Details

In New Zealand, from 01/04/2011, employers and employees can agree to transfer the observance of part or all of a public holiday to another working day. As a result, you may have to set up new Holiday and Holiday Group records to facilitate public holiday transfers.

Example

In this example, you agree to Bryan Brown's request to transfer the observance of Queen's Birthday on 06/06/2011 to Rosh Hashanah on 29/09/2011.

1. Create a Holiday record for Rosh Hashanah on 29/09/2011.
2. On the Notes tab, enter an explanation of the transfer. For example, "Employee requested transfer of Queen's Birthday to Rosh Hashanah".
3. Model an existing public holiday allowance record to create a public holiday transfer allowance with a suitable description, such as "PH Transfer".
4. Create a Reason record with a suitable description, such as "Public Holiday Transfer".
5. In the Payroll allowance field, select the public holiday transfer allowance record (PH Transfer).
6. Model Bryan Brown's current Holiday Group record and name it accordingly. For example, "Canterbury Public Hols - Brown".
7. In the new Holiday Group record:
   • Delete the Holiday Group Holiday record for Queen's Birthday (06/06/2011).
   • Add a Holiday Group Holiday record for Rosh Hashanah (29/09/2011) with Reason = "Public Holiday Transfer".
8. On Bryan Brown's Payroll | Contract tab, change his Holiday Group to "Canterbury Public Hols - Brown".

Transactions

You can implement public holidays from ESS, T&A or Payroll, depending on your business process. However, all these options result in a public holiday allowance transaction in Transaction View.

1. In Transaction View, edit the public holiday transfer allowance transaction and explain the transfer on the Text tab. For example, "Transfer of Queen's Birthday to Rosh Hashanah".
2. Edit setting for the following reports so you can see public holiday transfer details:
   • PGPRPRIM001 - Pay Period Calculation Listing

     In report settings, on the Details tab, select Show transaction text.

   • PGPRPRIM003 - Employee Pay Slip Report

     In report settings, on the Details (ii) tab, select Transaction text.

   • PGPRPRIM903 – A4 Designer Payslip (or any derivative of this report)

     Edit your report definitions to ensure that the VirtualPayslip fields TaxableTrText1 to TaxableTrText10 are included in your payslip template.

     Note: If you customise the Transaction View Drill Down area to show Text and Leave Details columns, and run these reports as suggested, then the reports will display the same details as Transaction View.