Import public holidays to be observed by specific locations or the entire company.

Core HR > Account Data > Import Data

Public holidays will need to be loaded into your account based on your region. Your Implementation Consultant will set up your initial public holidays for the current year, and you will need to set them up for each following year.

Best practice is to do this around November or December for the following year, to ensure you have them entered prior to rostering for the new year, as some of these, particularly local public holidays, can change from year to year.

Importing public holidays

To start a new file import, go to Core HR > Account data > Import data and click Create new.

Open the Type dropdown list and select ‘public holiday’. This name may change depending on your chosen terminology for public holidays.

The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields necessary to get importing.

More general information on preparing import files can be found in Importing data overview.

Public holidays import requirements

The import will require a unique ID for the public holiday, a name, a specified date, and an ‘Attached to’ reference.

Public holidays can be attached to Company, Location, or (if location groupings are enabled), the name of a Location grouping such as State or Division etc, specify by using the name reference here (not ID).

In the ‘Affects’ column you can also optionally include a comma separated list of Location IDs or Location grouping IDs to include for that grouping. Note: if ‘Attached to’ setting is ‘Company’ this field will be ignored.

Once you have imported the data successfully, it will show up and can be edited under Payroll & leave > Public holidays.

 

 

Other relevant articles

Import data overview

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