Manage holiday schemes

Owned by Annu
Last updated: Dec 13, 2023
3 min read

Introduction

Holiday schemes may vary depending on different countries, states, or regions wherever your offices are located. Since the locations are different you will have to set different holiday schemes and enroll relevant set of users in these holiday schemes. UpRaise allows you to do the exact same thing in holiday schemes function.

Navigation

  • Navigate to Leaves >> Manage tab >> Holiday schemes section.

  • A default holiday scheme is already added at the time of installation that is applicable to every new user you add to the instance. (Of course, you can delete or edit this leave policy).

 

Create a new holiday scheme

  • Navigate to Leaves >> Manage tab >> Holiday schemes section >> Click on Add new

This opens a new holiday scheme creation page with three tabs explained below -

Details

This section shows the basic details of the holiday scheme.

  • Name - Name of the holiday scheme.

  • Description - Description, and guidelines of the holiday scheme.

  • From & To -  Calendar year of the scheme/duration of the holiday scheme

Once all the details are added, click on Save button.

Holidays

You can add a holiday list to each new holiday scheme. By default, you will find a few holidays added to the system. Below listed are the attributes of a holiday.

  • From & to: Holiday date filter.

    • Eg. you can apply a filter to check holidays in a current month.

  • Name: Name of the holiday

  • Date: Date of the holiday

  • Description: Any description of the holiday

Users

  • In this section, you can add or remove users to and from the holiday scheme. Depending on the location of the employee, you can enroll employees in a relevant holiday scheme.

  • One employee can be enrolled in one holiday scheme. If an employee is already enrolled in one holiday scheme and you enroll them again in another holiday scheme, they will be automatically removed from the previous holiday scheme.

  • You can also mark a holiday scheme as default, so whenever any new employee is added to the company directory - they are enrolled in the default holiday scheme automatically.

If you do not want to enroll users list right away, you can edit it from individual user profiles by updating holiday scheme attribute in Default section on the user’s profile.

How to find users unassigned from the holiday schemes?

On manage tab, opposite to schemes, there is a tab that says 'unassigned' and a number of users. When clicked on the unassigned tab, syestem pops up the list of users.

Edit or delete holiday schemes

Clicking on any holiday scheme opens it in the edit mode, you can change anything and update it. You can also click on Actions (…) and find options to Edit and Delete.