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Rota/Calendar - Assigning custom days to a Users rota

Who this guide is for
System Administrators (Requires 'System Admin' role and 'Users' permission)


Overview
This guide explains how to assign custom days (such as company holidays or Christmas shutdowns) to individual user rotas.


How Custom Days Work
Custom days allow you to add special dates to user rotas at Global, Template, or User level. These dates can be configured to affect entitlement calculations.


How to Set Up Custom Days for a User

  1. Navigate to Admin > Users > User Overview
  2. Use the search bar to find the required user and click Edit
  3. Open the Calendar tab
  4. Select Custom days from the list above the calendar
  5. Click Apply custom days
  6. From the Select drop-down, choose the dates you wish to add
  7. (Optional) Enter Active from and Active to dates
  8. Click the blue Apply button
  9. Review the assigned dates in the calendar preview
  10. Click Save all changes at the top of the page to finalise changes
  11. Click on Yes if prompted to update absences - this ensures the absences affected get saved with the correct data.


Additional Information

  • Key terminology:
    • Custom days = Special dates such as company holidays or Christmas shutdowns
    • Custom day groups = Predefined sets of special dates
  • Permissions required: 'System Admin' role and 'Users' permission
  • Best practice: Create custom day groups for recurring events (e.g. Christmas shutdowns)
  • Tip: Use the search function within the platform to quickly find features or settings
  • Reminder: Custom days may affect entitlement calculations if configured
  • Warning: Changes apply immediately after saving



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