Consultant Weekoff & Holiday Configuration (Manual & Bulk)

Overview

The Consultant Week Off & Holiday Configuration feature allows administrators to define:

• Regular weekly offs (e.g., Sunday, Saturday)

• Specific holidays applicable to each consultant or client

This ensures accurate tracking of attendance, leave, shift planning, and payroll.

Steps to Update Holiday & Week Off Details

Manual Updating Process

1. Login as an Administrator.

2. Navigate to Consultant.

• Select the Consultant --> Click on Staffing Details

• Click on Edit icon as shown below and under the Templates section Click on Week Off Template and Select the relevant Week off Template for the Consultant 

• Scroll down and Click on Save 

• In Similar Manner under Templates section Click on Holiday Template and Select the relevant Holiday Template for the Consultant 
• Scroll down and Click on Save

Bulk Client Updating Process:

• Login as an Administrator
• Click on Consultant --> Click on the below icon --> Select Consultant detail Import

• Click on Update Consultant Details and Download the Sample Excel Template 

• In the Excel Template you will find "Weekoff Template" and "Holiday Template" in the Instructions Sheet.

• Copy the headers you want to update and paste it in the Consultant_Details_Update sheet as shown below and Update the Relevant Templates name which has been created in the Staffinggo portal 

• Save the File --> Go to Import consultant details from Excel section and under the Update consultant details, Click on Upload File --> Upload the File 

• Click on Validate and if all the details are correct, Click on Import

• Now you can verify if the Templates have been updated in the desired Consultant details

If you have any doubts or need further assistance regarding client creation or any other feature, feel free to reach out to our support team at support@staffinggo.in. We’re here to help you!