Work Days Patterns | Setting up work days patterns

Each work days pattern defines the working week for one or more team members. Sage People HCM uses work days patterns for absence management. Sage People Time uses work days patterns with overtime conditions to work out when overtime is due on a timesheet.

You can assign work days patterns to:

• A policy to apply to all team members using that policy
• Individual team members

Review standard work days patterns

Each new Sage People org comes with a set of standard work days patterns for various countries. You can use these patterns as they are or as a basis for other work days patterns.

To view the standard patterns:

1. Go to the Work Days Patterns tab.

2. Select the All list view.

If none of the standard work days patterns meets your needs, you can create new patterns from scratch.

Create a work days pattern

1. Select the Work Days Patterns tab.

   Sage People displays the Work Days Patterns Home page.

2. Select New.

   Sage People displays the New Work Days Pattern page:

   

3. In Work Days Pattern, enter a name for the pattern.

4. In the Days Worked section, check the boxes for the days team members will work using this pattern.

5. Select:

   • Save to save the Pattern and display the Work Days Pattern detail page
   • Save & New to save the pattern and re-display the New Work Days Pattern page
   • Cancel to discard your changes

Create a work days holiday

A work days holiday is a public holiday you’ve associated with a work days pattern. You can define work days holidays as single, non-recurring days, or days recurring regularly. A work days holiday always applies to the whole day. You can't set it up as a half-day or partial day. You can view work days holidays you’ve associated with a work days pattern on the Work Days Holidays related list.

1. On a Work Days Pattern detail page, select the Related tab to view the Work Days Holidays related list.

   Sage People displays the Work Days Holidays related list:

   

2. Select New.

   Sage People displays the New Work Days Holiday page:

   

3. Complete the fields as follows:

   Field	Description
   Work Days Pattern	The name of the Work Days Pattern hosting this holiday. The system completes this automatically with the name of the pattern you selected earlier. To change to another pattern select Work Days Pattern lookup. Find and select the pattern you want.
   Holiday Name	The name you give to the day you want to set up as a holiday for this pattern.
   Date	The date of the work days holiday. For a recurring holiday, enter the date of the next occurrence. Use the following fields to define the pattern of recurrence.
   Recurring	Checkbox. If you check this, this holiday recurs on a regular pattern. If you base the holiday's recurrence on a lunar calendar, the Gregorian calendar dates change each year. Set each year's instance of the holiday as non-recurring.
   Basis	Picklist. Active when you check Recurring. For recurring holidays, the basis on which the holiday recurs. For example, the day of the week or the day of the month. Select the picklist and choose from: Day of Week Day of Month Western Easter Orthodox Easter
   Day	Picklist. Active when Basis is Day of Week or Day of Month. The values that display depend on the Basis you select. For recurring holidays happening on: The same day of the working week (Basis = Day of Week). For example, the first Monday in June, the penultimate Wednesday in May: Select the picklist and choose the 1st through 5th, Penultimate, or Last. The system fixes the picklist values. We can supply translated values for local language implementations The same day in the month (Basis = Day of Month). For example, September 15: Select the picklist and choose from 1 through 31. The system fixes these picklist values. We can supply translated values for local language implementations
   Weekday	Picklist. Active when Basis is Day of Week, Western Easter, or Orthodox Easter. For recurring holidays happening on the same weekday. Select the picklist and choose from Sunday to Saturday. The system fixes these picklist values. We can supply translated values for local language implementations
   Month	Picklist. Active when Basis is Day of Week or Day of Month. For recurring holidays happening on the same day of the month. Select the picklist and choose the month. The system fixes these picklist values. We can supply translated values for local language implementations
   Non Workday Action	The action to take to move this holiday if it falls on a day you already designated as a non workday. For example, a weekend. Select the picklist and choose from: None The system doesn't assign the holiday Previous Workday the system reassigns the holiday to the nearest preceding workday Nearest Workday The system reassigns the holiday to the nearest previous or next workday. For example, if December 25 is on a Sunday, the nearest workday is Monday. But if December 26 is also a work days holiday, the nearest workday is the previous Friday. This is December 23 Next Workday The system reassigns the holiday to the nearest following workday

4. Select:

   • Save to return to the Work Days Pattern Detail page
   • Save & New to save this work days holiday and define another
   • Cancel to discard your changes

Data load work days holidays

You can use a data loader to add work days holidays. This is useful for public holidays with dates that change from one year to the next. Templates to help with setting up the data load are available for implementers.

If the public holiday is ad hoc or recurs with changing dates, you need to import values for the following fields: 

• Work Days Pattern

• Holiday Name

• Date

If the public holiday recurs, you also need to supply information for recurrence. Make sure you use the standard picklist values.

For more information about Sage People Data Loader, see Sage People Data Loader.