How to Create a Holiday
- Under the HR module, go into the employee list.
Fig 1
- Find the employee that has requested the holiday and select the name to enter their personal file.
Fig 2
- From the employee’s HR page select “Create a holiday request” on the top right hand side.
Fig 3
- Alternatively go into the Employee HR Info Dropdown and select holidays, where the ‘Create a holiday request’ link can also be accessed.
Fig 4
- Select the date range that the employee requires. The easiest way is to use the calendar icon on the right.
Fig 5
- Once the dates have been entered, click onto ‘Calculate Number of Days’ – which works out how many days the employee has requested. If this is correct then select ‘Save’ to save the request.
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- Once the holiday request has been saved each day will come up as an individual request, and until authorised by a line manager will show as unauthorised. Requests can also be deleted from this view.
Fig 7
- If a day requested falls on an employees scheduled day off then select unpaid which will not take the day out of their holiday allowance.
Fig 8
- At the bottom left of the screen there is a clear record of how many days per year the employee has been allocated, how many of those days they have accrued and how many days have been taken to date.
Fig 9
- Once ‘save’ is pressed the holiday information is updated and the booking complete on the system. This can be deleted at anytime before the holiday is taken.
- The Holiday has been created!
Fig 10
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