Vacation planning

Goal: you manage employees’ vacation days and absences — submit and approve requests, and view them in the group calendar.

The vacation planning module lets you manage employees’ vacation days and absences.

Functions

  • Enter employees’ preferred vacation dates via the web interface.

  • Check whether there are overlaps between requested vacation days and scheduled activities.

  • Approve entered vacation requests (based on the vacation planning organization chart).

  • Flexible summary of the absences of all team members.

  • Import vacation days from other applications.

Access rights

To submit a vacation request and view the vacation calendar and account, a user needs the Vacation planning-user user role. If a user has the Vacation planning supervisor user role, they can also view this information for subordinate users (based on the vacation planning organization chart).

Vacation planning organization chart

Accounts

You can edit the number of vacation days and the remainder from the previous year.

Overview of the employees' vacation accounts

Editing the number of vacation days and the remainder from the previous year

Group calendar

You can create group calendars so team members can take other teammates’ vacation plans into account. An employee can belong to several groups at the same time.

Group calendar with the vacation plans of several team members

Submit a vacation request

Step by step

  1. Click the New request button.

    "New request" button

  2. In the New request dialog, enter the following information:

    • select an employee from the list

    • start and end of the vacation

    • vacation type

    • optionally, a comment

    "New request" dialog with employee, period, vacation type, and comment

Check the result

The request appears in the request list. If a user has the Vacation planning supervisor user role, they can approve the request.

Approving a vacation request

Requests can be edited, accepted, and deleted. If there is an overlap between vacation days and scheduled work, the symbol Warning symbol for an overlap of vacation and scheduled work appears in the Actions column.

Editing a vacation request with a conflict flag

Calendar

Vacation calendar with non-working days

If non-working days are marked with an underscore Marker for a vacation type taken over from Rillsoft Project or Marker for another vacation type taken over from Rillsoft Project, they were taken over from the resource pool of Rillsoft Project.

Event log

Event log of vacation planning