How to track and manage time off

Only administrators can set up time off tracking AND add time off requests for their employees.  Managers can approve time off requests for employees within their group; however, they cannot add time off requests for any users.

 

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 and manager 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 or Manager will need to manually remove the shift from the schedule.

 

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