Connecteam's time off feature allows you to manage all paid and unpaid time off without manual calculations. This feature is transparent to both managers and employees. As part of an all-in-one solution, the time off feature integrates with the Job Schedule, enabling managers and employees to add and view approved time off directly from the schedule. For managers, it ensures smooth scheduling by preventing managers from scheduling employees on their days off. For employees, it lets them know exactly when their colleagues will be off, helping them plan and even determine the best times to request their own time off. In this article, we will explain how to view time off on the job schedule.
This article will cover:
How to Add Time Off From the Schedule
You can quickly add time off on behalf of your employees from the schedule. To add time off on behalf of your employees directly from the schedule:
Log in to your admin dashboard
Access the Job Schedule feature from the left sidebar and then the relevant schedule.
Click on Add and choose Add time off
Choose the Time Clock that you need the time off to appear
Select the relevant policy type
Decide whether their Time Off will last a full day or specific hours and the date when it's taking place.
Click on Add time off - all done! The employee's time off will be automatically reflected on their schedule.
How to View Time Off Requests Directly from the Schedule
As an admin, you can view and manage pending Time Off requests directly on the schedule, giving you a complete picture of employee availability while planning. This broader view helps you see how time-off requests affect your scheduling and dispatching decisions. You can approve or reject requests right from the schedule view, streamlining your time-off management process.
To activate this capability, follow these steps:
Navigate to Job Schedule and click 'View Options' in the top left.
Make sure to toggle on the 'Time Off Requests' viewing option. Once enabled, you’ll be able to view the requests!
To approve or reject Time Off requests directly from the schedule, click on the request. A window displaying the request details will allow you to approve or reject the request.
How to View Approved Time Off on the Job Schedule
Viewing approved time off in the schedule has never been easier. Any approved absences appear on the schedule right away, on both the dashboard and the mobile app.
Dashboard
To view approved time off directly on the schedule from the dashboard:
Access the Job Schedule feature from the left sidebar
Select the relevant schedule, and navigate to the day when there is approved time off for any user
You can hover over it to see its details, like what type of policy it is, who approved it, and when.
Mobile App
To view approved time off directly on the schedule from the mobile app:
Once you or the user logs into their profile from the mobile app, access the Job Schedule and enter the relevant schedule
Navigate to the Everyone tab
Approved time off will appear in red; press on it to view its details, of which user has it, and what type of policy it is.
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