This article explains how to enter a time off request. Time off in OnePlan will update the resource pool to allow for accurate scheduling.
If you are an approver, see Time off request notifications and approvals.
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Go to My Work.
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Click Time Off. The Time Off window will open.
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Click Add Time Off. The Add Time Off form will open.
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Complete the Add Time Off form.
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Select Resource: Only editable for Owners and Managers. Search for and select the resource to create a time off request for. For Team Members, this field will be auto-filled with your name.
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Category: Select the time off category. These categories are configured by your OnePlan administrator.
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Start: Select the time off start date.
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End: Select the time off end date.
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Hours Per Day: Select the number of time off hours per day within the set date range.
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Notes: Enter any notes that the approving manager may need.
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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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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.
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