Hi @Chris Gillespie
To achieve your goal of applying the bank holiday calendar to individuals, tracking the correct hours per bank holiday (e.g., 8 or 9), and reflecting this in their annual leave/time-off allowance in Hibob, here’s a summary of the current best practices and limitations based on user experiences and Hibob’s features:
1. Assigning Bank Holiday Calendars
- You can assign specific bank holiday calendars to employees based on their site or region. These calendars will automatically display public holidays in the employee’s time-off calendar, and can also be integrated with external calendars like Google or Outlook for visibility.
2. Deducting Bank Holiday Hours from Annual Leave
- The most common approach is to include bank holidays in the total annual leave allowance. Then, for each bank holiday that falls on an employee’s working day, the corresponding hours (e.g., 8 or 9) are automatically deducted from their annual leave balance.
- For example, if a full-time employee has 304 hours of annual leave and there are 8 bank holidays, 64 hours are deducted at the start of the year. For part-time or compressed hours staff, only the holidays that fall on their working days are deducted, based on their working pattern.
3. Handling Different Working Patterns
- For staff with varying hours (compressed hours, part-time, etc.), it’s recommended to use an hours-based annual leave policy. This allows deductions to match the actual hours they would have worked on a bank holiday.
- However, Hibob’s automation here is limited: for employees whose working hours differ from the site standard, you may need to manually adjust the deduction for bank holidays that fall on their working days. Some users bulk-book the bank holidays at the start of the year and manually adjust for exceptions.
4. Automatic Calendar Integration
- Public holidays added to the Hibob calendar will appear in the employee’s time-off calendar and can be pushed to external calendars. However, the actual deduction of hours from annual leave for each individual (especially for non-standard working patterns) may still require manual intervention.
5. Adjustments for Over-Standard Hours
- If an employee works more than the standard hours on a bank holiday (e.g., 9 instead of 8), you’ll need to manually adjust their annual leave/time-off balance to reflect the correct deduction, as Hibob does not currently automate this for non-standard patterns.
Summary of Steps:
- Assign the relevant bank holiday calendar to each employee/site.
- Use an hours-based annual leave policy for staff with variable hours.
- Include bank holidays in the annual leave pot, and bulk-book/deduct the hours for holidays that fall on working days.
- Manually adjust for staff whose working hours differ from the standard or who work more than the default hours on a holiday.
- All public holidays will appear in the time-off calendar, but accurate deduction for non-standard patterns may require manual steps.
If you need more automation or have a high number of exceptions, you may need to continue with some manual adjustments until Hibob enhances this functionality.
If you have a specific scenario (e.g., a certain working pattern or country), let me know and I can provide more targeted guidance.
Best
Keren