How do I include public holidays as leave days using the Rosters module?

This feature is available on the Premier and Master payroll edition.

Make use of the following steps so that public holidays are included as leave days when configuring the Rosters module.

Step 1: Click on "+ Roster" to create a roster on the Rosters screen.

      Navigate > Configuration > Drop Down Management > Rosters

      

The roster type dropdown offers the following two options:

Shift Date – The existing method used to manually enter working hours for each scheduled date.

Shift Pattern – Define the recurring shift over a week or multiple weeks and let the system automatically generate the work schedule for the Tax Year based on the pattern - this will create what will be known as the Work Week Pattern.

Step 2: Create the Shift Types and click "Save".

      Navigate > Configuration > Drop Down Management > Other Drop Downs > Shift Types

      

Step 3: Create the roster schedule that stipulates 0 expected hours for the days that will be given as leave. Remember to activate the "use hours to determine leave days calc" setting:

       Navigate > Configuration > Basic Settings > General Company > Company Roster Schedules

      

Step 4 : Link the employee to the roster under the Additional tab on their Position Details screen.

      Navigate > Employee > Basic Information > Position > Additional

      

Once the above steps are configured, employees may submit their leave applications.

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