Streamlining Personal Time Off Management with Subphases

Adding Subphases to your PTO Project

Learn how to effectively manage Time Off (TO) using phases or subphases. Customize and categorize various types of leave to suit your organization's needs.

  • Navigate to your home page > Click on the Timesheet widget

  • Click Add Time Entry

  • Search for the Time Off project and select the project

  • Click the three dots in the left-hand corner

  • Select view project phases

  • Click +Add, select Add Phase

  • Click Add Custom Phase

  • Type the name of your custom phase then click create. You can add as many custom phases as you need

  • The newly added phase will show on the list. The first added phase will replace the default phase. Close the modal by clicking X on the right top.

  • You can add more phases by repeating the steps above or add subphases to the Vacation phase follow the steps here

  • Completed the Timesheet

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