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Procore

Create Time Off in Workforce Planning

Objective

To create time off in Workforce Planning.

Background

For projects using Workforce Planning you can manage time off for your workforce. When making assignments or filling workforce requests from the Assignment Board, the resource bench reflects which people are available, assigned or off. See What is the 'resource bench' in Workforce Planning? 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • When creating or filling an assignment request outside of the Assignment Boards, there is not a warning if you are assigning a person that is programmed for time off that day.
    • On the Assignments Boards, you can see which people are available, already assigned or have time off for a specific day. See Search, Sort and Filter People on the Assignment Boards.

Prerequisites

You can only enter time off for people added in Workforce Planning. See Add People to Workforce Planning.

Steps

You can create Time Off from two (2) places in the Workforce Planning tool:

Create Time Off from the People List

  1. Navigate to the Company level Workforce Planning tool.
  2. Click People and select People List.
  3. Locate the user record to modify. Then click their name.
  4. Locate the 'Time Off' section and click the Create Time Off icon-add-time-off-wfp.png icon.
  5. Enter the time off information:
    1. Start Date. Enter the start date for the person's time off.
    2. End Date. Enter the end date for the person's time off.
    3. Daily Start Time. Enter the daily start time for the person's time off.
    4. Daily End Time. Enter the daily end time for the person's time off.
    5. Weekends.
      • Apply to Saturday. Mark the tickbox if the time off applies to Saturday.
      • Apply to Sunday. Mark the tickbox if the time off applies to Sunday.
    6. Reason. Select the reason for the person's time off.
    7. Repeats. Select whether the time off repeats Never, Weekly, Monthly or Yearly.
    8. Type. Select whether the time off is Paid or Unpaid.
  6. Click Save.

Create Time Off from the Time Off List

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Time Off and select Time Off List.
  3. Click New.
  4. Enter the time off information:
    1. Start Date. Enter the start date for the person's time off.
    2. End Date. Enter the end date for the person's time off.
    3. Daily Start Time. Enter the daily start time for the person's time off.
    4. Daily End Time. Enter the daily end time for the person's time off.
    5. Weekends.
      • Apply to Saturday. Mark the tickbox if the time off applies to Saturday.
      • Apply to Sunday. Mark the tickbox if the time off applies to Sunday.
    6. Reason. Select the reason for the person's time off.
    7. Repeats. Select whether the time off repeats Never, Weekly, Monthly or Yearly.
    8. Type. Select whether the time off is Paid or Unpaid.
  5. Click Save.

See Also