Part of the Year End process for our clients using Stratus Time is reviewing the holiday list & custom pay period dates, for the upcoming calendar year for accuracy.
Update Holidays:
Holiday lists determine which holiday’s employees may receive on their time cards. There can be more than one holiday list to accommodate different groups of employees. The number of Holiday hours are configured in the Payroll Policy and must be maintained by client administrators.
NOTE: The Holiday List(s) will need to be updated annually to reflect the specific actual date of the Holiday for the coming year(s). You will not delete any prior dates, as these are part of timecard history, but rather add the additional dates for the coming year(s) within the current Holiday List(s).
How to Access the Holidays under Configuration
1. Login to the PlanSource and Access Time and Labor portal
2. From the Manager Dashboard-Click the down arrow near the Stop Sign icon at the top right to access Configuration
3. Select the gear icon for Configuration
4. Within Configuration (Menu is on the left)-Select the Holidays / Time Off Tab
5. Double click the name of the underlined Holiday list to open policy to edit
For more detailed instructions, including adding NEW holiday lists, download the SOP here.
Custom Pay Periods:
Each year, we recommend our clients using Stratus time review their Payroll Policies and calendars for accuracy within the Time & Labor portal. If you used custom pay period dates in the past for a specific time frame, you must make the adjustments each year for each payroll policy impacted.
How to Enter Custom Pay Period Dates with the Payroll Policy
1. Login to Time & Labor
2. Switch to the Configuration section
3. Locate the Payroll Processing tab
4. Click on Payroll Policies. The Payroll Policies screen will appear.
5. Hover over the name of the Payroll Policy you wish to edit and click on the pencil button .
6. The Edit Payroll Policy screen will appear. Select “SAVE” to continue.
7. Within the Payroll Policies menu screen- Locate the Pay Period section and Click to open.
a. Scroll down to the Custom dates section
NOTE: Don’t override/delete any pay periods that have timecard history.
b. Click the green plus sign to ADD additional pay period dates
8. Once all the dates have been entered, Click the Apply Changes button on the right and exit the policy.
