How to Manage Company & Personal Holidays in Horilla CRM

Managing holidays effectively plays an important role in keeping day-to-day operations running smoothly while also supporting a balanced work environment. When teams have clear visibility into both organizational and individual time off, it becomes much easier to plan workloads, schedule meetings, and avoid unnecessary conflicts.

In Horilla CRM, the Holidays feature is designed to bring this clarity by offering a centralized space to manage and track all types of holidays. From company-wide public holidays to individual leave assigned to specific users, everything is organized and easily accessible in one place.

This not only helps employees stay informed about their schedules but also enables managers and teams to plan more efficiently. In this guide, we’ll explore how to access the Holidays section, review its key features, and understand how company and personal holidays are managed within the system.

How to Access the Holidays Section

You can view your holiday list with just a few steps

1. Click on your profile avatar in the top-right corner and select My Settings
2. From the left-side menu, click on Holiday

This will open the My Holidays page, where all relevant holidays are displayed in a structured table.

Viewing Holiday Details

The Holidays page provides a quick overview of each holiday, including:

• Holiday Name
• Start Date
• End Date
• Recurring Status
• Holiday Type

Detailed View

Clicking on a holiday name opens a pop-up with additional details, such as:

• Holiday Name
• Holiday Start Date
• Holiday End Date
• Recurring Information (e.g., repeats every December 25th)
• Specific Users Included (All users or a specific user)

This allows you to get complete information without leaving the page, making it both efficient and user-friendly.

Understanding Company (Public) Holidays

Company holidays apply to everyone in the organization. When an administrator creates a holiday and sets it for all users, it appears in every employee’s holiday list.

Key points:

• Visible to all users
• Typically includes public or organization-wide holidays.
• Can be set to repeat annually
• Clearly labeled as Company Holiday.

These holidays help ensure everyone is aligned when planning work schedules and availability.

Understanding Personal Holidays

Personal holidays are assigned to specific users by the administrator.

When creating a holiday, the admin can choose whether it applies to all users or only to selected individuals. If it’s assigned to a specific user, only that person will see it in their holiday list.

Key Points:

• Visible only to the assigned user
• Marked as Personal Holiday
• Useful for role-specific or individual time off
• Can be recurring or one-time

This flexibility allows organizations to manage individual schedules without affecting the broader team.

Recurring Holidays

The Recurring column shows whether a holiday repeats automatically:

• Yes –The holiday follows a recurring schedule (such as yearly)
• No – The holiday is a one-time entry

Recurring holidays reduce repetitive setup and ensure consistency year after year.

Why This Feature Matters

The Holidays feature supports better planning and coordination by:

• Improving visibility of non-working days
• Preventing scheduling conflicts
• Helping teams plan more effectively
• Allowing both global and individual holiday assignments
• Keeping all holiday information in one place

By combining company and personal holidays in a single view, Horilla CRM brings clarity and structure to holiday management.

The Holidays feature in Horilla CRM simplifies what can often be a fragmented and confusing process. By bringing company-wide and personal holidays together in a single, well-structured view, it ensures that everyone has a clear understanding of upcoming non-working days.

With the ability to quickly access detailed holiday information and support for recurring schedules, users can plan with confidence. At the same time, administrators have the flexibility to assign holidays at both a global and individual level, depending on organizational needs.

Overall, this feature helps reduce scheduling conflicts, improves coordination across teams, and promotes greater transparency. By making holiday management more organized and accessible, Horilla CRM supports both operational efficiency and a better employee experience.