Managing Your Time Off

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

Overview

You can submit time off and edit or delete upcoming time off from the User Details side panel. Depending on how your organization's account is structured, you, your Account Administrator, or your manager may be responsible for submitting your time off. Check with your Kantata Account Administrator to learn more about how to track your time off based on your organization's processes.

Adding a Time Off Entry for Yourself

1. In the left navigation, hover over Dashboard and click Your Dashboard.
2. In the People section, click on your profile picture or placeholder image. The User Details side panel opens.
   
3. Click the Schedule tab to jump down to the Schedule section.
4. Below the Upcoming Time Off table, click Add Time Off. The Time Off modal appears.
5. Click the Start Date field and select a date from the date picker.
6. Click the End Date field and select a date from the date picker.
7. The number of hours per day auto-populates based on the number of hours per week defined in your Default Workweek set by your Account Administrator. You can adjust the hours as long as they are less than the daily maximum set in your Default Workweek.
   Note: If the time off request is during or includes a scheduled holiday or non-business day as defined by your Account Administrator’s custom workweek and holiday calendar settings, the available hours for that day(s) will automatically default to zero and will not be included in the request.
8. Click Save at the bottom of the modal to create the time off entry.

Editing a Time Off Entry for Yourself

1. In the left navigation, hover over Dashboard and click Your Dashboard.
2. In the People section, click on your profile picture or placeholder image. The User Details side panel opens.
   
3. Click the Schedule tab to jump down to the Schedule section.
4. In the Upcoming Time Off table, click the Edit(“   ”) icon under the Actions header. The Time Off modal appears.
5. If needed, click the Start Date field and select a new date from the date picker.
6. If needed, click the End Date field and select a new date from the date picker.
7. If needed, select or enter a new Hours amount.
   
8. Click Save at the bottom of the modal to update the time off entry.

Deleting a Time Off Entry For Yourself

1. In the left navigation, hover over Dashboard and click Your Dashboard.
2. In the People section, click on your profile picture or placeholder image. The User Details side panel opens.
   
3. Click the Schedule tab to jump down to the Schedule section.
4. 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 any past time entries in the User Details side panel. To learn more, see our article on Managing Past Time Off.
5. In the confirmation modal that appears, click OK to confirm the deletion of the time off entry.