Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Update 2025: Holiday time is now treated more similarly to other time off policies.
Holiday dates can be viewed and edited for individual team members by admins at the Time Off Requests Page by selecting "Edit" from the ellipses icon to the far right on the request line:
This is for those times when team members are able to flex their holidays, or if they work on a holiday and then celebrate the holiday on a different date.
Update the date, then "Save":
Team members will receive a notification of the changes when made.
The holiday update will flow through to the team member's timesheet as well.
Setting up Company Holidays will allow you to easily plan for times that your team will be unavailable for the Holidays. Rather than requesting Holiday time through Time Off, Holidays for the current year (and future years) can be planned in a few quick steps.
Continue reading to learn more about setting up Company Holidays.
🚨 Only Admin users or users with "Manage Time Off" permissions enabled can create or edit Holiday policies.
Creating a Policy
To begin adding company holidays, navigate to Settings > Holiday Policies and click on New Policy.
Enter the Policy Name and select an Overhead Category. Linking the policy to an Overhead Category will ensure that the holiday hours are included in the Payroll Report.
Select the paid Holidays that should be included in the Holiday Policy. Multiple policies can be created if different holidays apply to different employees (full-time vs. part-time, US holidays vs. Canadian holidays, etc).
Once all of the holidays have been selected for the policy, click Save.
Once the policy has been saved, enter the Paid Hours for each holiday by clicking Edit. These hours will automatically be added to Timesheets, Staffing, and Payroll (if Payroll is enabled).
If no Holidays are selected when the policy is created, they can be added later by going back into the policy and using the + Add Holiday dropdown.
Adding Custom Holidays
To add a custom Holiday, click on the + Add Holiday dropdown and select + Add Holiday.
From here, add the Holiday Name and select the date of the Holiday for the year in which you're adding. The Paid Hours will default to 8 hours, but this can be adjusted as needed for future holidays. Paid Hours cannot be adjusted for past holidays.
A warning will appear if a custom Holiday uses the same date as another Holiday.
A warning will also appear within the Holiday Policy if there are any overlapping dates.
Adding Employees
To add employees to a Holiday policy, click on the + Add Employees dropdown. From here, you'll have the option to add all eligible employees, add all eligible hourly or salary employees, or select individual employees.
Employees can only be assigned to one Holiday policy at a time.
As employees are added to the policy, the "Type" column will show if each employee is Hourly or Salaried.
Removing Employees
To remove an employee from a policy, click on the "X" button to the right of their name within the policy.
A warning will appear confirming that once the employee is removed, they will no longer receive the paid holidays from the policy. Removing the employee will not affect past timesheet or payroll data.
💡 For Monograph Payroll users, Holiday hours will be recorded for payroll as "Holiday Pay".
Adding Future Holidays
When a policy is first created, the holidays associated with the policy will be created for the current year and the next year. To add additional years, click on Add Year to automatically copy the holidays from the previous year. Holidays can be added for up to 8 years in the future, but only one year can be created at a time.
Reminder Emails
To ensure that holidays are added before a new year begins, Admin users will receive a reminder email on October 1st notifying them to add the holidays for the upcoming year.
If the upcoming year has already been added by October 1st, Admin users will receive a reminder email notifying them to review the holidays.
Editing or Deactivating a Policy or Holiday
Editing or Deactivating a Policy
To edit a policy, navigate to Settings > Holiday Policies and click on "View Details" for the policy.
To deactivate a policy, navigate to Settings > Holiday Policies and click on "View Details" for the policy. Once here, click on "More" in the upper right corner and select "Deactivate".
A warning will appear confirming that deactivating the policy will remove it for future use. Any past timesheet and/or payroll data using the policy will not be affected.
Once a holiday policy is deactivated, it cannot be reversed. To proceed, click Deactivate.
Editing or Deleting a Holiday
To edit a Holiday, navigate to Settings > Holiday Policies and click on "View Details" for the policy. Once here, click on the Edit button to the right of the Holiday.
This will allow you to edit the date and/or Paid Hours as needed. For firms who use Monograph Payroll, a Holiday cannot be edited if the payroll deadline has passed.
To delete a Holiday, click on the "X" button to the right of the Holiday. A warning will appear confirming that deleting the Holiday will remove it from past timesheets and payroll reports.
For firms who use Monograph Payroll, a Holiday cannot be deleted if the payroll deadline has passed.
If the Holiday is in the future, the warning will state that the Holiday will be removed from the paid holiday list for that year.
Editing or Deleting a past Holiday
If a past Holiday needs to be edited or deleted, it can be done by navigating to the Time > Staff Time > Time Off Requests. This is where all Time Off Requests, as well as Holidays that your team have taken, are recorded.
Once here, use the date picker and filters to find the Holiday and click on the ellipsis button. Click Edit to edit the date or hours associated with the Holiday or click Delete to remove the Holiday altogether.