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Time Off Management

Time off is used for vacation, sick leave, and other absences. You define time off types (e.g. Vacation, Sick leave), create time off records for employees, and—when your organization uses it—employees can request time off from the time clock. This section explains how to set up types, manage records, and use time off with the schedule.

What You'll Learn​

In this section, you'll find guides for:

  • Understanding Time Off Types – Default and custom types, colors, icons, protected types
  • Managing Time Off Types (Admin) – Add, edit, and delete types in Organization Settings
  • Requesting Time Off – Create requests as manager or employee
  • Managing Time Off Records – View, filter, edit, delete; automatic shift removal
  • Time Off on the Calendar – View overlays and how time off affects scheduling
  • Employee Time Off (Time Clock) – Request and view time off from the time clock; approving requests

Quick Navigation​

  1. Understanding Time Off Types – Types, colors, protected types
  2. Managing Time Off Types – Admin configuration
  3. Requesting Time Off – Create requests
  4. Managing Time Off Records – View, edit, delete; shift removal
  5. Time Off on the Calendar – Calendar overlays and scheduling
  6. Employee Time Off (Time Clock) – Employee requests and manager approval

Key Concepts​

Time off type – Category such as Vacation, Sick leave, or Unpaid leave. Each has a name, color, and optional icon and paid-days setting.

Time off record – A single absence: employee, type, start/end dates, status (pending, approved, rejected).

Automatic shift removal – When time off is approved, overlapping scheduled shifts for that employee are removed so they are not expected to work those days.

Next: Understanding Time Off Types