Managing Time Off Records

You can view, filter, edit, and delete time off records from the Time Off page.

Viewing All Time Off

1. Go to Dashboard → Time Off.
2. You'll see a table of time off entries with employee, type, start/end dates, duration (days), notes, and status (if your org uses it).

Filtering Time Off Records

Use the filters to narrow the list:

• Employee – one employee or "All".
• Type – e.g. Vacation, Sick, or "All types".
• Status – Pending, Approved, Rejected, or "All" (if your org uses status).
• Date range – only records overlapping the selected start/end dates.

Combining filters (e.g. one employee + one type + "Approved") shows only matching records.

Editing Time Off

1. Open Time Off and find the record.
2. Use the menu (e.g. three dots) → Edit.
3. Change employee, type, dates, or notes as needed.
4. Save.

Note: If you change dates or employee, overlapping shifts may be recalculated. When time off is approved, any overlapping scheduled shifts for that employee are removed (see Understanding Automatic Shift Removal below). Editing an approved time off can trigger the same logic.

Deleting Time Off

1. Open the menu for the record → Delete.
2. Confirm. The time off is removed. Shifts that were removed because of this time off are not automatically restored; you'd need to add them again if required.

Understanding Automatic Shift Removal

• When a time off record is approved, the system removes any overlapping scheduled shifts for that employee (same dates).
• Pending time off does not remove shifts. Shifts are only cleared after approval.
• If you edit an approved time off (e.g. change dates), the app may again remove overlapping shifts for the new range.
• If you delete time off, previously removed shifts are not brought back automatically.

Use this to avoid double‑booking: once vacation (or other absence) is approved, the schedule is updated so the employee is not expected to work those days.

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Next: Time Off on the Calendar