{"id":1216,"date":"2025-07-10T13:09:24","date_gmt":"2025-07-10T13:09:24","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1216"},"modified":"2025-07-10T13:09:24","modified_gmt":"2025-07-10T13:09:24","password":"","slug":"add-timeoff-to-service-engineers","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=add-timeoff-to-service-engineers","title":{"rendered":"Add Timeoff to Service Engineers"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Understanding Time Off Management<\/strong><\/h2>\n\n\n\n<p>Time off directly impacts scheduling and capacity. FieldAx handles various absence types:<\/p>\n\n\n\n<p><strong>Time Off Categories<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Planned vacation<\/li><li>Sick leave<\/li><li>Personal days<\/li><li>Training days<\/li><li>Holidays<\/li><li>Leave of absence<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Impact on Operations<\/strong><\/h3>\n\n\n\n<p>Time off affects:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Dispatch availability<\/li><li>Schedule optimization<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating Time Off Records<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Access Time Off Management<\/strong><\/h3>\n\n\n\n<p>From Service Engineer record:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to <strong>Time Off<\/strong> related list<\/li><li>Click <strong>New Time Off<\/strong><\/li><\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Basic Time Off Information<\/strong><\/h3>\n\n\n\n<p>Enter request details:<\/p>\n\n\n\n<p><strong>Time Off Details<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Type<\/strong>: Vacation<\/li><li><strong>Start Date<\/strong>: 07\/15\/2024<\/li><li><strong>End Date<\/strong>: 07\/19\/2024<\/li><li><strong>Total Days<\/strong>: 5<\/li><li><strong>Status<\/strong>: Approved<\/li><\/ul>\n\n\n\n<p><strong>Additional Information<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Reason<\/strong>: Summer vacation<\/li><li><strong>Emergency Contact<\/strong>: (555) 999-8888<\/li><li><strong>Coverage Arranged<\/strong>: Yes<\/li><li><strong>Notes<\/strong>: Jobs reassigned to Team 2<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Partial Day Configuration<\/strong><\/h3>\n\n\n\n<p>For partial day absences:<\/p>\n\n\n\n<p><strong>Half-Day Request<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Date<\/strong>: 07\/25\/2024<\/li><li><strong>Type<\/strong>: Personal<\/li><li><strong>Start Time<\/strong>: 8:00 AM<\/li><li><strong>End Time<\/strong>: 12:00 PM<\/li><li><strong>Available After<\/strong>: 1:00 PM<\/li><\/ul>\n\n\n\n<p><strong>Appointment Leave<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Date<\/strong>: 08\/10\/2024<\/li><li><strong>Type<\/strong>: Medical<\/li><li><strong>Unavailable<\/strong>: 2:00 PM &#8211; 4:00 PM<\/li><li><strong>Jobs Allowed<\/strong>: Before 1:30 PM<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Time Off Reports<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Utilization Reports<\/strong><\/h3>\n\n\n\n<p>Track time off patterns:<\/p>\n\n\n\n<p><strong>Individual Report<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Vacation days used\/remaining<\/li><li>Sick days taken<\/li><li>Personal days balance<\/li><li>Training hours completed<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[10],"doc_tag":[],"class_list":["post-1216","docs","type-docs","status-publish","hentry","doc_category-workforce-management"],"year_month":"2026-05","word_count":142,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Workforce Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=workforce-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1216","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1216"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1216\/revisions"}],"predecessor-version":[{"id":1217,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1216\/revisions\/1217"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1216"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1216"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1216"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}