Scheduling Settings holds the account-wide defaults and lists that resource scheduling uses: when your week starts, how many hours new people work each day, and your user tags, leave types and public holidays. Set them up before you start booking your team.
Open Scheduling Settings
Go to Settings › Scheduling Settings. Only Administrators can open it. For everyone else the tile is greyed out.
The Team Schedule itself must be switched on. Administrators and Finance Managers do that under Settings › General, in Enabled/Disabled Modules. See general settings.
Default availability
- First day of Week: the day your weeks start on in timesheets, the team schedule and date pickers. It's the same setting as First day of week in Settings › Timesheet Settings, so changing it in one place changes both.
- Default working hours per day: a box for each day, Monday to Sunday. Every new team member and external contact starts with these hours as their Standard Working hours. Changing the defaults later doesn't change people you've already added.
Click Save below the table.
To change one person's hours, open them in Contacts and edit their Standard Working hours. Their current and future bookings are recalculated, and the weekly timesheet reminder uses the same hours. See managing users.
User tags
User tags describe people, such as their skills, area of expertise, location, department or job title. Use them to pick out a group of people who have something in common: filter the Team Schedule by User Tags, search or filter by User Tags in Contacts, and filter reports such as Timesheet Details and Schedule Details by them.
Under User Tags, click Add Tag.
Enter a Name and click Save.
Then give people their tags in Contacts, in the User Tags field of their contact details. This works for team members and external contacts, and anyone who can edit contacts can do it. You can only choose tags that already exist here, so create them first.
Click a tag to rename or delete it. A tag that anyone still has can't be deleted: the message lists who has it, so remove it from them first.
Leave types
Leave types are the kinds of leave you book on the Team Schedule, such as annual leave or sick leave.
Under Leave Types, click Add Leave Type.
Enter a Name, choose an Icon and click Save. The icon shows on every leave booking of that type.
A leave type used by any booking can't be deleted. To book leave, see tracking time off.
Holidays
Public holidays are days off for everyone in your account. The Team Schedule shades them grey (hover over the day to see the holiday's name), bookings skip them, and a booking can't start or end on one unless Schedule on days off is ticked.
Under Holidays, click Add Holiday.
Enter a Name, choose the Date and click Save.
- Add each year's holidays. A holiday is a single date. Names must be unique, so include the year, such as "Christmas Day 2026".
- Bookings update. Adding, moving or deleting a holiday that isn't in the past recalculates the bookings that cover that day. A booking in hours per day loses that day's hours. A booking in total hours spreads them over its other days.
- One person only? Holidays apply to everyone. To give one person a day off, book leave for them instead.
The list shows the latest date first. Names must also be unique for user tags and leave types.
Roles for scheduling
Assign these in Contacts. See managing users for the full list.
- Scheduling User: for everyone you book. External contacts, such as contractors, can have it too. Each person with the role uses a Scheduling User licence. Every plan includes one, and on a paid plan an Administrator can add more under Settings › Avaza Subscription, in Manage Plan Addons. See your subscription.
- Scheduling Manager: creates and changes bookings and leave. It doesn't use a licence, and only Administrators can give it. A Scheduling Manager who isn't an Administrator can only book people on projects they're a member of themselves.
- Schedule Viewer: opens the Team Schedule without changing it.
Next, schedule your team. To colour bookings by type of work, set up project categories.