Team Time Off
For Nonprofit Organization
- Configuring Types of Time Off
- Scheduling Time Off for a Team
- Viewing Team Time Offs
- Cancelling Scheduled Time Off
Team Captains and Admins can schedule Time Offs for their teams. Volunteering schedules that fall on the time off dates are removed from the team and its members’ schedule.
Configuring Types of Time Off
Admins have the ability to configure different types of time offs. When scheduling a time off, the user will be required to select from the type of Time Offs configured.
From admin dashboard, open the main menu then go to Configurations. Select ‘Time Off’ to open the ‘Type of Time Off’ page, where you can add, edits and remove the different types.
Scheduling Time Off for a Team
Admins will be able to schedule time offs for teams from their Team Profile by clicking on the ‘Schedule Time Off’ button.
A ‘Schedule Time Off’ popup will come up where you must select the type and date range of the time off. You’ll also have the option to enter the reason or any other comments on the ‘Reason’ field. Click Next.
The system will then process the time off schedule and will recognize if team volunteering schedule/s are impacted on those time off dates. The page will display all impacted opportunities and dates where you must confirm to proceed.
After the time off has been confirmed, it will remove all impacted schedules for both the team and its members. And by this time, the Team Captain and the members with impacted schedules are notified of the team’s time off scheduled by the Admin.
Viewing Team Time Offs
As the Team Captain, you will find the details of your team’s time off schedule on different places on your dashboard.
It will display a message at the top of the profile if the team is on time off, as well as the upcoming ones.
The team calendar will also highlight the time off dates and also remove existing schedules on those dates.
At the bottom of the team page, you will find the team’s ‘Time Off History’.
This will also mean that the team is removed from the schedule for that particular route. The route becomes open so you will not find the team assigned for that route on the Attendance screen.
Moreover, if you try to assign a team for dates that they are on time off, it will show you an error message and will not allow you to assign them.
You will be able to review all of your volunteer’s scheduled time off by opening your main menu and clicking ‘Volunteer Time Off’ under Manage Volunteers section.
This page will display the list of volunteers/teams and their time off details. You’ll also be able to filter this list by selecting the date range.
Cancelling Scheduled Time Off
There will be times that you decide to cancel the team’s scheduled time off. This can also be done by the admin by clicking on the cancel button found in many places on the team’s profile.
Admin can cancel time off from the Volunteer Time Off list.
From the team’s profile, you can also click on ‘View Time Off History’ message at the top of the page to open the team’s time off history pop up.
On the pop up, you can click the ‘X’ button to delete the time off.
You can also cancel from the ‘Time Off History’ section found at the bottom of the team’s page.
Once you cancel, the system will recognize the cancelled schedule/s due to the time off and you’ll have the option to reschedule for all or selected open schedules.
Once confirmed, you will find that schedules are added back to the team and the time off record is removed from the team’s profile.