Submit a Time Off Request for Your Resources in the Resource Center

  • Updated

This article explains how to submit a time off request for your resources in the Resource Center. You must be a Manager or Resource Manager for a group of resources to be able to submit time off in the Resource Center. 

  1. For the resource that you would like to create a time off submission for, click . The Time Off window will open.

  2. Click Add Time Off. The Add Time Off form will open.

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  3. Complete the Add Time Off form.

    • Select Resource: This field will be auto-filled with the name of the resource whose Time Off button was selected.
    • 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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  4. 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.

    TimeOff_List.svg

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