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Managing Time Off Growth+This feature requires the Growth+ plan or higher

EquipDash lets managers and admins record time off directly against a staff member's profile. Recorded time off appears in the Time Off Calendar on the Availability tab, giving you a clear view of who is away and when.


Recording Time Off

Time off is recorded by a manager or admin on behalf of a staff member.

  1. Click Staff in the left sidebar and open the staff member's profile.
  2. Go to the Availability tab.
  3. Click Record Time Off.
  4. The Record Time Off panel opens.

Record Time Off panel

  1. Select a Type from the dropdown (see types below).
  2. Set a Start Date and End Date using the date pickers.
  3. The All Day toggle is on by default. If you need to record a partial-day absence, turn All Day off — additional Start Time and End Time fields will appear.
  4. Optionally enter a Reason to note why the staff member is away.
  5. Click Save.

The time off entry appears in the Time Off Calendar on the Availability tab.


Time-Off Types

TypeWhen to use
VacationPlanned holiday or annual leave
Sick LeaveIllness or medical absence
PersonalPersonal appointment or personal day
OtherAny absence that does not fit the above categories

Viewing Recorded Time Off

All recorded time off for a staff member is displayed in the Time Off Calendar on their Availability tab. The calendar gives you a monthly overview of absence periods so you can plan coverage before building your schedule.


Tips

  • Record time off before scheduling. Absences recorded after a schedule is published will not automatically remove the staff member from shifts — review the schedule after recording time off to check for conflicts.
  • Use the Reason field. A brief reason helps other managers understand the context when reviewing availability later.
  • Partial-day absences. Turn off the All Day toggle to record a late start or early finish with specific times.
  • Check coverage. Before saving time off, review the Time Off Calendar to confirm you have enough staff available for the affected dates.