Holiday rule defines when a specific instance of a holiday type occurs. Holiday rules are required before a holiday type can be used.
You can create multiple holiday rules for a single holiday type. For example: Christmas Day and New Year’s Day under a 'Public Holiday' holiday type.
⚠️ Important:
A holiday rule can only be created for a holiday type that is active.
A holiday type must have at least one holiday rule before it can be used elsewhere in the system.
Hierarchy group selection is only available if it is enabled for the country.
Holiday Rule Components
When creating a holiday rule, you must define the following attributes:
Holiday type.
Agreement hierarchy level and value.
Optional hierarchy group.
Validity period.
Holiday condition.
Optional holiday filters.
Each attribute is explained in detail below.
Holiday Type
Each holiday rule is linked to a specific holiday type. The rule determines when that holiday type occurs.
📌Note: A holiday rule can only be created for a holiday type if the holiday type record is flagged as being active.
Hierarchy Level and Hierarchy Value
Holiday rules apply at a specific level of the job order office hierarchy.
Hierarchy level determines where the rule applies (for example, State).
Hierarchy value is the specific object at that level (for example, Victoria).
This allows holiday rules to apply only to job orders that match the same hierarchy level and value.
Hierarchy Group (Optional)
A holiday rule can also be assigned to a hierarchy group, which is a configurable category used alongside hierarchy levels and values.
When determining whether a holiday rule applies to a job order, the system:
First looks for a match on hierarchy level, hierarchy value, and hierarchy group.
If no match is found, it looks for a match on hierarchy level and hierarchy value only.
Validity Period
Each holiday rule must have a validity period that defines when the rule applies.
General Rules:
Validity periods can overlap for rules at the same hierarchy level and value, as long as each rule has a unique name.
The rules for validity periods depend on the holiday condition used.
Specific Date with a Specific Year:
If the holiday condition specifies a specific date in a specific year:
Start and end dates must be in the same calendar year.
Start and end dates must match the year of the holiday date.
End date cannot be blank.
All Other Holiday Conditions
If the holiday condition does not specify a specific year:
Start and end dates can span different calendar years.
End date can be left blank, making the rule valid indefinitely.
Holiday Condition
The holiday condition determines how the holiday date is calculated. You can choose from the following types:
Specific Date: Defines a holiday on a specific date. If no year is specified, the holiday reoccurs every year (unless restricted by a year filter).
Last Full Week of Month: Defines a holiday on a specific day of the week that falls within the last full week of a selected month.
Last Week of Month: Works the same as Last Full Week of Month, except the week does not need to be a full week.
Day in a Week of Month: Defines a holiday on a specific day of the week within a specific week number of a month.
Holiday Filters
Holiday filters modify how holiday rules behave in certain situations.
Weekend Filters
Weekend filters control how holidays are applied when they fall on a Saturday or Sunday.
Weekend Filter | Description |
Nearest Weekday | Applies to the closest weekday (Friday or Monday) |
Next Weekday | Applies to the next weekday (Monday) |
Previous Weekday | Applies to the previous weekday (Friday) |
Exclude Holiday if on Weekend | Holiday is not applied |
Exclude Holiday if on Saturday | Excluded on Saturday, applied on Sunday |
Exclude Holiday if on Sunday | Applied on Saturday, excluded on Sunday |
📌 Note: Weekend filters can only be used when the holiday condition is Specific Date.
Year Filters
Year filters control how often a holiday reoccurs.
You can configure a holiday rule to:
Reoccur every X number of years, or
Apply only in leap years.
By default, holidays reoccur every year within the validity period unless a year filter is applied.
📌Note: Year filters cannot be applied to holiday rules that specify both a specific date and a specific year, as these represent one-off holidays.
