The details of
time off can be accessed from the
Time Off menu under the
Workforce tab. You can create time off for other users. The ones created from the
mobile app will also be listed here.
Available in Editions: Standard,
Professional,
Premium
Create Time Off
To create a time off:
- Select Time Off from the Workforce menu and click Create.
- Perform the following actions, then click Create:
- Select the Service Resource for whom you want to add the time off details.
- Select the Time Off Type as Date or DateTime.
If you select Date, you can apply time off in days and if you select DateTime, you can apply time off in hours. - A Start Date for the time off
- An End Date for the time off
The duration of the time off will be displayed at the bottom of this field. - A Reason for the time off
You can add custom values to this dropdown from the Module Builder. - Any Comments for the time off
Manage Time Off
You can edit, and delete the time off entries.
While creating, or editing a time off of a service resource, if its hours is in conflict with existing time offs of the same service resource, an error message will be displayed, as shown in the below screenshot. Click on the time off mentioned in the message and resolve the conflicts.