When someone calls in sick, handle the whole thing from their shift: take them off, apply their time off, and get the open shift in front of people who can cover it.
Step by step
- Open the day in the day overview and find their shift.
- Click Call off.
- Choose what to do about pay. No time off applied simply vacates the shift; or pick one of their time-off balances (Sick, PTO) to cover the shift's hours. Balances too small for the hours are grayed out with not enough.
- Optionally check Page out the open shift by text now — it texts the employees who can work the shift so they can bid.
- Click Call off.
What happens
The employee is notified they were called off, their balance is deducted if you applied time off, and the shift immediately shows as open and biddable. Bids land on the same shift card in the day overview, where you can Approve one to fill the hole.