Owners, Administrators and Rota Managers can manually log time off requests submitted directly to them to them by employees.
Did you know?
You can allow your employees to request time off through the system. All you have to do is approve or decline, no need for manual work!
Click HERE to find out more.
Add Time Off
The record can be created from three ways :
Directly on the Rota Grid
Navigate to the employee on the rota and simply click on one of the squares on the employee's row and select "Add Time Off"
From Employee List on the Rota View
Hover over employee's name, click on the blue burger icon and click "Add Time Off"
From Employees Tab
Click on three dots by the employee's name and click "Add Time Off"
Create Time Off
To create the time off record simply fill out the details required on the Create Time Off form.
Select Leave Type - Choose from the drop down option list
Start Date & End Time - Select one or multiple days at once
Full Day - Select if time off is for full day
If NO - Select Start and End Time
Reason (Optional) - Input the reason or relevant information
Reoccurring Unavailability ?
Find out how you can set reoccurring non working days HERE
View Time Off Records
All time off records are marked by a bright orange card which also states the leave type.
You can also view a summary of each employee's planned leave by navigating to Employees Tab > Holidays > Planned Leave and clicking on the calendar icon.
Edit Time Off Record
If you need to make changes to the record or you want to view the "Reasons", simply click on the record and select "Edit Time Off".
A pop-up window will appear and you'll be able to make changes. When you're done, simply click "Update".
Delete Time Off Record
To delete the record, follow previous steps and click "Delete Time Off".
Time Off Records Mobile
You can also create, view and manage time off records on your mobile.
Navigate to a rota, and tap "Add Time Off", then fill out the form the same way you'd do on the desktop.
If you need to make changes, simply tap on the record, input changes and tap "Update Time Off".
If you want to delete the record, follow previous steps and tap "Delete Time Off".
Benefits of Creating Time Off Records
Here are few benefits of recording time-off :
Efficient Workforce Management
Enables you to plan and manage workforce availability effectively, without searching for paper records or searching on other systems.
Minimise Unexpected Changes
Facilitates the creation of balanced work schedules, minimizing disruptions due to unexpected absences.
Enhanced Productivity
Reduces the likelihood of overlapping time off or critical periods with limited staff.