Adding Holidays

The Holiday List is the list of holidays set by an organization and may be also specific to a particular location. It is important to set the Holiday List as it helps to calculate SLA response and SLA resolution for escalations and also to check the availability of Workgroups. By default, the application considers the declared Holiday list for calculating SLAs. You can add, modify, or delete Holidays. You can choose to add Holidays one by one or can also import Holidays using Microsoft Excel.

To add a Holiday:

1. Select Admin > Advanced > Productivity > Holiday.
2. On the HOLIDAY page, click ADD NEW.
3. Type in the new Holiday details. For information about the fields on the HOLIDAY page, see Field Description.
4. Click SUBMIT. A new Holiday is added.
   
   
   Figure:  HOLIDAY page

Field Description

The following table describes the fields on the HOLIDAY page:

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the HOLIDAY page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Holidays configured in the SummitAI application for the selected year.


Figure: HOLIDAY page: List of Holidays

• To edit a Holiday, click the Holiday Date. Make appropriate changes and click SUBMIT.
• To delete a Holiday, click the Delete icon next to the Holiday.

Filters

Click Filters icon to set a filter criteria to view year-wise holiday list.

IMPORT HOLIDAYS

Click IMPORT HOLIDAYS to import a Microsoft Excel containing Holiday list and add Holidays in bulk.  The Excel sheet should contain the following information:

• Holiday Date: Holiday date in MM/dd/yyyy format, for example, 10/22/2020.
• Location: The Location must match with the available Locations in the selected Domain. If the uploaded Location is not available in the selected Domain, the Location is discarded when you preview and submit.
• Holiday Description: Description of the Holiday.

To import Holiday Excel:

1. On the HOLIDAY page, click IMPORT HOLIDAYS on the ACTIONS panel.
2. On the EXCEL IMPORT HOLIDAYS page, under the GENERAL tab, upload the Holiday Excel in the Source field.
   
   
    Figure:  EXCEL IMPORT HOLIDAYS page: GENERAL tab
   
   
3. Click SUBMIT. Select the sheet to import the Holidays. For information about the fields under the GENERAL tab, see Field Description.
   
   
   Figure: EXCEL IMPORT HOLIDAYS page: GENERAL tab
   
   
4. A table listing mapped data from the Holiday Excel in the Source field and the attributes in the Destination field are displayed. Select the required options if not already selected. For information about the fields under the MAPPING tab, see Field Description. Click NEXT.
   
   
    Figure:  EXCEL IMPORT HOLIDAYS page: MAPPING tab
   
   
5. A table with all the added Holidays is displayed under PREVIEW. For information about the fields under the PREVIEW tab, see Field Description.
   
   
   Figure: EXCEL IMPORT HOLIDAYS page: PREVIEW tab
   
   
6. Select the Domain to validate the Location from the displayed list under the PREVIEW tab. The mismatched data is highlighted in the table in red color.
   
   
   Figure: EXCEL IMPORT HOLIDAYS page: PREVIEW tab
   
   
7. Click SUBMIT. The duplicate entries are discarded automatically.

Field Description

The following table describes the fields on the EXCEL IMPORT page: