We have the ability to create dedicated time off requests within Service Fusion and can be created from multiple places! These can be created similar to creating a Calendar Task:
- Option 1 - Click the green "+" in the top right corner of any Service Fusion page.
- Option 2 - Right click on the Calendar.
- Option 3 - Right click on the Dispatch Grid.
Once it has been selected to create a new time off record, a dialogue window will overlay your current screen which will allow you create the record. Depending on where the user chose to create the time off record will determine what information may already be present in this window.
The first option when creating a time off record is to indicate the type of request that is being added to the system. When expanding the menu you will have the option of choosing types that have already been added to the system or adding a new type.
Time Off Request Types can be added from this dialogue box by clicking Add New which will prompt the system to open a new overlay that will allow you to add the type of request.
They can also be added by navigating to My Office and selecting Time Off Request Types under the List Management section.
The next step is to add the start date/time and the end date/time that this record will take place. This can reflect a single day with the start and end dates/times applied to the same date, or span multiple days if necessary!
The Requestor(s) field is to indicate who will be taking the time off so the system can apply it to the correct employee on the Calendar and Dispatch Grid.
The next option is a checkbox that will affect the privacy of this time off request. Selecting "Everyone can see this request" will enable anyone viewing the Dispatch Grid, Calendar, or Worker App User to see this time off block. If this is not selected, only the user that created the time off and the Requestor(s) can see this item on the Calendar and Worker App.
The following checkbox will allow for the user to create a repeating time off request similar to a repeating task. When this box is selected, a subset of options will become available within the dialogue to set up repetition settings. You'll be able to select if the request will repeat in a daily, weekly, monthly or yearly fashion as well as how often within those increments it will repeat. You will be able to indicate when the system should stop creating this time off block by indicating a number of occurrences or on a specific date. This will be followed by the summary of when these time off blocks will be created based on the settings you indicated above!
The last function in this dialogue box is the Brief description and Long description. The brief description is the short, sweet, to the point purpose of the time off request. The brief description is a mandatory field to save the request. The long description is to be used for any extraneous information that needs to be included with the time off request. This is an optional field that is not necessary to save the request.
Time Off Requests will look distinctly different from Calendar Tasks on the Dispatch Grid and the Calendar. While Calendar Tasks will keep their dark gray block color, Time Off Requests will be shown as a striped block.
- Calendar View:
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- Dispatch Grid View:
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Deleting a Time Off Request will function similarly to a Calendar Task. You'll double click the block on the Dispatch Grid or the Calendar to open the dialogue overlay. From here, you'll click the red Delete button in the bottom left corner.
Time Off Request Types
With the addition of the Time Off Request functionality within Service Fusion, a new dashboard has also been introduced to allow for the customization of time off request types! This dashboard can be accessed by hovering your mouse over My Office and selecting the Time Off Request Types option.
This dashboard will list all existing time off request types that currently exist within your system. You'll see the Request Type Name, whether it's Active or Inactive, and you'll have the ability to delete these different types.
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To add a new type from this dashboard you'll click the +Add New button in the top right corner. This will open an overlay that will allow you to name the new type as well as indicate its active status!
If you find that you have a lengthy list of types here, you can use the search bar next to the Add New button to search for a specific type within the list!
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If you need to change the name of an existing type, you can do so by simply clicking the name as it appears on the Dashboard and changing the name in the resulting editable field!
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Similar to the above function, you can change the Status of each type by clicking the Status and and selecting or deselecting the check box as necessary. The option to delete a type also exists by clicking the trash can icon to the far right of the type.
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