How do I set up/update/delete non-working days sets?

Non-Working Days (Excluded Days) are used to record dated events within the system such as bank holidays and closure days, which the system can use in order to ensure the correct recording of Holiday and Sickness. You can create the exclusion sets and then define their dates.

 

The dates are grouped together into "sets" which can then be added to the employee's calendar. You can create sets for bank holidays, factory shut downs etc. This is so that when an employee books a holiday, for instance, they won't book a bank holiday off as part of their holiday entitlement.

 

  Important:

The system already has exclusion sets for England & Wales, Northern Ireland, Scotland, and Factory Shutdown and you are only required to update the dates/days from when you start to use them. For more information as to how to update these sets, see How Do I Update Non-Working Dates/Days?

You can set up the exclusion set and then assign the dates that are affected.

 

To create the exclusion set

1. Navigate to the Standard Exclusion Set form.
   Go to Cintra iQ: Employer Settings> Non-Working Days> Navigator. The Excluded Dates appear in the Navigator.
2. Right-click: New in the Navigator. The New Record for the Standard Exclusion Set form appears. 
3. Enter the Name of the non-working day set.
4. Enter a Description.
5. Choose an Access Level, if necessary.
6. Select the Exclude from Holiday Entitlement option, if necessary.
7. Click the Finish button. The new set record appears in the Navigator.

To assign the exclusion dates 

1. Navigate to the set's Excluded Days form. The Exclusion Sets window appears.
   1. Go to Cintra iQ: Employer Settings> Non-Working Days> Navigator.
   2. Select the Exclusion Set record in the navigator.
   3. Select Forms> Excluded Days.
2. Right-click: New. The Insert Exclusion Dates form appears.
3. Enter the Date the exclusion is on.
4. Enter the Day Name.
5. Click the OK button. The record appears in the Exclusion Sets window.
6. Continue to set up exclusion dates.
7. Click the OK button to save.

To update dates and days

1. Go to Cintra iQ: Employer Settings> Non-Working Days> Navigator. The Excluded Dates appear in the Navigator.
2. Highlight the desired non-working day record.
3. Go to Non-Working Days> Navigator> Forms> Excluded Days. The Exclusion Sets window appears.
4. Select the desired record.
5. Right-click: OPEN. The Edit Exclusion Dates form appears.
6. Update the date.
7. Click the OK button.

To delete an exclusion set

1. Go to Cintra iQ:  Employer Settings> Non-Working Days> Navigator and selecting the desired set.
2. Right-click: Delete. The set is removed from the Navigator.

To delete single day exclusions

1. Go to Cintra iQ:  Employer Settings> Non-Working Days> Navigator.
2. Select the desired Exclusion Set.
3. Go to Forms> Excluded Days form.
4. Select the desired date and right-click: Delete.
5. Click OK to save.