Time off, holidays and blocked time

Blocking time

1. 1Calendar → Block time, or tap an empty time and choose Block this time. You need Manage time off to do this; everyone else sees Request holiday instead.
2. 2Choose Blocked, Holiday, Sick or Time off, who it’s for (or Everyone), the day or days, and all day or a time.
3. 3For Blocked time, switch on Repeat every week for things like lunch. Add a Last week if you want it to stop.

Holiday requests

Team members tap Request holiday in the calendar (or in their staff file); people who manage time off add holiday with Block time instead. The days are held so nobody books them, and the people who manage time off get a notification to approve or decline (open it from Holiday requests at the top of the calendar; it warns you if clients are already booked those days) (with an optional reason). The person can withdraw their request. Holiday emails go to your team if Holiday emails to your team is on in Admin → Website & messages → Client messages → Emails. Everyone sees their own time off coming up (approved, or waiting for approval) on the Employment tab of their staff file, including people who aren’t on the calendar, like reception.

Allowances

In the calendar, choose one person from the menu that says Everyone to see their time off: holiday used of their allowance, days left, pending, sick days and what’s coming up. Set each person’s allowance and bank holiday rules in their staff file.