Booking off shifts

You can book off shifts in Central Staffing if the assigned employee cannot work or if schedule adjustments are required.

  1. Load a schedule.
  2. Right-click the shift you want to book off and select Book-off Shift.
    The Book-off pop-up is displayed. If booking off the shift would cause schedule compliance warnings or errors, a list of potential schedule compliance warnings or errors is displayed.
  3. If you are booking off multiple portions of the shift using different book off codes, click the Copy button to add additional rows.
    Each row in the Book-off pop-up defines one segment of the shift to book off. A single row can be used to book off the entire shift or one segment of the shift using a single book off code. You can add additional rows as required to book off multiple segments of the shift with different book off codes. You can click the Delete button to delete rows.
  4. Specify this information for each book off segment:
    Start Time
    Select the time when this book off segment starts. This cannot be earlier than the original start time of the shift.
    End Time
    Select the time when this book off segment ends. This cannot be later than the original end time of the shift.
    Note: Book off segments may not overlap times for other book off segments.
    Book-off Code
    Select the leave activity that describes the time off. For example, select SICK for illness or VAC for vacation.
    If the leave activity specified consumes a balance, the employee must have sufficient balance to cover the booked off time. The employee's balances are displayed in the pop-up.
    If the leave activity specified is mapped to a time off type, completing the book off adds an approved LTA to the Time Off Planner on behalf of the employee.
    Relief Status
    Specify the status to be displayed in the Relief Queue for the relief shift created for the booked off time. For example, select Unfilled if the relief shift must be filled or select Relief Not Needed if it is not necessary to fill the relief shift.
    Leave Reason
    Specify the leave reason for the time off.
  5. Optionally, specify a Comment for the book off.
  6. Click Submit.
    The book off is validated to ensure that it does not cause schedule compliance warnings or issues, that the times selected are valid, and that the employee has sufficient balance to cover the booked off time.
  7. If warnings or errors are found, a list of warnings or errors is displayed in the pop-up. Perform one of these options:
    • If only warnings are found, click Submit again to confirm the warnings and perform the book off. Or, update the book off details or click Close to cancel the book off.
    • If any errors are found, the book off cannot be completed. Update the book off details or click Close to cancel the book off.