Overview 

This page describes the process of setting up holidays for an entity in the Finvisage application. As part of setting up the holidays, you can setup annual holidays and Weekly off.

Apart from setting up the holidays, you can update and delete the holidays.

Setting up Annual Holidays

In this section, we will describe how to setup annual holidays. As an example, we will show how to setup Jan 1, 2020 as an annual holiday here.

To setup annual holidays

1. On the Side Panel of Finvisage application, click Settings. 

The Settings menu is expanded.

2. On the expanded Settings menu, click Holidays.

The Holidays page is displayed.

3. On the Holidays page, click the Menu icon at the right bottom of the page to view the Add button, and then click it.

The Create new annual holiday screen is displayed on the right.

4. On the Create new annual holiday screen: 

A. In the Name field, enter the holiday name. For example, New Year.

Note:  You will find that the Type field is not editable. Because, it is preconfigured. 

B. In the Holiday date field, enter the holiday date.

C. From  the Entities drop-down box, select the entity for which you wish to setup the annual holidays.

The holiday is created.

To check or view the annual holidays of an entity:

1. Go to Holidays page.

2. From the Entity drop-down box, select the entity whose holidays you wish to check.

3. From the Year calendar control, select the year. For example, 2021.

The Annual Holidays are displayed.   

Setting up Weekly Off

In this section, we will describe how to setup weekly off for an entity. As an example, we will show how to setup Saturday and Sunday as weekly off here.

To setup weekly off

1. On the Side Panel of Finvisage application, click Settings. 

The Settings menu is expanded.

2. On the expanded Settings menu, click Holidays.

The Holidays page is displayed.

3. On the Holidays page:

A. From the Entity drop-down box, select the entity which you wish to setup weekly off.

B. From Year calendar control, select the year. For example, 2021

C. In the Weekly Off section, select the Saturday and Sunday checkboxes. 

D. Click the Update button.

The Weekly Off updated successfully message is displayed. 

To check or view the weekly off of an entity:

1. Go to Holidays page.

2. From the Entity drop-down box, select the entity whose weekly off you wish to check.

3. From the Year calendar control, select the year. For example, 2021.

The weekly off is displayed.  

Updating an Annual Holiday

In this section, we will describe how to update an annual holiday. As part of updating, you can update the holiday name and holiday date.

To update an annual holiday

1. On the Side Panel of Finvisage application, click Settings. 

The Settings menu is expanded.

2. On the expanded Settings menu, click Holidays.

The Holidays page is displayed.

3. On the Holidays page:

A. From the Entity drop-down box, select the entity whose annual holiday you wish to update.

B. From Year calendar control, select the year. For example, 2021

The Annual Holidays section is displayed.

C. In the Annual Holidays section, click the Edit icon corresponding to the holiday, which you wish to update.

The Edit Annual Holiday screen is displayed on the right.

D. On the Edit annual holiday screen, make the desired changes. For example, change the name from Labour Day to Labor Day.

E. Click the Update button.

The Holiday updated successfully message is displayed.

Deleting an Annual Holiday

In this section, we will describe how to delete an annual holiday of an entity. As an example, we will show how to delete New Year, an annual holiday.

To delete an annual holiday

1. On the Side Panel of Finvisage application, click Settings. 

The Settings menu is expanded.

2. On the expanded Settings menu, click Holidays.

The Holidays page is displayed.

3. On the Holidays page:

A. From the Entity drop-down box, select the entity whose annual holiday you wish to delete.

B. From Year calendar control, select the year. For example, 2021

The Annual Holidays section is displayed.

C. In the Annual Holidays section, click the Delete icon corresponding to the holiday, which you wish to delete.

The Are you sure? message box is displayed.

D. On the Are you sure? message box, click the OK button.

The Holiday removed successfully message is displayed.