Managing Company Holidays
- Company holidays are managed in Admin by Playbook Administrators.
- In Admin, resources are assigned to a department, and the department is assigned to a group, thereby associating the resource with a group. Click here for a refresher on Groups.
- If all users have the same company holidays, a group can be used to manage them, and custom calendars are not needed.
/Admin/Company%20Holidays/Company%20holidays%20-%20Resources%20in%20same%20Group.png?width=600&height=214&name=Company%20holidays%20-%20Resources%20in%20same%20Group.png)
- Company holidays are created in the group's calendar which is then inherited by all resources in the group. Company holidays are managed in the Working Days tab.
/Admin/Company%20Holidays/Company%20holidays%20-%20Working%20Days%20tab.png?width=600&height=127&name=Company%20holidays%20-%20Working%20Days%20tab.png)
- Right-click on the group, then click Calendar Properties.
/Admin/Company%20Holidays/Company%20holidays%20-%20Group%20-%20Calendar%20Properties.png?width=600&height=201&name=Company%20holidays%20-%20Group%20-%20Calendar%20Properties.png)
- On the Days Off / On page, click Add, and enter the Name of the company holidays and the From/To dates.
/Admin/Company%20Holidays/Company%20holidays%20-%20Enter%20Holidays.png?width=600&height=277&name=Company%20holidays%20-%20Enter%20Holidays.png)
- Company holidays are inherited by all resources in the Group.
/Admin/Company%20Holidays/Company%20holidays%20-%20Blue%20Squares%20in%20Working%20Days.png?width=450&height=308&name=Company%20holidays%20-%20Blue%20Squares%20in%20Working%20Days.png)
- If all users do not have the same company holidays, e.g., resources are in the UK, US, Germany, New Zealand, France, India, etc., use custom calendars.
- To create a custom calendar, click Add in the Working Days tab.
/Admin/Company%20Holidays/Company%20holidays%20-%20Create%20Custom%20Calendar.png?width=670&height=207&name=Company%20holidays%20-%20Create%20Custom%20Calendar.png)
- Name the custom calendar. Change the default values for Availability, Capacity, and Workweek as needed, then click Ok.
/Admin/Company%20Holidays/Company%20holidays%20-%20Name%20the%20Custom%20Calendar.png?width=670&height=295&name=Company%20holidays%20-%20Name%20the%20Custom%20Calendar.png)
- The custom calendar is shown in the list of calendars.
/Admin/Company%20Holidays/Company%20holidays%20-%20Custom%20Calendar%20has%20been%20Created.png?width=670&height=338&name=Company%20holidays%20-%20Custom%20Calendar%20has%20been%20Created.png)
- To enter company holidays for the custom calendar, e.g., US holidays, right-click on the custom calendar, then click Calendar Properties.
/Admin/Company%20Holidays/Company%20holidays%20-%20Custom%20Calendar%20Properties.png?width=600&height=196&name=Company%20holidays%20-%20Custom%20Calendar%20Properties.png)
- On the Days Off / On page, click Add, and enter the Name of the US company holidays and the From/To dates.
/Admin/Company%20Holidays/Company%20holidays%20-%20Custom%20Calendar%20-%20Add%20Company%20Holidays.png?width=600&height=253&name=Company%20holidays%20-%20Custom%20Calendar%20-%20Add%20Company%20Holidays.png)
- Lastly, for each resource, specify which custom calendar is to be inherited. For example, right-click on Bob, then click Calendar Properties (Bob's calendar).
/Admin/Company%20Holidays/Company%20holidays%20-%20Custom%20Calendar%20-%20Specify%20custom%20calendar%20to%20be%20used%20by%20the%20resource.png?width=670&height=214&name=Company%20holidays%20-%20Custom%20Calendar%20-%20Specify%20custom%20calendar%20to%20be%20used%20by%20the%20resource.png)
- Specify which custom calendar is to be inherited by the resource. For example, specify the US custom calendar for Bob.
/Admin/Company%20Holidays/Company%20holidays%20-%20Custom%20Calendar%20-%20Specify%20Bob%20to%20use%20US%20Custom%20Calendar.png?width=670&height=322&name=Company%20holidays%20-%20Custom%20Calendar%20-%20Specify%20Bob%20to%20use%20US%20Custom%20Calendar.png)
- Bob is now inheriting company holidays from the US custom calendar. He is also inheriting the default values for Availability, Capacity, and Workweek.
/Admin/Company%20Holidays/Company%20holidays%20-%20Custom%20Calendar%20-%20Bob%20inherits%20from%20US%20Custom%20Calendar.png?width=600&height=333&name=Company%20holidays%20-%20Custom%20Calendar%20-%20Bob%20inherits%20from%20US%20Custom%20Calendar.png)
- Here is an example of resources inheriting from different custom calendars, each with different company holidays.
/Admin/Company%20Holidays/Company%20holidays%20-%20Custom%20Calendar%20-%20Resources%20Inherit%20from%20Different%20Custom%20Calendars.png?width=600&height=399&name=Company%20holidays%20-%20Custom%20Calendar%20-%20Resources%20Inherit%20from%20Different%20Custom%20Calendars.png)
- Tip: calendar entries can be copied and pasted from one Group/Custom calendar to another.
/Whats%20New%20(Release%20Notes)/Jan%202024/Jan%202024%20-%20NWD%20Admin%20-%205%20-%20Copy%20Future%20Calendar%20Entries.png?width=400&height=187&name=Jan%202024%20-%20NWD%20Admin%20-%205%20-%20Copy%20Future%20Calendar%20Entries.png)
/Whats%20New%20(Release%20Notes)/Jan%202024/Jan%202024%20-%20NWD%20Admin%20-%206%20-%20Paste%20Future%20Calendar%20Entries.png?width=400&height=194&name=Jan%202024%20-%20NWD%20Admin%20-%206%20-%20Paste%20Future%20Calendar%20Entries.png)
- Need a hand? Contact a Customer Success Engineer today!