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Holiday Plans tab

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nameIMG - Holiday Plans (full)
plans tab
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titleWho can access this screen?

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Interface and Navigation
Interface and Navigation
nameSECURITY - App admin + App Resource Admin
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titleHow to get to this screen?

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Workload Plans tab
Workload Plans tab
nameGO TO - Workload plans tab
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Available Actions

Available on the page:

  • overview of existing holiday plans

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  • Holiday Plan Management screen

Access

Permissions

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Holiday plan details

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nameIMG - Holiday plan details
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titleWho can access this screen?

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Interface and Navigation
Interface and Navigation
nameSECURITY - App admin + App Resource Admin
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titleHow to get to this screen?

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Resources Workload Plans tabResources
Workload Plans tab
nameSECURITY - Administration (Resources)GO TO - Workload plan details
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Navigation steps

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nameGO TO -

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Workload Plans tab
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    Interface and Navigation
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    nameNAV - wrench icon
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    nameNAV - wrench icon - resources
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    Interface and Navigation
    Interface and Navigation
    nameNAV - Administration - Holiday plans
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nameGO TO - Workload plan details
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    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon

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  1. nopaneltrue

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    Interface and Navigation
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    nameNAV -

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  1. wrench icon - resources
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    Interface and Navigation
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    nameNAV - Administration - Holiday plans
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    Interface and Navigation
    Interface and Navigation
    nameNAV - Administration - Holiday plan details
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nameAA - holiday plans

Available actions:

  • add - holiday plan

  • edit - holiday plan

  • delete - holiday plan

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nameSTEPS - ADD holiday plan
  1. Click Add new plan

  2. Provide:

    1. holiday plan name

    2. code

    3. code color

  3. Click Add

  4. Go to the holiday plan details (blue star) page

  5. Click Edit details

  6. Set

    1. regular non-working days of the week

    2. floating holidays

    3. fixed holidays

    4. extra working days

  7. Click Save changes

ADD - holiday plan.mov

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nameSTEPS - EDIT a holiday plan (basics)
  1. Click the Edit icon (blue star)

  2. Modify the holiday plan

    1. name

    2. code

    3. code color

  3. Click Save

EDIT - holiday plan (basics).mov

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nameSTEPS - EDIT holiday plan (all attributes)
  1. To access the holiday plan details, click the

    1. holiday plan name OR

    2. the Details icon (blue star)

  2. Modify holiday plan attributes

  3. Click Save changes

EDIT - holiday plan (all attributes).mov

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nameSTEPS - DELETE holiday plan
  1. In the Holiday plans tab

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  1. , click the Delete icon (blue star)

  2. Click Delete to confirm

DELETE - holiday plan (holiday plans tab) .mov

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nameSTEPS - DELETE holiday plan (holiday plan details)
  1. Go to holiday plan details

  2. Click Delete

  3. Click Delete to confirm

DELETE - holiday plan (holiday plan details).mov