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Time Off Territory time input modes and time slots

Key Takeaway

In Hybrid mode, choosing a time slot is enough, so users don't enter start and end times. In Standard mode, users still enter times after they choose a slot.

A Time Off Territory (TOT) record captures time that a user spends away from an assigned territory. Admins decide how users enter that time by choosing a time input mode. Depending on the mode, users pick predefined time slots such as Morning or All Day, type exact start and end times, or use a mix of both.

Time input modes

The time input mode sets how users log time off for Time Off Territory events. Time input mode settings apply per profile, so different user groups can log time off in different ways.

ModeHow users log time off
StandardUse slots and manual time entry. Choosing a slot still requires the user to enter times.
Slot-basedLimited to choosing from the predefined slots.
ManualEnter a start time and an end time with a time picker. The "Slot Type" field is hidden automatically.
HybridChoose either a slot or manual entry. A slot needs no times. Choosing None requires times.

Standard and Hybrid modes are easy to mix up, because both offer slots and manual time entry. The difference is what happens after a user picks a slot. In Standard mode, the user still enters a start time and an end time. In Hybrid mode, the slot alone is enough, so the user doesn't enter times. A Hybrid user who chooses None instead of a slot must enter times.

Ana is a sales rep whose time input mode is Hybrid. She has a regional training session on Tuesday morning, so she logs time off and picks the Morning slot. She doesn't enter a start time or an end time, because the slot already has its interval. On Friday she needs time off from 2:30 PM to 3:30 PM, which doesn't match any slot. She chooses None and enters those exact times. If her mode were Standard, picking Morning on Tuesday would still leave her to enter a start time and an end time.

Switching between time input modes doesn't require page layout changes. The Slot Type field must still stay on the page layout, even though Manual mode hides it automatically.

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