How to Configure Atlas for Managing Bank Holidays in Employee Leave Allowances
Efficient management of bank holidays within employee leave allowances is essential for ensuring accurate and fair leave tracking. In Atlas, you can configure custom working day profiles that allow employee's to request bank holidays off as part of their holiday entitlement or manage them differently for part-time staff. This guide explains how to set up and assign these custom working day profiles for your organisation.
Overview of Customising Bank Holidays in Atlas
By default, Atlas blocks out bank holidays in employee schedules. However, this behaviour may not suit all organisations, especially for part-time staff or companies that want bank holidays to be deducted from leave allowances. Customising working day profiles allows greater flexibility to match your organisation’s needs.
Steps to Customise and Assign Working Day Profiles
Follow these steps to configure Atlas:
1. Create a Custom Working Day Profile
A custom profile allows you to tailor working days and bank holiday behaviour for employees:
Include only the days the employee works (e.g., Monday–Friday for full-time staff).
Do not manually add bank holidays as blocked-out dates if you want them to count toward allowances.
This setup ensures that bank holidays are available to be requested by the employee as part of their leave entitlement.
2. Assign the Custom Profile to Employees
Once you've set up a custom working day profile, assign it to the relevant staff:
Open the employee record in Atlas.
Locate the options menu (three dots in the interface) and select "Assign."
Link the employee to the custom working day profile you created.
This effectively applies the profile rules to the employee, customising how their leave is handled.
Managing Part-Time Employee Leave
For part-time staff and other non-standard schedules, you can modify the way bank holidays are treated:
Create a separate custom working day profile tailored to their specific working patterns.
Customise which days are included and specify how to manage bank holidays within those unique schedules.
This provides flexibility to manage leave policies that align with the varied needs of your workforce. Source:
Common Scenarios
Full-time Employee: Use a custom working day profile that includes Monday–Friday without pre-blocked bank holidays. This allows bank holidays to be deducted from their annual leave allowance.
Part-Time Employee: Design a separate profile that reflects the actual days worked. Modify bank holiday behaviour to fit contractual obligations.
Mixed Workforces: Utilise several custom profiles to handle both full-time and part-time configurations efficiently.
Conclusion
Customising working day profiles in Atlas ensures flexibility in managing employee leaves, especially concerning bank holidays. By creating tailored profiles, you can cater to both full-time and part-time staff, ensuring that your leave policies are fair and in alignment with organisational practices.
