How can I set up holidays and weekly off?

You can set up holidays and weekly off from the Web Dashboard.

 

In Truein Web Dashboard:

You can assign WO on staff category level or site level from

Dashboard -> Workforce plan -> Weekly Off -> Add

 



This can also be assigned via bulk  from Scheduler -> Download Bulk Sheet ->  Assign WO in sheet and upload the sheet

 

 



To assign Holidays you can follow below steps – Admins can set organization level or category level holiday policies. They can define a holiday calendar, setup flexi holidays (which employees will have the flexibility to avail based on the flexi policy setup by admin).

WorkforcePlan -> Holidays Policy -> Holiday Calendar -> Add Holidays -> Apply on Sites

or

Time Off -> Holiday Policy ->  Holiday Calendar -> Add Holidays -> Apply on Sites

 

 

Setting Holidays via Leave:

Web Dashboard: Leaves > Holidays Policy > Add Holiday > Enter Details > Click Add