Managing resource schedules and time off gives your account accurate, per-person capacity planning by letting you assign individual work schedules, holiday schedules, and personal time off (PTO) to each resource. Any resource that does not have a schedule assigned yet will automatically get the account default schedules.
What it is
Resource availability is made up of three layers, each managed independently and assigned per resource. This means a resource's working hours, regional holidays, and personal time off are all tracked separately, giving you the flexibility to configure each one without affecting the others.
- Work schedule defines which days and hours a resource works each week.
- Holiday schedule (company time off) defines public and custom holidays.
- Personal time off (PTO) covers individual absences such as sick leave and vacation.
Admins or members with edit access can assign and update work schedules and holiday schedules for any resource on your account. PTO can be managed by admins or members with edit access, or by the team member themselves if an admin has granted them the relevant permission under account permissions.
Create schedules
To access schedules, click your profile picture in the top right, select Administration, open the General tab, and select Schedules.
Click the Schedules button in the top right to open the schedule management tab:
The tab has two sections in the left sidebar: Work schedules and Company time off. Use these to create and manage each schedule type independently. To create a work schedule, select Work schedules in the left sidebar and click Add schedule.
Select the working days and set the start and end hours for each active day, then click Save. The weekly capacity is calculated automatically based on your selections.
To create a company time off (holiday) schedule, select Company time off in the left sidebar and click Add schedule. Select the holiday dates on the calendar (you can mark public holidays or add custom dates) then click Save.
Assign schedules to resources
From the main Schedules page, you can see all resources alongside their currently assigned work schedule, company time off schedule, and teams. Use the Search bar or Filter to find the resources you want to update. Filtering by team makes it easier to select a group with the same schedule needs.
Select the checkboxes next to the relevant resources (you can select up to 100 at once) then use the Work schedule and Company time off dropdowns on each row to assign the relevant schedule.
Manage PTO
PTO is logged separately from holiday schedules and is visible in the Workload widget (on Pro and Enterprise plans). Note that Resource Planner, Capacity Manager, and the Timeline column are available only on the Enterprise plan.
Admins and members with editing access can log PTO for any resource directly from the Schedules page. Locate the relevant resource and click Edit PTO in their row, select the relevant dates, and click Save.
If you have granted a team member the relevant permission under account permissions, they can log their own time off from their profile. They open their profile, select the Schedule tab, click Add time off, select the relevant dates, and click Save.
API access
This feature supports API access, so external systems such as HR tools can push both PTO and schedule data directly into monday.com. For full details on API, see the monday.com API documentation.
Best practices
- Your account includes one default schedule for work hours and one for company time off. Keep these up to date to ensure they reflect your standard working pattern accurately.
- Before enabling time off permissions for team members, make sure your team is aligned on how PTO is tracked in your account, as any time off logged takes effect immediately.
- After updating schedules, check the Workload widget to confirm availability is reflecting correctly for upcoming project phases.
FAQs
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.