Managing Time Off for Account Members

Learn how to add, edit, and delete time off/PTO for other people.

Overview

If you are an Account Administrator or manager responsible for entering time off for others–such as team members or direct reports— you can access a team member’s User Details side panel to add time off by clicking on a member’s user profile picture in the following areas:

• The People or Activity Feed sections of Your Dashboard.
• In the Resource Center in the Team Members or Projects tab.
• In the Team tab of the Project Admin box from the main project workspace.
• From a project’s Resourcing tab.
• From a project’s Rates & Roles settings page.

To learn how to manage time off for yourself, see the Managing Your Time Off article.

Adding a Time Off Entry for an Account Member

1. Click on a member’s name or profile picture from anywhere in Kantata OX—with the exception of the Members page—to open the User Details side panel.
   
2. Click the Schedule tab to jump down to the Schedule section.
3. in the Upcoming Time Off table, click Add Time Off. The Time Off modal appears.
4. Click the Start Date field and select a date from the date picker.
5. Click the End Date field and select a date from the date picker. The number of hours per day auto-populates based on the number of hours per week defined in the Default Workweek set by the Account Administrator.
   
6. If necessary, adjust the hours to be less than the daily max set in your Default Workweek.
7. Click Save at the bottom of the modal to add the time off entry.

Editing a Time Off Entry for an Account Member

1. Click on a member’s name or profile picture from anywhere in Kantata OX—with the exception of the Members page—to open the User Details side panel.
   
2. Click the Schedule tab to jump down to the Schedule section.
3. In the Upcoming Time Off table, click the Edit (“   ”) icon to the right of the specific date range under the Actions header. The Time Off modal appears.
4. If needed, click the Start Date field and select a date from the date picker.
5. If needed, click the End Date field and select a date from the date picker.
6. If needed, select or enter a new Hours amount.
   
7. Click Save at the bottom of the modal to update the time off entry.

Deleting a Time Off Entry For an Account Member

1. Click on a member’s name or profile picture from anywhere in Kantata OX—with the exception of the Members page—to open the User Details side panel.
   
2. Click the Schedule tab to jump down to the Schedule section.
3. In the Upcoming Time Off table, click the Delete (“   ”) icon to the right of the specific date range under the Actions header.
   Note: You cannot view or edit time off for past time entries in the User Details side panel. To learn more, see our article on Managing Past Time Off.
4. Click OK in the confirmation modal to confirm that you would like to delete the time off entry.