Managing time off
Record absences so planners can see who is available and do not schedule people as if they were free.
Outcome
Upcoming absences are visible and taken into account when assigning.
Who it's for
Planner / person (self-service where enabled)
Prerequisites
- People exist
- Time-off permissions as required
Steps
- Open Time off under People (or via the people portal for your own absences).
- Create an absence with a clear start and end date.
- Check that planners see the absence when reviewing coverage for that period.
- Update or close absences when plans change.
- Later use people and time-off reports for team patterns.