This guide is intended for System Administrators
Overview:
Customize existing public holiday group properties including display settings, country associations, and entitlement impacts.
How Holiday Group Configuration Works:
- Controls how holidays appear and function across the system
- Can link groups to specific countries for automatic updates
- Determines if holidays affect employee entitlements
- Works as an umbrella group to store collective public holiday dates
How to Configure a Holiday Group:
- Navigate to Admin Tools > Admin Panel
- Select Calendar > Public Holidays
- Locate the public holiday group to update
- Click the Edit button (blue)
- Adjust these key settings:
- Basic Information
- Name: Update the group identifier
- Description: Add optional explanatory notes
- Core Settings
- Country: Essential for automatic holiday imports
- Affected Entitlements: Toggle and select accordingly if holidays deduct from leave balances
- Display Options
- Colour: Choose calendar display colour
- Click Save to apply changes
Additional Information:
- Key Terms:
- Country Assignment: Enables automatic holiday date imports
- Entitlement Impact: Controls whether holidays count as leave days
- Permissions Required: 'Global Rota Setup' access
- Best Practices:
- Use clear naming (e.g., "UK Bank Holidays 2024")
- Set distinct colours for different holiday categories
- Verify country assignments for import accuracy
- Important:
- Country field is mandatory for automated imports
- Changes affect all assigned users immediately
- Tip: Preview colour changes in the calendar view