If you need to block of time off during the day, or for several days, you can follow these steps to schedule your time off and share it with your team on FieldPulse.
On the team schedule page, click the green 'Create job' button to create a new 'job'. You'll use this dummy job to book your time off.
On the next page, first add your dummy 'Customer'; this should be created as a new customer to be used as a placeholder, with just a name (no other details are needed). I've called mine First Name: Booking, Last Name: Time off:
Next add a descriptive job title such as '<Employee name> out of office' and select the dates and times that they are booking off under 'Dates'.
Next add the team member to the job who is booking the time off.
Next add any notes that are needed.
Then scroll up and click 'Save'.
You'll then see the time off booked on your schedule. Any manager with visibility to this team member will see it as well.
That's it! You've just booked time off in FieldPulse. You can use this to schedule personal days, vacation days and sick days. If you need any help with booking time off, email us: email@example.com