NetClose - Non-Working Days

Prerequisites

Prior to adding Non-Working Days, at least one Work Calendar must be set up already.

End of Year Reminder

Keep in mind that holidays and other non-working days do not roll over year to year automatically. At the end of the year, it's recommended to update Non-Working Days for the upcoming year. To ensure this is done, it's recommended to create an annual task in the Tasks module to remind the team to update this each year.

Step by Step Process

There are two different ways to update Non-Working Days in NetClose:

1. Upload them via CSV import

2. Add them manually in the Work Calendar

CSV Import

Create a CSV file with three columns as follows, listing out all holidays for all work calendars.

Name of Holiday	Work Calendar	Date of Holiday
Christmas Day	US 2023 Calendar	12/25/2023
Boxing Day	AUS 2023 Calendar	12/26/2023

To import, navigate to Setup > Import/Export > Import CSV Records

Select "Custom Records" as the Import Type.

Select "NetClose Non Working Days" as the Record Type.

Map the CSV as follows in the Field Mapping:

Follow the prompts to finish the import.

Add Manually

Navigate to the appropriate Work Calendar via NetClose > Setup > Work Calendars > Edit > Non Working Days subtab.

Select New NetClose Non Working Days and enter each day manually, including the name and date. Click Save.

Once all days are entered, the list will be visible on the Non-Working Days subtab.

Alternatively, you can enter Non-Working Days by navigating to NetClose > Setup > Non-Working Days.

Tip: When entering non-working days for a new year, go to your work calendar and select Actions > Make Copy. Be sure to update the name of the work calendar, as well as all non-working days and dates.

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