Time Off

Time Off is the Planner area for recording and approving periods when a worker is unavailable. It helps schedulers see who is off, approve requests, and avoid assigning shifts during approved time off.

Where Time Off fits

Add time off

1. Go to Planner → Time Off.
2. Click Add Time Off.
3. Choose the worker.
4. Enter the start and end date.
5. Choose a reason.
6. Save the request.

Find a time off request

1. Go to Planner → Time Off.
2. Use the filters for user, status, and the Show past or Show cancelled options.
3. Click the request to open it.

Approve or reject a request

1. Open the request from Planner → Time Off.
2. Click Approve if the request should go ahead.
3. Click Reject if it should not.

Edit or delete a request

1. Open the time off request.
2. Click Edit to change it.
3. Click Delete if it should be removed.

Cancel approved time off

1. Open the approved request.
2. Click Cancel.

Things to know

• Scheduler-created time off can be approved straight away.
• Pending requests can be approved or rejected from the list.
• Approved time off is treated as unavailable time in Planner.
• On the planner board, pending requests show as a yellow requested state and approved time off remains a separate unavailable state.
• Users with time-off approval permission can right-click a requested cell on the planner board to approve, reject, or add a shift anyway.
• Time off reasons are managed separately from the request list.