Managing Staff Time Off

• Staff can request time off (if you permit) or Managers can add Time Off for Staff. 
• Email notifications of Time Off Requests.
• Calendar of all staff Time Off, usable for any unavailable time, i.e. staff that do not work weekends.
• Schedule-level Notification of service conflicts with the Time Off (both Existing and New Services).
• Notation on the Planner of Time Off, Including Conflicts. 

TABLE OF CONTENTS

• How to Schedule Time Off?
• Viewing Staff Time off in The Old Planner
• Viewing Staff Time off in The New Planner
• Viewing Staff Time Off in the Schedule
• View the Vacation Alert Email

How to Schedule Time Off?

Step 1

• Staff and Admin Add Time Off in the same way, from the Staff Dashboard.
• If an Admin is Adding Time Off for Staff: Navigate to the staff record, Select "Staff Interface."

Step 2

• Click all days to add as Time Off (days clicked become highlighted, previously requested days remain yellow, if they are unclicked, it REMOVES the time off and the service conflicts).
• Click "Update."

Step 3

• Time Off appears as a "dot" for the date in the staff's row.
• "Total" is the total number of staff with Time Off that day, to help with approvals and rescheduling.
• Navigate between months by clicking the arrows by the month and year.

Viewing Staff Time off in The Old Planner

When staff time off is scheduled, notifications/alerts appear in not only the Schedule, but also The Planner.  Please read the notes below about the New Planner Release. 

Note: The new Planner will replace the Old Planner currently available on your system. The Old Planner will be available for a limited period only and will eventually be discontinued. This will give you ample time to transition over to the new Planner format.

Tip:  Existing users of the Planner will benefit from reading Transitioning from the Old Planner to the New Planner which gives a step by step approach to configuring the New Planner. 

• A red number indicates a scheduled service conflict, with Time Off, for that sitter on that date.
• A red dot indicates that sitter has Time Off on that date - do not to assign services to that sitter.

Note: Other services may conflict. The Planner only displays services with a Resource Cost, such as overnights or boarding. See How to display a service item in the Planner?

• Services booked for staff with Time Off that day appear in red and with a warning icon.

• Services booked for staff with Time Off that day appear in red and with a warning icon.

View the Vacation Alert Email

• When Time Off is added, Vacation Alert Email in Admin > Settings > Company Information and the Staff receive an email. If no email is listed in Vacation Alert Email, it is sent to the Company Email.
• Time off conflicts with Scheduled Services are shown in red with a warning message.
• If Staff is denied Time Off, or changes their mind or dates, remove or update the Time Off in the Staff Interface (listed in Steps 1 & 2) to clear the conflicts.