Global Public Holidays Extension Knowledge Base & FAQ’s

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Global Public Holiday’s Extension Knowledge Base

Global Public Holidays is a Premium Hub Planner extension which adds significant features to the Hub Planner user.

What are the main features of the Global Public Holiday Extension?

The following features are highlights for this extension.

  1. Create Multiple Calendars within Hub Planner
  2. Ability to Assign Several Calendars to Resources
  3. Automatically Import Public Holidays per Country directly into Calendars
  4. Annual Repeat Option
  5. Easily Manage, Customize, Edit and Adjust Calendars
  6. Custom Manage Resource Public Holiday Calendars within the Resource Modal
  7. Multiple Calendar Importing Options (National, Local, Religious & Observance)
  8. Custom Color Code Holidays and Calendars
  9. Fully integrated to the Vacation & Annual Leave workflow
  10. Automatically Reports as Non Working Day within Scheduler and Reports
  11. Easily Add / Remove Calendar Public Holidays as per Company Policies
  12. Add or Remove Holidays to the default listing per Country
  13. Visibility of Public Holidays within the Vacation Dashboard and Scheduler

How to Install the Global Public Holidays Extension?

To try out the extension or install it do the following.

  • Navigate to Settings
  • Scroll the sidebar to Manage Extensions
  • Select the Global Public Holidays Extension
  • Click ‘Try it or Add It’.

This will now activate the Global Public Holiday Calendar on all resources per country.

Set up Multiple Global Public Holiday Calendars

To set up multiple Global Public Holiday Calendars, follow these simple steps:

  • Navigate to Settings
  • Account Setup
  • Public Holidays
  • Add New Calendar
  • Enter Calendar Name
  • Click Green Tick to add
  • Select Resources
  • Click Save

Importing Holidays per Country to Calendars

How to import holidays per country to selected calendars. To do this:

  • Select Country Holiday Calendar
  • Click Import Country Holidays
  • Select the Country name from the drop down list
  • Choose Calendar
  • Select Holiday Types (National, Local, Religious, Observance)
  • Click Import

Manually Adding Holidays to Calendars

How to manually add a holiday date to a selected calendar. To do this:

  • Select Calendar
  • Pick the Date of the Holiday from the Calendar
  • Enter the Name of the Holiday to be added
  • Click Add Holiday
  • The Holiday will now be added to the chosen Calendar

Editing Holidays of Calendars

How to manually edit a holiday within a selected calendar. To do this:

  • Select Calendar
  • Click the Edit tick of Holiday date from the Calendar
  • Options include to
    • Edit the Name of the Holiday
    • Edit the Date of the holiday
    • Click/Unclick to repeat annually
    • Alter the custom color of the holiday
  • Click Save

How to Repeat Holidays Annually

Holidays are defaulted to repeat annually. How to manually edit a holiday repeat within a select country calendar. To do this:

  • Select Country Holiday Calendar
  • Click/Unclick the Repeat Annually Holiday from the Calendar

How to Assign a Custom Color to Holidays

Holidays are defaulted to one color FFD98B. To manually edit a holiday custom color within a select country calendar. To do this:

  • Select Country Holiday Calendar
  • Pick the color of the Holiday from the Calendar
  • Select the color from the chart or enter a custom color code

How to Remove a Holiday Date from a Calendar

You can easily Delete a holiday from a calendar by following these simple steps: To do this:

  • Select Country Holiday Calendar
  • Click the X to Remove the Holiday Date from the Calendar

Assigning Resources to Public Holiday Calendars

How to assign Resources to their country Public Holiday Calendar,

  • Navigate to Settings
  • Account Settings
  • Public Holidays
  • Select Manage Calendars & Assign Resources
  • Select the Calendar you wish to Assign Resources to
  • Add/Edit Resources by ticking the box beside the Resource Name. (You can also Check All Resources)
  • Click Save

How to Remove a Calendar from the Account

You can easily remove a calendar from the account by following these simple steps: To do this:

  • Navigate to Settings
  • Account Settings
  • Public Holidays
  • Select Manage Calendars & Assign Resources
  • Select the Calendar you wish to Remove
  • Click the X to Activate the Remove options
  • Select Remove to delete the Calendar or Cancel to return to the previous step.
  • Click Save

Manage Public Holiday Calendars within the Resource Modal

You have the option to manage, edit or delete public holiday calendars within the resource modal To do this:

  • Select Resource
  • Click Edit Resource to open the Resource Modal
  • Navigate to the Resource Availability tab
  • To Add a Calendar, click on the field and select the calendar from the drop down list.
  • To Remove a Calendar, simply X the Calendar from the field.
  • Click Update

Adding a New Resource to a Calendar

All newly created resources are automatically assigned to the default calendar of the Hub Planner account. Should you wish to change or add calendars to the new Resource you have two options to do so. Via the Resource Modal or via the Public Holidays Extension in Settings.

