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Booking time off for an employee

Adding leave on behalf on an employee

There's multiple ways to book time off for an employee in Rotas & Time Clock.

  1. In the Rota

  2. In the Time off requests

  3. In the Holiday planner
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For details on how to manage your employees' time off requests, please see this guide.

1. Booking time off in the Rota

  1. Select the day you want to book time off in the Rota, then click on the '+'

  2. Click into the 'Time off' option on the left hand menu

  3. If the booking duration is more than one day, tick the 'Multiple days' option and select the relevant dates

  4. Select the 'Leave type'. (Here's how to create leave types)

  5. Confirm the days or hours to be recorded

  6. Confirm and modify the location and position assigned to the leave if necessary

  7. Click “Create”
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Important

  • Time off that's been booked in advance will be added to the timesheet automatically on the specific day.

2. Time off requests

First, head to Time off > Time off requests

Click 'Add' in the top right then select the employee.

Enter the date(s) and the leave type.

Confirm the days/hours to be recorded.

Edit the location and position associated with the leave if needed.

Tick the 'Approve request' box if you'd like it booked in immediately.

Click 'Create' to save.

Note: If the employee has a shift during this period, you'll have the option to manage the conflict by clicking on “Manage”

3. Booking time off in the holiday planner


There's two ways to book time off for an employee using the holiday planner. Firstly, head to Time off > Holiday planner

1. Click and drag across specific dates against a specific employee.
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2. Click the 'Add time off' button in the top right

Select the date the booking starts then click on the employee.

If the leave booking is for more than one day, tick the 'Multiple days' box and select the dates.

If needed, you can untick any days that aren't included in the booking, or edit the hours against a day:

Select the type of leave.

If only part of the day is being booked off, untick the “All day” option and enter the specific hours.

Click on 'Publish' to immediately book off the time, or 'Save draft' if you're not quite ready to publish.

You can also book time off for an employee on the mobile app.

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