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Leave

The Leave screen gathers every declared absence of the team's resources. An absence entered here automatically reduces capacity on the Workload screen.

Reached through the Leave menu of a resource portfolio.

Absence types​

FoxPlan distinguishes several categories:

  • Paid leave
  • RTT (working-time reduction days)
  • Sick leave
  • Training
  • Unpaid
  • Other (free category)

Each category can be customized by your administrator.

Calendar view​

The monthly calendar shows, resource by resource, the absence days color-coded by type. Hover a day to see details (type, optional reason, duration).

Browse month by month to view past history and upcoming leave.

Recording an absence​

  1. Click Add absence
  2. Choose the resource
  3. Select the date range
  4. Specify the half-day if the absence does not span a full day
  5. Select the absence type
  6. Add an optional comment
  7. Save

Entry can be done by the resource (self-declaration) or by their manager, depending on the rights defined in User access.

Validation workflow​

Depending on your configuration:

  • No validation — Direct entry by the resource or their manager
  • Manager validation — Absences move to "Pending" then "Approved" status after agreement
  • HR validation — An additional circuit involves an HR person

Impact on planning​

  • An approved absence is immediately subtracted from capacity on the Workload view
  • The project plan (Gantt) takes it into account to automatically reschedule moveable tasks
  • Capacity reports integrate leave to produce a realistic projection

See also​

  • Workload — to see the absence impact on availability
  • Calendar — for collective public holidays
Good habit

Enter leave as early as possible: it is the condition for keeping workload plans reliable and project arbitrations anticipating unavailability peaks.