Scheduling Vacation/Time Off

Note:  If the employee you are scheduling for vacation/time off is a service provider, check the Appointment Book to make sure there are no appointments booked on the requested days off.  If the employee has appointments booked on these days, contact the clients to rearrange the appointment for a different day or service provider.

1. Select Schedules > 12 Month Schedules.

The 12 Month Schedules window displays.

2. Select the employee to schedule.

3. Adjust the entry in the Starting Month field to show the dates when the employee is going away.

4. Complete one of the following:

• Schedule the vacation/time off on consecutive days

  1. Hold down the Shift key.

  2. Select the first day that the employee is away.

  3. Select the last day that the employee is away.

  

   

• Schedule the vacation/time off on nonconsecutive days

  1. Hold down the Ctrl key.

  2. Select the days when the employee is away.

  

   

5. Click Schedule Selected Dates.

The Schedule Editor displays.

6. Complete the following in the Scheduled section:

1. In the In and Out fields, select start and finish times for the vacation/time off.

2. In the Activity field, select a vacation work activity.

7. Click Save.

related links

Defining a Weekly Schedule

Defining a Monthly Schedule

Blocking Time for Employee Breaks/Meetings