Via the Global Public Holiday Extension:

  • Navigate to Settings
  • Account Settings
  • Public Holidays
  • Select Manage Calendars & Assign Resources
  • Select the Calendar you wish to Assign the new Resource to
  • Add/Edit Resources by ticking the box beside the Resource Name.
  • Click Save

Via the Resource Modal:

  • Select Resource
  • Click Edit Resource to open the Resource Modal
  • Navigate to the Resource Availability tab
  • To Add a Calendar, click on the field and select the calendar from the drop down list.
  • To Remove a Calendar, simply X the Calendar from the field.
  • Click Update

What are my calendar options if I don’t have the extension installed?

Your Public Holiday listing remains the same. You have the one calendar by default.

Can I assign more than one calendar to a resource?

Yes, follow the steps to add multiple calendars to a resource.

How can I assign calendars to resources in bulk?

If you add resources by bulk.  They are automatically assigned to the default calendar.  However, unlike adding resources individually, you cannot change the calender within editing the resource.

How will I know on the scheduler which calendars are representing the the bookings?

Should have an orange background and a value of zero 0. However, should you have multiple calendars, it’s ideal to utilize the color function of the Global Public Holiday Extension. Assign different colors to represent the different calendars countries.

What happens if I change the view mode or/and scales of the scheduler?

What happens if I turn off the extension and there are assigned resources to different calendars?

Those calendars are subsequently deleted. Resources are defaulted to the single defaulted calendar of the account. It would be advisable to use the Events function to schedule resources on public holidays on a global basis. Here is a great article on how to Create Public Holidays in Multiple Timezones using Events

Can the resource be assigned numerous calendars?

You can assigned many calendars to resource, if these calendars have a holiday on the same day, you’ll see one orange cell in scheduler on this day anyway – it won’t duplicate

With the original default calendar before extension – will these be erased if I make a new calendar a default?

if you turn off extension then the original default calendar will exist, default calendar and resource can be assigned only to this calendar, but if you turn back extension then everything back to the previous state, so nothing will be removed

Can I make a new calendar a default?

No, you cannot set different calendars as a default

How do I Add New Calendar?

Click ‘Add New Calendar’ – if you do not have the extension installed you will be prompted to do so here.

What’s the Default Calendar

As standard – Hub Planner creates a standard default calendar for you.   Add subsequent calendars as you wish.  If you haven’t installed the Public Holiday extension you would have just the one calendar which will act as your default calendar.

Can I edit the public holiday date?  If the holiday lies midweek we give either the Friday or Monday instead.

Yes, simply click on the edit key to the right of the page.  Alter the date from the calendar and click save to update.

Can I edit the name of the public holiday?

Yes, simply click on the edit key to the right of the page. Don’t forget to click save.

Can I insert a company holiday that we give that is not necessarily a public holiday?

Indeed, say for example you have an annual Team Building day.  All you need to do is enter the date and the name you wish to call the holiday ‘Team Day’ and select Add Holiday.

Can I add a holiday to an imported list of public holidays?  We give Christmas Eve as a company holiday.

Yes!  Enter the date and the name you wish to call the holiday ‘Christmas Eve’ and select Add Holiday.

Can I delete a public holiday that an imported list of public holidays?  We work on Good Friday

Yes, you can edit or delete any holiday you have imported or added.  To edit, click on the pen icon in line with the holiday date.  To delete the holiday all together, simply click the X.

We give resources their Birthday off.  I want to add this to their calendar. How do I do this?

That’s nice of you! Please follow these instructions:

  • Settings
  • Account Set Up
  • Public Holidays
  • Add Holiday
  • Enter the Date
  • Enter the Name of the Holiday
  • Click Save
  • You will see the added holiday to the table

By importing the holidays, will they automatically update for next year?

If you check the box to ‘repeat annually’ then Yes.  For those that do not fall on the same day each year you will need to add in annually.

What about the holidays that don’t land on the same day each year?  Eg Thanksgiving, Easter Sunday etc.

You will need to adjust / enter the date the holiday falls on annually.

How can I navigate between the different holiday calendars?

Company Calendars will be displayed in tab format. The calendar you are in, the tab will be highlighted in dark blue.

How come the holidays don’t appear in date format?

You can sort by Holiday Name or Date format

What platform do you import holidays from?

https://calendarific.com/supported-countries

How to manage / edit / delete calendars?

Click on the green ‘Manage Calendars & Assign Resources’ icon which will take you to a modal displaying the calendars and the resources assigned.

Here you have options to action the following

  • Edit Calendar Name
  • Delete Calendar
  • Check / Uncheck Resources assigned to the calendar

How to Add New Calendar

  • Enter Calendar Name
  • Check All Resources or individually select from the right hand column
  • Click ‘Save’.
  • Press ‘X’ at the top right to exit and return to the main Public Holidays space.

I clicked on all of the resources by mistake,  do I have to individually uncheck them all?

No, simply click on ‘Check All Resources’ again which will uncheck all the resources for you. Depending which takes less time :)

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