In the Resource Planner, besides scheduling team members for services in budgets and deals, you can also manage their absence, whether it's for vacation, sick leave, or remote work, which ensures accurate resource allocation and prevents double bookings.
Before booking absences, make sure the following is set up:
1) For time off: you created time-off categories in Settings > Absence > Absence Categories > Time Off.
2) For remote work: you created remote work categories in Settings > Absence > Absence Categories > Remote Work.
3) You assigned the appropriate time-off or remote work allocations to your team members in Resourcing > Employees > Employee Profile > Absence tab.
📌 Curious how holidays and time off affect availability?
Learn how capacity and availability work in Productive, and why they’re essential for accurate scheduling and resource planning.
Booking Absence in the Resource Planner
To add an absence booking in the Resource Planner, start by selecting your preferred layout for easier navigation.
You can choose between By Person and By Absence from the dropdown, depending on your preference and needs.
1) Booking Time Off or Remote Work From Resource Planner > Absence
1) Select By Absence from the dropdown menu, where you'll find all your absence categories listed.
2) Find the absence category you wish to book people for, e.g., Vacation or Working From Home, click on + Add a Booking or simply drag your mouse over the desired period.
3) Select the person you want to add it for, confirm the dates, decide on the time allocation (days, half-days, hours), add any relevant notes, and click "Create Booking" to finalize.
📌 Note: If the booking requires approval, the time will only be deducted from the person’s availability once it’s approved.
2) Booking Time Off or Remote Work From Resource Planner > By Person
1) Select By Person from the dropdown menu and locate the person you want to make the time-off booking for, either by scrolling or using the person filter.
2) Click + Add Booking or drag across the desired dates.
3) Switch to the Absence tab in the popup.
4) Choose the absence category (e.g., Vacation, Working From Home), specify the dates and time allocation where applicable (days, half-days, hours), add any necessary notes, and click "Create Booking" to confirm.
