If you need to add Time Off on behalf of your employees, there are three main ways to do it. This allows you to choose the option that’s most convenient and fits best with what you're working on at the moment. The first option is directly from the Time Off feature, the second option is from the Job Schedule, and the third option is from the employee's timesheets. Let's go over each of these below!
Option 1: From the Time Off Feature
From the Desktop
Access the Time Off feature from the left sidebar
Click on Add time off
Select the user you wish to add time off for
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!
Please Note: If you don't see a certain policy in the list, it's likely because the user was not assigned to it. Make sure users are assigned to all relevant policies before adding Time Off for them. To learn more about assigning users to policies, look at this great article!
From the Mobile App
Access the Admin tab
Press on Manage time off
Then Add time off
Select the user you wish to add time off for
Select the relevant time clock and policy time
Set the appropriate date and time the time off when the time off will take place.
Click on Add time off - all done! The users’ time off will appear in their timesheets, and the unavailability will appear in the Job Schedule! -
Option 2: Directly from the Job Schedule
Adding time off on your employees' behalf directly from the job schedule is a great option since it provides more context around the employee and reduces the need for extra steps. 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.
Please note: currently, adding time off on behalf of your employees directly from the schedule is only possible from the desktop, not the mobile app.
Option 3: Directly from the Employee's Timesheets
From the Desktop
Access the Time Clock feature from the left sidebar
Navigate to the Timesheets tab and access the timesheet of the relevant employee
Click on Add and select Add time off
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 timesheet.
From the Mobile App
Access the Admin tab
Press on the Time Clock and enter the relevant one
Go to the Timesheets tab and select the relevant employee
Find the day when you need to add the time off, press on it, and then on Add to this day
Choose to add time off
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 timesheet.
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