Setting up Time Off Types

Setting up Time Off Types

Purpose

  1. To explain how to create Time Off Types in the Scheduling Module.

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>Setup.






2. Click on Time Off Types.


Click on Time Off Types



3. Click on Add Time Off Type.


Click on Add Time Off Type



4. Type in a time off type name.


Type in a time off type name.



5. Type in a short code (short name). 


Type in a short code (short name).



6. Checking include in call shift will include the time off type in call shift notifications. 
  • When turned off, the individuals on this time off type will not receive call shift notifications. 



Checking include in call shift will include the time off type in call shift notifications.



7. Checking protect will restrict who can see the time off type. 
  • When turned on, only those with the See Protected Time Off Types permissions will be able to see the time off type. 


Checking protect will restrict who can see the time off type.



8. Choose a color to associate to the time off type. 


Choose a color to associate to the time off type.



9. Type in a Subtype name, then click add. 


Type in a Subtype name, then click add.



10. Click on Save when done. 


Click on Save when done.



11. You can:
  • Change the position by dragging the arrows. 
  • Set a default time off type off by selecting the star. 
    • A gold star indicates a default time off type. 
  • Edit a time off type by selecting the pencil. 
  • Delete a time off type by selecting the trashcan. 




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