Creating a Time Off Request in Exeevo CRM
Creating a Time Off Request in Exeevo CRM
This document explains how to create and review a time off request in Exeevo CRM, including selecting different duration types (all day, half day, or hourly), filling in required details, and viewing the request in both list and calendar views.
Step 1: Open the Time Off Request Form
Start by clicking the plus (+) button on the top right of the header.
From the menu that appears, select Time Off.
Step 2: Choose the Duration Type
In the time off request form, choose the Duration Type.
You can select one of the following options: All Day, Half Day, or Hourly.
Step 3: Enter Dates for an All-Day Request
If you select All Day, choose the Start Date and End Date for your time off.
Select the Start Date. For example, you could select from 26th and click Done
Then select the End Date. Example 27th as an example and Click Done.
Step 4: Configure a Half-Day Request
If you select Half Day,
First choose the Date for your time off.
Then select the Duration, choosing either AM or PM.
Step 5: Configure an Hourly Request
If you select Hourly,
Choose the Date for your hourly time off.
Then select the Time, including both Start Time and End Time.
Step 6: Provide Reason and Save the Request
Select the Reason for your time off from the available options.
The Subject is either autogenerated or can be configured to be entered manually by the user, depending on system configuration done by your Admin.
Once you have completed all required fields, save the details.
Note: The Position (your territory) is autofilled.
After saving, your time off request appears in the calendar and in your list view on the left. To return to the home screen, click Back.
Step 7: View the Time Off Request in Calendar View
To view your time off request on the calendar, click the Calendar button.
When you click the calendar button, you will see the request in the calendar, for example on the 27th.
You can click the record in the calendar to open and view the details.
Step 8: View the Time Off Request in List View
Alternatively, you can switch to the List View to see your time off request.
Switch to the list view and
Click on the record to see the details again.
