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Time Off
Updated over 2 weeks ago

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 provides an overview of all past, current, and future time off entries.

Additionally, Time Off is reflected in:

Managing Time Off

Adding Time Off

To add a new time off entry:

  1. Navigate to the Time Off tab in Resourcing.

  2. Click the Add Time Off button.

  3. Select the team member.

  4. Choose the Category of time off (see below for available options).

  5. Set the Start Date and End Date.

  6. Click Save to confirm.

Editing or Deleting Time Off

To modify an existing entry:

  1. Click the three dots next to a team member's entry (or click directly in the row)

  2. Select Edit Time Off.

  3. Adjust the details and click Update Time Off.

To delete a time off entry:

  1. Click the three dots next to a team member's entry

  2. Click Delete and confirm.

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:

  1. Go to the Time Off tab.

  2. Click the Export CSV button.

  3. Download the CSV file for further analysis.

For any further assistance, reach out to your admin or Bonsai support!

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