To setup Holidays in Companion, you will enter the Holidays observed by your office, identify the date each Holiday is observed, and indicate whether special billing and payroll rate factors should apply on these dates.
Establish the Master List of Holidays Observed by Your Office
Go the User Defined Information Module and click on All Options then hover over "Payroll and Billing" then click Holiday tool from the menu.
...
- Description: Enter the name of the holiday.
- Image: Click the magnifying glass to the right of the field to choose an image for this holiday.
- Sort (optional): Assign a number to prioritize this holiday in your list. If 0 is used, then holidays appear alphabetically in the list.
- Note (optional): Add a note about this holiday.
Click Save button.
Configure Holidays
Go to the Agency Office Module and click on the Review tab. Then click the Holidays tool.
...