How to track and manage time off

 

Tracking and managing time off within your organization is no longer a tedious task now that you are using Timeero.

 

Only administrators can set up time off tracking.

 

To turn on time-off tracking, go to Company Settings > General and turn on Show time off in menu

Every time off tracked belongs to a category so let's first create a time off category. A time off category could be 'vacation', 'sick day off', 'jury duty', 'holiday' etc.

Go to the left menu and select Time Off > Categories. Then click on the Add Category button and enter a category name and description.

Once you've entered and saved a time off category, it will be available to all users within your organization.

 

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Approving/Rejecting Time Off Requests

 

Once a user requests time off, the administrator of the account will get an email to approve or reject the time-off request. The request can also be approved or rejected via the Timeero web portal.

Go to the left menu and select Time Off > Pending Requests

 

If the time off request has been approved, the Admin will need to remove the shift from the schedule manually.

 

How to track and manage time off

 

For instructions on how to request time off via the mobile app, click here

For instructions on how to request time off via the web portal, click here