Public Holidays can be automatically populated in Nexonia Timesheets by creating specific task categories that are only associated with public holidays.
Even if your employees aren't using the time off module, an administrator can configure the Time Off module to populate holidays into the Timesheets. Holidays can be configured under Nexonia settings to simply integrate and populate in user's timesheets. Hiding the use of the Time Off module can be controlled under the Role settings.
A couple features will need to be turned on in order to begin. Navigate to: Settings > Company > Features. Click Edit. Ensure the following features are turned on, then click Apply at the bottom.
- Timesheets: Enabled
- Timesheets: Automatically add Public Holidays
- Time Off: Enabled
- Time Off: Timesheet Integration
Creating the Timesheet Task
Refer to the article Configuring Timesheet Tasks to learn how to create Timesheets Tasks. The main difference will be selecting Public Holiday from the Type dropdown.
Creating the Public Holiday Calendar
Navigate to: Settings > Company > Time Off > Public holiday profiles.
Enter in the following fields to create the Holiday profile:
- Name (i.e. US Holidays, UK Holidays)
- Customer (This will be the Customer value that will appear in the Timesheets entry for any Holiday)
- Project (This will be the Customer value that will appear in the Timesheets entry for any Holiday)
- Task Category (You'll only see the "Public Holiday" type Tasks here, choose the one that should appear in the Timesheets entry for any holiday)
Click Add to start defining the public holidays.
Fill in the Year to identify the calendar year the following holidays pertain to.
Fill in the Name of the public holiday (i.e. New Year's Day, Labor Day, Thanksgiving, etc.) as you'd like it to appear in the Timesheet.
In the Date field, select the date for this holiday from the calendar.
Repeat the 3 previous steps until all your public holidays have been added to the profile.
Next, you will need to assign the Public Holiday profile to the region. This is how the system understands which days should be applied to a group of users. Navigate to: Settings > Company > Regions. Click on the region, then Edit.
Scroll down and set the applicable Holiday Profile. Click Apply.
Note: you can override the regional default for the holidays by editing the individual user accounts. This means you can set a user to a specific public holiday profile rather than the regional default.
Lastly, to push holidays to generate in Timesheets, navigate to: Settings > Company > Time Off > Public holiday profiles. Locate the profile you'd like to push and click on Actions. Then, click Add time entries on public holidays... Fill in the date range you'd like to push and then click Ok.
Public Holidays will now be generated in Timesheets for the employees.
Note: The public holiday entry is still editable in case they need to modify the entry or delete it outright if they happened to have worked that day.
Administrator Note: The Public Holiday Feature is currently not compatible with Intacct's Task (e.g. Holiday task) if the task is restricted to resources.