User`s guide

21-0381E v4.7.4
Welcome Report Control Admin
Sys Config Tech-Ref
165
2C: Reserve Holiday ID#s
(Shared Holiday Groups)
Holidays (and time-change dates)
can be shared across multiple
accounts if desired. This includes
reserving ranges of holiday ID#s for
use with each group of shared
holidays. This is done in blocks of
three or more.
Note: Holiday #1 & #2 are reserved for the dates to
switch between Daylight Savings and Standard Time.
How to Get Here (Locator)
Select Community Groups from the MyTools
bar, or
select [Management] in the tree, and
Community Groups, followed by the
Holidays tab
.
Things You Can Do
To add a new "Shared Holiday Group" to the
list, click the [+] near the bottom of the
screen (or right-click the screen, and select
"Add New" from the pop-up menu.
To delete an unused "Shared Holiday
Group", right-click it in the list, and select
"Delete".
Note: You cannot delete a "Shared Holiday Group"
from the list if it is presently being used (i.e.,
assigned to any accounts).
To enter or change settings for a "Shared
Holiday Group", refer to the item-descriptions
for this screen.
Note: 'Grid' view does not apply to this feature.
- Group Name: Each row represents one
"Shared Holiday Group". Click here and type
a suitable name (such as "DST and xmas",
"CommonHols2", "4th to 6th Hol.", etc.).
- Start and End: Use the arrows to select the
start and end value for your desired range of
holiday ID#s (blocks of 3 or more).
Notes: For multiple groups of shared holidays to
apply to the same account
, ensure the ID ranges do
not overlap.
When setting up each block of shared holidays, only
the reserved ID#s will be available.
Phase 3: Shared Users and
Holidays
3A: Setting up Shared Users
Once the related "Community Groups" have
been set up (previous/above), you can set up
shared users the same as for individual
accounts, with the following exceptions:
Shared users are initially defined under
"[ Account Folders ] Shared Groups";
(NOT under "Users" for a specific account.)
Shared users are grouped in the tree by their
"Shared User Group"
(defined previously);
(e.g., North Users, Division Managers, etc.)
Shared users will occupy the same user ID#
within each account (from the ID# range
within each 'Shared User Group').
Each group of shared users is limited to the
reserved authority ID# range as was
assigned to each specific group.
(e.g., 1st - 5th authorities, 6th - 10th, etc.)
Notes: After initial set up, changes made to a shared
user under any individual account will be automatically
copied to the other applicable accounts (and the
"Shared Users" screen).
If desired, you can even assign groups to accounts 1st
(step 4A), and then define the users either here, or at
the applicable user ID# in any of the applicable
accounts.
[Management] Community Groups Holidays