Bonsai's Time Off feature allows teams to manage and track employee absences, ensuring visibility into resource planning.
Viewing Time Off
You can find all team members' time off records in the Time Off tab under Resourcing. This overview includes past, current, and future time off.
Reflected in Other Views:
This helps managers anticipate availability and balance workloads effectively. in:
Managing Time Off
Adding Time Off
To add a new Time Off entry:
Navigate to Resourcing and select the Time Off tab
Click Add Time Off
Select one or multiple team members
Choose:
Category of time off
Start Date and End Date
Click Save to confirm
Editing a Time Off Entry:
Find the team member’s entry
Click the three dots (...) > Edit
Adjust the details
Click Update Time Off
Deleting a Time Off Entry:
Find the team member’s entry
Click the three dots (...) > Delete
Time Off Categories
When logging time off, you can select from the following categories:
Paid Time Off
Unpaid Time Off
Public Holiday
Sick Leave
Parental Leave
Compassionate/Bereavement Leave
Not Available
Exporting Time Off
Time off records can be exported for reporting or payroll processing. To do this:
Go to the Time Off tab
Click Export CSV
Download the CSV file for reporting, payroll processing, or further analysis
For any further assistance, reach out to your admin or Bonsai support.