Holiday Plans tab
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Introduction
On the Administration > Resources > Holiday plans page, you can:
Find the full list of existing holiday plans and edit their basic attributes.
Add new holiday plans.
Delete holiday plans.
Assign individuals to holiday plans.
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Workload Plans tab | Workload Plans tab |
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Available Actions
Available on the page:
overview of existing holiday plans
Actions:
Additional Screens:
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Click the Advanced Settings (wrench icon) in the top right of the screen. Select Resources. Go to the Holiday plans tab.
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Holiday plan details
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Add new holiday plans
To add a new workload plan:
Click the Add new plan button.
Provide:
Name
Code
When ready, click Add.
A newly created plan is not assigned to any resources.
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Delete holiday plans
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You can’t delete the default plans. If a resource is assigned to a deleted plan, the App assigns the default holiday plan instead. |
To delete a plan:
Click the Delete button:
on the Holiday plans overview page, or
Image Addedon the Holiday plan details page
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Assign individuals to holiday plans
Assign multiple individuals to a workload plan.
Click Assign individuals.
Select the Holiday plan from the list.
Define the start date. The end date will be adjusted automatically based on the start date of the previous plan.
Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are useful when assigning multiple individuals.
When ready, click Assign.
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Available actions: add - holiday plan edit - holiday plan delete - holiday plan
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| name | STEPS - ADD holiday plan |
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Click Add new plan Provide: holiday plan name code code color
Click Add Go to the holiday plan details   Image Added page Click Edit details Set regular non-working days of the week floating holidays fixed holidays extra working days
Click Save changes
ADD - holiday plan.mov |
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| name | STEPS - EDIT a holiday plan (basics) |
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Click the Edit icon  Image Added Modify the holiday plan name code code color
Click Save
EDIT - holiday plan (basics).mov |
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| name | STEPS - EDIT holiday plan (all attributes) |
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To access the holiday plan details, click the holiday plan name OR the Details icon Image Added
Modify holiday plan attributes Click Save changes
EDIT - holiday plan (all attributes).mov |
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