Introduction/Purpose:

A holiday calendar refers to a centralized and structured record or schedule of holidays observed by an organization. It provides a comprehensive view of all holidays and non-working days that employees are entitled to, including public holidays, company-specific holidays, floating holidays, and other designated days off.

How To Navigate:

The navigation to record a Holiday Calendar 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 Calendar section which is located in the Masters under Time and Attendance. After clicking on this link you can navigate to Holiday Calendar Listing.

Listing:

The Holiday Calendar allows users to view all approved & pending Holiday calendar records. The key features of the Holiday Calendar 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, Effective From,  Effective To, Added by, Added Date, Approval Status, Approval Date, Status, and Action.

• Show all Listing Columns: 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 columns that 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 Calendar listing.

Recording & Update:

Users can Add a new  Holiday Calendar by clicking the “Add New” Button “ and filling in the below field

• Name*: “Name” is a field that specifies the name of the Holiday Calendar.

• Calendar Year*: “Calendar Year” is a field which specifies the year.

• “+” icon: On clicking “+” icon user can add multiple Holiday calendar Transaction at a time by entering following details.

• Holiday Name*: Holiday Name is a field that specifies the name of the holiday such as:
  • Eid 
  • Gandhi Jayanti
  • Independence day
  • Republic day

• Holiday Type: The “Holiday Type” is a field that specifies the type of holiday that is National holiday, State holiday etc.

• From Date *: “From Date”  is a field in which the holiday starts.

• Days: Day is a field that specifies the number of days of holiday.

• To Date: The “To Date ”  is a field that specifies up to which date the holiday lasts.

• Effective From*: The “Effective From “ is a field that specifies the starting date from which the Holiday calendar is valid.

• Valid Up to: The “Valid Up to” is a field that specifies the ending date up to which the Holiday calendar is valid. (It is generally the Last date of the Calendar Year)

• Status: The status is a field that specifies the current holiday calendar.

The user can perform the following actions in this section:

• Submit: This option allows the user to Submit/Save the new Holiday Calendar.

These Holiday calendar 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 Calendar record.

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

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

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

• Activity Log: In the Activity Log option, the user can view the transaction history of Holiday Calendar, such as:
  • Status (pending, Submit for Approval,  approved).
  • Time and Date of Transaction
  • Execution time