Getting Started with Holiday Management

The Holidays section in the Administration page lets you create and manage business holidays. Holidays provide a way to automatically adjust when certain events may occur. The holiday configuration includes the start date, repetition if an annual holiday, duration, and when it will be observed if it falls on a weekend.

Creating holidays allows process user tasks to prevent user task reminders from being sent on weekends and holidays.

A set of default holidays are included to help with getting started.

Creating a Holiday

  1. On the Holidays page, click New holiday in the top right corner.
  2. Provide a name for the holiday.
  3. If the holiday will not be observed initially, deselect the Observed checkbox.
  4. Determine the Occurrence (when will the holiday occur)
    • For an annual holiday that occurs the day of the month every year, select Every, then specify the month and day.
    • For an annual holiday that occurs on a specific day, select The, then specify the week of the month, the day of the month, and the month when it occurs.
    • For a holiday that happens within one week in relation to another holiday, select First, then specify the day of the week, whether it occurs before or after, and the holiday it occurs with.
    • For a holiday that occurs once on a specific date, select Exact date and specify the date on which the holiday should occur.
  5. If the holiday spans multiple days, specific the Length in days of the holiday.
  6. Under Exceptions, select an option for handling the holiday if it lands on a weekend.
    • Ignored that year: No special handling, and the observed date will remain the configured date.
    • Moved to the nearest business day: Under most circumstances, a Saturday holiday would be observed on the preceding Friday, and a Sunday holiday would be observed on the next Monday.
    • Moved to the next business day: The holiday will always be shifted to be observed on the first available weekday following the configured holiday.
    • Moved to the previous business day: The holiday will always be shifted forward to the first available date.