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Manage time off for team members

Add time off for team members in a range of quick ways for ease and efficient tracking. 

This guide covers:

Getting started

Ensure you’ve added your team member’s regular Scheduled shifts before adding time off. 

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. Head to Scheduled shifts under Team
  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.

NOTE:

  • The total time off hours are calculated based on the scheduled shift hours.
  • Time off is shown in gray on the calendar even if there are no shifts.

TOP TIP: For team members working at multiple locations, time off will be duplicated across all calendars.

Editing or deleting time off

To edit or delete time off:

  1. Head to Scheduled shifts under Business settings.
  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.

NOTE:

  • Deleting time off affects the entire date range and will restore previous shifts.
  • You won’t need to alter time off for team members during Business closed periods for holidays.

Creating custom time off reasons

To create custom time off reasons: 

  1. Head to Time off types under Business settings.
  2. Click Add new and enter a custom reason like parental or compassionate leave.
  3. Click Save.

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.


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.


Q: What should I do for company-wide closures like holidays?

Use Business closed periods to indicate closures without affecting individual scheduled shifts.

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