Overview
This article explains how to place a member on leave directly from the schedule view. When a member is marked out, the system will update the schedule with visual color cues to reflect their status and any coverage needed.
Prerequisites
Admin or Scheduler access
Member must be assigned to a shift
Appropriate leave reasons must be configured in the system
Step-by-Step Instructions
1. Access the Schedule Page
Navigate to the Schedule module.
2. Select the Member
Use the checkbox next to the members name and the Edit button at the top.
Alternatively, click the three vertical dots next to their name to open the menu.
3. Configure Leave Details
Select the shift rotation the member will be removed from.
Choose the reason for leave (e.g., Vacation, Sick, Military).
Click Save to confirm.
Understanding Schedule Colors
After adding leave, the member’s name will appear in a new color on the schedule to indicate system status:
| Color | Meaning |
|---|---|
| Black | Member removed, but department remains above minimum staffing – no action needed. |
| Blue | Member reassigned; replacement is shown in blue. |
| Red | Action caused department to fall below minimum staffing – requires coverage. |
| Green | (Optional) Indicates a Payback member (depending on your department’s settings). |
⚠️ Note: Color codes may vary depending on your department’s rules and configurations.
Saving & Confirmation
Once leave is added and confirmed, the member will no longer appear in their original slot, and the system will log the leave with appropriate status and visual cue.
Tips & Best Practices
Use the color codes to quickly assess staffing needs after placing someone out.
For extended leave, consider using the Do Not Call checkbox in the Members page.
Check daily minimums to prevent under-coverage before confirming leave.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article