Manage bank holidays

Create bank holiday calendars and define bank holidays to indicate to agents which dates that are bank holidays. The bank holiday dates are highlighted in red in the schedule views (week, month, preferences and availability views) in MyTime and in the day view in the Mobile app.

Create one or several bank holiday calendars and assign them per site.

Set up a process to regularly review the calendars and add future bank holidays.

NOTE   The defined bank holidays are highlighted in the agents' schedule views. They will not affect any other functionality.

Prerequisites

You have the Web > System settings > Bank holiday permission.

Page location

WFM > System settings > Bank holiday calendars

Procedures

Create a bank holiday calendar

  1. Select the Manage calendars tab.
  2. Click Add new bank holiday calendar.
  3. Enter a Name for the new calendar.
  4. Click in the calendar view to select bank holiday dates. The selected dates are added in a list to the right.
  5. If you want to, replace the default text with the name for the bank holiday, for example New Year's Day. The agents can see this text when they hover the mouse pointer over a bank holiday in MyTime.

    The bank holiday calendar is automatically saved. Continue by assigning the bank holiday calendar to a site.

Assign a bank holiday calendar to a site

  1. Select the Assign calendars to sites tab.
  2. Select the Calendar to use for a specific site in the drop-down menu. Repeat for all sites where you want to use a bank holiday calendar.

Remove a bank holiday calendar from a site

  1. Select the Assign calendars to sites tab.
  2. Hover the mouse pointer over the assigned bank holiday calendar and click the X icon that appear.

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