This guide is intended for System Administrators
Overview:
Remove specific public holiday dates for individual users while maintaining system-wide settings for others.
How User-Level Holiday Exceptions Work:
- Creates personalised holiday calendars for specific staff members
- Maintains global/template settings while allowing individual overrides
- Ideal for accommodating unique working arrangements
How to Set Up:
- Navigate to Admin Tools > Admin Panel
- Select Users > User Overview
- Locate the user requiring adjustment
- Click the Edit button
- Go to the Rota tab
- Find the public holiday date within the calendar and select to remove
- Click the X (between timeline and start time fields)
- Click Save All Changes (top right)
- Confirm with Yes if prompted
Additional Information:
- Key Terms:
- User Exception: Personalised override of holiday settings
- Rota Refresh: May restore removed dates - contact support if persistent
- Permissions Required: 'Global Rota Setup' and 'Users'
- Best Practices:
- Document all user exceptions for HR records
- Review during staff contract changes
- Communicate changes to affected employees
- Important:
- Changes only affect the selected user
- System/template updates may override exceptions
- Tip: Use the search function to quickly locate users