Bank Holiday Management

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Intro

The Bank Holiday Management screen is used to create and manage the banking and other public holidays and events displayed in the Planning and Dispatching application.

Holidays and events can be applied to specific calendars. For example, you may wish to create and manage calendars for specific countries or states that have differing public holidays, or create custom calendars for technicans and other employees managed in SAP Field Service Management.


Access

You must be assigned the ADMIN role to access the Bank Holiday Management feature.


The Bank Holiday Management screen is located in the Planning and Dispatching Settings menu.


A Closer Look

The Bank Holiday Management screen consists of two different tabs:

  • Public Holidays: used to create and manage public holidays.
  • Holiday Calendars: used to create and manage public holiday assignments for employees (for example: a calendar specific to employees of a given state or country).

Public Holidays

The Holiday Calendar screen consists of the following:

Note: only public holidays and/or events that have been previously added will display in this tab.

Field Description
Day The day on which the holiday occurs.
Name The name of the holiday (example: Labor Day).
Part of the day Options include: Full Day; First Half Day; Second Half Day.
Type of public holiday Options include:
  • Fix Day: the holiday is fixed on a given date, such as federal or state holiday.
  • Floating Day: Floating holidays are paid holidays you give to your employees, but they aren’t tied to specific dates like federal holidays are. Typically, employees can use floating holidays at their discretion.

Holiday Calendars

The Holiday Calendars tab consists of the following information:

Note: Only holiday calendars that have been previously created will display in this tab.

Field Description
Name The name of the holiday calendar (example: Public Holiday Calendar - California).
Timezone The IANA time zone assignment associated with the public holiday calendar (example: UTC -04:00 America/New_York).
Valid Fro The beginning year of the holiday calendar validity range.
Valid To The end year of the holiday calendar validity range.

Holiday Calendar Workflow

Add Public Holiday or Event

Public holidays and/or events can be added by selecting the Create option from the Public Holidays tab.

The application will then display the following:


Create Holiday Calendar

Public holidays and events can be added to a new or existing calendar by selecting the Create option from the Holiday Calendars tab.

The application will then display the following:


Assign Technicians

Technicians can be assigned to a given calendar from the Assignments tab: