View and Edit Time Off in Workforce Planning

Objective

To view and edit time off in Workforce Planning.

For projects using Workforce Planning you can manage time off for your workforce. You can view or edit Time Off at any time.

Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
  OR
  'Read Only' level permissions or higher on the Workforce Planning tool with the 'View People Time Off' and 'Edit People Time Off' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.

You can view and edit people's time off from (2) places:

You can also view Time Off on the Assignments Gantt.

Navigate to the Company level Workforce Planning tool.
Click Time Off and select Time Off List.
Locate the user record to view their time off. See Search, Sort and Filter the Time Off List.
To edit time off, click the Gear icon.
Update the time off information:
1. Start Date. Enter the start date for the person's time off.
2. End Date. Enter the end date for the person's time off.
3. Daily Start Time. Enter the daily start time for the person's time off.
4. Daily End Time. Enter the daily end time for the person's time off.
5. Weekends.
  - Apply to Saturday. Mark the checkbox if the time off applies to Saturday.
  - Apply to Sunday. Mark the checkbox if the time off applies to Sunday.
6. Reason. Select the reason for the person's time off.
7. Repeats. Select whether the time off repeats Never, Weekly, Monthly, or Yearly.
8. Type. Select whether the time off is Paid or Unpaid.
Click Update.