Add a note to the Scheduler

Add leave, absence, or other planning notes to the Scheduler.

Add a Scheduler note when you want to block time or show planning context that is not a work order.

Common examples are leave, training, or appointments.

1

Open the Scheduler

Go to Scheduler in the left menu.

2

Select the employee and date

Click the right employee row on the day where you want to add the note.

3

Open the notes option

In the prompt, choose Notes (Leave & absence).

4

Fill in the note details

Select the employee if needed.

Then enter the date, time, or choose Entire workday.

5

Add the remark and save

Choose a color.

Enter the remark that should appear in the Scheduler.

Then click Save.

Optional fields

Depending on your setup, you can also:

• select an hour type for absence
• add the hours to the timesheet overview
• add the same note for more than one employee

Frequently asked questions

Do notes replace work orders?

No.

They only add planning context.

Can I use a note for a full day off?

Yes.

Use Entire workday.

Related topics

• Scheduler
• Set employee availability