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How do I create a Working Day profile?

Creating working day profiles and how to use them

Hayley Jones avatar
Written by Hayley Jones
Updated over 3 weeks ago

How to Create a Working Day Profile

You have two options:

1. Copy a Standard Working Day Profile

  • Choose this if your employees follow typical UK patterns (England & Wales, Scotland, Northern Ireland, or Ireland).

  • Each standard profile includes the correct bank holidays for that region.

  • To copy:

    • Find “Standard non-working days and bank holiday profiles.”

    • Click the actions button next to the profile you want.

    • Select “Copy & Update.”

    • Edit the name and description as needed.

2. Create a New Working Day Profile

  • Choose “Custom non-working days and bank holiday profiles.”

  • Click “Add” to start a new profile.

  • This is best if you need a unique pattern (for example, part-time or shift workers).

  • You can choose any days as non-working and add any bank holidays.

  • You must still edit three key areas to customise the profile for your needs.

Customising Your Working Day Profile

Changing the Working Days

  • Use the toggle buttons for each day (Monday–Sunday).

  • Mark which days are working and which are non-working.

  • Non-working days cannot be booked for holidays or absences.

  • If someone works only certain Saturdays, mark Saturday as a working day. You can later adjust for exceptions.

Changing the Working Hours

  • After selecting working days, set the working hours for each day.

  • These hours affect how holidays and absences are calculated.

  • For example, if you set 7am–2pm, holidays booked will reflect these hours.

Setting Additional Non-Working Days

  • Add extra non-working days (like company shutdowns or special closures).

  • These days will block holiday and absence bookings for everyone with this profile.

  • The system will show these days in the employee’s record.

Bank Holidays

  • If you copied a standard profile, bank holidays are already included.

  • If you created a new profile, add bank holidays as needed.

Saving Your Profile

  • Click “Save” or “Update” at the bottom of the page.

  • To assign the profile, go to the employee’s record and select the profile in the “Employment Record” tab.

  • To check if a profile is assigned, look in the “Job” sub-tab of an employee’s record.

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