Create Time Off in Workforce Planning
Objective
To create time off in Workforce Planning.
Background
For projects using Workforce Planning you can manage time off for your workforce. When making assignments or filling workforce requests from the Assignment Board, the resource bench reflects which people are available, assigned, or off. See What is the 'resource bench' in Workforce Planning?
Things to Consider
- Required User Permissions
- When creating or filling an assignment request outside of the Assignment Boards, there is not a warning if you are assigning a person that is scheduled for time off that day.
- On the Assignments Boards, you can see which people are available, already assigned, or have time off for a specific day. See Search, Sort, and Filter People on the Assignment Boards.
Prerequisites
You can only enter time off for people added in Workforce Planning. See Add People to Workforce Planning.
Steps
You can create Time Off from two (2) places in the Workforce Planning tool:
Create Time Off from the Time Off List
- Navigate to the Company level Workforce Planning tool.
- Click Time Off and select Time Off List.
- Click Create.
- Enter the time off information.
- Click Save.
Create Time Off from the People List
- Navigate to the Company level Workforce Planning tool.
- Click People and select People List.
- Locate the user record to modify. Then click their name.
- Locate the 'Time Off' section and click the Create Time Off
icon. - Enter the time off information.
- Click Save.