Overview
Set up holiday schemes when your team observes public holidays that should reduce available work capacity. This is especially important for distributed teams spanning multiple countries — each region can have its own holiday scheme.
Holiday Schemes define which days are non-working holidays for your team. Holidays reduce available capacity to zero on the affected days and are displayed on the scheduler as colored indicators. Each user can be assigned to one holiday scheme. Capacity is the number of working hours a team member is available per day, as defined by their assigned capacity scheme.
Navigate to Workspace View > Settings > Holiday Calendars to manage your holiday schemes.
Creating a Holiday Scheme
To create a new holiday scheme:
- Go to Settings > Holiday Calendars.
- Click "New Calendar".
- Enter a name (e.g., "US Federal Holidays"), an optional description, and choose a badge color.
- Add holidays using the methods described below.
- Assign users to this scheme.
Holiday Types
Each holiday in a scheme belongs to one of two types:
| Type | Description | Examples |
|---|---|---|
| Fixed Holidays | Same date every year. These repeat automatically on the same date each year. | Christmas (Dec 25), Independence Day (Jul 4), New Year's Day (Jan 1) |
| Floating Holidays | Variable dates that change each year. You must set specific dates for each year manually. | Thanksgiving (4th Thu in Nov), Easter, Labor Day (1st Mon in Sep) |
Default Holiday Scheme
One holiday scheme can be marked as the Default. The default scheme automatically applies to all users in the account, including users who are not explicitly assigned to any holiday scheme.
- When a default scheme is set, all users automatically get its holidays applied to their capacity calculations.
- Users explicitly assigned to a different scheme use that scheme's holidays instead.
- If no default scheme is set, users without an explicit assignment have no holidays applied to their capacity.
Assigning Holiday Schemes to Users
Once you have created a holiday scheme, you can assign users to it so their capacity calculations reflect the correct holidays.
- Each user can be assigned to one holiday scheme.
- Users without an explicit assignment use the Default Scheme if one is set.
- Use the user picker to assign users individually or in bulk.
- Changes take effect immediately in workload calculations.
Holidays on the Scheduler
Once configured, holidays are reflected on the Resource Scheduler in several ways:
- Holiday days display colored dots or indicators on the date header row.
- User capacity is automatically set to 0 hours on holidays.
- Hovering over a holiday indicator shows a tooltip with the holiday name.
- Scheduling a task on a holiday day triggers a warning: "This day is a holiday".
Managing Schemes
You can perform the following management actions on any holiday scheme:
| Action | Description |
|---|---|
| Edit | Add or remove individual holidays, change the scheme name, description, or badge color. |
| Delete | Remove a scheme entirely. All users previously assigned to it will fall back to the Default Scheme (if set) or have no holidays applied. |
See it in action: Managing holidays and capacity for a distributed team