Use your admin account to log in to your School ERP site, ensuring you have the necessary permissions.

To create a public holiday 

Step 1: Open the Time Off Module

  •  Log into your ERP dashboard and open the Time Off module. This module is central to managing all aspects of employee leaves, including public holidays, annual leaves, and special leaves.

Step 2: Navigate to Public Holidays

  •  In the Time Off module, click on the ‘Public Holidays’ menu item.

Step 3: Access the Public Holidays Section

  •  Choose 'Public Holidays' from the options available. This will display a list of all configured public holidays or a blank slate if no holidays have been set up yet.

Step 4: Begin Creating a New Public Holiday

  • Action: Click the ‘Create’ button to start the process of adding a new public holiday.
  • Purpose: This action opens a form where you can enter the details for the new public holiday, ensuring it is recognized in the system for planning and leave management.

Step 5: Fill in the Required Fields

When creating a public holiday, ensure all necessary information is provided:

  • Holiday Reason: Enter the name or reason for the public holiday (e.g., Independence Day, Christmas Day). This helps employees and managers quickly identify the purpose of the holiday.
  • Period, Date From and To: Specify the start and end dates for the holiday. If it’s just one day, both dates will be the same. This defines the actual days on which the holiday will be observed.
  • Who You Will Apply This Holiday On: Decide whether this holiday applies to all employees or only a specific department. This flexibility allows you to configure holidays that only apply to certain parts of the organization, such as a department-specific holiday or a regional holiday if your company operates in multiple locations.


Conclusion

  • Final Steps: After entering all the details, click the ‘Save’ button and make it active to add the public holiday to your organization’s calendar.
  • Importance: Properly setting up public holidays ensures that all employees have the correct leave entitlements and that the organization complies with local laws and regulations regarding holidays. It also helps in scheduling and operational planning, avoiding staffing issues on these days.

Additional Tips

  • Review and Update Annually: Public holidays can change each year. Make it a practice to review and update your public holidays annually to ensure compliance and accuracy.
  • Communicate Changes: Once public holidays are set up or updated, communicate these changes effectively to all employees to ensure everyone is aware of the upcoming non-working days.