Manage Holiday Schemes
- Annu
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Create holiday scheme
Navigate to Leaves >> Manage >> Add new in Holiday schemes section
A default Holiday scheme is already added at the time of installation, which is applicable to every new user you add to the instance. (Of course, you can delete or edit default holiday scheme )
Details tab
In Details tab add basic details of the scheme as shown in the image below.
Holidays tab
Click on Add new option. In Add holiday pop-up, add following details.
From & to: Holiday date filter.
Eg. you can apply a filter to check holidays in a current month.
Name - Name of the Holiday scheme. For Example - Indian holidays, Holiday list of US offices, etc.
Description - Any relevant description about the holiday scheme.
From & To - Duration of the holiday scheme.
Check create another if you want to add more holidays on the list. And click on Create. You can create as many as holidays. Once done with adding all holidays, click on Next.
Employees
In this section, you can make the scheme default or add employees in the scheme manually. If you select default users will be automatically enrolled in the scheme when they are added to UpRaise. Or click on Add, select relevant users to be added/enrolled in the scheme and click on Complete.
One employee can be enrolled only in one scheme at a time. If you enroll an employee to the second scheme, they will be auto removed from the first scheme.
If you do not want to enroll employees while creating the scheme, you can still save it add them later or enroll users from their user profile by updating holiday scheme attribute of default section.
Edit holiday scheme
Navigate to the relevant scheme you want to edit. Click on the relevant tab where you want to edit details. Make necessary changed and Save/Complete.
Delete holiday scheme
To delete any holiday scheme, first you need to remove enrolled users from it.
Navigate to the holiday scheme that you want to delete.
Click on Employees tab.
Remove all enrolled users from the holiday scheme.
Click on Complete.
Now again open the same holiday scheme and click on Delete option at the top right corner & Confirm.
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