OrchestraHCM Calendars Guide
CalendarsHolidaysFloating Calendar Days
🎯 Purpose
The Calendars guide explains, step by step, how to define your company's work calendars, official or custom holidays, and floating calendar days in the OrchestraHCM Time Management module.
What Is the Difference Between Fixed and Floating Holidays?
- Fixed holidays recur on the same date every year and their date never changes. (e.g. New Year's Day on January 1, or national holidays such as April 23 and October 29)
- Floating holidays do not have a fixed date and move to a different date each year. (e.g. religious holidays such as Ramadan Feast and Sacrifice Feast)
How to Define Calendar Types?
1
Go to the Settings Screen
- From the left menu, under Human Resources, click Settings in the Time Management screen.
2
Go to the Calendars Menu
- Under the Calendars tab, go to the Calendars menu.
3
Create and Save a New Calendar
- Click the "Create" button.
- Enter the ID and Description of the calendar you want to create.
- Finally, complete the process by saving.
4
Mass Config Data Upload
- Click the blue "Download Template" button.
- Fill in your data according to the guide on the 2nd tab of the downloaded template file and save it.
- Click the orange "Upload Template" button to upload the file to the system.
- Finally, complete the process by clicking the "Save ... Rows" button.
How to Define Holidays?
1
Go to the Settings Screen
- From the left menu, under Human Resources, click Settings in the Time Management screen.
2
Go to the Holidays Menu
- Under the Calendars tab, go to the Holidays menu.
3
Create and Save a New Holiday
- Click the "Create" button.
- Select the calendar you want to create the holiday for.
- Enter the ID, description and date.
- If it is a holiday that repeats on the same date every year (e.g. January 1st - New Year's Day), check the "Repeat" option.
- For the holiday class, enter "1" for a full-day holiday, or "2" for a half-day holiday.
- Finally, complete the process by saving.
4
Mass Config Data Upload
- Click the blue "Download Template" button.
- Fill in your data according to the guide on the 2nd tab of the downloaded template file and save it.
- Click the orange "Upload Template" button to upload the file to the system.
- Finally, complete the process by clicking the "Save ... Rows" button.
How to Define Floating Calendar Days?
1
Go to the Settings Screen
- From the left menu, under Human Resources, click Settings in the Time Management screen.
2
Go to the Holidays (Floating) Menu
- Under the Calendars tab, go to the Holidays (Floating) menu.
3
Create and Save a New Floating Calendar Day
- Click the "Create" button.
- Select the calendar and the holiday you want to create the floating day for.
- Enter the date as Year, Month, Day.
- Finally, complete the process by saving.
NOTE: Before creating a floating calendar day, you must first create a regular holiday without a date.
4
Mass Config Data Upload
- Click the blue "Download Template" button.
- Fill in your data according to the guide on the 2nd tab of the downloaded template file and save it.
- Click the orange "Upload Template" button to upload the file to the system.
- Finally, complete the process by clicking the "Save ... Rows" button.
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Set up your system now, or contact us if you want to explore a partnership. Step into a new era of human resources management with OrchestraHCM!
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