Time Off
Requires.
- You are a tech or a sales rep somewhere, and
- Your account has at least one time-off scheduling permission: Can Schedule Tech/Sales Time Off, Can Schedule Tech/Sales Time Off - All But Yourself, Can Schedule Tech/Sales Time Off - Self, or Can Schedule Tech/Sales Time Off - Hierarchy.
If either is missing, the page returns a 403.
Time Off is where you schedule your own planned absences — vacation, sick days, holidays, training, or any block of time you shouldn't be assigned customer work. What you schedule here flows into the scheduler so the auto-assigner skips you, and it shows up on the company Calendar as a block so dispatchers don't double-book you.
The page opens at /home/time-off with the heading "My Time Off" and a Calendar / List toggle in the top-right. Both views manage the same entries — pick whichever is easier to read.
Your schedule type is decided automatically by your role: tech entries if you're a tech, sales entries if you're a sales rep. (If you hold both roles, the list shows both, merged by date.)
Calendar view
This is the default view and the easiest way to see what's already blocked and add more. It shows a single row — yours — laid out as a time grid for the selected day(s).
Controls across the top:
- Previous / Next arrows and Today — move the date range.
- Date picker — jump to a specific day.
- Day count (
1–7) — show one day or up to a week at once.
Scheduling time off from the calendar
- Find an open time slot in your row on the day you want off.
- Click it. A dialog titled "Block Availability" opens, pre-filled with that day and time. (It's called "Block Availability" because scheduling time off blocks your availability — it's the same thing.)
- Adjust the fields (see the dialog fields below) — end time, reason, recurring, notes.
- Click Block Availability to save.
The new block appears on the grid immediately, shown in a dark color labeled with your reason (e.g. Vacation, Training) — or "Unavailable" if you didn't pick a reason.
Editing or deleting from the calendar
Click an existing time-off block to reopen the dialog:
- Change the time, reason, or notes and click Save.
- Or click Delete. If the block is a one-off you'll confirm a single delete. If it's part of a recurring series, you get a choice: Delete only this or Delete entire series (N) (where N is the number of entries in the series).
List view
Switch to List for a table of everything you've scheduled, newest first. Use the Schedule Time Off button here to jump to the calendar and pick a slot.
Desktop columns
| Column | What it shows |
|---|---|
| Date | Start date, formatted MM/DD/YYYY. |
| Start Time | 12-hour am/pm (e.g. 8:00 AM). |
| End Time | Same format. |
| Duration | Hours, rounded to two decimals (e.g. 9.00). |
| Schedule Type | A badge: Tech Schedule or Sales Schedule. |
| Reason | The category you picked (tech entries only). Empty for sales entries. |
| Notes | Any notes you added. |
| (actions) | Edit and Delete. |
On smaller screens each entry renders as a card with the same information. The list shows 50 entries per page; pagination appears at the bottom when you have more.
Deleting from the list
- Click Delete on the entry.
- A confirmation dialog opens ("Delete Time Off").
- If the entry is part of a recurring series, choose Delete only this or Delete entire series (N). Otherwise click Delete.
- SecurityTrax removes the entries and shows a success toast.
Editing from the list
Click Edit to open the single-entry form (heading "Edit Time Off"). Editing changes one entry only — its date, start/end time, reason, and notes. To change the shape of a recurring series, delete it and schedule a new one.
The Block Availability dialog
These are the fields when scheduling (or editing) time off:
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Start Date | Yes | Date picker | Valid date | Pre-filled from the slot you clicked. |
| End Date | Yes (not shown when editing) | Date picker | Valid date; combined with End Time must be after Start Date + Start Time; the span from Start Date to End Date can't exceed 90 days | For a single day, leave it equal to Start Date. A later End Date creates one block per day in the range. |
| Start Time | Yes | Select (30-min steps, 12:00 AM–11:30 PM) |
— | When you click a slot on the calendar, this pre-fills to the time you clicked. (The Block Availability dialog opened for others from the company calendar starts at your company's scheduler start time.) |
| End Time | Yes | Select (same options) | Must be after Start Time — otherwise you get "End time must be after start time." | Defaults to your company's scheduler end time — the end of the configured calendar day. |
| Reason | No | Select | An active type from your company's Time Off categories | Tech schedule only. Categorizes the absence (Vacation, Sick, Training, etc.). Drives the label and color shown on the calendar. |
| Schedule Recurring | No | Checkbox | — | Reveals the recurring options below. |
| Recur Every | When recurring | Select (1–6 weeks) |
— | How often the pattern repeats. |
| Including Days | When recurring | Checkboxes (Sun–Sat) | At least one day must be checked — otherwise "Select at least one day for recurring time off." | All seven default to checked; uncheck the days you're not taking off. |
| Notes | No | Text | Up to 500 characters | Optional context for your manager or dispatch. |
Note. The Reason options come from your company's Time Off service detail types, configured under Administration. If the list is empty, ask your administrator to add the categories you need; until then, blocks show as "Unavailable".
How date ranges work
- Single day (Start Date = End Date): one block from your start time to your end time.
- Multiple days (End Date after Start Date): one block per day, using your chosen start/end times on the first and last days and the company default times in between — so a multi-day absence reads as a continuous block.
Heads up. A time-off entry can span at most 90 days from Start Date to End Date — this applies to both straight ranges and recurring series. If you set an End Date further out, saving fails with "Time off cannot span more than 90 days. Please choose a closer end date." For a longer standing arrangement, schedule it in chunks.
How recurring works
With Schedule Recurring checked, SecurityTrax creates one block per selected weekday, repeating every N weeks, from Start Date through End Date. For example, every Wednesday morning off for two months: set the date range, Start Time 8:00 AM, End Time 12:00 PM, Recur Every: 1 week, and check only Wednesday. The entries are linked as a series so you can later delete them all at once.
A few details worth knowing
- Timezone. Times are interpreted and displayed in your profile's timezone. Set it on your Profile page if it's wrong.
- This page is for your own time off. Managers who schedule time off for other people do it from the company Calendar — see "Block Availability" there.
- It doesn't cancel existing appointments. Time off tells the auto-scheduler not to assign you new work in that window; anything already booked stays. Ask your dispatcher to reassign it.
- Customers never see it. Time off doesn't appear anywhere customer-facing.
Related
- My Appointments — what's on your schedule during the days you haven't blocked off.
- Calendar — the company calendar where your time off appears, and where managers block availability for others.
- Profile — set your timezone so times display correctly.