Managing Company Holidays

Company holidays are managed using Group calendars, typically by the Playbook Administrator.

1. In Admin, Resources belong to a Department, and the Department belongs to a Group. Company holidays are managed using the Group's calendar which are then inherited by all resources in that Group.
2. For Company holidays, Groups are typically defined by location, in this example, US, and UK. Notice there are 'duplicate' Departments, each belonging to a different Group.
   
3. Projects can be organized in Playbook using different Groups than the groups used to control Company holidays. 
   
4. To configure company holidays, click the Working Days tab.
   
5. Click on the Calendar Filter and then select Groups.
   
6. Right-click on the Group Calendar where you want to create the company holidays, in this example, US, and then click Calendar Properties. 
   
7. In the Days Off / On page, click Add then enter the Name of the company holiday and the From/To dates. The company holidays are automatically inherited by all resources in the Group.
   
8. Future company holidays can be copied and pasted from one Group to another.
   
   
9. Need a hand? Contact a Customer Success Engineer today!