Managing holidays and holiday sets

About holiday sets

Holiday sets list days when no business is transacted at your local organization.

EXAMPLE   Your business is closed on Christmas Day.

  • Your employees typically get holidays off. Anyone working on a holiday might be entitled to compensatory time off or additional compensation.
  • Holidays appear on your resources' timesheets to help them plan their vacations and time off requests.
  • SLAs and workflow rules that use business days to compute events or actions will exclude holidays if they are included in the holiday set.

When you configure your internal locations, you must select a holiday set. Refer to Internal locations.

  • If your company doesn't observe any holidays, use the default holiday set None Selected.
  • All other customers should create at least one holiday set and associate it with their internal location or locations.
  • If you have internal locations in multiple countries where different holidays are customary, you will need set up additional holiday sets.

Do you need a new holiday set each year?

No!

IMPORTANT  At the beginning of the year, do not create a new holiday set for an internal location. Instead, add the new year's holidays to the list that already exists so you can maintain holiday time use data in your Autotask instance. If you change the date for the existing holidays (for example, updating "New Year's Day" from 1/1/24 to 1/1/25), you will lose that history in your Autotask instance. On timesheets that used the holiday, the holiday would no longer appear and it will look like the person did not work any hours that day.

  • Holidays are displayed on your resources' timesheets to help them plan their vacations and time off requests.
  • Workflow rules that use business days to compute events or actions will only respect holidays if they are included in the holiday set.

Holidays and resource hours

A resource's available hours impact how many hours a holiday is deemed to have.

EXAMPLE  January 1 is a Monday. On Mondays, Michael is working 8 hours, so his timesheet and various reports display 8 hours for this holiday. Tom's availability is 4 hours, so his timesheet shows only 4 hours for the same holiday. The principle here is that you cannot have more holiday hours on a given holiday than you have regular working hours.

How to...