For holiday bookings and other absences to be recorded accurately, Oak needs to know when people work. That's what working patterns are for.
The default working pattern applies to everyone, unless they've been added to a different pattern. It sets the hours and days people work, and which public holidays count as working days.
This guide will walk you through creating your default working pattern.
This guide covers:
Before you start:
- The Absence application must be switched on, otherwise the working pattern options won't show
- You need the User & Group Manager permission at the top business level
Creating a default working pattern
- Go to the Actions button > Configure, then under Working patterns select Configure Defaults.
- Select + New pattern.
- Choose when you want the pattern to start.
- Choose whether the pattern should end. Never is selected by default. If you choose On a specific date, a date picker will open.
- If this is your first working pattern, select Create a new working pattern. Once you've created one, you can also choose from Use an existing working pattern.
Setting working hours and public holidays
-
Set the working hours, then tick the days of the week they apply to.
If some days have different hours, select the green +, set the hours and tick the days they apply to. Repeat as needed. -
Choose how public holidays are handled:
- None - all public holidays are working days is selected by default.
- To give public holidays off, select I want to select specific public holidays, choose a country, then untick any holidays that don't apply.
- Give the working pattern a description so it's easy to recognise.
- Select OK to save.
If the pattern starts on a future date, it will show under Scheduled changes until it starts.