Bank holiday schemes help you manage company holidays effectively. Instead of creating a new scheme from scratch, it is recommended to copy an existing scheme if one is similar to what you need. This saves time and ensures consistency. This article explains how to create a new bank holiday scheme and how to configure it.
Create a new bank holiday scheme
Before you start, ensure you have administrator permissions to access the WFM Admin Dashboard.
Click the dashboard menu at the top left and select WFM Admin Dashboard.
Select WFM Configuration, then click Bank Holiday Schemes.
Click Add New Scheme, then click Add.
Enter a unique Code and Description for the scheme.
Click OK.
Copy an existing bank holiday scheme (recommended)
If a similar scheme already exists, follow these steps to copy it:
Find the existing bank holiday scheme in the Bank Holiday Schemes list.
Click the three-dot menu (...) beside the scheme.
Select Copy.
Modify the copied scheme as needed.
Configure the bank holiday scheme
After creating or copying the scheme, use the options in the left-hand menu to configure it further.