Holidays

Holidays that are observed in the workplace impact availability, and holiday schedules can differ from country to country. In PeopleSoft Financials, you can recognize scheduled holidays on resource schedules.

Like other tasks, holiday tasks must be associated with a task category. Using the Scheduled Holiday task category enables you to manage flexibility during the holiday and supports reporting capabilities. For example, you can select a holiday task category to include holidays in utilization ratio calculations on the Scheduled Utilization report.

When you implement PeopleSoft Resource Management, all of the resource schedules are empty. The schedules reside in the Schedule Tasks record (RS_SCHED_TASK), which is delivered without data. When you start using PeopleSoft Resource Management, Resource Matching determines each eligible resource's availability to fulfill each open service order. The system calculates availability by analyzing the flexibility of each task on a resource's schedule and the portion of the resource's available work time that is assigned to tasks.

The holidays that each employee is entitled to observe reside in the Holiday Dates record (HOLIDAY_DATE), which is populated on the Holiday Schedule page during installation. If you integrate with PeopleSoft Human Capital Management (PeopleSoft HCM), holidays may be created in that system based on your setup. During installation you initiate the Holiday Load Application Engine process (RS_HOLIDAY) to insert holidays into each resource's schedule. This process inserts into the resource's schedule all of the holidays that are associated with the holiday schedule that is specified on the resource's current data row on the Job record (JOB) in the employee source database. The process inserts a task with a task category of SCHEDULED_HOLIDAY for every holiday.

Scheduling Assignments on Holidays

If you use PeopleSoft Resource Management without PeopleSoft Program Management, at implementation you can enable the system to schedule assignments on every working day within an assignment date range, including resource holidays. Alternatively, if you select the installation option to exclude holidays from resource assignments, and the resource has tasks with a Scheduled Holiday task category within the date range of an assignment, the system does not schedule the assignment on those dates on the resource's calendar.

Tasks with a Scheduled Holiday task category are loaded into resource calendars either by the Holiday Load process, or by manually creating an appointment with a Scheduled Holiday task category. If you select the Do not schedule assignments on Holidays option on the Installation Options - Resource Management page, the system does not schedule assignments on top of tasks that have a Scheduled Holiday task category.

Note:

The system does not treat the Company Holiday (HOLIDAY) task category the same as the Scheduled Holiday task category. You can create appointments with a Company Holiday task category; however, the system does not recognize them as scheduled holidays during assignment creation.

PeopleSoft delivers the Scheduled Holiday task category with the PeopleSoft Resource Management system. You cannot change these fields on the Scheduled Holiday task category:

• Task Category

• Task Description

• Use for Assignment

• Comments

The Flexibility field is editable in certain circumstances based on the following table:

PeopleSoft Program Management Installed	Do not schedule assignments on Holidays installation option is selected	Default Flexibility Value	Flexibility Value Editable
No	Yes	0.00	No
No	No	1.00	Yes
Yes	Option not available	0.00	No

Note:

If PeopleSoft Program Management is installed, the system always skips holidays when creating PeopleSoft Resource Management assignments.

See Application Fundamentals: Defining Resource Management Installation Options.