Scheduled leave is partial or full time off typically used for annual PTO or sick leave. It is managed in the People Planner.
Adding scheduled leave
1. From a person's row
You can book scheduled leave by going to a person's row on the People planner and adding time off there.
Click on the person's name and click-and-drag time off in the Time Off row.
Enter the number of hours off per day.
Note: Scheduled leave defaults to full days off, but you can reduce the ‘Hours Off per Day’ to create partial days off.
2. In the Time Off grouping
For multiple people at a time:
From the People Planner, expand the Time Off group
Click New Scheduled Leave
Select all the people you want to create time off for. Selecting multiple people will create the same time off for everyone selected.
Use the calendar controls to add new time off
Click Add
Note: Partial Day Scheduled Leave cannot be added for multiple people
Specifying types of scheduled leave
You can add a note to the time off to specify the type of leave it is. Click on the 3-dot menu and select Edit. Click on the Note button to add your note.
You'll see the note when you hover over a time off in the planner.
You'll also be able to view all time off and their notes in each person's time off section on their dashboard.
Working with scheduled leave
You can move, edit and delete all scheduled leave.
You cannot schedule work over full day scheduled leave.
If you create full day scheduled leave over an existing assignments, a conflict will be created. To resolve the conflict, you can:
Delete or move the assignment
Delete or move the scheduled leave
| Full Day Scheduled Leave | Partial Day Scheduled Leave |
Schedule work on top of the time off | X | ✓ |
Schedule time off on top of existing work | Creates a conflict | ✓ |
Move time off | ✓ | ✓ |
Delete time off | ✓ | ✓ |
Editing and deleting scheduled leave
From the People Planner, find the scheduled leave and hover over the bar. Click on the 3-dot button.
