How to Add A Time Off Event - Full Day

This explains how to record a full-day time off event for an employee. By entering the date, type of leave, and reason, the system tracks the absence and updates the schedule accordingly.

Step-by-Step

1. Access Time Off Events

   • Go to Menu → Staff Section → Time Off Events.

2. Create a New Event

   • Click New Time Off Event in the top-right corner.

3. Select Employee

   • Search and select the employee’s name (e.g., Holly).

4. Set Date

   • Choose the date of the full-day time off (e.g., October 16th).

5. Select Leave Type

   • Choose whether it is PTO or Unpaid Leave.

6. Full Day vs Partial

   • Do not check the “Partial Day” box for a full-day absence.

7. Enter Reason

   • Add a note or reason for the absence (e.g., sick).

8. Review History (Optional)

   • Check the employee’s past time off events for context if needed.

9. Save Event

   • Click Save to document the full-day time off.

   • The absence will now be reflected on the schedule.

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Notes

• Full-day events automatically adjust employee availability and scheduling.

• Always categorize correctly as PTO or Unpaid to ensure accurate payroll.

• Review past time off for patterns or scheduling conflicts before adding new events.