.png?fit=max&auto=format&n=V5LGcGniNC1X_QJO&q=85&s=8c9ba3ce9a0d0045976180c9f669af26){kind=logo}
Holiday & Workload Schemes
Holiday schemes define the non-working days for your organization or a specific region. Workload plans use these schemes to calculate each user’s daily hour target, which appears as a progress bar on the time calendar. Both are configured in Admin → Time Tracking.Holiday Schemes
A holiday scheme is a named list of non-working dates for a specific country, region, and calendar year. When a workload plan references a holiday scheme, any dates that fall on a listed holiday show no daily target on the user’s calendar.Holiday scheme fields
Creating a holiday scheme
1
Go to Admin → Time Tracking → Holiday Schemes
You need instance admin access to manage holiday schemes.
2
Click + New Scheme
The create dialog opens.
3
Fill in the scheme details
Enter the name, country, region, and year. Choose a naming convention that makes it easy to identify at a glance — include the region and year in the name.
4
Add individual holidays
Click + Add Holiday for each non-working day. Enter the date and the name of the holiday. Repeat for all public holidays in the year.
5
Click Save
The scheme is saved and available for selection in workload plans.
Holiday schemes are year-specific. You need to create a new scheme for each calendar year. An easy workflow is to duplicate the previous year’s scheme at the start of the year and update the dates.
Editing holidays in an existing scheme
Click the scheme name to open it. You can add new holidays, edit existing ones, or remove dates that no longer apply. Changes take effect immediately for any workload plan linked to the scheme.Workload Plans
A workload plan defines the expected working hours for a user or team. The plan generates a daily target that appears as a progress bar on the time calendar. When a user meets or exceeds their daily target, the bar turns green.Workload plan fields
How workload plans work
Each day the user opens their time calendar, Collabase checks whether an active workload plan exists for them. If it does, a progress bar appears at the top of the day column showing hours logged versus the daily target. The target is the Hours Per Day value, adjusted for weekends and holidays.- Days that fall outside the Work Days list show no target.
- Dates listed in the linked Holiday Scheme show no target.
- All other days show the standard Hours Per Day target.
Creating a workload plan
1
Go to Admin → Time Tracking → Workload Plans
You need instance admin access.
2
Click + New Plan
The create dialog opens.
3
Assign to a User or Team
Search for and select either an individual user or a team. Team plans apply the same hours and schedule to all current and future team members.
4
Set the hours and schedule
Enter Hours Per Day, Days Per Week, and select the Work Days checkboxes for which weekdays count.
5
Link a Holiday Scheme
Select the appropriate holiday scheme for the user’s or team’s location. If you have not created a scheme yet, see Creating a holiday scheme above.
6
Set the validity dates
Enter a Valid From date. Set a Valid To date if the plan should expire — for example, if a part-time arrangement ends on a known date.
7
Click Create
The plan is saved and the progress bar begins appearing on the user’s time calendar for days within the validity period.
If a user has no active workload plan, the daily progress bar does not appear on their time calendar. This is expected behaviour — it means no target has been configured for that user.