Holiday schedules

You can view and manage your company holidays from the Schedules tab of the Company Information page.

About holiday schedules

The Holiday schedule section is intended primarily for service organizations that want to control whether their consultants or employees are able to work on company or office holidays.

A holiday schedule consists of a related group of individual holidays. By creating a holiday schedule, you can configure the system automatically to:

  • reject any timesheets submitted with time worked on one of the designated holidays.
  • apply a different pay scale for hourly workers who are allowed to work on holidays.

Holiday schedules are ideal for organizations with multiple offices or multiple corporate entities. These organizations can create a different holiday schedule for each related group of holidays – for example, "India Holidays" or "Chinese Holidays" – and so better incorporate labor costs into project financial planning.

If you have no need or desire to control whether your people work on a company holiday, you can leave this section blank.

The system will not enforce any holiday schedule restrictions until you go to the Configure Projects page and select Do not allow time entries on holidays. Go to Projects > All > Setup > Configuration and scroll to the Timesheet rules section.

Add, edit, or print a holiday schedule

  1. To open the Company Information page, go to Company > Setup> Configuration > Company.
  2. Select the Schedules tab to display the Holiday schedule section.
  3. Select Edit at the top of the Company Information page.

Once you create a holiday schedule you can begin adding specific holidays to it.

  1. On the Schedules tab of the Company information page, select Edit.
  2. In the Holiday schedule section, select the plus icon. This opens the Holiday schedule page.
  3. In Schedule name, type in a name for this schedule, such as "Religious Holidays" or "London Office Holidays."
    • Type in up to 100 characters.
  4. Under the Holiday name column, in the first row, type in the name of a holiday.
    • Type in up to 100 characters.
  5. Under the Date column, type in the date of this holiday.
    • The date format must be MM/DD/YYYY.
    • You can also select the Calendar icon and use your mouse to enter the date of the holiday.
    To add additional rows to the list of holiday names, select the plus icon to the right of the last row.

You can edit individual holiday information within a holiday schedule.

  1. On the Schedules tab of the Company information page, select Edit.
  2. In the Holiday schedule section, select the pencil icon bedside the schedule you want to edit.
  3. In the Holiday schedule, you can change any of the existing information except for the Schedule name.
  4. Select Done.

If you have two or more groups of holidays that are similar, you can create one schedule and easily duplicate it and assign it a separate holiday schedule name. By doing this, you avoid manually entering a list of holidays multiple times.

  1. On the Schedules tab of the Company information page, select Edit.
  2. In the Holiday schedule section, select the pencil icon beside the schedule you want to duplicate. The Holiday schedule page displays.
  3. Select Duplicate.
  4. In Schedule name box, type the new holiday schedule.
  5. Select Save.

You can either send a holiday schedule to your printer or print the holiday schedule to an XML file for use in a custom application.

  1. In the Holiday schedule section, select the pencil icon beside the schedule you want to print.
  2. In the Holiday schedule page, select Print To...
    • To save the newly created or updated record in a print format, select PDF.
    • To save the newly created record in an XML format for use in a custom application, select XML.
  1. On the Schedules section of the Company information page, select Edit.
  2. Select the pencil icon next to the schedule you want to remove.
  3. From the Holiday schedule page, select the trash icon.

You can easily remove a holiday schedule from the system – for example, if you no longer need a holiday schedule for a foreign office you closed.

  1. On the Schedules tab of the Company information page, select Edit.
  2. In the Holiday schedule section, select the trash icon beside the schedule you no longer need.
  1. On the Schedules tab of the Company information page, select Edit.
  2. In the Holiday schedule section, select the pencil icon beside the schedule you want to see.