Add time off requests for employees, confirm them, handle conflicting shifts and optionally create a dedicated time off schedule.
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Managers can record Employee Time Off on the ShiftApp schedule.
The primary purpose of recording time off on the schedule is to help with the scheduling of shift assignments.
Managers need to know who is away, so that they know who is available to be assigned to shifts.
ShiftApp can also be used for Time Off record keeping and accounting.
The "Time Off" print report shows a summary of each employee's time off, the total number of days used, and the remaining Time Off Balance.
Managers can add time off to the Schedule by first clicking on the Time Off menu tab.
An optional Time Off Title and Time Off Info can be added.
The first day and last day of the time off can be selected.
A custom number of 'Days Off' can be added to override the natural calendar time off length. This is for occasions when the holiday period might include public holidays, weekends, or other special considerations.
Select the employee's name.
And click "Create Time Off".
New time off are initially added to the schedule as "Time Off Requests".
Managers can click the outlined airplane icon to confirm the "Time Off Request", it changes status to become a "Time Off", and is now represented by a solid airplane icon.
Any pre-existing shift assignments that conflict with the time off period are displayed with a strike-through on the employee's name.
Managers should review these assignments one by one and make changes where necessary.
Or, Managers can use the "Conflicts" button, in the pop-up Time Off Details Box, to list any conflicting shifts and also to quickly remove them all if desired.
An Employee assigned to a Time Off will have their name struck out on the shift assignment menu during the corresponding period.
Employees can also add Time Off Requests, if allowed in the Workforce Settings, by clicking the "Time Off Request" menu tab.
Managers can then confirm these Time Off Requests, Edit them, or Delete them.
Workforces with many employees, or many schedules, might like to create a dedicated schedule called "Time Off" just for time off.
If you have questions then please get in touch with us via support@shiftapp.com.
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