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Managing Holidays and Time Off

Ensure GUIDEcx understands when users are unavailable to work to prevent assignment bottlenecks.

Written by Elan Maynez
Updated over 3 weeks ago

Global Holidays (Company-Wide)

Holidays apply to every user in your workspace.

  1. Navigate to Resource Management > Holidays.

  2. Add a Holiday: Click + Add Holiday.

  3. Enter the name (e.g., "Tax Day") and select the specific date.

  4. Click Add holiday.

Important to Note - The system looks at a rolling calendar year. Once a holiday passes, it moves to the "Past Holidays" section automatically.


Individual Time Off (User-Specific)

Time Off is used for vacations, sick leave, or personal days specific to one person.

  1. Navigate to Resource Management > Time Off.

  2. Click + Add Time Off.

  3. User: Select the specific team member from the dropdown.

  4. Date Range: Define the start and end dates.

  5. Name/Description: Enter the reason (e.g., "Backpacking Trip").

  6. Click Add Time Off.

Editing and Deleting Time Off

Click the kebab menu on any Time Off entry to Edit the dates:

Delete the request from the Calendar or Time Off tab if plans change.

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