Configure public holidays in Workforce (GIR3)

As a workforce manager, you can configure public holidays across multiple locations to ensure your teams receive the correct entitlements and that holiday data is managed consistently. The Public Holidays settings allow you to create, view, and manage the annual holiday calendar for all work centres according to their geographical location.

Start from: The Workforce dashboard.

• Navigate to Configuration > Bank Holidays.

Bank holidays screen

Initial view (unconfigured year)

• Message: “No public holidays have been set for this year.”
• Options:
  • Copy from previous year: Imports an existing calendar with all assigned holidays. Use this option to save time when setting up future years. *Note: This option is only available if the selected year does not already contain any holidays. Once a holiday exists, the option is disabled.
  • Configure manually: Add or remove holidays manually to the calendar.
    • To add a holiday, click the desired date on the calendar.
    • To remove a holiday, click the highlighted date again.

Note: This screen only appears if no holidays have been saved for that year.

Calendar view

• Displays the 12 months of the year in a grid. The public holiday calendar is displayed by year and by location. The current year loads by default.

• You can view as many previous years as exist in your Workforce history, and one year ahead.
• Only locations where centres exist are displayed.
• The default country corresponds to the first available centre for the client.
• All holidays appear in the same colour on the calendar, regardless of their type. Hover over a holiday to view its type.
• Holidays displayed depend on the location level selected.

Example: If you are at the Country level (e.g. Spain), only national holidays will appear. If you select a lower level, such as Locality (Madrid), the calendar will display all holidays for that locality plus those from the higher levels: Province > Region > Country.

Holiday types

You can register and view four types of holidays depending on their geographical scope:

• National: applies to all centres in the country.
• Regional/Autonomous: applies to centres in the selected region.
• Provincial: applies to the selected province.
• Local: applies to a specific locality.

Location filters

• The module uses hierarchical filters: Country ? Region ? Province ? Locality.
• You can filter by any level independently of the others.
• Only locations with active client centres are shown.

Export holidays

You can export the holiday calendar for a specific location and year.

• Open the calendar for the desired year.
• Select the Export icon.

• Choose one of the following formats:
  • List of holidays
  • Full calendar (with legend)

• The file downloads automatically in .pdf format.

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Originally published at https://help.mapal-os.com/workforce/configuration-workforce/bank-holidays/configure-public-holidays-in-workforce-gir3/