Global Public Holidays and Custom Days Setup Guide

Who this guide is for

System administrators managing organisational calendars and non-working days.

Overview

This guide explains how to configure three calendar features:

1. Public Holidays (national/statutory holidays)
2. Custom Days (organisation-specific dates)
3. Calendar Events (special occasions)

How These Features Work

Public Holidays

• Standard bank/national holidays
• Can deduct from entitlement if configured
• Country-specific configurations available
• Affect time tracking calculations

Custom Days

• Organisation-specific dates (e.g., shutdown periods)
• Optional entitlement impact
• Can be applied to specific user groups
• Visible on relevant user calendars

Calendar Events

• Special occasions and reminders
• No entitlement impact
• Flexible visibility settings
• Colour-coded for easy identification

How to Set Up

Public Holiday Groups

1. Navigate to Admin Tools > Admin Panel > Global > Public Holidays
2. Click Add New
3. Configure:
   • Name (e.g., "UK Bank Holidays")
   • Description
   • Country
   • Entitlement impact
   • Colour
   • Time tracking settings
4. Click Save
5. Add dates individually or via import

Custom Day Groups

1. Navigate to Admin Tools > Admin Panel > Global > Custom Days
2. Click + Create Custom Days
3. Configure:
   • Name (e.g., "Summer Shutdown")
   • Description
   • Entitlement impact
   • Colour
   • Application level
4. Click Save
5. Add dates as needed

Calendar Events

1. Navigate to Admin Tools > Admin Panel > Calendar > Calendar Events
2. Click Add New Event
3. Configure:
   • Name (e.g., "Annual Conference")
   • Date(s)
   • Colour
   • Visibility settings
4. Click Save

Additional Information

Key Terminology

• Global level: Applies to all users
• Template level: Applies to user groups
• User level: Individual customisation
• Entitlement impact: Whether dates affect leave balances

Permissions & Prerequisites

• Global Rota Setup for holidays/custom days
• Calendar Management for events
• System Admin role required

Best Practices

• Use consistent naming conventions
• Colour-code by type/category
• Document configurations
• Test with pilot groups first
• Use the search function to quickly find features

Important Reminders

• Changes apply immediately
• Higher-level settings override lower levels
• Public holidays and custom days can affect entitlement
• Calendar events are informational only