Vacation Time
Vacation Planning
Overview
The vacation planning feature allows you to manage how employees apply for vacation time and also the authorization process. Our accounting software provides a graphical representation of vacation dates to help visualize the plan by means of a vacation calendar.
Who uses it: HR personnel, managers, and accountants use vacation planning to manage employee leave.
When to use it: Use vacation planning to manage employee leave, track vacation time, and authorize leave applications.
Navigation Path
To access vacation planning, follow these steps:
- Log in to your accounting software.
- Navigate to the main menu.
- Click on "Employees".
- Click on "Vacation Planning".
Field Descriptions
Leave Application
The following fields are associated with leave applications:
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Start Date/End Date | The range of days the vacation time is being applied for | Date | - |
| Category | The classification of the vacation type | Annual Leave, Sick Leave, Study Leave, etc. | - |
| Employee | The individual applying for vacation time | Employee name | - |
| Status | The status of the leave application | Pending, Authorized, Declined | Pending |
Leave Approval
The following fields are associated with leave approval:
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Leave Application | The leave application being approved | Leave application | - |
| Supervisor | The supervisor approving the leave application | Supervisor name | - |
| Supervisor Password | The supervisor's password | Password | - |
| Status | The status of the leave application | Authorized, Declined | - |
Actions & Buttons
The following actions and buttons are available on the vacation planning page:
- Apply for Vacation ✍️: Creates a new leave application.
- Approve/Reject Leave ✅❌: Approves or rejects a leave application.
- View Vacation Calendar 📅: Displays a graphical representation of vacation dates.
Examples / Usage Notes
For example, let's say an employee wants to apply for vacation time:
- Navigate to the vacation planning page.
- Click on "Apply for Vacation".
- Enter the start and end dates, category, and notes.
Related Pages or Links
For more information on managing employees, see Employee Management.