Time off can be added to an employee's schedule via the department calendar or the employee's calendar.
To add time off via the department calendar follow these steps:
Select the Departments link from the top navigation bar.
Choose your desired department by clicking the Name of the department.
Drag and drop the grey Time Off onto the Department Calendar for the employee or employees you would like to give time off to.
Select the desired start date and end date. If you do not select a date, it will default to the single day you dragged and dropped time off onto. Select a Time Off Type from the dropdown list. If you are a Company Admin and would like to add additional types, please read our article on How to Add Time Off Types. An admin note can also be added and is not visible to employees.
Click Save.
If your company has partial time off enabled, you can set hourly time off from the department schedule. If your company has both all day and hourly time off enabled, the modal will show options for both.
To add time off via an employee's calendar follow these steps:
Select the Users link from the top navigation bar.
Choose the employee you wish to give time off by clicking the name of the employee.
Select the employee's calendar by clicking the name of the desired department.
Drag and drop the grey Time Off box onto the employee's calendar for the days you would like to assign the time off to.
Select the desired start date and end date. If you do not select a date, it will default to the single day you dragged and dropped time off onto. If your company has partial time off enabled, you will be able to set a start and end time for that day. Select a Time Off Type from the dropdown list. If you are a Company Admin and would like to add additional types, please read our article on How to Add Time Off Types. An admin note can also be added and is not visible to employees.
Click Save.
After assigning the time off, click the green Publish & Notify button.
