How to Create Holiday in the System?

• Holiday master is use in the system to understand, that the particular date is a holiday.
• In Vision Holiday is defined in 2 ways :
  • Weekly holiday i.e Sunday [W]
  • Festival Holiday i.e Diwali [H]
• One Whole Year’s Holiday can be uploaded once.
• In Holiday table you can add holidays as per state.
• Holiday code is map to particular employee in employee master.So that user no need to the reporting on holidays days. while doing Day end reporting or Realtime reporting.

Login >System >Administration

Holiday Upload

Uploading Screen Will Appear.

• Select Target from pophelp >, Search Holiday
• Select holiday with object Name wsfa_holiday, As Shown

Uploading Holidays with New Template.

NOTE – Template needs to be created before starting the uploading process. Template needs to be Once.

• Select New Template from dropdown of Layout Template.
• Click on Next

• Upload Screen Will Appear.
• Upload Holiday List file from Choose file. (File must be XLS format)

Upload Template/Excel file for Holiday.

• HOL_TBLNO – In Hol_tbleno, Admin can define holiday code for a State N 4 char.I(like P-MH is defined for Maharashtra) 
• HOL_DATE – The date for which holiday is to be defined (We have to Upload SUNDAYS also)[Date format should be in DD/MM/YY]
• HOL_TYPE – For Normal Weekly holiday use W and for Festival Holiday Use H for Holiday Type
• DESCR – It is Description for holiday like for 15th AUGUST DESCR will be INDEPENDENCE DAY.
• NO_DAYS – No of days Holiday will be 1.
• CHG_DATE – CHANGE Date which Should be Current Date/Today’s Date [Date format should be in DD/MM/YY]
• CHG_USER , CHG_TERM is automatically generated by System.

Holiday Excel file Sample.

Select File from PC of which holiday Excel File is created.

After Uploading File, Click on Manage Template.

• Template Mapping screen will appear, Select Sheet as Shown
• After Selecting Sheet, Click on Mapping.

• Check Column is Correctly mapped in Target Column
• Click on Save.

Enter Name to this Template, After entering Name for Template Click on OK.

• Template Name will be updated. As shown
• Click on Save, After Clicking on Save. Click on Close.

• Template will be Updated in template
• Click on Process.

• Upload Process screen will appear.
• Click on Refresh to know the status.
• If the data is successfully uploaded, Admin will see   this Icon
• If the Data is not uploaded successfully, Admin will see this Icon, (Same as in Image)

Uploading Holidays with Existing Template.

NOTE – These instructions are for Template that is already present in System.

• Select Target as Shown earlier.
• Layout Template – Choose a template which is already present.

• After Selecting Template,
• Click on Next.

• Upload screen will open.
• Click on Icon and remove earlier uploaded file and upload new file which admin need to upload.

• After uploading file, File will be visible
• System will show Number of records/Rows are in Excel file.
• Click on Process.

• Process Screen will Open
• Click on Refresh to load data.

• Wait for screen to completely upload data.
• If the data is successfully uploaded, Admin will see this Icon, (Same as in Image)
• If the Data is not uploaded successfully, Admin will see this Icon.

Error While Uploading file.

NOTE – Error while upload is only when this  icon comes on Process Screen.

• When on Process Screen an Icon like appears where is some error while uploading data.
• System will let Admin know Number of Records which are unsuccessful.
• Click on Icon to View Errors, Download Error File.

• After Clicking on Error Icon,
• An window will open which will show error message.
• Download File button will there to download Error File
•  Rectify Error and Upload File Again.

Holiday Creation

Login > CRM > CRM Setup

Holiday Screen Appears.

• Table No: Select table no from pophelp
• Date: Select date for which you want to set holiday
• Day: After selecting date day will automatically set
• Type: Select type from pophelp (Weekly Off  /Holiday)
• Description: Enter description of holiday