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.
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.