Creating & Managing Site-Specific Policies

The Multi-Site Holiday Policy Manager lets you move away from a one-size-fits-all calendar. Instead of one global list, you create specific policies for every office, country or department you manage. Once built, these policies are the source of truth for the employee timesheets linked to them.

1. Accessing the Policy Manager

You must have Administrator permissions.

  1. Log in to the web portal.
  2. Go 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

A policy is a list of rules. Each rule tells the system how to handle a specific date.

  1. Name the policy: give it a clear name, such as "London HQ" or "Israel Remote Team".
  2. Add a rule entry: click the button to add a row.
  3. Define the frequency:
    • Annual Recurring: for holidays that fall on the same date every year (for example, New Year's Day).
    • Fixed Date: for holidays that change date every year (for example, Easter or specific bank holidays), or for a one-time company-wide day off.

3. Selecting the rule classification

This is the most important step for payroll. You must choose one of three classifications for every date you add. See Understanding the 3 Rule Classifications for details.

4. Saving and updating

  • Saving: once you have added all the dates for the year, click Save.
  • Editing: you can return to a policy at any time, for example to add a last-minute holiday. When you save a change, the system automatically syncs the new date to every employee linked to the policy.
  • Cloning: if two offices (for example Paris and Lyon) have the same holidays, use the Duplicate icon to save time.

Tip: always fill in the Target Site / Country field. It lets you quickly filter your policies by geographical region later.

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