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Managing time off

Record absences so coverage does not assume false capacity.

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

  1. Open Time off under People (or via the people portal for your own absences).
  2. Create an absence with a clear start and end date.
  3. Check that planners see the absence when reviewing coverage for that period.
  4. Update or close absences when plans change.
  5. Later use people and time-off reports for team patterns.

Visuals

Time off: record absences so coverage stays honest.

Time off: record absences so coverage stays honest.