Defining Holidays

Holidays are the dates when some or all of your employees will not be available to work. You can define holidays in ServiceCEO and determine if the holidays will automatically make your employees unavailable or not.

To view the current holidays:

  1. Select Tools > Lists > Holidays. The System Holidays dialog box appears.

  1. Select the year for which you want to view and/or define holidays from the Show Holidays for calendar year spin control box. The holidays for that year appear.

Adding Holidays
Deleting Holidays

Adding Holidays

To define a new holiday:

  1. Click Add. The New Holiday dialog box appears.

  1. Type the holiday's name into the Title field.

  2. Identify the holiday's date. You can do this in two ways:

  3. If necessary, select the date you want the holiday to end into the second Year(s) spin control box.

  4. Select the time code you want to automatically assign to your employees for the holiday from the Time Code drop-down list. Only time codes that are marked as Unavailable will appear in the drop-down list. Note that you do not need to select a time code for a holiday; in fact, you should only define a time code if you want to automatically mark all employees as unavailable on the holiday.

Note:
You will only receive a warning that a job's employees are unavailable if you have selected the Check Employee work-hours when saving jobs and dispatching check box on the Scheduling Options dialog box. See the Defining Scheduling Options section for details.
If you have this option enabled, and you try to schedule an employee on a holiday, you will receive an Employee Unavailable warning message, stating that the employee is unavailable for the day.

  1. Click Add. The Add Another? dialog box appears.

  2. Click Yes to add another holiday; otherwise, click No.

  3. Click OK.

You can't edit holidays, so be sure that the values are correct before you click Add.

Deleting Holidays

To delete an existing holiday:

  1. Select Tools > Lists > Holidays. The System Holidays dialog box appears.

  2. Select the holiday you want to delete. The Delete Holidays? dialog box appears.

  3. Click Yes to delete the holiday.

Back to Lists Overview

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