Add time off for a team member

Put time off, an unavailable block or an available override on a team member's or crew's schedule from the Time Off & Availability calendar.

In the sidebar, open Operations, then Availability, then Time Off & Availability. The page address is /schedule/availability/calendar.

Before you start

• Your admin has to give your role permission to manage availability exceptions. Without it the button reads Request time off instead of Add time off, and you can only ask for your own days off. See Request time off.
• The person or crew has to exist as a resource or crew in Nova. You can add one from inside the picker if your role can create resources or crews.

Steps

1. Press Add time off at the top of the calendar, or click an empty slot on the calendar to start with that time already filled in.
2. Under Workflow, choose what you are adding:
   • Request time off enters a request for someone that still goes through approval.
   • Add unavailable block blocks the time straight away, with no approval.
   • Add available override opens time the person would normally be off, so work can be scheduled there.
   • Request extra availability asks for that same override on someone's behalf.
3. For a block or override, set Lane Type to Resource or Crew. A request is always for one resource.
4. Under Resource (or Crew), pick the person or crew.
5. Leave All day on and set Start date and End date. The end date is included. Turn All day off to set an exact Start and End instead.
6. Optional: pick a Leave Policy so the days come out of that balance, type a Leave Type such as vacation or training, and a Public Label that shows on the calendar. The Leave Balance Context card shows what the person has available and pending.
7. Optional: add a Private Note for the person and an Internal Note for dispatchers and managers.
8. Press Submit request for a request, or Create block for a block or override.

What you see

The item appears in the person's or crew's lane on the calendar. A block shows straight away; a request carries a Pending chip until someone approves it (see Review time-off requests). The Schedule treats unavailable time as blocked and available overrides as open.

Click any item to open it. You can change its dates and press Save changes, or remove it with Delete block. A request opens with Approve, Deny and Cancel request when your role can review requests.

Use the view menu in the toolbar (Day, 3 Day, Week, Work Week, Month) to change the range, and Filters to narrow the lanes by Branch, Lane, Request State, Request Type, Source or Leave Type. Only my items shows just your own.

If something looks different

• Workflow is missing: only one kind is available to your role, so the panel skips the choice.
• An Allow scheduling overrides switch is shown: your role manages override locks. Turn it off to stop this item from being overridden while booking or scheduling.
• A block cannot be edited: it comes from the holiday policy, not from this page.
• The panel says the time off is for you and offers Enter time off for someone else: you opened the form from your own calendar. Press that button to come back here.