- Help center
- Knowledge base
- Calendar
Add time off for team members
Add time off for team members
Use simple tools to handle time off for your team members easily. Learn how to customize time off reasons, schedule leave and manage these efficiently.
Getting started
To efficiently manage time off and keep your workplace running smoothly, we recommend taking the following steps first:
- Add all of your team members.
- Create your team’s regular Scheduled shifts.
Creating time off types
- Desktop
- Mobile
To create custom time off reasons:
- Open Workspace settings, select Team then Time off types.
- Click Add and enter a custom Reason. For example, parental or compassionate leave.
- Click Add.
To create custom time off reasons:
- Open Workspace settings, select Team then Time off types.
- Tap Add and enter a custom Reason. For example, parental or compassionate leave.
- Tap Add.
Managing time off reasons
Make adjustments or remove a reason for time off at any time.
Rearrange the order of time off types
Set how you’d like time off reasons to be displayed in all lists.
- Desktop
- Mobile
To rearrange the order of time off reasons:
- Open Workspace settings, select Team then Time off types.
- Click Options and select Change order.
- Drag and drop the list of reasons into the correct order.
- Click Save order.
To rearrange the order of time off reasons:
- Open Workspace settings, select Team then Time off types.
- Tap the three dots in the top right corner and select Change order.
- Drag and drop the list of reasons into the correct order.
- Tap Save order.
You can also change the order of cancellation reasons by selecting Actions, then Move up or Move down.
Edit time off reasons
- Desktop
- Mobile
To edit time off reasons:
- Open Workspace settings, select Team then Time off types.
- On the relevant reason, click Actions and select Edit.
- Change the reason as needed.
- Click Save.
To edit time off reasons:
- Open Workspace settings, select Team then Time off types.
- On the relevant reason, tap the three dots and select Edit.
- Change the reason as needed.
- Tap Save.
Deleting time off reasons
- Desktop
- Mobile
To delete time off reasons:
- Open Workspace settings, select Team then Time off types.
- On the relevant reason, click Actions and select Delete.
- Select Delete to reconfirm.
To delete time off reasons:
- Open Workspace settings, select Team then Time off types.
- On the relevant reason, tap the three dots and select Delete.
- Select Delete to reconfirm.
Adding time off
There are a couple of ways to add team off for your team members.
Add time off through scheduled shifts
- Desktop
- Mobile
To add time off through the scheduled shifts:
- Open Team and select Scheduled shifts.
- Click on the team member’s shift and select Add time off. Alternatively, click on the Add button from the top-right and select Time off.
- Within the Add time off section, select the team member and the type of absence.
- Set the start date, start time, and end time. For multiple days, check the Repeat box and choose an end date. The total hours off will be displayed.
- Optionally add a description.
- Check the Approve box.
- Click Save.
To add time off through the scheduled shifts:
- Open Team and select Scheduled shifts.
- Tap on the team member’s shift and select Add time off. Or, tap on the Add button from the bottom-right and select Time off.
- Within the Add time off section, select the team member and the type of absence.
- Set the start date, start time, and end time. For multiple days, check the Repeat box and choose an end date. The total hours off will be displayed.
- Optionally add a description.
- Check the Approve box.
- Tap Save.
Add time off through your calendar
Time off is shown as gray in the calendar, even if there are no shifts.
- Desktop
- Mobile
To add time off through the calendar:
- Open the Calendar.
- Click on a team member and select Add time off.
- Within the Add time off section, select the team member and the type of absence.
- Set the start date, start time, and end time. For multiple days, check the Repeat box and choose an end date. The total hours off will be displayed.
- Optionally add a description.
- Check the Approve box.
- Click Save.
To add time off through the calendar:
- Open the Calendar.
- Tap on a team member and select Add time off.
- Within the Add time off section, select the team member and the type of absence.
- Set the start date, start time, and end time. For multiple days, check the Repeat box and choose an end date. The total hours off will be displayed.
- Optionally add a description.
- Check the Approve box.
- Tap Save.
The total time off hours are calculated based on the scheduled shift hours.
For team members working at multiple locations, time off will be duplicated across all calendars.
Managing time off
- Desktop
- Mobile
To edit time off:
- Open Team and select Scheduled shifts.
- Click on the scheduled time off and select Edit time.
- Update the time off as needed.
- Click Save.
To edit time off:
- Open Team and select Scheduled shifts.
- Tap on the scheduled time off and select Edit time off.
- Update the time off as needed.
- Tap Save.
Deleting time off
Deleting time off affects the entire date range and will restore previous shifts.
- Desktop
- Mobile
To delete time off:
- Open Team and select Scheduled shifts.
- Click on the scheduled time off and select Delete
- Click Delete to reconfirm.
To delete time off:
- Open Team and select Scheduled shifts.
- Tap on the scheduled time off and select Delete time off.
- Tap Delete to reconfirm.
You won’t need to alter time off for team members during Business closed periods for holidays.
FAQs
What happens if I edit or delete a time off period?
How is total time off calculated?
What should I do for company-wide closures like holidays?