It is important that you indicate the holidays for the fiscal year so that your Daily Labor Budgets for each applicable Job reflect these holidays. Make sure that New Year's Day of the NEXT calendar year is set up as well. This way, you will not need to set up the holiday by the first of the year.
There are two options for adding holidays for the new year. The second option tends to be easier if you have multiple holiday years already established. Review both options to determine which is best for your company.
Option #1
- From the Job Costing Menu, click Defaults.
- Add all of the new fiscal year's holidays to the existing holidays list.
For companies whose fiscal year corresponds to the calendar year, make sure you include New Year's Day of the FOLLOWING year, so you don't have to remember to have these new holidays entered before the first of the year. Those whose fiscal year ends at a different time during the year should ensure that there are holidays existing for your future fiscal year to ensure that budgets for the year after are accurately calculated.
To add a new holiday:
- Click the * in the List of Holidays grid to add a new Holiday.
- Enter a Description for the Holiday.
- Enter the Date of the Holiday.
- Indicate whether it is a Standard Holiday.
WinTeam will use any Holidays that you mark on this grid as a Standard Holiday to create budgets for all Jobs that are set up to use Standard Holidays.
If there are particular Jobs set up to recognize only certain holidays (Pick List), you will have to go into each of these Jobs and physically mark each new holiday added for the fiscal year. Instead of adding to your list of holidays, another option would be to use the "like" holidays that exist from an older year and simply change the dates of the holidays to reflect the new year. If you do this, you do not have to go into the Job File and "pick" the new holidays that were set up. This option is detailed in Option #2.
Option #2
This option eliminates the need to reselect (pick) the new holidays for Jobs that are set up to use the Pick List option (rather than look at Standard Holidays).
- From the Job Costing Menu, select Defaults.
- Ordinarily, you should have at least two full years of holidays set up, as well as the first holiday of the new year.
- Change the dates of the oldest year's holidays so that they reflect the new year's holiday dates. Since the Jobs that are set up using the Pick From List Holiday option already have the appropriate boxes checked from the older year, you don't have to go through and check any new holidays that you want the system to recognize for the job. WARNING: Do not change the purpose of the Holiday since this will cause all Jobs that have this particular holiday box checked to now recognize this unrelated holiday.
To illustrate this, here's an example from Tax Year Ending 2018. Before setting up the holidays for Tax Year 2019, the holiday listing may have looked like this:
| ID | Description | Date | Standard |
|---|---|---|---|
| 1 | New Year's Day | 01/01/17 | Yes |
| 2 | Presidents Day | 02/20/17 | No |
| 3 | Christmas Day | 12/25/17 | Yes |
| 4 | New Year's Day | 01/01/19 | Yes |
| 5 | President's Day | 02/19/18 | No |
| 6 | Christmas Day | 12/25/18 | Yes |
| 7 | New Year's Day | 01/01/18 | Yes |
In this example, if adding the holidays for 2019, the 2017 holidays are changed to New Year's Day 2020 (New Year's Day 2019 already exists), ID 2 is changed to President's Day 2019, and ID 3 is changed to Christmas Day 2019:
| ID | Description | Date | Standard |
|---|---|---|---|
| 1 | New Year's Day | 01/01/20 | Yes |
| 2 | Presidents Day | 02/18/19 | No |
| 3 | Christmas Day | 12/25/19 | Yes |
| 4 | New Year's Day | 01/01/19 | Yes |
| 5 | President's Day | 02/19/18 | No |
| 6 | Christmas Day | 12/25/18 | Yes |
| 7 | New Year's Day | 01/01/18 | Yes |
*You would not want change an ID's Description to a different holiday, since jobs set up to look at that ID could then be looking at the incorrect holiday. In the below example, you would not start using ID 2 for St. Patrick's Day since it was previously President's Day.
| ID | Description | Date | Standard |
|---|---|---|---|
| 1 | New Year's Day | 01/01/20 | Yes |
| 2 | St Patrick’s Day | 03/17/19 | No |
| 3 | Christmas Day | 12/25/19 | Yes |
| 4 | New Year's Day | 01/01/19 | Yes |
| 5 | President's Day | 02/19/18 | No |
| 6 | Christmas Day | 12/25/18 | Yes |
| 7 | New Year's Day | 01/01/18 | Yes |