Understanding Time Off Management
Time off directly impacts scheduling and capacity. FieldAx handles various absence types:
Time Off Categories
- Planned vacation
- Sick leave
- Personal days
- Training days
- Holidays
- Leave of absence
Impact on Operations
Time off affects:
- Dispatch availability
- Schedule optimization
Creating Time Off Records
Step 1: Access Time Off Management
From Service Engineer record:
- Navigate to Time Off related list
- Click New Time Off
Step 2: Basic Time Off Information
Enter request details:
Time Off Details
- Type: Vacation
- Start Date: 07/15/2024
- End Date: 07/19/2024
- Total Days: 5
- Status: Approved
Additional Information
- Reason: Summer vacation
- Emergency Contact: (555) 999-8888
- Coverage Arranged: Yes
- Notes: Jobs reassigned to Team 2
Step 3: Partial Day Configuration
For partial day absences:
Half-Day Request
- Date: 07/25/2024
- Type: Personal
- Start Time: 8:00 AM
- End Time: 12:00 PM
- Available After: 1:00 PM
Appointment Leave
- Date: 08/10/2024
- Type: Medical
- Unavailable: 2:00 PM – 4:00 PM
- Jobs Allowed: Before 1:30 PM
Time Off Reports
Utilization Reports
Track time off patterns:
Individual Report
- Vacation days used/remaining
- Sick days taken
- Personal days balance
- Training hours completed
