There are two options for adding holiday billing in WorkRecords.

  1. Adding the billing amount to unapproved TimeCards 
  2. Creating an adjustment after the TimeCards have been approved and invoiced 



Adding Holiday Billing to Unapproved TimeCards

The most common way to add holiday billing for a worker is by using the Holidays AddOn field.  Labor Suppliers have a new Holiday AddOn tool available as of December 2023 that can be used. Key features of the new tool are:
  • Effortless Calculation: The Holiday Billing tool will handle the complex calculations for your holiday billing.
  • Mass Update Capability: By entering the WorkSegment ID, the system will automatically input the billing total on each segment in TimeCard editor.
See more about how to use this new Holiday AddOn tool by watching the video below.  


Please note that if your company does not already have the WorkSegment ID column added to your views, contact WorkRecord Support to request it be added.  Also, for inputting holiday billing, the Holiday AddOn tool requires that the workers' active Orders must include the Holiday AddOn (MISC won't work with this tool). If your workers' Orders do not have the Holiday AddOn, contact WorkRecords Support.


 



If instead of using the new Holiday AddOn tool, you would like to manually add holiday billing, the Holiday AddOn or MISC AddOn can be used and the additional billing amount will need to be manually calculated and edited in.  See more information on how to do the manual calculations and entries by clicking here.


Remember, if the TimeCard has already been approved, it will need to be unapproved by the Labor Supplier or WorkRecords Support so that the billing can be added to the Holiday AddOn or MISC AddOn field.  If the TimeCard has already been included on an Invoice, a Credit/Charge Adjustment will be needed.


Creating an Credit/Charge Adjustment to Capture Holiday Billing

Adjustments for holiday billing are calculated and then input into WorkRecords like any other Credit/Charge Adjustment. The solution below walks you through entering a Credit/Charge Adjustment.  More information on how to make your calculations to determine how much additional to bill for the holiday can be found by clicking here. 


The solution below walks you through entering a Credit/Charge Adjustment.  

Steps for Creating a Credit / Charge Adjustment