Set holidays and working hours

Holidays and shifts tell the system when people are expected to work. They drive late marks, overtime and the automatic closing of a day someone forgot to clock out of.

Steps

1. 1

   Open Holidays

   On: /hrms

   Open HRMS and, under Workspace setup, choose Holidays.

   You should see: "Workspace holidays" for the current year, with a count of Total holidays.

2. 2

   Import the national holidays

   On: /settings/hr/holidays

   Press Import template to add the national holidays in seconds.

   You should see: The year fills with holidays.

3. 3

   Add your own

   On: /settings/hr/holidays

   Press Add holiday. Fill in the Date, the Name and the Type: National, Religious, Optional or Company. Use Company for office-wide closures. Tick Paid if it is a paid day off.

   You should see: The holiday is listed. Edit and Delete change it later.

4. 4

   Open Shifts

   On: /hrms

   Back on HRMS choose Shifts.

   You should see: "Shift schedules" with sections for Workspace defaults, Per department and Per user.

5. 5

   Set the default shift

   On: /settings/hr/shifts

   Press Add shift and create the working days and hours that apply to everyone.

   You should see: A shift under Workspace defaults.

6. 6

   Add overrides

   On: /settings/hr/shifts

   Add a shift for a department that keeps different hours, or for a single person such as a part-time contractor. A personal shift wins over a department shift, which wins over the workspace default.

   You should see: Each override sits in its own section.

Tips

• Use the previous and next year arrows on Holidays to prepare next year in advance.
• Changing a shift affects how future days are judged, not days already closed.

Troubleshooting

"Holiday name is required."

Type a name for the holiday before saving.

"No shifts in this scope yet."

Add a shift in that section. Without one, the workspace default applies.