WFM UK: HR: Reserving Holidays.

Overview

This article provides the steps of reserving Holidays.

Please note - only use this functionality if all employees at the selected Location(s) are full-time

Reserving Holidays

• Select the HR Module

Fig 1 - HR Module

• Select Administration at the top of the page, then select Global Settings

Fig 2 - Global Settings

• From the Global Settings select Edit Default Holiday Settings

Fig 3 - Edit Default Holiday Settings

• From the top right-hand side, select Reserved Days and then Create Reserved Day

Fig 4 - Create a Reserved Day Link

• Enter a date for the Reserved Day and a reason, then click the Save button

Fig 5 - Date & Reason Fields

• Assign the Reserved Day to the relevant locations where it is applicable.  Use the double arrow to move all locations across and the single arrow to move the selected locations across

Fig 6 - Assign Locations

• All days Reserved will appear in this area, they can be amended by selecting them and deleted by ticking the relevant day and using the Delete button

Fig 7 - Delete Reserve Day Option