Adding a New Time Off Code

Use this procedure to add a time off code on the Time Off add and edit screen. Codes you add are available when you record technician time off on the Time Off Hours screen and when scheduling service.

See Time Off (add and edit) for field descriptions. The system preloads codes O (Other), S (Sick), T (Training), and V (Vacation); you can change their descriptions or add new codes.

1. Navigate to Configuration > Service > General > Time Off.

   Time Off listing screen

   

2. Click Need to create a new time off code? Click here to add.

   Time Off screen (add)

   

3. Enter a single-character Code and Description.

4. Set the options as needed:

   • Allow Negative Time—allows negative entries on Time Off Hours to authorize overtime (increase available hours).

   • Post Hours To Work Order—prompts users to post time off for this code to a work order (for example, paid vacation tracked on a monthly work order).

   • Active for System—keeps the code available for use (selected by default for new codes).

5. Click Save to save the new time off code and return to the listing screen.

   Optionally, click Save & New to save and open another blank time off code on the same screen.

Security: 999 - Configuration

Revision: 2026.10