Holiday Management

Here you learn how to manage and plan the leave of all employees clearly. You can see at any time how much leave has already been taken or applied for and how much leave entitlement there is in total for the year including special leave, this includes the remaining leave from the previous year.

Manage holidays of employees

You can get a complete overview of all employees by selecting the images/download/thumbnails/378768010/Urlaubs%C3%BCbersicht_EN_img.png from the main menu images/download/thumbnails/378767662/Hauptmen%C3%BC_img.png under "General" and the submenu item "Resources" . Select the employee for whom you want to manage leave from the list.

  • When making the first entry, you must enter the leave entitlement for the year displayed.

  • You transfer the remaining leave of the previous year to the current year by clicking on the action images/download/thumbnails/378766388/Traansfer-remaining-leave_img.png .

  • The fields "Total leave", "Available leave ", "Approved leave" and "Planned leave" cannot be edited.

After you have made all the changes, save the entries by clicking images/download/thumbnails/378767266/image2019-12-5_16-27-48.png

Help on sorting and adjusting the leave overview can be found in the article Working with Tables.

Access the leave overview of a resource

To get an overview of the total leave for a year, switch to the images/download/thumbnails/378767924/Plantafel-Text-magenta_EN_img.png via the main menu images/download/thumbnails/378767662/Hauptmen%C3%BC_img.png . Right-click on the name of the resource and select "Open Resource". You can find the "Leave overview" in the images/download/thumbnails/378766385/Business-Section-Edit_resource_img.png section. In the individual breakdown under "Itemized", the column "Planned leave" indicates whether the leave is already certain or whether it has been marked as provisional and still to be confirmed. In the latter case, this period is then marked with aimages/download/thumbnails/378767755/Speichern-Haken-gr%C3%BCn_img.png . Half days of leave are also marked with a images/download/thumbnails/378767755/Speichern-Haken-gr%C3%BCn_img.png within the column "Half day". For whole days of leave and those that have already been defined without reservation, the images/download/thumbnails/378767747/Rotes-X_img.png is set by default in the corresponding period line.

Plan holidays

Create an assignment bar in the planning board with holiday as "Identifier". If the holiday has not yet been decided, check the box "Provisional" in the section " Scheduling". Define the holiday period using "Start of work" and "End of work".

Save the entry by clicking on the button images/download/thumbnails/378767755/Speichern-Haken-gr%C3%BCn_img.png . Now the assignment is displayed in the planning board.

You can find information on how to create an assignment bar in the article First Steps with Assignments.

Set holidays

Open the assignment in the planning board and remove the checkmark in the checkbox "Provisional" in the section "Scheduling". Place a checkmark at "Start fixed" or "End fixed" to make the start or end of the holiday unchangeable. Save the changes.