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SecurityTrax

How to Manage the User's Time Off

To view the user's scheduled time off

  1. While on the user record, click Time Off on the left side menu.

To schedule a single time off occurrence for the user

  1. In the Scheduled Time Off section, click Add.
  2. In the Schedule Time Off window, fill out the desired fields.
    • Note: Leave Recurring as Off
  3. Click Save.

To schedule a recurring time off occurrence for the user

  1. In the Scheduled Time Off section, click Add.
  2. In the Schedule Time Off window, turn on Recurring.
  3. Fill out the desired fields.
    • Optional: Click Preview to view a preview of all the recurring instances that will be created
  4. Click Save.

To edit the user's scheduled time off entry

  1. In the Scheduled Time Off section, click the Edit icon Pencil Edit Icon - No background.png in the row of the desired time off entry.
  2. Update the desired information.
  3. Click Save.

To delete the user's scheduled time off entry

  1. In the Scheduled Time Off section, click the Trash Can iconDelete Trash Can Icon - No background.png in the row of the desired time off entry.
  2. Click Delete.

 

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