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:
Navigate to the Time Off tab in Resourcing.
Select the 'Add Time Off' button.
Select the team member.
Choose the 'Category' of time off (see below for available options).
Set the Start Date and End Date.
Click 'Save' to confirm.
Editing or Deleting Time Off
To modify an existing entry:
Click the three dots (...) next to a team member's entry (or click directly in the row)
Select 'Edit Time Off'.
Adjust the details and click 'Update Time Off'.
To delete a time off entry:
Click the three dots (...) next to a team member's entry.
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:
Go to the Time Off tab.
Click the 'Export CSV' button.
Download the CSV file for further analysis.
For any further assistance, reach out to your admin or Bonsai support.