Method 1:
- Choose Schedule from the Menu system
- Create two calendars: PTO/NonPTO (or whichever names your institution uses, sick leave etc.)
- Create a View of the two calendars you just created
- Go back to the schedule and choose the shift you are trying to move to your new Calendar
- Click edit shift
- Change shift to None
- Change Location to the new calendar you made
- Adjust the Start/End Date and Time accordingly
- Don't hesitate to use the Private Comments section, they are kept private to the parties you choose.
Method 2:
- Create two calendars: PTO/NonPTO (or whichever names your institution uses, sick leave etc.)
When the employee requests off, they choose PTO/NonPTO from the Type of Leave drop-down. When approved, the shift will automatically be moved to the PTO/NonPTO calendar.
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