Tip: Total time off days can also be reviewed in staff performance.

Time Off Details

These are the details that can be specified for every Time Off Entry:

Add Time Off

Time Offs can be added by Admin and Manager User Types.
While Staff User Type can only request time offs.

1. Time Off can be added/requested from either the Time Off or Schedule View page:
   To add from Time Off page:
   • For User Type Admin or Manager, click the + Add Time Off button.
     For User Type Staff, click the + Request Time Off button.
   • Or click the + Round Button on the lower right corner; Then select Add Time Off.
   To add from Schedule View page:
   • Right-click on any calendar box, then select Add Time Off.
   • Or click the + Round Button on the lower right corner; Then select Add Time Off.
2. Adjust Time Off details.
   NOTE: Refer to the Time Off Details Section for more information on each detail.
3. Click + Add Time Off button to save.
   Note: In case a Staff User Type is requesting for Time Off that conflicts with an existing shift, the Admin/Manager User Types will be sent an email notification regarding the schedule conflict.

NOTES:

• All added Time Off can be seen in the Time Off Page or Schedule View Page.
• Time Off added by User Type Admin will automatically be tagged as Approved.
• Time Off added by User Type Staff will stay as Pending until otherwise Approved or Denied by an Admin/Manager.

View Time Off

View Time Off in a table format specifying the date range and staff filter:

1. Go to Time Off page from the left navigation pane.
2. Adjust the Date using the pulldown list:
   • All
   • Today
   • Last 7 Days
   • Last 30 Days
   • Next Week
   • This Week
   • This Month
   • Last Month
   • Next Year
   • This Year
   • Last Year
   • Custom
     This option allows entering a custom date range
     Select custom From and To Date Range
3. Adjust Staff Filter to select specific staff. Then Click Apply.
4. All Time Offs that fit the selected Date Range and Staff Selections will be visible:
   • Created - Date this Time Off was added/requested

   • First Name - List of Staff with this Time Off

   • Email - Email Address of the staff with this Time Off

   • Business - Businesses the Staff are under

   • First Day Off - First date of the Time Off

   • Last Day Off - Last date of the Time Off

   • Time From - If time off has a specific Time Range, this shows the start time

   • Time To - If time off has a specific Time Range, this shows the end time

   • Time Off - Total Days of Time Off

   • Type - Type of Time Off

   • Status - Status on whether the Time Off has been Approved, Denied, or still Pending
5. Visible Time Off entries can then be edited/deleted as needed.
   NOTE: Refer to Edit/Delete Time Off Section below.

View Time Offs in a calendar view along with other staff schedules:

1. Go to Schedule View page from the left navigation pane.
2. Adjust the visible date and Calendar View as needed to view all the Visible Time Offs.
   NOTES:
   - Time Off in calendar view will be color coded according to their Time Off Type.
   - Time Offs with Pending status will have a dashed border

Edit/Delete Time Off

NOTE: Only User Types Admin or Manager can edit or delete a time off.

1. Time Off can be edited/deleted from either the Time Off or Schedule View page.
   Refer to View Time Off Section above to look for the specific Time Off to edit/delete.
2. Accesses Time Off Edit/Delete:
   To edit/delete from Time Off page:

   • Click Select Action button on the Time Off to edit/delete;
   • Or click the Select Action Dropdown button:
     - To proceed with edit, select Edit Time Off
     - To delete instead, select Delete Time Off and confirm deletion.

   To edit/delete from Schedule View page:

   • Click a Time Off box in the calendar;
   • Or right-click on any Time Off box in the calendar:
     - To proceed with edit, select Edit
     - To delete instead, select Delete and confirm deletion.
3. If Edit Time Off was opened:
   • To edit, proceed with editing the Time Off details (including Approving/Denying). Then click Save Time Off to save.
   • To delete instead, click Delete Time Off button and confirm deletion.

Export Time Off

Time Off can also be exported as report.