The most common cause for bank holidays not showing, is that since the bank holiday dates were added to the system, the Update Users Bank Holidays & Non Working Days routine has not been run. This process acts as a kind of 'sync' between Administrator and the website and needs to be run every time there is a new bank holiday date added, a user changes bank holiday grouping or a new user is added to the system.
To run this routine:
Log into FocalPoint Administrator
Browse to System Control, Utilities, Update Users Bank Holidays & Non Working Days
Select the bank holiday group that you wish to update - you may only have one, or you may have several
Click OK
When prompted if you are sure you wish to run this process, click Yes
Once this process is complete, log out of FocalPoint web and back in and you should see the bank holiday records on the timesheets
If the bank holidays still do not pull through, it may be due to there being no default Project and Cost Centre set for bank holiday records. There is a global setting for this and also a user specific setting.
To update the global setting and affect all users:
Log in to FocalPoint Administrator
Browse to System Options, Time Recording, Absence Options
On the Absence tab, check that the Project and Cost Centre fields are filled out correctly under the Timesheet Bank Holiday Defaults section. The Role field is optional and if left empty, will use the default.
Click OK to save any changes
To update the user specific setting and affect just one user:
Log in to FocalPoint Administrator
Browse to System Control, Security Profiles
Highlight the relevant profile and click Members
Highlight the relevant user in the left hand list
On the Absence tab, check that the Project and Cost Centre fields are filled out correctly under the Timesheet Bank Holiday Defaults section. The Role field is optional and if left empty, will use the default.
Click OK to save any changes
You will then need to run the Update Users Bank Holidays & Non Working Days routine again (steps listed above) to sync everything and after that, bank holidays should appear for either all users if you have set up the defaults in the global location, or the relevant user if you have chosen to set the defaults on the users member record.
If the bank holidays still do not pull through, it may be due to there being no working hours set. There is a global setting for this and also a user specific setting.
To update the global setting and affect all users:
Log in to FocalPoint Administrator
Browse to System Options, Time Recording, Timesheet Entry
On the Filters & Hours tab, check that the Conditioned Hours fields are filled out correctly.
Click OK to save any changes
If these are blank check the user specific settings:
Log in to FocalPoint Administrator
Browse to System Control, Security Profiles
Highlight the relevant profile and click Members
Highlight the relevant user in the left hand list
On the Time tab, check that the Conditioned Hours fields are filled out correctly.
Click OK to save any changes
Once hours have been entered correctly against the correct days, any Bank holidays that occur on those days will appear.
If the above routines do not help, it could simply be that the user has other absences entered on the day that the bank holiday is for and that these were entered into the system, before the bank holiday was set up. To fix this, you will need to remove the absence records completely and then the bank holiday should appear.