Booking Off Employees

  1. From any view that displays shifts, select the staffed shift from which you want to book-off the employee.
  2. Click Book Off in the Schedule Details panel. The Book Off Employee Shift page is displayed.
    A balance validation process for book-offs is triggered when Book Off is clicked. For more information, see Balance Validation for Book-Off.
  3. Select the time code that matches the reason the employee is being booked off from the Reason drop-down list.
  4. Do the following to specify the date range of the book-off operation:
    1. In the From fields, select the date and time when the employee’s booked off status begins.
    2. In the To fields, select the date and time when the employee’s booked off status ends.
  5. Do the following to specify the time range of the book-off operation:
    1. Select the Entire Day check box to book the employee off for an entire day.
    2. Optionally, select Entire day for all days check box to book the employee off for all specified days for the entire day.

    If the shift crosses midnight, you need to determine whether the employee should be booked off for just the entire first day and the portion of the second day that the shift covers, or for both days entirely.

  6. Type any notes or comments describing the reason for booking off the employee.
  7. Click Submit.