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Table of Contents

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  1. Preface
  2. Introduction
  3. Dashboard
  4. Resources
  5. Workflows
  6. Task Reference
  7. Services Overview
  8. Users
  9. Logs and Reports
  10. Encryption
  11. System
  12. Appendix
  13. Glossary Terms

User Guide

User Guide

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Add or Edit a Calendar

Add or Edit a Calendar

A calendar can be created or edited using the
Manage Calendar
 page. To create a new calendar, click the Add a New Calendar link in the page toolbar. To edit an existing calendar, click the icon next to the calendar.
Name
A name for the calendar.
Description
The description provides additional information about the holiday calendar.
Non-Business Days
Days of the week when the company is closed and when processing should not occur.
Holidays
There are two ways to add dates to the holiday calendar.
  1. Click the
    Add Date
     option to add a new holiday entry.
  2. In the Name column, type a name for the holiday.
  3. Click the Date field or the icon to open the calendar pop-up to select a date.
    Dates are automatically sorted in ascending order when saved.
    The Holiday Suggestions page offers a quick way to select the most common holidays in the United States.
    To select any holiday, click its corresponding checkbox. When finished, click the
    Add Selected Holidays
     button to add the dates to the Calendar. If a holiday falls on a weekend, the observed date is used instead.
    Dates already part of a holiday calendar appear grayed out on the Holiday Suggestions page.
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