How does this functionality help you?

  • Allows identification of Days with special criteria. 
  • Allows color coding of Special Days in the location schedule. 
  • Allows control of days as allow schedule or no schedule. 
  • Allows leave blackout so employees cannot request the day off. 



Special Day Types
  • Official holidays such as Christmas, New Year's Day, Thanksgiving, July Fourth, Memorial

    Day, and Labor Day.

  • A bank holiday when some of your organization is closed.

  • A religious holiday when scheduled leave is allowed.

  • A blackout day when leave requests are not allowed.


Step 1: Add Special Day Types
  1. Select Organization from the main menu.
  2. Select Lists > Special Days.
  3. Select Add under Types.
  4. Type the Name of the Special Days type and a Description.
  5. Select a color to represent it on a calendar using the color picker.
  6. Select Add. 

Note: You cannot edit a Special Days Type, but you can delete i



Special Days

  • Used to identify any day that the company determines is different than a normal work day. For example:
    - A Holiday where business is closed.
    - A Holiday where a schedule is allowed.
    - A day where Leave Requests are not allowed.
     
  • Special Days added in the Enterprise portal are available for the location to use. They appear in the location list. 
  • Each location can also add Special Days specific to only that location.



Step 2: Add Special Days

  1. Select Organization from the main menu.
  2. Select Lists > Special Days.
  3. Select Add adjacent to Days.


    Note: The Type drop-down list includes any special day types you added. If you need a new Type choice, stop and return to Step 1. 

  4. Select the starting and ending Date(s).
  5. Select the Options, i.e., Special Days Types.
  6. Select whether the check box if this is a Leave Blackout day.
  7.  Click Save. The page will refresh and your special day will appear in the list.


Step 2: Delete Special Days

  1. Select Organization from the main menu.
  2. Select Lists > Special Days.
  3. Select the x Delete by the Special Days Types or Calendars you would like to delete.
  4. Select OK.



Leave Types

  • Required to enforce blackout days entered in Special Days. 
  • If leave types are entered, the employee will be required to choose the type of leave when filling in the leave request form. 
  • The leave types appear in a drop-down list on the Add Leave Request form. 



Add Leave Types:
  1. Select Leave from the main menu.

  2. Select the Types tab. Leave Types display.
  3. Select Add or Leave Types > Add. Leave Type window displays.
  4. Type the Code.
  5. Type the Name.
  6. Type the External Code if you will integrate with other systems.
  7. Select the check box for Scheduled if this leave type counts as Scheduled Hours for the maximum hours limit settings.
  8. Select the check box for Blackout if no leave is allowed. Note: In order for Blackout dates to be enforced, the day must also be entered in Special Days. However, may choose different blackout options depending on the type of leave. For example, blackout might be enforced for requesting Vacation Leave, but not enforced for requesting Jury Duty Leave.
  9. Select Save.



Edit Leave Types:
  1. Select Leave from the main menu.

  2. Select the Types tab. Leave Types display.

  3. Select the Leave Type you would like to edit.

  4. Make the changes you would like to make.

  5. Select Save.



Delete Leave Types:
  1. Select Leave from the main menu.

  2. Select the Types tab. Leave Types display.

  3. Select the Leave Type you would like to delete. Leave Type window displays.

  4. Select Delete. Window prompts: Delete item?

  5. Select OK.

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