Time Off can be created in two ways:<\/h2>\n\n- Helper can sign in and enter a Time Off request<\/a>\u00a0which is then sent to the coordinator to approve or deny. (If your SETTINGS<\/strong>>Global Helper Permissions require coordinator approval of time off.)<\/li>\n
- 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<\/strong>.<\/li>\n<\/ol>\n
Coordinators can add a time off in two ways:<\/h2>\n\n- To enter Time Off for a helper using the BY HELPER schedule view<\/strong>:\u00a0
\nFrom the\u00a0By Helper<\/strong>\u00a0Schedule View:<\/p>\n\n- Navigate to the correct week<\/li>\n
- Click the cell that corresponds to the day and helper to open the\u00a0Quick Shift ADD<\/strong>\u00a0window<\/li>\n
- In the upper right, click the\u00a0“Add Time Off<\/strong>”\u00a0link<\/li>\n
- 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\u00a0Add New Time Off<\/strong>\u00a0button<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
![\"\"](\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssaddtimeoff.png\")
<\/a><\/p>\n\nIn 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.<\/p>\n
\n- OR To access the Time Off window from an helper’s details section<\/strong>:\u00a0
\nFrom any page:\u00a0<\/p>\n\n- Click on the\u00a0Helper name<\/strong><\/a>\u00a0from the Helper List page or most pages to open the Helper Details window<\/li>\n
- Click the\u00a0TIME OFF tab<\/a><\/strong><\/li>\n
- Click the “ADD\/Delete Time Off<\/strong>”\u00a0link<\/li>\n
- Click the\u00a0date<\/strong>\u00a0on 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).<\/li>\n
- Choose whether the time off is for a\u00a0full<\/strong>\u00a0day or a\u00a0partial<\/strong>\u00a0day\u00a0<\/li>\n
- 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)\u00a0<\/li>\n
- Type any\u00a0comment<\/strong>\u00a0regarding the time off that will be included when the helper is notified<\/li>\n
- Click the\u00a0Add New Time Off\u00a0<\/strong>button<\/li>\n
- The Time Off is added and if the helper has set\u00a0their notifications<\/a>\u00a0to notify them when a time off is added or approved, they will be notified by email or text message.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
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…<\/p>\n
Coordinators can add a time off in two ways:<\/h2>\n\n- To enter Time Off for a helper using the BY HELPER schedule view<\/strong>:\u00a0
\nFrom the\u00a0By Helper<\/strong>\u00a0Schedule View:<\/p>\n\n- Navigate to the correct week<\/li>\n
- Click the cell that corresponds to the day and helper to open the\u00a0Quick Shift ADD<\/strong>\u00a0window<\/li>\n
- In the upper right, click the\u00a0“Add Time Off<\/strong>”\u00a0link<\/li>\n
- 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\u00a0Add New Time Off<\/strong>\u00a0button<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n\nIn 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.<\/p>\n
\n- OR To access the Time Off window from an helper’s details section<\/strong>:\u00a0
\nFrom any page:\u00a0<\/p>\n\n- Click on the\u00a0Helper name<\/strong><\/a>\u00a0from the Helper List page or most pages to open the Helper Details window<\/li>\n
- Click the\u00a0TIME OFF tab<\/a><\/strong><\/li>\n
- Click the “ADD\/Delete Time Off<\/strong>”\u00a0link<\/li>\n
- Click the\u00a0date<\/strong>\u00a0on 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).<\/li>\n
- Choose whether the time off is for a\u00a0full<\/strong>\u00a0day or a\u00a0partial<\/strong>\u00a0day\u00a0<\/li>\n
- 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)\u00a0<\/li>\n
- Type any\u00a0comment<\/strong>\u00a0regarding the time off that will be included when the helper is notified<\/li>\n
- Click the\u00a0Add New Time Off\u00a0<\/strong>button<\/li>\n
- The Time Off is added and if the helper has set\u00a0their notifications<\/a>\u00a0to notify them when a time off is added or approved, they will be notified by email or text message.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
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…<\/p>\n
\nFrom the\u00a0By Helper<\/strong>\u00a0Schedule View:<\/p>\n
- \n
- Navigate to the correct week<\/li>\n
- Click the cell that corresponds to the day and helper to open the\u00a0Quick Shift ADD<\/strong>\u00a0window<\/li>\n
- In the upper right, click the\u00a0“Add Time Off<\/strong>”\u00a0link<\/li>\n
- 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\u00a0Add New Time Off<\/strong>\u00a0button<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
<\/a><\/p>\n\nIn 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.<\/p>\n
- \n
- OR To access the Time Off window from an helper’s details section<\/strong>:\u00a0
\nFrom any page:\u00a0<\/p>\n- \n
- Click on the\u00a0Helper name<\/strong><\/a>\u00a0from the Helper List page or most pages to open the Helper Details window<\/li>\n
- Click the\u00a0TIME OFF tab<\/a><\/strong><\/li>\n
- Click the “ADD\/Delete Time Off<\/strong>”\u00a0link<\/li>\n
- Click the\u00a0date<\/strong>\u00a0on 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).<\/li>\n
- Choose whether the time off is for a\u00a0full<\/strong>\u00a0day or a\u00a0partial<\/strong>\u00a0day\u00a0<\/li>\n
- 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)\u00a0<\/li>\n
- Type any\u00a0comment<\/strong>\u00a0regarding the time off that will be included when the helper is notified<\/li>\n
- Click the\u00a0Add New Time Off\u00a0<\/strong>button<\/li>\n
- The Time Off is added and if the helper has set\u00a0their notifications<\/a>\u00a0to notify them when a time off is added or approved, they will be notified by email or text message.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
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…<\/p>\n
- Click the\u00a0TIME OFF tab<\/a><\/strong><\/li>\n
- Click on the\u00a0Helper name<\/strong><\/a>\u00a0from the Helper List page or most pages to open the Helper Details window<\/li>\n
- In the upper right, click the\u00a0“Add Time Off<\/strong>”\u00a0link<\/li>\n