When you select Add Time Off Shift, the below pop-up appears. Once you select a user, you then can select which Type of PTO. Depending on the PTO types, you may see PTO, Vacation, Sick, etc. There will always be a Do Not Schedule option.
Do Not Schedule doesn’t take away from any PTO bank. It’s just a reminder that that user cannot work that day.
For example, there’s a Front Desk Agent that has a doctor’s appointment, you can add a Do Not Schedule shift in place of that day should they not be available.
Once the details are added, you can either add additional days or times, or select Add Time Off to add this to the schedule.
The schedule will show similar to below:
