Public Holiday Management for SAGE/2C9

This guide details the management and integration of Public Holidays between Skedulo and the SAGE/2C9/People Pay system to ensure accurate resource compensation.

Purpose and Benefits

The correct management of Public Holidays is essential for ensuring resources are paid accurately in accordance with the public holidays applicable to their work location. Skedulo and SAGE/2C9/People Pay both maintain regional public holiday calendars to support this requirement. This integration uses the SAGE/2C9/People Pay calendars as the primary source of truth, ensuring that work performed on a public holiday is correctly identified and compensated based on the relevant award interpretations.

Management and Integration Flow

Public Holidays are managed in both systems, with SAGE/2C9/People Pay serving as the primary source for regional public holiday data.

  • Data Source: SAGE/2C9/People Pay manages public holiday calendars for each Australian state.
  • Regional Linking: To function correctly, a link must be established between a Skedulo Region and a SAGE/2C9/People Pay Calendar.
  • Resource Allocation: The integration uses a resource’s Primary Region in Skedulo to identify the correct SAGE/2C9/People Pay Public Holiday Calendar.
  • Timesheet Accuracy: When a job or shift occurs on a date that is a designated public holiday in the linked calendar, the “Is Public Holiday?” field on the resulting Timesheet Entry in SAGE/2C9/People Pay is automatically populated. This ensures the correct pay rules are applied.

Configuration Requirements

To enable Public Holiday management, configuration is required in both Skedulo and SAGE/2C9/People Pay.

  1. Associate Calendars with Regions: During the initial integration setup, a one-time task is required to associate SAGE/2C9/People Pay’s state-specific Public Holiday calendars with the corresponding Skedulo regions.
  2. Configure Skedulo Region Object: A custom field must be added to the Skedulo Region Object to store the association with the SAGE/2C9/People Pay calendar.
  3. Verify Calendar Records: Ensure the 2c9 Calendar Object records in SAGE/2C9/People Pay accurately reflect the names of the public holiday calendars.
  4. Set Default Calendar ID: The Sage Integration Settings contain a Default Public calendar ID custom setting. This setting holds the ID of a default public holiday calendar from SAGE/2C9/People Pay.
    • Purpose: This default calendar is applied as a fallback if a resource does not have a Primary Region assigned or if their Primary Region is not linked to a calendar.
  5. Review Public Holiday Activity Settings: In the Sage Integration Settings, the Enable Public Holiday Activities setting is typically defaulted to Null. If enabled, this setting will create a separate Activity record for Public Holidays.

Impact on Resource Payment

Once the configuration is complete, the integration automates the application of public holiday pay rates. Any resource assigned to a Skedulo Region that is linked to a SAGE/2C9/People Pay public holiday calendar will have the relevant public holiday rates applied to work performed on those dates. This process ensures the correct application of pay rules as defined within the SAGE/2C9/People Pay award interpretations.

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