Time Off Rules
Purpose
- To explain Time Off Rules 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 Settings.
3. Click on Time Off Rules.
4. Total Users will limit the total amount of individuals off each day, irregardless of other settings selected.
5. Time Off Types will allow you to limit the amount of individuals off based on individual time off types.
- You can add additional rules by selecting the plus sign.
- You can edit existing rules by selecting the pencil.
- You can delete existing rules by selecting the trashcan.
6. Qualifiers will allow you to limit the amount of individuals off per individual qualifier.
- You can add additional rules by selecting the plus sign.
- You can edit existing rules by selecting the pencil.
- You can delete existing rules by selecting the trashcan.
7. Click on Save when you are done making changes.
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