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Optional Holiday (OH)

  • Optional Holiday (OH) allows employees to take leave on select optional or festival days based on personal, cultural, or regional preferences.
  • These holidays can be availed from the predefined list provided by the organization.

Create Optional Holiday Policy

To create a new Optional Holiday (OH) policy, click on the + Add button on the Leave Code Policy List page.


Leave Code Policy Creation Page

After clicking + Add, the Basic Leave Details page will open as shown below:

Optional Holiday Policy Page


Basic Leave Details

Configure the following fields:

  • Policy Name
    Enter the name of the Optional Holiday policy.

  • Leave Code
    Select or enter a unique code for Optional Holiday.

  • Description
    Provide a brief description of the Optional Holiday leave type.


Calendar Settings

Under Calendar Settings, configure the following options:

  • Leave Calendar
    Choose whether the leave policy follows:

    • Calendar Year (January to December)
    • Financial Year (April to March)
  • Policy Starts From
    Select the date from which the policy becomes active.


Basic Leave Policy Configuration

Leave Balance Eligibility

Define when employees become eligible for Optional Holiday:

  • Date of Joining
  • Date of Confirmation

Leave Allotment Based On

Select how Optional Holidays are allotted:

  • Yearly
  • One Time

Number of Leaves per Cycle

Specify the number of Optional Holidays allowed per year.
Employees may choose from the approved optional holiday list.


When Do They Get It?

Define when the Optional Holiday balance is credited:

  • Start of the Cycle

Carry Forward

Enable or disable carry forward to decide whether unused Optional Holidays can be carried to the next cycle.


Year End Settings

Configure year-end behavior for the Optional Holiday policy:

  • Year End Closing
    Choose between:

    • Auto
    • Manual
  • Allow Next Year Leave Requests
    Enable this option if employees are allowed to apply for next year’s Optional Holidays in advance.


Who Gets This Leave

Under Who gets it, define the applicability rules for Optional Holiday.

Steps:

  1. Click Add rule
  2. Select applicable criteria such as:
    • Role , Designation , Department , Employee , Employement-Type , State , Branch , SBU , Pay Cadre , Employee Type
  3. Use == , != , Any in , Not in , Is null , Is not null conditions to include or exclude employee groups.

Review and Submit

  1. Click Review Policy to verify all configurations.
  2. Click Submit to save the Optional Holiday policy.

A confirmation message will appear after successful creation.

Optional Holiday Policy Page


Policy Listing

Once created, the Optional Holiday policy will appear in the Leave Code Policy List, displaying:

  • Leave code
  • Allotment details
  • Effective date
  • Status
  • Action options: View, Assign, Edit, Copy, History

Summary

  • Optional Holidays are defined by the organization
  • Employees can choose holidays based on personal or cultural preference
  • Limited number of Optional Holidays per year
  • Provides flexibility while maintaining a structured holiday policy

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