How do I set up Time Off ?


This article explains how to manage the time off categories in OnePlan.  Time Off entries affect the remaining availability for resources.  This is used for resource planning.

Go to the Admin pages, select Time Off Plan in the navigation.

Add Time Off Categories

Click the (+) icon to add a new time off category.  Enter the name of the category.  Common examples include PTO, Bereavement, Personal Day, Medical, etc.  Click Add.

When the Time Off categories have been added, users will be able to enter Time Off requests.

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