This guide outlines the steps to add holiday rules that apply to the Calendar/Scheduler and Employee Timesheets. By following these instructions, you can efficiently manage holidays within your organization, ensuring they are accurately reflected in both scheduling and timesheet records.
Navigate to Global Settings > Time Off > Holidays.
Choose Company, Group, or Employee to which you want to add this configuration.
Enter a Rule Name.
Select the Effective Start Date.
Click the gear icon.
Enter and select the specific details for the holiday you're adding.
Click OK.
If you need to add more holidays, click the gear icon. Once you've finished, click Save.
To edit or remove a holiday, click the assignment group—Company, Group, or Employee—and select the pencil or the circle slash.
The holiday will appear on employees' Scheduler and Timesheets.
You're done! 😊👍
If you have questions, please call us at (888) 783-1493, email [email protected], or submit a ticket
FAQ
What is the purpose of this guide?
The guide outlines the steps to add holiday rules that apply to the Calendar/Scheduler and Employee Timesheets.
Where do I navigate to add holiday rules?
You need to navigate to Global Settings > Time Off > Holidays.
Can I add holiday rules for specific employees?
Yes, you can choose to add holiday rules for a Company, Group, or specific Employee.
What information do I need to enter when adding a holiday?
You need to enter a Rule Name, select an Effective Start Date, and provide specific details for the holiday.
How do I edit or remove a holiday once it's added?
To edit or remove a holiday, click the assignment group and select the pencil or the circle slash.
Will the added holidays be visible to employees?
Yes, the holiday will appear on employees' Scheduler and Timesheets.
Is there a way to add multiple holidays at once?
Yes, you can click the gear icon to add more holidays before saving.
What should I do if I have questions or need support?
You can call (888) 783-1493, email [email protected], or submit a ticket for assistance.