Adding time off, sick time and other types of downtime
Got a public holiday coming up and need to add time off for your entire team? No problem! Is someone off sick, or on maternity/paternity leave? With just a few clicks you can add these and other types of time off for one person, or for your entire team. Of course, this data is available for analysis in your reports. So, at a glance, you can see how much vacation or sick time has been allocated to individuals.
Click and drag across multiple days or simply click the day in question, just as if you were going to create a new booking. Then, click the New Time Off tab.
To quickly add multiple resources in one go, click on the icon next to the resource's image where you can manually select individual resources.
Click on the three dots to add time off for currently filtered resources, all people, all resources, or to clear your selection.
Enter the start and end dates, and add specific times by clicking Add time.
Enter the Type of time off you’re scheduling. There are 5 options to choose from; Vacation (personal), Public holiday, Sick leave, Maternity/paternity leave and Compassionate leave. The time off you assign will be reflected under the relevant category in your Reports.
Then, add any relevant notes in the Details box and click Add Time Off.
If the time off you’re adding clashes with any existing bookings, you will see a Booking Clash warning and you’ll be given the option to move the existing booking to the Waiting list (if you have the relevant permissions). If you don’t want to move the existing booking, just click Cancel to edit the time off you’re trying to schedule instead.
If you create a booking which clashes with any existing time off, the booking will automatically skip the time off just like it does with other non-working days, such as the weekend. You’ll see a notification like this one just to give you the heads up.
Guru Tip
Time off or downtime is only counted in reports where it overlaps with availability for work. This ensures that your reports contain the accurate data that you expect. For example, if someone is on vacation on a weekend, then that is not reported as vacation. Or, if someone is off on an afternoon when they would not have been available anyway, then that is not reported as time off. Equally, if your resource is available 9am-5pm and you schedule some time off using Start of day and End of day, your report will show that they've had 8 hours of time off, not 24 hours.
Time off/downtime subtracts from existing availability
When you add time off, you will notice that it subtracts from any existing availability. For example, if someone is available from 9am to 5pm and you add a personal vacation for the whole day, the availability will be reduced to zero. This is different to bookings which actually occupy availability. This is an important distinction for reporting and utilization purposes. Please note that, if time off/downtime is deleted or moved, the previous availability is restored.