Field service holiday schedules
Summarize
Summary of Field service holiday schedules
Location-based holiday calendars in Field Service Management enable accurate shift planning by mapping holidays to specific regions. This feature helps managers and dispatchers reduce manual scheduling adjustments, avoid conflicts, and maintain proper coverage when holidays differ by country or location. Holidays are automatically reflected in workforce planning tools based on technician location, improving scheduling efficiency and accuracy.
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Key Features
- Location-specific holiday schedules: Administrators define holidays by date and recurrence for each location, with time zones set as fixed or floating to accommodate local times for technicians.
- Automated holiday mapping: A daily scheduled job assigns holidays to technicians based on their user record location.
- Holiday visibility in Dispatcher Workspace: Holidays show as labeled blocks on technician calendars, allowing dispatchers to quickly identify which technicians are on holiday and manage coverage effectively.
- Holiday visibility in Manager Workforce: Holidays appear in team calendars and shift views (day, week, month). Conflict warnings alert managers when shifts fall on holidays, with options to override or delete holiday assignments for exceptions.
- Integration with platform scheduling framework: Supports parent-child schedule relationships, domain separation, and reusable holiday entries, enabling flexible and scalable holiday schedule management.
- Customer Service Management (CSM) support: The holiday calendar functionality is consistent across CSM and Field Service Management, including setup workflows and time zone configurations.
Key Outcomes
- Eliminates manual shift adjustments for holidays across multiple regions.
- Improves scheduling accuracy by automatically reflecting holidays based on technician location and time zone.
- Enhances dispatcher and manager visibility into holiday coverage, reducing scheduling conflicts and gaps.
- Provides conflict detection and management tools for shifts scheduled on holidays.
- Supports complex scheduling scenarios with nested schedules and multi-region holiday management.
Location-based holiday calendars map holidays to specific regions so managers and dispatchers can plan shifts accurately and reduce manual scheduling adjustments.
Field service teams often operate across multiple regions where holidays differ by country or location. Without location-aware scheduling, managers must manually adjust shifts when holidays occur, which can lead to scheduling conflicts, coverage gaps, and additional administrative overhead. Location-based holiday calendar management addresses this by associating holiday schedules with specific locations so that holidays are automatically reflected in workforce planning tools.
Administrators create and maintain location schedules that define individual holidays by date and recurrence. The time zone can be set to a fixed value such as US/Pacific, which applies a consistent holiday time to all technicians tied to that schedule, or to a floating value, which automatically converts holiday dates to each technician's local time zone. A scheduled job runs daily to map holidays to technicians based on the location assigned to them on their user record.
Holiday visibility in Dispatcher Workspace
In Dispatcher Workspace, holidays appear as labeled blocks on the scheduling calendar for each technician row, giving dispatchers immediate visibility into which technicians are on holiday on a given day. Dispatchers can identify coverage gaps and make informed dispatching decisions. When a location-level schedule is deleted, holiday assignments are automatically removed from affected technicians, keeping scheduling data accurate.
Holiday visibility in Manager Workforce
In Manager Workforce, holidays are visible across the team calendar and the Shifts tab in day, week, and month views. Managers can select any holiday block to view additional details about the holiday event. When a manager creates a shift, edits an existing shift, or initiates a shift swap that falls on a holiday date, a conflict warning appears. This conflict detection reduces scheduling errors. In cases where a shift must proceed despite a holiday, managers can override the conflict. If permitted by the event configuration, managers can also delete a holiday assignment for a specific technician to handle exceptions.