Introduction/Purpose:

The purpose of a holiday master in an HRMS is to maintain a centralized record of holidays and observances for an organization. It serves as a reference for identifying official holidays, public holidays, and other designated days off within a specific jurisdiction or company.

How To Navigate:

The navigation to record a Holiday Master in the HRMS system typically involves the following steps:

• Click on the main navigation icon which is located on the top right corner of the screen then click on the Time and Attendance section which is located on the left side menus on the screen.

• Click on the Holiday Master section which is located in the Masters under Time and Attendance. After clicking on this link you can navigate to Holiday Master Listing

Listing:

The Holiday Master allows users to view all approved & pending Holiday records. The key features of the holiday master listing are included below:

• Record Filter: The filter option allows users to filter the list of records based on visible columns, such as
  • Name  
  • Code 
  • No. of days 
  • Date 
  • Month  
  • Type  
  • Added date  
  • Added By  
  • Status 
  • Approval Status.

• Show All Listing Column: This option allows the user to all the Filter and displays all records on the Listing Page.

• Advance Search: This option allows users to filter data with single or Multiple criteria in Column Name with options like:
  • Equal
  • Not Equal
  • Begins 
  • Does Not Begin with
  • Ends With
  • Does Not End with
  • Contains 
  • Does Not Contain

• Export Data: Selected Records, Current Page records or All records can be exported by users with listed Columns or All Columns to a spreadsheet or other file format for further analysis or reporting.

• Hide/Show Column:
  • This option allows users to customize columns by adding/removing columns to display from the Listing page.
  • In this option user have to select the column which they want to view in the list, if the user unchecks/unselect all column then the system will give an error message that “Please check at least one column”.

The user can view the following action in this section.

• Ok: On clicking the “Ok” button, the user can submit the checked option, and based on the selection, the column will display to the user in the list.

• Cancel: On clicking this button the user can cancel the check column.

• Delete:
  • The Delete option allows the user to delete the record. The user first has to select at least one record; otherwise, the system will give an error message “Please select at least one record”.
  • After clicking on the delete button, a pop-up message will appear: “Are you sure you want to delete the selected record?”.
  • Along with this message, the user can perform the following actions:
    • Delete: This option allows the user to delete the selected record.
    • Cancel: This option allows the user to cancel the selected record and go back to the Holiday Master listing.

Recording & Update:

Users can add a new Break Group by clicking the “Add New” Button and fill the below field

• Name*: Name is a field that specifies the name of the Holiday like Christmas, New Year etc.

• Default Date*: “Default Date” is a field that specifies the Date on which the holiday will be applicable.

• Type*: “Type” is a field that specifies the type of holiday such as National holiday, public holiday, State Holiday, or Festival holiday (which is selected from Holiday Type Master).

• No. of Days*: “Number of days” is a field that specifies the duration or length of the holiday, indicating the number of days the holiday lasts. It specifies the duration of the holiday period, allowing HR managers and employees to accurately plan and allocate time off.

• Description: “Description” is a field that specifies the Description of the holiday.

• Status: “Status” is a field that specifies the current state or condition of a holiday that is active, inactive, pending.

The user can perform the following actions in this section:

• Submit: This option allows the user to Submit/Save the new Break Group.

These Break Group records will get saved if No approval flow is defined and if any approval flow is defined it will go for approval to the respective approving authority.

• Discard: This option allows the user to discard the record and no changes will get created if adding or changes will not get saved if updating.

• Action: The action option allows the user to edit the record if the record has not been approved or if the user is the final approver. Users can also view the Activity Log for that transaction.

• Edit: On clicking the edit option, the user will be able to edit the Holiday Master record.

The user will be able to perform the following actions in this section:

• Update: This option allows the user to update the Holiday Master record.

• Discard: This option allows the user to discard the Holiday Master record and does not change the selected record.

• Activity Log: In the Activity Log option, the user can view the transaction history of Holiday Master, such as:

• Status (pending, Submit for Approval, approved).

• Time and Date of Transaction

• Execution time