Use simple tools to handle time off for your team members easily. Discover how to customize time off reasons, schedule leave and manage these efficiently. 

This guide covers:

• Getting started 
• Creating time off reasons
• Managing time off reasons
• Adding time off
• Managing time off
• FAQs

Getting started

To efficiently manage time off and keep your workplace running smoothly, we recommend taking the following steps first:

•  Add all of your team members. 
• Create your team’s regular Scheduled shifts.

Creating time off reasons

To create custom time off reasons: 

1. Open Workspace settings, select Team then Time off types. 
2. Click Add and enter a custom Reason. For example, parental or compassionate leave.
3. Click Add.

Managing time off reasons 

Make adjustments or remove a time off reasons at any time.

Rearrange the order of time off reasons

Set how you’d like time off reasons to be displayed in all lists.

To rearrange the order of time off reasons:

1. Open Workspace settings, select Team then Time off types.
2. Click Options and select Change order.
3. Drag and drop the list of reasons into the correct order.
4. Click Save order.

Edit time off reasons

To edit time off reasons:

1. Open Workspace settings, select Team then Time off types.
2. On the relevant reason, click Actions and select Edit.
3. Change the reason as needed.
4. Click Save.

Delete time off reasons

To delete time off reasons:

1. Open Workspace settings, select Team then Time off types.
2. On the relevant reason, click Actions and select Delete.
3. Select Delete to reconfirm you want to proceed.

Adding time off

There are a couple of ways you can add team off for your team members.

To add time off through your business settings: 

1. Open Team and select Scheduled shifts. 
2. Click on the team member’s shift and select Add time off. Alternatively, click on the Add button from the top-right and select Time off. 
3. Within the Add time off section, select the team member and the type of absence.
4. Set the start date, start time, and end time. For multiple days, check the Repeat box and choose an end date. The total hours off will be displayed.
5. Optionally add a description. 
6. Check the Approve box and click Save.

To add time off through your calendar: 

1. Open your Calendar. 
2. Click on a team member and select Add time off. 
3. Within the Add time off section, select the team member and the type of absence.
4. Set the start date, start time, and end time. For multiple days, check the Repeat box and choose an end date. The total hours off will be displayed.
5. Optionally add a description.
6. Check the Approve box and click Save.

Managing time off

To edit or delete time off:

1. Open Team and select Scheduled shifts.
2. Click on the scheduled time off and select Edit time to make adjustments before clicking Save.
3. Alternatively, click Delete and Delete again from the pop-up to reconfirm.

FAQs

Q: What happens if I edit or delete a time off period?
Editing allows you to adjust the details while deleting restores the original shifts for that period.

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Q: How is total time off calculated?
Total time off is based on the scheduled shift hours for the day. Zero hours are shown if no shifts are scheduled.

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Q: What should I do for company-wide closures like holidays?
Use Business closed periods to indicate closures without affecting individual scheduled shifts