Placing Individuals on Leave from the Shift Board

Placing Individuals on Leave from the Shift Board

Purpose

    1. To explain how to place individuals on leave from the shift board. 
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. 

Video 





Directions 

1. Click on Personnel>Shift Board.





2. Drag the user that you are putting off to the time off section of the scheduling deputy. 


Drag the user that you are putting off to the time off section of the scheduling deputy.



3. Fill in the following information:
  • Time off type. 
  • Time off subtype. 
  • Project code. 
  • Start Time & End Time. 






4. If the individual will be off for a extended period of time, you can turn on Recurring Time Off.
  • Two new fields will appear, start and end date. 
  • Put the last date a user will be off in end date. 
  • This will put them off every day they are scheduled to work until the end date. 


If the individual will be off for a extended period of time, you can turn on Recurring Time Off.



5. When you are done, select Save. 


When you are done, select Save.


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