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Automatically Apply Bank Holidays to the Service Schedule

The Bank Holiday Schedule Integration allows you to automatically apply public holidays to the schedule. Once enabled, public holidays are greyed out in the schedule, making non-working days easy to identify. Based on the region specified in your Company Information, the system automatically applies Bank Holidays using the base calendar for that region—no manual input required. To setup:

In this article

1. Setting Up the Company Base Calendar
2. Setting Up Location Specific Base Calendars
3. Adding Additional Bank Holidays

Setting Up the Company Base Calendar

1. Begin by confirming that the Country/Region Code in your Company Information is correct. In the top right corner, select the icon, enter Company Information, and choose the related link.

   

2. In the General FastTab, check the Country/Region Code field to see which region is currently set. If needed, you can change it by selecting a different region from the list. Exit the page when done.

   

3. Next, search for HR Integration Setup, and open the related link.

   

4. In the General FastTab:
   • Choose the appropriate Default Base Calendar Code based on your region.

   • Enable the Sync Public Holidays slider under the Sync Task section.

     

5. Then, turn on the HR Integration is Enabled slider. The system will automatically sync public holidays at midnight.

   

6. Once the sync is complete, Bank Holidays will be shown in the schedule view, greyed out for easy identification. A holiday label will also appear in the top-right corner of the affected day in the schedule.

   

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Setting Up Location-Specific Base Calendars

1. To set up a base calendar for a specific location, search for Locations and select the related link.

   

2. Choose the location you wish to update. In the Location Card, under the Warehouse FastTab, update the Base Calendar Code to the one you want to assign. Exit the page when done.

   

3. The calendar will sync overnight, and the selected location will start using the new base calendar from the next day.

   

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Adding Additional Bank Holidays

If you need to manually add extra Bank Holidays:

1. In the top right corner, select the icon, enter Base Calendars, and choose the related link.

   

2. Open the base calendar you want to edit. From the menu bar, click Manage, then Edit.

   

3. In the Lines section:
   • Find the date you’d like to add as a holiday.
   • Tick the checkbox under the Non-working column for that day.

   • Enter a description of the holiday in the Description field.

     

4. Once the next holiday sync occurs (at midnight), the new holiday will appear on the schedule view.

   

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