Enter Time Off from the Timesheet

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This article explains how to enter time off from the OnePlan Timesheet.

What you will accomplish
By the end of this article, you will be able to submit a time off request from the Timesheet and understand how approved time off displays in your timesheet.


Background

OnePlan allows you to request and record your time off in your timesheet. Having these features allows you and those you work with to easily track your time off.


Instructions

Enter a New Time Off Request

To enter a time off request from the OnePlan Timesheet:

  1. Go to Timesheets.
  2. Click Time Off. The Time Off window will open.
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  3. Click Add Time Off. The Add Time Off form will open.
    Add Time off Icon.png
  4. Complete the Add Time Off form.
    • Select Resource: This will be auto-filled with your name.
    • Category: Select the time off category. These categories are configured by your OnePlan administrator.
    • Start: Select the time off start date.
    • End: Select the time off end date.
    • Hours Per Day: Select the number of time off hours per day within the set date range.
    • Notes: Enter any notes that the approving manager may need.
    • Status: Only available for Owners and Managers. Select the status of the time off request upon submission. Options include Approved, Requested, and Rejected.
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  5. Click Save.

The time off request is now submitted. In the Time Off window, you will see a list of all of your time off requests and their statuses.
Time Off Request.png

Time Off Displays in the Timesheet

After submitting your time off, those requests will display as line items in your timesheets.
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