It's the start of the year, and if you’re a manager, you have a lot to prepare for. Updating your holiday list within Fingercheck is fast and simple.
If you’ve already built a holiday policy, most of the work is done for you.
Update your holiday list
You can easily add any new holidays to your list of holidays. This can be helpful if you updated your holiday policy that included more days.
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab.
Select Policies > Holiday Policies.
Click Add.
The following screen appears.
Enter a Code (for example, 2022) and a Description (for example, 2022 Holidays).
Click Import.
The System Holiday List pop-up appears.
From the Select Year drop-down list, select the year of the holidays you want to import.
Select the holidays you want to include.
To select all of the holidays, select the checkbox next to Description.
Click Import.
In the confirmation window, select the checkbox if you want the holidays you selected to recur each year, and click OK.
The Holiday Rules section displays the holidays you selected.
To edit a holiday, select the edit icon (pencil).
For details about how to edit, see How to Build a Holiday Policy.
Click Save.
Copy rules on an existing holiday list
You can copy rules from one year in a holiday list to the next year. For example, if you have a set of holiday rules for the year 2022 in a holiday policy, you can easily copy the same holidays for the year 2023 to that policy.
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab.
Select Policies > Holiday Policies.
Click the Edit icon (pencil) for the holiday policy you want to copy.
Click Copy Rules in the Details section.
In the pop-up window that appears, select the year you want to copy from, and then select the year you want to copy to.
If you want to copy only the recurring holidays, select the Copy Recurring Only checkbox.
Click Copy.
In the confirmation window that appears, click OK.
The holiday rules for 2023 are added to the policy.
Watch a video about updating your holiday policy with newly added holidays, and how to copy holiday rules from one year to the next.