Wiki source code of Setting up Paid Holidays and Assigning to Employees
Version 2.1 by christie w on 2023/02/13 20:01
Show last authors
author | version | line-number | content |
---|---|---|---|
1 | **Question:** How do I set up paid holidays and assign them to my employees? | ||
2 | |||
3 | **Answer:** Once you have the **"Holiday" Income Item** set up you can specify the paid holidays for your company. You will need to set the paid holidays up for the company and then assign them to your employees. | ||
4 | |||
5 | * | ||
6 | ** Go to the **"Aatrix"** menu in the upper left corner of your monitor and select **"Preferences"** then click on the **"Holidays"** tab across the top. | ||
7 | |||
8 | * | ||
9 | ** **Select any holidays** from the list that are paid holidays for the company. | ||
10 | |||
11 | * | ||
12 | ** If there are additional paid holidays, for example the Friday after Thanksgiving is a paid holiday, then click on **"Create Additional Paid Holidays"**. Enter a name and date and click **"OK"**. | ||
13 | |||
14 | * | ||
15 | ** Click the **"Auto Assign Holiday Hours"** button. | ||
16 | \\This will automatically set your **"Holiday Pay" Income Item** up to recognize the paid holidays for your company. Click **"OK"**. | ||
17 | |||
18 | Now that the paid holidays are set up in the program, they now need to be assigned to your employees. | ||
19 | |||
20 | |||
21 | **Assigning Paid Holidays to Employees:** | ||
22 | |||
23 | * | ||
24 | ** From the **"Main Payroll Navigator"** screen, click on **"Human Resources"** and click on **"Paid Time Off"** in the next screen. | ||
25 | |||
26 | * | ||
27 | ** **Select an employee** from the list eligible for Holiday Pay. | ||
28 | |||
29 | * | ||
30 | ** Click on the box to** "Include Holiday Time"** and set the** "Link To"** dropdown menu to the** "Holiday Pay" Income Item** you set up. | ||
31 | |||
32 | * | ||
33 | ** Click **"Save"** on the top tool bar and** repeat for employees as necessary**. |