Step-by-Step Guide to Holiday Management

The Holiday module in CRM LEAF allows HR teams to schedule, manage, and display organization-declared holidays across departments, designations, and employment types. This ensures transparency and consistency in leave tracking and planning.

How to Add a Holiday

To add a holiday manually:

  • Go to HRMS > Attendance > Holiday.
  • Click Add Holiday.
  • Fill in the required fields:
  • Date: Select the holiday date.
  • Occasion: Enter the name of the holiday (e.g., Diwali, Independence Day).
  • Department: Select applicable departments (e.g., Sales-India, Software Development).
  • Designation: Choose relevant roles (e.g., Junior Data Analyst, Project Manager).
  • Employment Type: Select from Full Time, Part Time, On Contract, Internship, or Trainee.
  • Click Add to save the holiday.

 

Holiday Calendar View

View upcoming holidays in different formats:

  • Month View
  • Week View
  • Day View
  • List View

Example

Each view displays holidays in a table format for clarity:

Date Occasion Day Department Designation Employment Type Action
2025-01-26 Republic Day Sunday All All All Edit/Delete
2025-11-12 Diwali Wednesday Sales-India, Marketing Business Analyst Full Time Edit/Delete

Use filters to view holidays by:

  • Date
  • Department
  • Designation
  • Employment Type

Mark Default Holidays for the Year

To bulk apply standard holidays:

  • Click Mark Holiday.
  • Select predefined holidays for the current year.
  • Apply across departments or employment types as needed.

Quick Actions – Holiday Module

Action How To
Add Holiday Go to Add Holiday, fill the form, and click Add.
View Holiday Calendar Switch between Month, Week, Day, or List views for full visibility.
Filter Holidays Use filters for department, designation, or employment type.
Edit/Delete Holiday Click the Action button on any holiday row to modify or remove it.
Mark Default Holidays Use Mark Holiday to auto-populate annual holidays across teams.

FAQ – Holiday Module

Q: Can I assign a holiday to specific departments only?
A: Yes, choose the relevant departments while adding the holiday.
Q: Can holidays be applied to interns or contract staff only?
A: Yes, filter by Employment Type while creating or editing.
Q: Can employees see upcoming holidays?
A: Yes, they can view them from their My Attendance > Holiday Calendar section.