You can create time off in the scheduler and the vacation planner as well as making time off requests for your employees.
You can also manage your employees' time off requests by following this guide.
1- Create time off in the schedule
Select the day for which you want to create time off in the schedule, then click on the “+”
Select the time off option on the left
If the time off is for more than one day, check the “Multiple days” option and select the dates
Select the Time off type. To configure them, follow this procedure.
Confirm the days or hours to be recorded
Confirm and modify the branch and position assigned to the leave if necessary
Press “Create”
IMPORTANT
If you use the Time and Attendance module, time offs created in advance will be transferred to the timesheet automatically on the day of.
2- Creating a time off request for an employee
You can create requests for employees.
First, go to the “Time off” menu
Click on “Time off request”
Click on “Create”
Select the employee
Click on “Choose”
Identify the planned time period for the leave
Select the type of leave
Confirm the days/hours to be recorded
Confirm and modify the position and branch associated with the leave if necessary
Enter the justification (reason for leave), if required by your organization
Click on “Create and approve”
📌 If the employee was already scheduled for that period, you will have the option to manage the conflict by clicking on “Manage”
3- Creating a time off for an employee via the vacation planner
To create time off for an employee using the vacation planner;
Click on “Create time off” in the upper right corner
Select the date (if it is a multi-day vacation, select the date on which the vacation will begin)
Select the employee
If the vacation is for part of the day only, uncheck the “All day” option and select the hours
If the vacation is for multiple days, check the “Multiple days” option and select the dates
If necessary, you can uncheck days that should not be counted or adjust the duration to be calculated per day
Select the type of leave
Click on “Publish” or “Save draft”
Note that to create leave, you can also click on the day for the desired employee and you will then have access to the same options (steps 4 to 8).
For time offs spanning several days, such as summer vacation, you can also click on the first day of the leave and drag to the last day while holding down the mouse button. This allows you to plan vacations quickly and efficiently.
