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Removing Custom & Public Holidays & Calendar Events - User

Who this guide is for:

System Administrators needing to remove custom/public holidays or calendar events from an individual user’s rota.


Overview:

This guide explains how to delete assigned custom days, public holidays, or calendar events for a specific user.


How Removing Date Groups Works:

Custom days, public holidays, and calendar events can be manually added to a user’s rota - if these dates are no longer needed (e.g., due to policy changes or incorrect assignments), they can be removed individually.


How to Remove the Date Group for a User:

  1. Navigate to Admin Tools > Admin Panel > Users
  2. Search for the user and click the blue "Edit" button.
  3. Go to the "Rota" tab.
  4. Click the relevant button (depending on what you want to remove):
    • Public holidays
    • Custom days
    • Events
  5. Find the group(s) you want to remove and click the red Remove button.
  6. Click the blue "Save all changes" button in the top right corner of the page


Additional Information:

  • Key Terminology:
    • Custom Days: Manually added non-working days (e.g., company-specific closures).
    • Public Holidays: Standard national/regional holidays.
    • Calendar Events: Additional events assigned to the rota (e.g., training days).
  • Permissions Required:
    • System Admin or HR Admin role (with rota editing rights).
  • Best Practices & Reminders:
    • Double-check before removing date groups to avoid accidental deletions.
    • Bulk changes can be made via Templates if multiple users are affected.
    • Use the search function within the platform to quickly find features or settings.

 

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