Create Time Off requests in Mobile CRM

This document explains how to create and manage different types of time off requests (full day, half day, and hourly), including how to specify dates, times, reasons, and how to view or delete created requests.

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Step 1: Open the Time Off Creation Screen

Click the Create button to start a new request.

From the list of available activities, select Time Off.

The Time Off creation page will load.

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Step 2: Choose the Time Off Duration Type

Select the time off duration type. You can choose from:

• Hourly
• Half day
• Full day

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Step 3: Create a Full-Day Time Off

For a full-day time off:

1. Set the Start Date (e.g., 22nd).
2. Set the End Date (e.g., also 22nd, if it is a single-day time off).

Next, specify the reason for this time off request in the Reason field.

For example, enter a reason such as “Return to leave.”

Save the full-day time off request.

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Step 4: Create a Half-Day Time Off

Now, create a half-day time off request.

Select the Half Day duration option.

Set the date for the half-day time off (for example, 3rd of December).

Set the time, for example 4:00 PM.

Specify the reason for this half-day time off, then save the request.

You can also reopen an existing time off request if further changes are required.

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Step 5: Create an Hourly Time Off

Next, create an hourly time off request.

Set the time range, for example from 8:00 AM to 9:00 AM on 4th of December.

Specify the reason for this hourly time off.

Save the record to create the time off request.

If you click on Scrap, you can delete the time off request instead of saving it.

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Step 6: View Created Time Off Requests

Once a time off request is created:

• The time off details appear in the list view.

• The time off request is also displayed on the calendar.