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How to change my bank holiday tracker settings?
How to change my bank holiday tracker settings?

How to activate, set up, change the settings for, and use the holiday tracker

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Written by Elin Green
Updated over a week ago

Why is it important?

The bank holiday tracker enables you to define guaranteed public holidays for your employees, track working hours and absences, and automatically calculate the hours of recuperation due. This ensures efficient holiday management.

Note: The bank holiday tracker and its customization are only available for Premium package subscriptions. For Success subscriptions, it is managed from the schedule.


Modify establishment settings

  1. Access settings :

    • Go to Establishment settings > Rules > Counters and click on the pencil icon to the right of the bank holiday tracker.

Changing settings at this level affects all employee trackers.


Modify settings by employee

  1. Access the employee file:

    • Go to Employee file > History / Counters > Bank holiday tracker.

If the employee works in several establishments, the tracker is set from the main establishment.

  1. Modify settings :

    • Click on the cross or tick to define whether the holiday is guaranteed or not.

    • Click on To recover or To pay to choose the type of compensation.

    • Hours worked/off are automatically calculated according to planned shifts. Modify these hours directly on the schedule.

Only the current year's tracker can be modified. The balance of hours to be recovered from the previous year is automatically carried over to the current year.

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