How to Add Unpaid Time Off

Follow these steps to record unpaid time off (leave) for a cleaner or technician.

Step 1: Go to Time Off Events

• Navigate to Time Off Events in the system.

• Click New Time Off Event.

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Step 2: Select the Employee and Date

• Choose the User (cleaner or technician).

• Select the Date for the unpaid leave.

• You can also select a date range if the employee will be off for multiple days.

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Step 3: Choose the Leave Type

• Under Type, select Unpaid Leave.

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Step 4: Add Notes

• In the Notes field, explain the reason for the leave (e.g., “Out for car repair”).

• These notes will be attached to the time off record for reference.

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Step 5: Save the Time Off Event

• Click Save.

• The system will automatically:

  • Remove the employee from the assigned route for that day(s).

  • Mark the event as Unpaid Leave.

  • Exclude the entry from payroll adjustments (since it’s unpaid).

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Notes

• Use Unpaid Leave only when the employee will not receive pay for the missed time.

• If the employee later qualifies for paid time off, you can edit the entry and switch it to PTO instead.

• Always double-check that the correct leave type is selected before saving to ensure accurate reporting and scheduling.