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Leave calendar and team time off

Admin · CSM · OM3 min read

Last verified 2026-09-17

Manage team out-of-office, schedule personal leave, import company-wide public holidays, and maintain calendar SLAs.

Before you start

  • ValueRamp staff account (Admin, CSM, or Onboarding Manager)

The Leave Calendar (/settings/organisation/leave) provides centralized visibility into team availability, scheduled time off, and fixed company holidays across your workspace.

Because customer success commitments and onboarding milestones depend on realistic working day calculations, recorded leaves directly integrate with ValueRamp's timeline scheduling engine.

Scheduling time off

Team members and administrators can schedule leave by clicking Add leave:

  • Leave type:
    • Internal OOO: Personal time off, conferences, or scheduled absences.
    • Public Holiday: Company-wide fixed holidays that apply to all teammates across the organization.
  • Team member assignment:
    • Admins can submit and edit leave for any staff member in the workspace.
    • CSMs and Onboarding Managers have self-serve permissions to log their own Internal OOO entries.
  • Date span & duration: Select start and end dates using standard ISO format. The system computes the net day duration automatically.
  • Cover person & notes: Optionally designate a teammate covering client accounts during your absence and include handover instructions.

Timeline SLA and milestone integration

The entries recorded in your Leave Calendar back the workspace leave_calendar datastore:

  • Working day recalculation: When calculating delivery timelines for onboarding plans or account milestones, ValueRamp skips active leave dates.
  • Target dates: Milestones avoid falling on scheduled team holidays, preventing missed SLAs and alerting managers if coverage is needed.

Public holidays and bulk import

For company-wide holidays that apply to all staff, Admins can utilize the Fixed holidays — bulk import tool:

  • Download template: Click Template to obtain an import file with required headers (Holiday name, Start date, End date).
  • Validate & apply: Drop a .csv or .xlsx spreadsheet into the upload zone to preview matched dates, detect duplicates, and commit company holidays in a single operation.
  • Export records: Click Export active to download current leave entries for payroll and resource planning reconciliation.
The Leave Calendar header showing year selector, type filters, and status controls

1 / 4Open the Leave Calendar and filter entries by year and type

Steps

  1. Open the Leave Calendar and filter entries by year and type

    The Leave Calendar header showing year selector, type filters, and status controls
  2. Click 'Add leave' and enter leave details, dates, and cover

    The Add leave modal showing fields for leave type, person, start and end dates, cover person, and notes
  3. Review active and cancelled leave in the schedule table

    The Leave entries table displaying type badges, team member name, date span, and status
  4. Download template and bulk import fixed public holidays

    The Fixed holidays bulk import card showing template download, active export, and file upload zone

Common questions

Who can add and manage leave entries in ValueRamp?

Admins can add, edit, and cancel leave for any team member, as well as import company-wide Public Holidays. CSMs and Onboarding Managers can add and edit their own Internal OOO entries.

How does scheduled leave affect customer onboarding and project timelines?

Leave is a record for the team, not an input to scheduling: milestone due dates and task SLAs are not recalculated around it. Use it to see who is away and who is covering.

Can customer stakeholders see my team's scheduled leaves?

Customer visibility is governed by the 'Allow customers to log leave' and 'Show team names to customer' toggles under Settings → Organisation.

What file formats are accepted for bulk holiday imports?

The bulk importer accepts CSV and XLSX files. Use the Template button to download the exact expected headers: Holiday name, Start date, and End date (YYYY-MM-DD).

How do I remove myself from a workspace?

Teammate access is administered centrally. To remove your account from a workspace, contact your workspace Admin to revoke your seat under Settings → Team.

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