Schedule Time Off

    Schedule Time Off


    Article summary

    This article goes into detail about Scheduling Time Off. For just a general overview, visit the Guide to Timesheets article.


    Time Off

    Found on the main Timesheets page, "Schedule Time Off for Employees" is a page that allows scheduling time off for users that have Allocated Time Off.

    Schedule Time Off for Users

    1. Select the Year and Time Off Type
    2. Click "+ SCHEDULE TIME OFF" buton in the top right corner or the "+" button to the right of a user
    3. Fill out the fields provided:
    • From Date
    • Start Time
    • Hours on each date provided
    • User(s) to apply time off to (can Select All)
    • Time Off Project Code
    1. Save to schedule time off or Cancel to avoid scheduling time off
    Complications When Scheduling Time Off
    • No ability to schedule more than two weeks off at a time. Must create more than one segment in this case.
    • Cannot schedule more time off than that which is allocated.

    View Scheduled Time Off

    Hourly users' scheduled time off details are displayed in the Scheduled Time Off table. This table includes:

    • Name of user
    • Role of user
    • Allocated Time Remaining
      • Click down arrow for more details
    • Scheduled Time Off
      • Click down arrow for more details
    • Actions (edit/delete/add time off)

    Screenshot%202024-01-19%20at%202.52.28 PM


    Was this article helpful?