Business Hours defines the working hours of an organization and is typically based on the company's location. However, if your organization has offices in different countries the business hours followed at the headquarters may not comply with the offices in other time zones. To address this, Zoho CRM lets you create shift hours for different time zones.
For instance, your organization is located in the US and the business hours is 9 am to 5 pm in the US time zone, now if your company extends its services in other countries like Europe, Japan or India, you can create shift hours for these particular time zones. Similarly, if the employees in your organization work at different timings (afternoon shift, morning shift), you can create shifts for their work timings. Additionally, you can also create Holiday Lists for different locations and associate it to shifts.
Use the Business Hours to define the working hours of your organization. Depending on the working hours of your organization, you can choose either 24/7 or 24/5 as the business hour. In addition, if your organization follows different timings on each day or functions on weekends, you can customize the business hours to suit your requirement.
To set business hours
You can create shifts for users who work in different time zones or timings. For instance, if a user works for clients based at the US you can create a shift for the US time zone and assign it to the user. Also, depending on the business exigencies you can transfer an user from one shift to another. While transferring, you can choose to transfer the user immediately or at a later date. If a transfer is scheduled for a later date, you are allowed to select any date up till 6 months.
A) To create shifts
B) To assign shift
You can include the break hours for every shift, that will help know the users unavailability during a particular shift. It will help you plan the meetings according to a users availability. Also, if a meeting is created during the break hours an alert will be thrown notifying about the users unavailability.
Similar to shift hours, you can choose the same or different break hours for each day in a week. Below are few important points you need to consider before defining the break hours:
To add break hours
In Zoho CRM you can create a holiday list depending on different locations. Each shift can be associated to a single holiday list per year at a given point of time. You can create a holiday list for the current as well as the forthcoming year.
Business holidays are common to all employees across the organization. For example for users working in different shifts , say in US, UK, Germany, etc the business holiday will apply to all users irrespective of their shift.
B) To edit a holiday list
You can mark yourself unavailable for a particular time of the day in the Zoho CRM calendar, this will ensure that the user is alerted about your unavailability if a meeting is created for that time. Also note that the created Business and Shift Holidays will also be automatically shown as unavailable if a meeting is created for those holidays.
To mark yourself unavailable
You can assign a meeting to the user based on their availability. If a meeting is assigned on a day which is either marked unavailable or not a working day of the user, you will be alerted to reschedule the meeting to another day. You can either reschedule or assign it anyway irrespective of the user's availability.
If a meeting in your organization repeats at regular intervals, you can skip the weekends and holidays. For meetings that repeat daily you can skip the weekends and holidays. If the meeting repeats monthly or yearly you can avoid it from repeating on a non-working day of the user.
To skip meetings on non-working days,
If a task gets repeated everyday you can skip the weekends and holidays, similarly if a task is repeated yearly or monthly you can skip the non-working day of the user.
To skip tasks on non-working days,
You can set the workflow rule to trigger either after or before "n" business days/hours to skip non-working day of the user.
To select the date/time,
While creating tasks as an instant action you can choose the due date to skip the non-working days.
To skip non-working days,
Schedule actions can be set to trigger after "n" business days/hours to skip the non-working day of the user.
To skip non-working days,
While defining a task in blueprint transitions you can skip the non-working day of the user, to ensure that the due date is scheduled when the user is available.
To skip non-working days,
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