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How to add or change the public holidays calendar on Sage Self Service

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Summary

How to add or change the public holidays calendar on Sage Self Service for Sage VIP Classic and Sage VIP Premier.

Description

Sage Self Service uses a template leave calender with South African public holidays.

It’s important that the correct public holidays integrate from the payroll system to Sage Self Service. This allows both system setups to calculate the same number of days leave taken.

Resolution

1. Setup you leave calendar in your payroll company.

  1. Access your payroll company.
  2. From the Main Menu, go to Leave, then select Calendar.
  3. Click Holiday.
  4. Select the public holiday dates.

 NOTE: Public holiday dates are displayed in blue on the leave calendar. 

  1. Click Close to return to the Main Menu.

The following articles are a guide to perform a bulk upload of pubic holiday dates for South Africa:

2. Upload leave calendar to Self Service.

  1. From the Main Menu, go to Self Service, select Sage Self Service, then select System Setup.
  2. Click Upload Leave Types.
  3. Click Close.
  4. Click Update Transaction Types.
  5. Click Close.
  6. Click Close to upload the data.
  7. The messages displays when the process completes. Click OK on each to continue and return to the Main Menu:

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3. View public holidays in Self Service.

  1. Go to the Self Service website.
  2. Log in with your Administrator credentials for the specific payroll company.
  3. From the Main Menu, go to Admin, select Transactions, then select Company Holidays.
  4. Review the dates which align with your payroll company leave calendar.

 NOTE: When you upload the payroll leave calendar, the new calendar overwrites the template calendar.