Adding a time off period

  1. Click on the Add Time Off Period tab in the toolbar.
    If multi mode is enabled, Add Time Off Period is displayed in the toolbar as an icon.
  2. Specify this information:
    Employee(s)
    Specify one or more employees to add the time off period.
    Date Range
    Specify the date range for the time off period.

    If All the day(s) are selected, Time Off applies to the entire period, whether scheduled or unscheduled.

    If Only unscheduled day(s) are selected, Time Off is applied only to unscheduled days, leaving existing shifts unchanged.

    If Only scheduled day(s) are selected, Time Off is applied only to scheduled shifts, without affecting unscheduled days

    Time Off Time
    Select Full or Partial time off.
  3. If you select Full in the Time Off Time field, specify this additional information:
    Type
    Specify the type of time off. You can use the database lookup to view the list of time off types.
    Create Backfill Shift
    Select Yes to create a backfill shift or No to opt-out.
    Reason
    You can specify a reason for the time off depending on the Activity Type Map configuration.
    Comment
    You can add a comment to the shift based on the Activity Type Map configuration.
    This comment is displayed in the cell and visible to employees.
  4. If Partial is selected, specify the Start time and End Time of the time off period the repeat step 3.
  5. Optionally, select the Create as unpublished time offs check box to set the initial publish status of the Time Off entry.

    When the check box is selected, Time Off created on an unscheduled day is default to unpublished, regardless of the scheduling period's publish status. For Time Off created on a shift, the entry’s status matches the shift’s publish status.

    When the check box is cleared, all Time Off entries are published by default, regardless of whether they fall on an unscheduled day or a shift, and regardless of the shift or scheduling period's publish status.

  6. Click Save.