User Schedule

 

Search

1. On the Schedule Summary page, in the upper-left corner, type a search in the search box
2. Click Search ( )
3. Search results appear
4. Optional. To erase the search term and results, click X.

                                                            

Filter

Use filters to limit the results by group or when the time off is scheduled. 

                                                            

To show or hide the filters, click Filter ().

1. On the Schedule Summary page, in the upper-left corner, choose filter:

                                                                                                                                                                       

   Filter	Description
   Group	Filter results by group to see all scheduled time off for each member of a group
   Time Off Within	Filter results by when the  time off has been scheduled to happen

                                                                       

    

2. Apply filters, click Apply Filter

                                                            

To clear all filter results, click Clear Filter

                                                            

 

 Time off is scheduled in hours, but the system automatically converts hours to days when time off is displayed on the User Detail page. The User Detail page is available from User Schedule page and the User Detail page. See Users > Schedule or Delete Time Off for User.

1. On the Schedule Summary page, use the Search and Filter feature to find the user that you want to schedule

2. Two methods to schedule time off:

                                                                                                                                                                       

   Method	Actions
   Preview	In  the Schedule column, click Preview. Result: The Preview panel opens On the Preview panel, click + Add Time Off. Result: The Schedule Time Off window appears
   User Schedule Details	In the Username column,  click the username. Result: The User Schedule Details page appears On the User Schedule Details page, in the Scheduled Time Off section, click + Add Time Off. Result: The Schedule Time Off window appears

                                                                       

    

3. On the Schedule Time Off window, fill in the  fields:

                                                                                                               

   Filter	Description
   End Date	The date the time off period ends
   Reassign All New Items To	The user to whom new items are assigned during this user's time off period. This option only affects items that are new after the time off period starts
   Reassign Open Items To	The user to whom open items are assigned during this user's time off period. This option affects items that were open before the time off period
   Start Date	The date the time off period starts

                                                                       

    

4. Click Save

                                                            

 

1. Use the Search and Filter feature to find the user that you want to schedule
2. On the Schedule Summary page, click the user whose time off you want to delete
3. On the User Schedule Details page, in the Scheduled Time Off section, in the row for the time off period, click Delete (  )

                                                            

 

1. On the User Schedule Details page, in the upper right corner, click History
2. In the History window, all changes to the user's schedule are listed. Click Show Changes to see a description of the change.