Adding a New Holiday Calendar
If you have offices worldwide, it is useful to know which public holidays and subsequently, non-working days there are in each country. Here's how to successfully set everything up.
Step 1: Create a Subsidiary
When creating a new subsidiary, Productive will ask you to assign it to a country.
Step 2: Add a Holiday Calendar for the New Subsidiary
Then, after creating your subsidiary, go to Settings > Holidays and add a holiday calendar for that country.
A pop-up window will appear for you to enter:
the Name of the new calendar
the Country (selected from the drop-down menu)
the State (from a drop-down menu)
Tip: When adding a holiday calendar for a country with state-specific holidays, choosing the state ensures the calendar includes holidays for that region.
For example, the United States and Australia have state-specific holidays. They may not be observed nationwide.
By picking the right state, you are making sure the holiday calendar shows the holidays for your subsidiary's location. This lets the team schedule and track time more precisely.
If no state is selected, only holidays common to all states will be created.
Automatic Holiday Generation
When setting up a new holiday calendar or editing an existing one, you have the option to activate or deactivate the automatic holiday generator by clicking on the toggle button at the bottom.
Consider these three scenarios when deciding how to proceed:
Option 1 (On): The holidays will be automatically added to your holiday calendar. If you remove any holidays from the list, they will be re-added during the next holiday auto-generate cycle.
This option is useful for users who prefer a hands-off approach to managing holiday calendars and want them to be automatically updated based on the country's calendar.
Option 2 (Off): Turning off the switch will leave the holiday calendar empty, allowing you to manually add holidays one by one.
This option provides full control over which holidays are included in the calendar and may be preferred by users who want to customize the holiday calendar according to their specific requirements.
Option 3 (Off for Existing Calendar): Turning off this switch on an existing calendar, previously added holidays will remain, but no new ones will be auto-generated.
This option may be suitable for users who want to preserve their current holiday setup without automatic updates.
Step 3: Match the Subsidiary and Holiday Calendar with Your Employees
As you invite people to your account, you'll need to assign them to a subsidiary (workplace) and a holiday calendar.
Assigning a Holiday Calendar to a Teammate
As mentioned, when you invite new users to join Productive, you will need to assign them to a subsidiary. You will also assign them to a holiday calendar.
If you have added the needed holiday calendars for your subsidiaries (hint, check out the steps covered above), this process ensures that new users match their subsidiary's holiday calendar right away.
However, sometimes you'll need to change the holiday calendar for an existing employee. You might also need to add a new holiday calendar for them.
Scenario:
Your teammate started working remotely in Canada. But, they are officially employed in the US branch of the company.
As per your company policy, they need to observe the holidays of the country where they are physically located, i.e. Canadian ones.
No problem. Productive allows you to configure their holiday calendar to align with Canadian holidays and non-working days in a couple of clicks.
To set this up:
1) Locate the said teammate's profile in CRM > Contacts or Settings > Users and proceed to their Cost rates.
2) Clicking on the + Cost rate button or editing an existing cost rate (...) will open a popup window, where you'll find a dropdown menu labeled as Holiday calendar.
3) From there, you'll be able to select your holiday calendar and assign it to the person.
Note: If you haven't added a holiday calendar in Settings > Holidays yet, don't worry. Simply select "+ Add holiday list" from the dropdown to create a new holiday calendar.
Please note:
Only Admins can assign a new holiday calendar to their team.
If a specific holiday calendar is not assigned to a person, the default account calendar will be applied (based on the account owner's setup details).