- 1 Introducition
- 2 Setting up the holiday calculation method
- 3 Holidays and capacity profile
- 4 One day off = one holiday
- 5 Longest day from capacity profile
- 6 Average calculated from capacity profile
- 7 Average defined on employee holiday period
- 8 Notes on changing calculation method
In WorkBook holidays and be calculated by four different methods.
- One day off = one holiday
- Longest day from capacity profile
- Average calculated from capacity profile
- Average defined on employee holiday period
Setting up the holiday calculation method
The calculation method is set up under Settings, Company settings and then Basic settings.
Override method on employee
It is possible to override the general calculation method set in Basic settings on the company. To do so navigate to Settings, Employee settings find the employee and select the method as shown on the screenshot.
Holidays and capacity profile
Holiday is calculated using the capacity profile for each employee. It’s essential that the profile is set correctly up.
Here we have the profile for John Taylor. Note how Wednesday stands out as John only works 4 hours this day. This will be important later in this article.
One day off = one holiday
Using this method an absence registration for 1 day equals one holiday.
This means that is John from our example above registers 4 hours of absence on a Monday that would equal 0,5 days in the holiday registration.
But should he register 4 hours of absence on Wednesday that would equal 1 day.
The calculations is as follows: Absence hours / Basic time.
Longest day from capacity profile
Using this calculation method will set the longes day on the week as 1 holiday.
If you register 4 hours of absence on a Monday it equals 0,5 holiday because 4 / 8 = 0,5.
And if you register 4 hours of absence on a Wednesday it equals 0,5 holiday even though you will have the entire Wednesday off.
Average calculated from capacity profile
Here the sum of working hours divided with the number of working days is the base of calculating holidays.
So in the case 8 + 8 + 4 + 8 + 8 / 5 = 7,2 hours.
This means that taking Monday adds up to to 8 / 7,2 = 1,11 holiday.
While taking off Wednesday adds up 4 / / 7,2 = 0,56 holiday.
Average defined on employee holiday period
The last method is a bit more special. It has to be set up under Settings, Employee settings, Absence and holiday and then scroll to the right to find “Average hours per workday”.
From here you define how many hours the workday is and that defines how many hours a day off counts as.
Notes on changing calculation method
If you change the calculation method it recalculates the holiday balance of each employee – also back in time.