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How to Add a Specific Holiday to a User in Horilla CRM

CRM
·

May 14, 2026

how-to-add-a-specific-holiday-to-a-user-in-horilla-crm

In many organisations, not every holiday applies to every employee. Certain holidays may be applicable only to employees working in a specific region, branch, department, or team. Some employees may also receive personal holiday entitlements that are not shared across the company. Managing these situations manually can quickly become confusing, especially as organisations grow.

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To solve this, Horilla CRM provides a flexible Holiday Management system that allows administrators to assign holidays either company-wide or only to specific users. Instead of creating separate calendars outside the system or manually notifying employees, administrators can configure everything directly inside Horilla CRM.

Accessing Holiday Settings

To create or manage user-specific holidays:

  • Navigate to Settings
  • Open the Holiday section
  • The holiday list page will display all existing holidays

From this page, administrators can:

  • Create new holidays
  • Edit existing holidays
  • Assign holidays to users
  • Configure recurring holidays
  • View company and personal holidays

Adding a Specific Holiday to a User

Step 1 — Click Add Holidays

On the Holiday settings page:

  • Click the Add Holidays button
  • The holiday creation form will open

This form is used for both company-wide holidays and user-specific holidays.

Step 2 — Enter the Holiday Details

The first section of the form contains the basic holiday information.

Holiday Name

Enter a clear and descriptive holiday name.

Using meaningful names helps users easily identify the holiday in their holiday list.

Start Date

Select the starting date of the holiday.

End Date

Select the ending date of the holiday.

For a single-day holiday:

  • The start date and end date should remain the same

For multi-day holidays:

  • Select the full holiday duration

Step 3 — Disable the All Users Option

This is the most important step when creating a user-specific holiday.

The holiday form includes an All Users checkbox or toggle.

If All Users is Enabled

  • The holiday applies to every active user in the company
  • The Specific Users field remains hidden

If All Users is Disabled

  • The holiday applies only to selected users
  • The Specific Users field becomes visible

To assign the holiday only to specific employees:

  • Leave All Users unchecked

Once disabled, the system allows manual user selection.

Step 4 — Select the Specific Users

After disabling All Users:

  • Click the Specific Users field
  • The user selection list will open
  • Search for employees by name if needed
  • Select one or multiple users

The selected employees will appear inside the field.

Multiple users can be assigned to a single configuration without needing to create separate holidays for each person.

Step 5 — Configure Recurrence (Optional)

If the holiday repeats regularly, Horilla CRM allows administrators to create recurring holidays.

Enable the Is Recurring option if needed.

Available recurrence types include:

Weekly Recurrence

Useful for repeated weekly schedules.

Monthly Recurrence

Useful for monthly observances or repeated events.

Yearly Recurrence

Useful for annual public holidays or regional festivals.

Recurring holidays automatically continue in future periods, reducing manual work and preventing repeated holiday creation every year.

If the holiday is a one-time event:

  • Leave recurrence disabled

Once all details are completed:

  • Review the holiday information
  • Click Save

The holiday is immediately assigned to the selected users.

Assigned users can instantly view the holiday from their own Holiday section without requiring any additional setup.

Viewing Assigned Holidays

Employees can view their assigned holidays by:

  • Navigating to My Settings
  • Opening the Holiday section

The page displays:

  • Company-wide holidays
  • User-specific holidays are assigned to them

This ensures users see only the holidays relevant to their schedule.

Benefits of User-Specific Holidays

The Specific Users holiday feature provides several advantages:

  • Precise control over holiday allocation
  • Prevents unrelated employees from seeing unnecessary holidays
  • Supports regional and branch-specific requirements
  • Simplifies personal holiday management
  • Reduces manual communication
  • Keeps employee holiday calendars accurate
  • Supports recurring holiday automation
  • Easy management from a single interface

The Specific Users holiday assignment feature in Horilla CRM makes holiday management far more flexible and organised. Instead of applying every holiday to the entire company, administrators can precisely control which employees receive a particular holiday based on region, team, branch, or personal entitlement.

Whether managing regional observances, department-specific schedules, or recurring annual holidays for selected staff, Horilla CRM provides a simple and efficient way to handle user-specific holiday allocation while ensuring every employee sees only the holidays that apply to them.

Horilla CRM Editorial Team Author

Horilla CRM Editorial Team is a group of experienced CRM practitioners, revenue operations specialists, and SaaS product analysts who are passionate about CRM software. We have a deep, practical understanding of the customer relationship landscape — from pipeline management and lead nurturing to sales automation and customer retention — and are committed to providing our readers with the most up-to-date and actionable content. We have written extensively on a variety of CRM software topics, including sales pipeline tools, contact management systems, marketing automation platforms, and customer success software. Our reviews and guides are grounded in real-world usage across SMB and enterprise environments. We are always looking for new ways to share our knowledge with the sales and RevOps community. If you have a question about our CRM software, please don't hesitate to contact us.