Keeping track of and managing vacation requests can be troublesome, especially for larger organizations. With many other tasks on your mind, remembering vacation requests when creating staff schedules on top of the responsibility of granting vacation time to employees can be challenging. Having a vacation planner like the integrated vacation system in ShiftPlanning’s human resource management software removes the headaches involved in managing multiple employees’ vacation requests and schedules. A vacation planner gives the employee a sense of control and responsibility as they are part of the process. Well integrated into our multifaceted application means that vacation requests are processed faster and all involved parties are notified instantly.
When an employee requests vacation time through the ShiftPlanning workforce and human resource management software, users with management access will receive a notification email. Vacation requests that require attention will also appear on the Dashboard, visible so they are not missed. Schedulers, Supervisors and Managers have access to the Vacation Management section of the Vacation Request system. This section is used to approve or deny vacation requests from employees.
To get started, go to the ‘Requests’ tab and click ‘Vacation’ as shown below.
The ’Vacation Management’ section will display any pending employee vacation requests, future vacation requests and past vacation requests in a list. To approve or reject vacation time, click the appropriate link next to the request. You will see the following screen if you approve the vacation request and there are resulting schedule conflicts.
You can also click the ‘Show Details’ link to view any notes that the employee included with the vacation request.
Once the vacation time is approved or denied, the employee will receive a notification email regarding the status of the vacation request.
The ’Awaiting Approval’ section shows any approvals that you have personally that need approval.
The ’Upcoming time off:’ section shows any upcoming time off that you have personally.
Under the ‘Schedule time off:’ section you can schedule time off for any employee. Just select the desired employee, choose the ‘From’ date, choose the ‘To’ date, add any ‘Comments’ and click ‘Submit Request’. Now, you can Approve or Reject this request in the ‘Vacation Management’ section, as described above.
Viewing Vacations in the Scheduler
To see the all vacation requests in the scheduler, you can click the ‘Click Here to view/manage all approved Vacation Requests’ link the ‘Vacation’ section of the ‘Requests Tab’. Alternatively, go the ‘Schedule’ tab and check ‘Vacation Schedule’. In the ‘Vacation’ view, you can visualize which employees are spending time off in a calendar format.
From here, you can manage approved vacation requests. When you click on an employee’s name, the following pop-up will appear where you are able to see the details of the vacation request and, if necessary, delete the vacation request by clicking the ‘Remove’ link.
Our integrated vacation system helps you approve vacation requests and create conflict-free staff schedules with the most up-to-date employee availability information. The ShiftPlanning team hopes our workforce and human resource management software makes your vacation request system smoother and faster.