Resource Absence in Field Service

In Field service the service resource enters the resource absence record to mark their holiday/unavailability for work. During schedule optimization, service resources aren’t assigned to appointments that conflict with their absences. 

For creating the resource absence:

• Go to the field service app. 
• Click on the Service Resource tab. 
• Under the related list, look for the Absence object. 
• Click on the New button and select the record type 
  
• Break - It can be lunch, Meeting etc. 
• Unavailability - Holiday, Sick Leave, Day off - Shift. 
• Enter the start time and end time, the type of the absence and click on the save button. 
• Resource absence can be created by the technician themselves and also the dispatcher handling the service resource. 
• Resource absence can be created from the FSL mobile app too. 

For creating recurring resource absence:

• From the absence related list, click on the Add recurring absence button. 
• On the recurrence pattern, choose the recurring period(Dates, Weeks, Month, Years) and choose the relevant options. 
• Choose the recurrence end date. 
• For eg: to make the weekend as unavailability for the service resource, choose the Recurring period as Weeks, recurring frequency, recurrence days and choose the recurrence end date. 
  
• This will create resource absence for the weekends till the choosen end date. 

To create resource absence for unavailability/break throughout the organization:

• Install the AppExchange app - Field Service Holiday App
• Go to the Field Service app from the App Launcher.
• Click on the Service Holidays tab. 
• Click on the New button. 
•  Enter the Service Holiday Name, choose the service territory, start date and end date. 
• Click on the save button.
• This will create the resource absence for all the service part of that service territory.