Coordinator-entered Time Off can immediately unassign the helper from any overlapping shifts and sets those shifts to be unassigned (and notices can immediately go out to those who are able to work that shift if you like).
When a helper requests a Time Off and the coordinator approves it, the helper also can be unassigned from any overlapping shifts. Time Off can be added to unpublished or published weeks as far into the future as you like.
Time Off can be created in two ways:
- Helper can sign in and enter a Time Off request which is then sent to the coordinator to approve or deny. (If your SETTINGS>Global Helper Permissions require coordinator approval of time off.)
- Coordinators with permission can also enter Time Off for the helper using the Time Off section or, more quickly, by clicking the corresponding cell for the helper and day you want on the By Helper Schedule View.
Coordinators can add a time off in two ways:
- To enter Time Off for a helper using the BY HELPER schedule view:
From the By Helper Schedule View:- Navigate to the correct week
- Click the cell that corresponds to the day and helper to open the Quick Shift ADD window
- In the upper right, click the “Add Time Off” link
- On the calendar, click the day to start the time off and then enter the number of days off in a row (or choose a partial day off and enter the times and weeks to repeat) and click the Add New Time Off button
In the Time Off calendar, you may see some dates highlighted as blocked for helpers to request time off. Pink highlight means some Positions are blocked, red highlight means all Positions are blocked. As a coordinator you can add a time off even for a blocked date by clicking “Yes” to continue when warned.
- OR To access the Time Off window from an helper’s details section:
From any page:- Click on the Helper name from the Helper List page or most pages to open the Helper Details window
- Click the TIME OFF tab
- Click the “ADD/Delete Time Off” link
- Click the date on the calendar for the date you want (if you have problems viewing the calendar, you can enter a date manually using the following format: mm/dd/yyyy).
- Choose whether the time off is for a full day or a partial day
- Enter details as to how many days you are granting off (or for a partial day – what the begin and end times and how many weeks to repeat)
- Type any comment regarding the time off that will be included when the helper is notified
- Click the Add New Time Off button
- The Time Off is added and if the helper has set their notifications to notify them when a time off is added or approved, they will be notified by email or text message.