Holidays are a custom object that lets you define and manage the holiday schedule or blackout days for your firm. This improves functionality and user experience in Workflow Manager. You can predefine your holidays so there are no scheduling conflicts with Workflow Manager, enhancing scheduling accuracy and efficiency.
Permission Sets to Access Holidays
The ability to view, create, or edit Holidays is controlled by Permission Sets. To learn more about assigning Permission Sets to users, check out this article!
- Workflow Manager - This Permission Set allows a user to view Holidays on Workflows.
- Workflow Manager Administrator - This Permission Set allows a user to view, create, edit, and delete Holidays on Workflow Templates.
- Configuration: This Permission Set allows access to the Configuration App where Holidays can be viewed, created, edited, and deleted.
Access Holidays
To access Holidays, select the Elements Configuration app through the App Selector. You may need to click More, then Holidays.
Create a New Holiday
Here you can view Holidays with the Date and Description. To create a new Holiday, click New.
Enter a Name, Description, and the Date the Holiday will occur. Select Save.
Import Holidays in Bulk
1. On the Holidays tab, select Import.
2. On the Import screen, select the Holidays custom object. Select Add new records.
a. Select Match by: Name
b. Which User field in your file designates record owners? None
c. Select your CSV file. Your CSV file should look like this:
3. Click Next.
4. Review the Edit Field Mapping screen. Click Next.
5. Review and click Start Import.
6. You will see a notification that the import has started. Click OK to be brought to the Import status page.
7. Review the Bulk Data Load Jobs for any errors.
Select Holidays Setting on Workflow Templates
Select the setting you need for Holidays on the Workflow Template. The setting will affect how holidays are accounted for in the Expected Completion Date and the Next Scheduled Date (for recurring Workflows).
There are three options for Holidays:
Allow--The Holiday will count as a regular business day for the Workflow
Set to Previous Business Day--Any Next Scheduled Dates or Expected Completion Dates that fall on a holiday will automatically adjust to the business day before the holiday
Set to Next Business Day--Any Next Scheduled Dates or Expected Completion Dates that fall on a holiday will automatically adjust to the business day after the holiday
You can set different Holiday settings for each Workflow Template. This allows greater flexibility in the scheduling of your Workflows.
