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    • Holiday Policies

    Step 1:

    Go to Administration -> Company Settings -> Click on Leave & Holiday Policies tab.

    Step 2:

    All the Holiday Policies that are listed during the Account Set up will be displayed in the Holiday Policies grid.

    Step 3:

    Click on Holiday Policies.

    Creating New Holiday Policy:

    Step 4:

    Click On “Add New” button.

    Step 5:

    On click on the “Add New” button Holiday Policy popup will be displayed.

    Step 6:

    Enter the Policy name and Policy Description and click on “Save” button to create the Holiday policy.

    Step 7:

    On click on the “Save” button, a confirmation message is displayed in the popup.

    Step 8:

    Click on the “Close” button or ‘X’ to close the popup window.

    Step 9:

    On closing the popup the Holiday Policy grid will be displayed with the newly created holiday policy listed in the grid with Active status.

    {primary} Note: You can create upto 3 Holiday policies only.

    Adding Holidays for Holiday Policy:

    Step 1:

    Go to Administration -> Company Settings -> Click on Leave & Holiday Policies tab.

    Step 2:

    Click on any holiday policy for which you want to add holidays. Selected holiday policy popup will be displayed.

    Step 3:

    Select the respective year for which you want to add holidays and click on Add New button as shown in the below image.

    Step 4:

    On clicking "Add New" button "Add Holiday" popup will be displayed.

    Step 5:

    In that enter holiday name and select the holiday date and click on Save button.

    Step 6:

    On clicking Save button a confirmation message is displayed on the popup.

    Step 7:

    On closing the popup the Holiday grid will be displayed with the newly created holiday listed in the grid with Active status.

    Assigning Employees to holiday policy from View Employees:

    Step 1:

    Go to Employees -> View Employees

    Step 2:

    Click on the employee name to whom you want to assign the holiday policy.

    Step 3:

    On clicking on the employee name in the grid, the employee details will be opened on the screen.

    Step 4:

    Click on the burger menu as shown in the following screenshot.

    Step 5:

    On click on the burger menu, the employee details popup will be displayed on the screen.

    Step 6:

    Scroll down and select the holiday policy from the Holiday Policy drop-down.

    Step 7:

    After selecting the holiday policy from the drop-down,click on “Save” button to assign the holiday policy to the employee.

    Step 8:

    On click on “Save” button a confirmation is displayed in the popup.

    Step 9:

    Click on “Close” button to close the popup-window.

    Step 10:

    On Closing the popup, you can view the employees details with the holiday policy assigned to the employee.

    Assigning Employees to holiday policy from Bulk Update:

    Step 1:

    Go to Employees -> View Employees

    Step 2:

    Check the checkbox of an employee for whom you want to update the holiday policy."

    Step 3:

    Click on Actions button and then select Bulk Update as shown in the below image.

    Step 4:

    Select the holiday policy in the respective dropdown and click on Save button.

    Step 5:

    On clicking “Save” button a confirmation message is displayed on the page.