Issue:
You may need guidance on scheduling Paid Time Off (PTO) for case managers but have difficulty locating the appropriate resources.
Solution:
1. Check existing articles
- The guide for setting and editing availabilities, unavailabilities, and time off can be found here: How do I set/edit Availabilities/Unavailabilities/Time Off in my Employee's Schedule?.
For creating time off types, refer to this article: How do I set up/edit/delete Time Off Types?
2. Adding PTO as unavailability
- When adding PTO, ensure it is set as unavailability.
To make it payable during payroll, confirm that the unavailability setting is marked as payable.
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