How to add a Time off?

Step 1: Navigate to the Workforce Tab

Step 2: Access the Time Off Section

Step 3: Choose Your Calendar View

Step 4: Add a New Time Off Entry

Step 5: Fill in Time Off Details - Select the Team member

Step 6: Fill in Time Off Details - Choose the date or date range

Step 7: Fill in Time Off Details - Enter reason for time off

Step 8: Save the Time Off

Step 1: Navigate to the Workforce Tab

From the main dashboard, go to the “Work Force” tab.

Step 2: Access the Time Off Section

In the menu, select “Time off”.

You can switch between Monthly view or Weekly view.

By default, the Monthly view is displayed.

We’ll proceed using the Monthly view for this guide.

You have two options to begin: Click on a specific date directly in the calendar, or

Use the “Add new Time-Off” button/tab.

Select the team member from the dropdown list.

Choose the date or date range for the time off.

Enter the reason for the time off.

Once all details are filled in, click “Save.”