To utilize the new feature, please start by going to the setup > definition > code tab.
Create a new Driver/Asset Schedule code or leverage an existing code and turn on the TIME OFF true/false flag
Create a template (ie company drivers, contractor. A template will be used to determine how many days a driver is allowed to take off for a given tenure year and which drivers are associated with this template.
Select the drivers which are associated to the template.
On the setup > admin > company page (left hand column), a company can define their fiscal start month and if they want to auto create loads/tickets when a time off request has been submitted.
Selecting “Yes” for ‘Time Off Supplemental auto create loads/tickets’ displays this message: Click “Ok” and then save.
On the setup > driver tab, the Vacation section has been relabeled as TIME OFF TOTALS and TIME OFF ENTRIES
The time off totals grid will show the user which driver/asset schedule codes have the time off flag turned on and are associated to the driver.
The user can select which fiscal year they would like to see the totals and entries. Fiscal years available will be 2 years back, 1 year back, current year and next year.
The user will be able to see which code/template are associated to the driver and see a roll up of how many time off days have been used/planned, how many are available and how many are remaining per code. The driver will also be able to see this information when submitting new time off requests on the mobile application.
*Please note total available days include carryover from the prior year if applicable.
In the time off entries grid, user can see all submissions by day for the current fiscal year selected. They will be able to see the associated time off code, amount of day they are taking off (this can be input as a decimal, i.e. 0.25, 0.5, 0.75, 1), notes and if the loads/tickets are being created which associated BOL is tied to this time off request.
When inputting a new time off entry, users will select the date range the time off request is for, which time off code is associated and notes. Once entered the entries will show up in the grid below and users can modify each time off entry if there are changes needed.
Users will click save on popup and new entries will be added.
*Please note the time off totals do not update until user clicks save at the driver level.
Time off entries can also be input from the dispatch board > right click on driver and update status OR from the dispatch > schedule tab. All three screens are linked and connected so a change on one screen will update the others.
