View the Time Off List
Objective
To view a list of time off for your workforce.
Background
The Time Off List provides a list of all current and past approved time off for your workforce. You can choose what information to display as well as arrange the columns in the order you prefer.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with 'View People Time Off' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
Steps
- Navigate to the Company level Workforce Planning tool.
- Click Time Off and select Time Off List.
- Select the Group.
- Click the columns
icon to select the columns to show on the list. - Mark the tickboxes for the columns you want to show:
- Name. The name of the person with time off.
- Job Title. The job title of the person with time off. See Configure Job Titles for Workforce Planning.
- Start Date. The start date for the time off.
- End Date. The end date for the time off.
- Start Time. The start time for the time off.
- End Time. The end time for the time off.
- Reason. The reason for the time off.
- Type. Indicates whether the time off is paid or unpaid.
- Repeat. If the time off repeats Never, Weekly, Monthly, or Yearly.
- Occurrences. The number of occurrences for the time off.
- Submitted. The date time off request was submitted.
- To change the order in which the columns appear, click on the column header and use a drag-and-drop operation to move it to the desired location.
- Click Save.