V2 - Holiday Thresholds

Holiday thresholds within Chronicle can be configured so that it ensures only a certain amount of employees can be off on holiday at a single time, specified to a tag.

These are used to ensure staffing requirements are met on busier periods/days.

Holiday thresholds can be found within the 'Settings' from the home-screen menu items in the bottom-left, then 'Holiday, Sick and Absence' and finally the 'Holiday Threshold' option.

Creating & Applying Holiday Thresholds

Creating the Holiday Threshold

To create a new holiday threshold, select the orange 'Create Holiday Threshold' button or, to amend an existing one, double-click onto the relevant one to edit. 

Name - This is what you'd name the holiday threshold, usually the department or team name.

Monday - Sunday - This is where you'd enter the maximum number of employees that can be on holiday for that specific day of the week.

With the details of the threshold entered, click 'Save' to finish.

Applying the Holiday Threshold

Now that the threshold has been created, you'd need to apply this - A threshold gets applied to a tag. You'll need to access the 'Organisation' option on the left-hand side and then 'Tags'.

Locate or search for the tag you wish to apply the threshold to and double-click on it. 

Within the tag settings, locate the 'Holiday Threshold' drop-down and apply the appropriate threshold then click 'Save' to complete the process. 

Thresholds can also be applied on an employee basis - Doing so will mean that any other threshold applied to a tag that employee is on, will be superseded with the threshold that is applied directly to them. 

To apply this to an employee directly, navigate to their employee record and then the 'Entitlements' tab and use the 'Holiday Rule' drop-down to apply a specific threshold to them.

This can also be done in bulk, using the Bulk Editor. A guide for doing this can be found here: {Placeholder Link}

With the thresholds appropriately set, the employee will receive an error message when attempting to book a holiday that exceeds the threshold in place. They'll receive this message on both their Chronicle Mobile App as well as their Self Service. 

As well as the employee, the user will also receive an error message when trying to manually book a holiday that is prevented by the threshold. 

In some instances, you may want to bypass the holiday threshold if there is an agreement in place with the employee and management, this can be done by following the steps on this guide: {Placeholder Link}