How to add a Time off?

Step 1: Navigate to the Workforce Tab

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

workforce_tab.png

Step 2: Access the Time Off Section

In the menu, select “Time off”.

Step 3: Choose Your Calendar View

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.

calendar_view.png

Step 4: Add a New Time Off Entry

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

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

add_time_off.png

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

Select the team member from the dropdown list. add-team_member.png

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

Choose the date or date range for the time off.choose_date_or_date_range.png

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

Enter the reason for the time off. reason_for_timeoff.png

Step 8: Save the Time Off

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