Creating & Managing Site-Specific Policies
The Multi-Site Holiday Policy Manager allows you to move away from a “one-size-fitsall” calendar. Instead of one global list, you can create specific policies for every office, country, or department you manage. Once these policies are built, they serve as the “source of truth” for the employee timesheets linked to them.
1. Accessing the Policy Manager
To begin, you must have Administrative permissions.
1. Log in to the Web Portal.
2. Navigate to Settings in the sidebar.
3. Select Holiday Policies (formerly Holiday Calendars).
4. Click the blue + Create Site Policy button in the top right corner.
2. Building Your Policy Rules
When you create a policy, you are essentially building a list of “Rules.” Each rule tells the system how to handle a specific date.
Step 1: Name the Policy: Give it a clear name like “London HQ” or “Israel Remote Team.”
Step 2: Add Rule Entry: Click the button to add a row.
Step 3: Define the Frequency:
- Annual Recurring: Use this for holidays that happen on the same date every year (e.g., New Year’s Day).
- Fixed Date: Use this for holidays that change dates every year (e.g., Easter or specific bank holidays) or for a one-time company-wide day off.
3. Selecting the Rule Classification
This is the most critical step for payroll. You must choose one of three classifications for every date you add:
4. Saving and Updating
- Saving: Once you’ve added all the dates for the year, click Save.
- Editing: You can return to this policy at any time to add a “Last Minute” holiday. When you save a change, the system will automatically sync that new date to every employee linked to this policy.
- Cloning: If your “Paris Office” and “Lyon Office” have the same holidays, you can use the Duplicate icon to save time.
Pro-Tip
Always check the “Target Site / Country” field. This ensures that when you search through your policies later, you can filter them by geographical region quickly.