How to Add a Time Off Event - Partial Day

This explains how to record a partial-day time off event for an employee. The employee remains on the schedule and can still be assigned jobs, but the absence is noted with a reason and time.

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.

4. Set Date

   • Choose the date for the partial-day time off (e.g., October 17th).

5. Check Partial Day

   • Check the Partial Day box to indicate the employee is only partially off.

6. Select Leave Type and Reason

   • Choose PTO or Unpaid Leave.

   • Enter the reason for the partial absence (e.g., doctor’s visit at 2 p.m.).

7. Save Event

   • Click Save.

   • The employee will remain on the route, and jobs can still be assigned to them.

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Notes

• Partial-day events do not adjust the full-day availability, but a note is added for reference.

• Always check the Partial Day box; otherwise, the system may treat it as a full-day absence.

• Use the reason field to provide context for scheduling and communication purposes.