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Marking time off for users

How to mark Paid Time Off (PTO) or sick leave for users

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Written by Ashok P

You can mark Paid Time Off (PTO) and sick leave for Office and Field users on the Global Calendar if you are a member of the built-in "Administrator" group or a group with the "Manage time off" permission in the "Services" permissions group.

Users with time off marked against them are unavailable for selection on the specified dates and time for any event type in any Scheduling view on Cloud.

To mark time off for a user:

1/ Go to "Calendar" in the left navigation menu.

2/ Go to the "Resource" view of the calendar and do one of the following:

  • Click the day when time off is required, then click "Time off."

  • Click "Create event" in the top-right corner, then click "Time off."

3/ In the modal, do the following:

a/ Select the user if you opened the modal from the calendar.

b/ Select the reason: PTO or Sick.

c/ Select the dates for the time off.

d/ If you select PTO, you can set "All day" to OFF and set the start time and end time for the leave on the dates you specified.

e/ In the "Note" text box, add the reason if needed.

The following screenshot shows a week-long first-half PTO.

3/ Click "Add."

After you add time off for a user, click it on the calendar to view the details. You can also edit or delete the time-off event.

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