Holiday List
Holiday List
The Holiday List is a master database that indicates when your organization has holidays off.
In order to maintain the same work schedules, most firms follow a standard Holiday List that all employees must adopt. Some companies, however, operate in more than one department, section, or shift, which could translate to different groups of employees requiring different holiday schedules. You can create more than one Holiday List in ERPNext and share them with specific employees, departments, sites, or even workstations, depending on your company's requirements.
This feature ensures that leave calculations are both flexible and accurate, and it avoids errors when workers request leaves on specific holidays.
1. How to create a list of holidays
Give your holiday list a name. You can give it a name based on the fiscal year, location, department, or any other category that makes sense for how your business is set up.
Choose the From Date and To Date for the Holiday List. Make sure it includes the whole time that the holidays are valid, which is usually a whole calendar or fiscal year.
Save the list of holidays and then insert additional holidays through any of the methods that are given.
This method ensures that your holiday calendar is clean before the leave cycle begins. This reduces confusion and ensures that all employees use the same schedule.
2. Characteristics
ERPNext's Holiday List contains several attributes that facilitate the handling of holidays and ensure regular and ad-hoc holiday activities are accounted for.
2.1 Adding Holidays on a Weekly Basis
You can add a large number of repeating weekly days off, such as Sundays, to the Holiday List rapidly rather than entering each date individually:
Select the day in the Weekly Off field (e.g., Sunday or Friday) in the Add Weekly Holidays area.
Click the Add to Holidays button, and the system will automatically fill in all the dates matching your selected date range.
This saves time considerably when handling regular off-days and ensures they are always applied throughout the year without the need for any human intervention.
2.2 Adding Holidays in Your Region
You can obtain holiday information directly from ERPNext for public holidays in your nation: Select the appropriate country in the Add Local Holidays section.
If the nation has subdivisions (such as a state or province) and they have additional or unique holidays, you can select a subdivision.
To add these dates to your list, click on Add to Holidays.
ERPNext retrieves precise holiday information for supported nations through an external Holidays package.Below is the complete list of countries that are supported:
https://holidays.readthedocs.io/en/latest/#available-countries
If your country is not supported, you will need to add local holidays yourself.
Developers can also contribute more holiday datasets to the repository so that they will be available in subsequent versions of ERPNext.
2.3 Adding Holidays Manually
You can enter exact dates for holidays that apply only to your company, such as foundation day, internal events, or special shut downs.
Click on the Add Row button in the Holidays table.
Enter the Date and a brief Description, for example, "Company Annual Day" or "Team Retreat."
That ensures your official leave calendar includes even unusual events.
3. List of Holidays at Work
To apply a default Holiday List to the entire firm, go to the firm Master record and select it in the Default Holiday List field.
The list will then be used automatically for all employees unless their Employee Master record has a special Holiday List defined for them. Having a default means that everyone in the organization is using the same rules for dealing with leave.
4. List of holidays for employees
ERPNext lets you connect a specific Holiday List to an Employee in their master record, which makes it easier to keep track of numerous holiday schedules.
If an employee has a* Holiday List in their profile*, it will take the place of the company's default for that employee.
This works particularly well for companies with more than one facility, shift rotation, or contract. As the following example illustrates:
Factory employees may have a separate list of less holidays.
Office employees might use a standard company list.
When an employee requests time off, any dates on the Holiday List will automatically be removed from leave accrual. This prevents unnecessary leave deductions.
5. Holiday List in the workplace
You can also associate a Holiday List to a Workstation in ERPNext. This is important for manufacturing and production environments where machines or departments do not work all at the same time.
The dates in the Holiday List which are mapped to a Workstation will be the days when that workstation does not work.
