Each company has week off day(s) and set of holidays applicable for a year. Setup Weekends and Holiday Calendar functionality allows setting up of weekly off and holiday calendar as per your company policy.
Watch a video on how to setup weekend and holiday calendar
To set weekly off day(s) and holiday calendar, you need to:
Log into the system as HR Manager/ HR Admin.
On the Dashboards homepage, click Product configurations. Under Self and Manager Services, click on the Setup weekends and holiday calendar. Thepage appears as shown in Figure 1.
Figure 1
Define weekends by following the steps given below:
Set Weekly offs
Click Define weekends to setup weekly off days.
Select the day for a weekend from the Select weekend dropdown.
Select the required checkboxes in the Choose weeks for marking the weekend section. To keep a specific day as a weekend for the entire month, select all the check boxes for First, Second, Third, Fourth and Fifth. Check all weeks where the above day is a weeekend. In case the day is a half-day-holiday, check the appropriate box. You can opt to select a few checkboxes to permit only a few weekends. For example, select Second and Fourth checkboxes, if you wish to keep only second and fourth Saturdays off. The step given below shows how you can selectively keep weekdays off.
Provide a description about the weekend in the Description textbox.
Specify Start date and End date with the help of Calendar controls in the Specify date range for generation of weekends.
Keep All employees option selected from Applicability field if you want to make this weekend applicable to all the employees of the company. Else if you want to allow this weekend to be applicable to selected employees then select Group option and then select the desired group.Note: For Group option to be selected, the group must already be created by the HR Manager. Learn how to Setup Global Groups.
Select Yes from Do you want to update the attendance for employees with this weekend (if attendance exists for the employees), else select No.
Click Save.
Figure 2
The weekends are set successfully and a message suggesting the same appears, as shown in Figure 3.
Figure 3
Define the holiday calendar by following the steps given below.
Setup Holiday Calendar
Click Add Holiday as shown in Figure 3. The Set Holiday window appears, as shown in Figure 4.
Provide the name of the holiday in the Holiday name and specify the date of the holiday in Date.
Select Check this box if holiday is restricted checkbox to mark the holiday as restricted.
Select Check this box if holiday is for halfday checkbox to mark the holiday for half day.
Provide a description about the holiday in the Description textbox.
Keep All employees option selected from Applicability field if you want to make this holiday applicable to all the employees of the company. Else if you want to allow this holiday to be applicable to selected employees then select Group option and then select the desired group.Note: For Group option to be selected, the group must already be created by the HR Manager. Learn how to Setup Global Groups.
Select Yes in the Do you want to update the attendance for employees with this holiday (if attendance exists already), else select No.
Click Save. You can click Save and add more to add more holidays.
Figure 4
The holiday is successfully added.
Import Holiday Calendar
Click Import holidays as shown in Figure 3.
Select the year from the Select year dropdown as shown in Figure 5.
Select a geography from the Select region dropdown. All the holidays for a specific region and the selected year are listed.
Select the checkbox corresponding to the holidays that are applicable in your organization.
Click Import. The selected holidays are displayed.
You can also Edit or Delete the selected holidays, if required.
Figure 5
Click on each of these links to know more about them:
