Create a holiday record

Learn how to create a new global or regional holiday record.

Overview

Holiday records can be created in Salesforce to reflect resource availability and to manage the impact of a public holiday that falls during a recurring schedule.

Scheduled holidays are marked gray in the scheduling console swimlanes.

If appropriate, a scheduler can choose to override a holiday period and allocate a job to a resource.

Schedulers can also choose to skip public holidays when creating a recurring schedule. This option will move the affected job forward to the next available working day.

Create a new global holiday record using Skedulo

  1. Open the data tables holiday list via Manage in the navigation menu.
  2. Click the Create new button.
  3. Fill in the holiday details (and check the checkbox Global).
  4. Click Create.

Create a new global holiday record using Salesforce

  1. Log in to Salesforce.
  2. Click Holidays > New.
  3. Enter Holiday Name.
  4. Select Start Date and End Date.
  5. Check the Global checkbox because the holiday applies to all regions.
  6. Click Save.

Create a new regional holiday record using Skedulo

  1. Open the data tables holiday list via Manage in the navigation menus.
  2. Click the Create new button.
  3. Fill in the holiday details (clear the checkbox Global).
  4. Click Create.

Create a new regional holiday record using Salesforce

  1. Log in to Salesforce.
  2. Click App Launcher > Holidays > New.
  3. Enter Holiday Name.
  4. Select Start Date and End Date.
  5. Do not check the Global checkbox if the holiday applies to specific regions.
  6. Click Save.

If the holiday only applies to a specific region (or set of regions):

  1. Click on the Related tab.
  2. Click the New holiday region button.
  3. Select the required region from the list and click Save.
  4. Add additional regions as necessary.

Swimlanes will be grayed-out for the holiday period. If a new job is created for a region that has a holiday on the job start date, the scheduler can still choose to allocate the job to a resource on the affected date.

A view of the swimlanes with a scheduled regional holiday.