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Holiday Allocation

Snezana Treikale
​Hello,   When managers create a day's holiday from the Rotas page, I would like to ensure that this day is taken off the employee's holiday entitlement. It came to my attention that it wasn't the case for one of our employees, therefore I had to add this day holiday through the HR module. However, the same approach worked for another employee under different division and the HR screen displays a message that holiday was created from the Rotas module. I am trying to work out what could have possible be done differently to ensure that all managers follow the same process.   Thank you Snezana
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Saskia Dykstra

Hello @Karen Sheffield​ 

 

This is a great question. We would recommend this option is removed from the rota and all holidays are booked through the HR module.

 

Please see the release note on this:

https://fc.force.com/customer/s/article/Release-Note-Hide-HOL-Shift-Type-154582

 

I would recommend notifying users and give them a week or two to get used to the new process and then make the change as any current and future weeks with HOL entered on the rota will be removed once the setting has been changed.

 

Thanks,

Saskia 🐩

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Snezana Treikale

Thank you Saskia,

I will concider this option, but just so I am clear, is there a way to make the current process to work each time? If no, i will have to remove the 'HOL' option from the rota scheduling.

Thank you

Snezana

 

Saskia Dykstra

Hello @Karen Sheffield​ 

 

No, it is best practice to book holidays via the HR Module and remove the HOL shift type.

 

As per the Release Note, "This feature has been requested by multiple customers as using the HOL shift type directly from the rota bypasses holiday rules set up in the HR module on whether an employee may be allowed holidays that they have not yet accrued."

 

Thanks,

Saskia 🍒

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