OPPTIMO

Help Center

Holidays

Purpose

To notify to all users whether they have a holiday or not and all holidays are displayed in the schedule view. This helps managers in scheduling work to their team members as they do no need to refer to an external calendar to check holidays. Through this window, users can manage details of holidays according to different countries. This option is available ONLY for “Admin” type users. They can;

  1. Add holidays
  2. View holidays
  3. Remove / delete holidays
  4. Change holidays

Note:

Users can see holidays of their country ONLY. They cannot view other countries holidays.

Steps:

Main view -> Click on alt text drop-down -> Select alt text from the drop-down list

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Add Holiday

Purpose

To add holidays according to different countries

Steps:

Step 1: Click on alt text drop-down -> Select alt text -> Click on alt text option in main toolbar.

Step 2: Set the date by using alt text icon, which is at the end of “Date” field. Set country and reason for the holiday in below “New Holiday” screen.

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Step 3: Click on “Advanced Details” option in “New Holiday” window. This is optional feature comes with holidays and can be add the “Type” either Annual or Weekly or “None”.

Note:

Default “Advance Details” option will be collapsed in “New Holiday” window. To select [Holiday Type] & [To Date], user need to click on Advance Details” option.

Step 4: To change the [To date], click on the calendar icon at the end of the field.

Step 5: Click on alt text button to save the holiday or click on alt text button to close the window.

View Holidays

Purpose

Users can view holidays using alt text option in the main toolbar. Using this option, users can view holidays according to Month/ Year/ All. Users can sort data according to the column title by clicking on the column header.

Steps:

Step 1: Click on alt text drop-down -> Select alt text -> Click on alt text icon to select the view option.

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Step 2: Select the view option either as by Month/ Year/ All. Default view option is by “Month”.

For year view there are two navigation keys alt text to help the user. Left arrow alt text change the view to leaves of previous years, and right arrow alt text change the view to leaves of next year’s according to the year displayed between navigation arrow keys.

Note:

Users can use the “Calendar” panel to click on date to check whether it’s a holiday or not. If the clicked date is a holiday, it will display the selected date, “Reason” and valid “Country”.

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View Holidays By Country

Steps:

Step 1: Click on alt text drop-down -> Select alt text

Step 2: Select the country from the alt text drop-down.

Change/ Edit Holidays

Steps:

Step 1: Click on alt text drop-down -> Select alt text -> Click on alt text in the action column that you wish to change.

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Step 2: Change the relevant fields in the below “Update Holiday” screen.

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Step 3: Click on alt text button to save the changes and click on alt text button to close the window.

Delete Holidays

Steps:

Step 1: Click on alt text drop-down -> Select alt text -> Click on alt text in the action column that you wish to delete.

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Step 2: Click on “Yes” button to confirm the operation in the below “Delete confirmation” pop-up box.

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