Holiday Builder
Purpose
- To explain how to utilize the Holiday Builder.
- Holiday Builder allows you to automatically switch individuals' Work Types or Time Off Types on holidays.
Video
Directions
1. Click on Scheduling > Setup.
2. Click on Time Off Settings.
3. Click on Holidays.
4. Here we have the Common Holidays that are recognized. You can switch the year by clicking the blue arrow at the top.
5. To set the dates for the Holiday, click the Pencil.
6. Here you can set the Date Observed and the Alternate Date the holiday may be observed. When done, click the Checkmark.
7. To disable a Holiday, click the toggle. The date will be greyed out.
8. Click on Rule down in the Settings Area.
9. Here you can:
- Choose the Assignment that will be affected by the Rule.
- Whether you want a Work Type or Time Off Type to be Auto-Assigned.
- What Work Type or Time Off Type you want to be Auto-Assigned.
Once Done, click the Save Icon.
10. Click on Save at the very top when you are done setting Holidays and Rules.
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