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Manage bank holidays for part-time employees

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access level: Admin

To process bank holidays for your part-time employees, you can opt to exclude part-time employees from your bank holiday calendar and require them to submit a bank holiday time off request, for simpler management of bank holidays for part-time employees.

Getting started

Step 1: Create a time off type and policy
  1. Log into your Employment Hero HR platform.
  2. Click the Settings menu.
  3. Click the Time off Settings submenu.
  4. Click the Add Time off Type button.
  5. Complete the following fields:
    • Time off Type Name 
    • Time off Balance Tracking.
      • Select Track balance accruals and time off taken if you want to add a policy to your time off type. A policy determining the balance and rules that should be assigned to the time off type If track balance accruals and time off taken is selected, the time off type in payroll automatically becomes an Entitlement Based Time off type.
      • Select Only track time off taken if you do not wish to track a balance against this time off type. If Only track time off taken is selected, the time off type in payroll automatically becomes a standard time off type.
    • Unit Type
      • Select Days if your employees take their time off in days.
      • Select Hours if your employees take their time off in hours.
  6. Select whether to Show time off after confirmed date.
  7. Select whether a Time off reason is required.
  8. Click the Save button.
  9. To add a time off policy, complete the following fields:
    • Time off Policy Name
    • Accrual Starts
    • Amount Accrued 
  10. Add an additional tier if you award an additional balance to your employees based on length of service.
    • Carry-Over Amount - choose from None, Unlimited or up to X number of days
    • Carry-Over Date (Note: your holiday calendar year will default here) 
    • Pro-Rata for Part Time/Casual Employees (select this option if you want your part-time workers to receive a pro-rated amount of time off) 
    • Time off Balance for New Employees
      • Select Do not apply time off balance to employees on assignment if you want to manually assign balances to your new employees
      • Select Apply full balance amount on employee assignment if your employees should receive the full amount of time off assigned to this policy
      • Select Apply a pro rata amount on employee assignment if you want your employees to receive a pro-rated time off entitlement based on their start date in the current holiday calendar year (Note: the calculation is based on calendar days in a year) 
  11. Click the Save button. 
  12. To assign the policy to certain employees, drag their name from the Available column to the Selected column.

    Helpful Hint

    You can click the >> button to move all employees to the Selected column.

  13. Click the Save button.
    add details and extra tier then click save.png
Step 2: Create bank holiday calendar
  1. In your Employment Hero HR platform, click the Settings option on the left-hand side menu.
  2. Click the Locations and Bank Holidays option.
  3. Click the Bank Holidays tab.
  4. Click the Add New Calendar button.
  5. Tick Exclude part-timers from the bank holiday calendar.

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