Time off settings control the categories managers offer when team members request time away. Use this walkthrough to open Time Off Settings, review the current types, and add new options that match your business policies.

Step 1: Open the More tab

Launch the ShiftFlow mobile app and tap More in the bottom navigation bar to reach account controls.

Step 2: Go to Account Settings

Inside the More tab, select Account Settings under Business Operations to view scheduling and payroll preferences.

Step 3: Open Time Off Settings

Scroll through the Account Settings list and tap Time Off Settings.

Step 4: Review existing time off types

The Time Off Settings screen lists each time off type, its pay status, and the menu for editing or removing it. Tap the three-dot menu next to a type to open actions for editing or deleting it.

Then choose Edit or Delete to update or remove the current option.

Step 5: Add a new time off type

Tap New to add another time off category. Give it a clear name, choose whether requests should be paid, and save the changes so team members can select it going forward.

After choosing New, fill out the dialog to set whether the type is paid or unpaid and enter the name before confirming.

Notes

• Align time off types with your policies so team members request the correct category every time.
• Review the list regularly to retire outdated types and keep accruals accurate.