Scheduling Time Off
To schedule time off
Click Calendar view from the main dashboard
Click the My Schedule button (Top left)
Click Monthly Schedule
Click on the day you want to request off or click and drag across the calendar to select multiple days at once
Time Off Details
Type of Request
To request repeating days off, like every Monday and Friday, choose Repeating Days Off.
Weekly Repeating Days
The Weekly Repeating Days field will only be available for requests with type Repeating Days Off.
In the text box start typing in the day of the week you are requesting off (example: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, or Sunday) and click on the day to select it.
Reason
Enter the reason for your time off request.
Start & End Date
Enter the start and end date of your request.
All Day
If the request is for the entire day, leave the box checked, otherwise, uncheck the box and enter the times requested.
Scheduling Time Off in the Mobile App
To select time off in the mobile app:
From the sidebar, select Time Off
Select New Time Off Request at the bottom of the screen
Complete the form, and select Save
Time Off Email Reminders
When an employee requests time-off, the following user roles will receive an email notification with the ability to accept or decline the time-off request.
Admin
Owner
Scheduling
When the time-off request is accepted or declined, the employee who requested the time-off will receive an email from the system letting them know.