Linking Policies to Contracts for Auto-Calculations
Creating a Site Policy is only the first half of the process. To automate your payroll, you must link that policy to an Employee Work Contract. This ensures that whenever a holiday occurs, the system knows exactly how many hours to credit the employee and what pay rate to apply.
1. Assigning the Policy to a Contract
You can assign a different holiday policy to every contract in your system. This allows your London team to follow UK holidays while your Tel Aviv team follows Israeli holidays.
1. Navigate to Settings > Work Contracts.
2. Open the contract you wish to edit (e.g., “Full-Time Cyprus Employees”).
3. Locate the field labeled “Select National Holidays”.
4. Choose the Site Policy you created in Manual 1 from the dropdown list. 5. Click Save.
2. Configuring the "Holiday" & "Holiday Eve" Tabs
- Standard Hours (Daily Quota): Enter the number of hours the employee is “credited” for the holiday (e.g., 8 hours). o If this is left empty, the system will treat it as a nonpaid day off with 0 hours.
- Absence Calculation: Choose if a holiday should be deducted from the employee’s annual leave balance or if it is an “Extra” paid day provided by the company.
- Overtime Logic: Define if an employee who does choose to work on a holiday gets a special rate (e.g., 150%).
3. The "Regular Working Day" Override
Sometimes, a specific contract might require employees to work on a day that is normally a holiday (e.g., Support Staff or Security).
• If you classified a date as a Regular Working Day in your Site Policy, the system will ignore the “Holiday” tab logic for this contract.
• Instead, it will pull the rules from the Regular Work Hours tab, ensuring no holiday pay is triggered and standard attendance is expected.
4. Automatic Timesheet Sync
Once the link is established:
1. The system identifies a holiday date from the Site Policy.
2. It checks the Work Contract linked to the employee.
3. It automatically populates the Timesheet with the “Standard Hours” you defined.
Note: If you change an employee’s contract in the middle of a month, the system will recalculate the holidays for the remainder of that month based on the new policy link.
Pro-Tip
To verify the link is working, open an employee’s Detailed Attendance Report. Look for the holiday dates; they should appear highlighted, and the “Daily Quota” column should automatically show the hours you set in the contract.