDaysMonthBefore] - Number of distinct calendar days worked the month before (using rule (3) below)
    [workedDays2MonthBefore]  - Number of distinct calendar days worked month before the previous month (using rule (3) below)



    (1) All worked time, plus benefits if "Benefit time used contributes to time worked for accruals" box is checked on the accrual group, plus holidays if the "Count Towards Accruals" box must is checked on the holiday generation rules.
    (2) All worked time, plus benefits if "Counts towards Holiday Day Before/After Rule" box is checked on the Benefit/Accrual Types page.  Holidays are never included.
    (3) Days are considered "worked" if there is time on the day using the rule (1) above.
  • Department: Select the department that Holiday Events generated by these settings should be tracked against.

  • Offset Observance: When an automatically generated holiday falls on a sepcified day of the week, you can configure TimeIPS to observe that holiday, instead, up to six days before or after that chosen day. For example, if Christmas Eve falls on a Saturday and Christmas Day falls on a Sunday, you can configure TimeIPS to have Christmas Eve occur one day before (on Friday), and Christmas Day to occur one day after (on Monday).

  • Paid Duration Modifier: This option modifies the selected holiday pay duration in one of four ways.
    • None: The paid amount is not modified. Employees will receive the holiday pay duration set above.
    • Prorate 40H vs Sch Weekly Hours: Grants a percent of the holiday pay duration set above as a proportion of scheduled weekly hours to 40 hours. If an employee is scheduled for 30 hours of work and 8 hours of holiday pay is configured, the employee will receive 6 hours of holiday pay.
    • In/Out Schedule Time: Grants the employee the amount of time scheduled for the day instead of the holiday pay duration set above. If an employee is scheduled for 6 hours the day of a holiday and 8 hours of holiday pay is configured, the employee will receive 6 hours of holiday pay.
    • Default Job Coverage: Grants the employee the amount of time scheduled for their default job coverage on the scheduled day instead of the holiday pay duration set above.

  • Paid Duration Reduction: Enable this option to reduce the duration of holiday hours paid by the amount of time worked or benefits used during the holiday observance range.

  • Start of Holiday Observance: (Optional) Hours prior to holiday paid time to begin the holiday observance. The holiday observance is the "day" of the holiday. Used to figure the holiday start date and determine work that is "done on" the holiday for Work Pay Type, Work Pay, etc. settings below. In a typical configuration, set to 8 hours to match holiday pay that starts at 8am, so the holiday is one calendar day.

  • Duration of Holiday Observance: (Optional) Duration of the holiday observance. Normally 24 hours. Sets the end point after which work will no longer be considered done on the holiday for the Work Pay Type, Work Pay, etc. settings below.
  • Waiting Period: Days Since Hired: The number of days since an employee was hired before qualifying for a holiday. This is set to 90 days by default.
  • Waiting Period: Require Days And/Or Worked Hours: Employees can either meet one of the two Waiting Period requirements, or both of them. Set to "And" to require both, and set to "Or" if meeting either will allow an employee to qualify for the holiday.

  • Waiting Period: Hours Worked: The number of hours worked since the employee was hired, before being able to qualify for a holiday.

  • Adjacent Day Before: To qualify for a holiday, an employee may be required to work a valid day before. This can be the preceeding Calendar Day, to closest preceeding Scheduled Day, or the closest Weekday in the case of weekend holidays. If the previous day is configured as a Holiday, the day preceeding it will be used, and so on.

  • Adjacent Day And/Or: Set to "And" if the employee must satisfy both the day before rules and the day after rules. Set to "Or" if the employee may earn the holiday by satisfying either rule.

  • Adjacent Day After: To qualify for a holiday, an employee may be required to work a valid day after. This can be the following Calendar Day, to closest following Scheduled Day, or the closest Weekday in the case of weekend holidays. If the following day is configured as a Holiday, the day after it will be used, and so on.

  • Adjacent Day Required Work Hours: To qualify for a holiday, an employee must work this many hours on each configured adjacent day. If this is set to 0 hours, the Adjacent Day configurations will be ignored. This is set to 8 by default.

  • Holiday Day Required Work Hours: To qualify for a holiday, an employee must work this many hours on each configured adjacent day. If this is set to 0 hours, the Adjacent Day configurations will be ignored. This is set to 8 by default.

  • Count Towards Accruals: Set to "Counts" if the Holiday Pay Hours time for this holiday should be used to count as worked time for benefit accrual calculations.
    Note: Holidays always count toward benefit tenure level calculations.

  • Holiday Time Reduces OT/DT/PT: Select "Counts" if, in accordance with Canadian Labour Code, Part III, Division I, 169(3) as of Jan. 1 2007, employees getting this holiday should have "the hours of work of the employee in that week ... be reduced by the standard hours of work for each general holiday in that week." If holidays do not affect the hours an employee must work to get weekly overtime, choose "Does Not Count."

  • Additional OT/DT/PT Reduction: In addition to or instead of the previous option to allow Holiday hours to reduce weekly Overtime requirements, holidays can also be configured with an additional arbitrary number of hours that are subtracted from each employee's weekly Overtime requirement. For example, if a holiday event is 8 hours long, the holiday event is set to reduce Overtime requirements, and this option is also set to 8 hours then the weekly Overtime requirement would be reduced by 16 hours from possibly 40 to 24.

  • Work Pay Type: Select "Over Time" if, in accordance with Canada Labour Code, Part III, 202 (1) as of Jan. 1, 2007, employees following this Overtime Policy should have all hours worked on the same calendar day as a holiday treated as overtime. Select "Double Time" if all hours worked during the holiday should be treated as doubletime. Note: If time on holiday qualifies for a higher paytype because of other rules, it will be promoted. If time on the holiday has a per-job or per-event setting, this value will be overridden.

  • Work Pay Type Time Cap: If work pay type is not set to default then this option can limit the amount of time that is promoted to a different pay type.

  • Work Time OT/DT/PT Reduces Daily/Weekly OT/DT/PT Requirement: Select "Yes" if, when employees work on holidays and the work pay type setting above is OT/DT/PT, the weekly hours required to reach OT/DT/PT should be reduced as well. For example, an employee works 40 hours in a week with 8 hours occurring during this holiday. With this option set to "No" the employee would not earn weekly overtime until 48 hours total (when the weekly ST hours worked during non-holiday periods reach 40). With this option set to "Yes" the employee would begin earning weekly overtime at 40 hours total (when weekly ST hours worked during non-holiday periods reach 32).

    Unless the option for Work Pay Type is something other than Default this option is ignored.
  • Work Pay: Hourly Rate: For work done in the Observed Range, pay this hourly rate.

  • Work Pay: Differential: For work done in the Observed Range, add this differential to the hourly rate.

  • Work Pay: Percentage Multiplier: For work done in the Observed Range, multiply hourly pay by this percentage.

  • Click on the Submit and Save button to impletment the settings.


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TimeIPS is protected by one or more patents. Patent No. US 7,114.684 B2.