In this article we will go over how to add holiday defaults and how to manage holiday defaults at the location level.
- How to Add a Holiday Default
- How to Manage a Holiday at the Location Level
- How to Manage a Holiday from Location Master - Location Holidays
How to Add a Holiday Default
To add a holiday default:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Holiday Defaults in the TLM Rate Management section.
3. On the Holiday Defaults page click the Create New button at the top right hand side of the page.
4. There 11 fields to fill out to add a Holiday Default.
Business Unit: (1)
Click the Business Unit: field or the drop down menu. Do not click the Create button.
In the Choose Business Unit pop up window click on the Business Unit you want to select and then click the Select button at the bottom right hand corner of the pop up window. This will populate the Business Unit: field.
Description: (2)
Click the description field and name the Holiday.
Billing Factor: (3)
There are 2 options you can enter in the billing factor field.
Option 1: The billing factor defaults to time and a half (1.5000) since this is the most common billing practice. If the rate you are billing your customer is different, you can click the billing factor field to delete and edit the rate you are billing your customer, or you can use the higher and lower arrows to adjust the time rate you are billing your customer. i.e. double time (2.000).
Option 2: You can click the billing factor field to delete the default setting and enter in a set hourly amount. For example 25.00 for an hourly holiday bill rate of $25.00.
Billing Rate or Factor: (4)
Depending on which option you choose to enter in the Billing Factor field your Billing Rate or Factor field must reflect either FACTOR for a Billing Factor or RATE when the option to add a flat hourly rate was chosen.
Sample Option 1:
Sample Option 2:
Apply to All Locations (5)
Clicking the Apply to All Locations checkbox will add the holiday you are adding to all current locations currently in the business unit it is being created in.
Default (6)
Clicking the Default checkbox will add the holiday you are adding to all new locations you create in that business unit.
Holiday Level (7)
Most employees are paid the holiday rates for holidays worked. If you pay all employees holiday pay rates then you can leave the field blank or select default from the drop down menu.
Holiday levels are rarely created but used to apply to cases when holiday pay rates don't apply during an employees probation period.
If you need to, you can click the Create button to the right of the Holiday Level: field.
In the Create Holiday Level pop up window add a explanation of why Holiday pay rates do not apply.
For example: 90 Days, Probation Period, etc.
If you use this option, you'll need to also assign the appropriate holiday level to employees in their employee TLM profile.
Payroll Factor: (8)
There are 2 options you can enter in the payroll factor field.
Option 1: The payroll factor defaults to time and a half (1.5000) since this is the most common practice when paying employees working on a holiday. If the rate you are paying your employee is different, you can click the payroll factor field to delete and edit the rate you are paying your employee, or you can use the higher and lower arrows to adjust the time rate you are paying your employee. i.e. double time (2.000).
Option 2: You can click the payroll factor field to delete the default setting and enter in a set hourly amount. For example 25.00 when you pay your employee a holiday pay rate of $25.00.
Payroll or Rate Factor (9)
Depending on which option you choose to enter in the Payroll Factor field your Payroll Rate or Factor field must reflect either FACTOR for a Payroll Factor or RATE when the option to add a flat hourly rate was chosen.
Sample Option 1:
Sample Option 2:
Time From: (10)
Click the Time From: date field, or the calendar icon, to add the date of the holiday. Additionally, click on the time drop down arrow to set the time that holiday pay period begins.
Time To: (11)
Click the Time To: date field, or the calendar icon, to add the date of the holiday. Additionally, click on the time drop down arrow to set the time that holiday pay period ends.
Sample Christmas Holiday
How to Manage a Holiday at the Location Level
NOTE: Suggested best practice is to add holidays as a default for all locations and then manage holidays at the location level. For example: if there is a location that does not observe a particular holiday you would remove it at the location level.
To manage a holiday at the location level:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Location in the Schedule Location section.
3. Click on the Location you want to manage the holiday for.
4. Click on the Holidays option in the Additional Attributes sub-heading of the Main Form section at the left hand side of the page.
5. Right click on the Holiday you want manage. This will allow you to view the settings, edit or delete the holiday.
How to Manage a Holiday from Location Master - Location Holidays
To manage holidays from Location Master - Location Holidays:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Location Holidays in the Location Master section.
3. All the holidays added will be listed by Location. You can use the Keyword Search at the left hand side of the page or scroll through alpha numerically to find the location and holiday you want to manage.
4. Once the Location and holiday you want to manage has been located right click on it. This will allow you to view the settings, edit or delete the holiday.
NOTE: The FilterBy option in the drop down menu is set to default to Business Units only.