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How do I change and update public holidays for Sage Self Service?

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Summary

This article will assist you to change and update the public holidays for Sage Self Service for Sage VIP Classic and Sage VIP Premier

Description

For the public holidays to integrate to the Sage Self Service system they need to be defined per company. This will be done on the Leave Calendar screen.

Resolution

To access the Leave Calendar screen, from the main menu:

  • Click on the Leave 
  • Click on the Calendar 
  • Click on the Holiday button
  • Select the date to plot as a public holiday 

TIP: The public holidays defined will display in blue

  • Confirm that all the applicable public holidays have been defined
  • Click on Close to return to the main menu

It is important to ensure that the correct public holidays integrate from the payroll system to Sage Self Service so that when employees apply for leave in Sage Self Service the leave days and balances will be calculated correctly.

 The following article will guide you to bulk upload the public holidays into the payroll system:

Once completed, you need to upload the public holidays calendar to Self Service:

From the main menu:

  • Click on Self Service
  • Select Sage Self Service
  • Select System Setup
  • Click on Upload Leave Types
  • Click on Update Transaction Type
  • Click on Close

At this point, the dates will upload to Self Service

CAUTION: If the incorrect dates were uploaded to Self Service, they can only be removed in the program back-end. Please log a request to Sage Customer Support for assistance.