Assign Holiday Plans

Holiday Plans must be assigned to employees for holidays to apply.

Each employee can have one active Holiday Plan at a time.

There are two ways to assign or update a Holiday Plan.

1️⃣ Update via Employee Job Details

You can update a user’s Holiday Plan from the Employee section.

Steps:

1. Go to Employees.
2. Select a user.
3. Open the Job Details tab.
4. Click the Edit ( ) icon.
5. Update the Holiday Plan dropdown.
6. Save changes.

This method is useful when updating a single employee.

2️⃣ Bulk Update from Holiday Section (Recommended)

The recommended approach is to update Holiday Plans directly from the Holiday Management section.

1. Navigate to Holiday Management.
2. Click Update Holiday Plans (top right, beside the Add Holiday button).
3. A user listing page opens.

Available Filters

You can filter users by:

• Organization
• Holiday Plan
• Location
• Department
• Search by user name

Bulk Selection

• Use checkboxes to select one or multiple users.
• After selecting users, click the Update Holiday Plan button (above the table header on the left side).

Update Modal

A confirmation modal opens containing:

• Holiday Plan dropdown

Select the desired Holiday Plan and confirm.

What Happens After Update

• The selected users’ Holiday Plan is updated.
• If the user previously had no Holiday Plan → It is assigned.
• If the user already had a Holiday Plan → It is updated.
• The user receives a notification informing them of the assignment or update.

NOTE

• Only Active Holiday Plans can be assigned.
• Changing a user’s Holiday Plan affects future attendance calculations.
• Optional holiday eligibility is recalculated based on:
  • New plan configuration
  • Optional holiday limits
  • Auto opt-in rules
  • User opt-in status

Best Practice

Use the Bulk Update method when:

• Assigning plans to new hires
• Changing holiday structure for departments
• Migrating users to a new holiday calendar

Use the Employee Job Details method only for individual updates.