How to Manage the User's Time Off
Whether it's a single entry or they're asking for the same day off every week, or they changed their minds, it can all be scheduled and managed here.
To view the user's scheduled time off
- While on the user record, click Time Off on the left side menu.
To schedule a single time off occurrence for the user
- In the Scheduled Time Off section, click Add.
- In the Schedule Time Off window, fill out the desired fields.
- Note: Leave Recurring as Off
- Click Save.
To schedule a recurring time off occurrence for the user
- In the Scheduled Time Off section, click Add.
- In the Schedule Time Off window, turn on Recurring.
- Fill out the desired fields.
- Optional: Click Preview to view a preview of all the recurring instances that will be created
- Click Save.
To edit the user's scheduled time off entry
- In the Scheduled Time Off section, click on the row of the desired time off entry.
- Update the desired information.
- Click Save.
To delete the user's scheduled time off entry
- While on the Scheduled Time Off page, click Delete in the lower left of the page.
- A confirmation message will appear. To confirm, click Delete again.