Schedule Time Off for Others - Scheduler

Schedule Time Off for Others - Scheduler

Navigate to the Scheduler Module

To navigate to the Scheduler module from the NEXGEN dashboard:
  1. Click "Maintenance" in the blue task bar to the left.
  2. Click "Scheduler."

Schedule Time Off for Other Employees

Planners, Supervisors, and those with the permissions needed to schedule time off for employees other than themselves can do so from the Scheduler module. To schedule time off for others:
  1. Navigate to the Scheduler module using the steps in the section above.
  2. At the top right of the module, click "Time Off."

  3. A pop up will appear where you can enter the designated time off. Ensure that you are on the "Employee Time Off" tab by clicking on it at the top of the slider.
  4. Fill out the required fields.
    1. Select an employee from the drop-down field.
    2. Select "One Day" or "Multiple Days," then use either the Date field or the calendar to select the day(s) the employee has off.
    3. Check off "Full Day" if the employee is taking the entire day off.
      1. Enter a Start Time and End Time in the respective fields if the employee is only taking part of the day(s) off.
    4. Select a task from the drop-down field.
    5. Enter a reason in the Reason text field.
  5. When finished, click "Save" at the bottom of the pop up. The employee's time off will reflect on the schedule.

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