Manage vacations

EP Help General > Tools > Vacation Calendar

You can use Vacation Calendar to view and manage vacations in your company excluding public holidays.

For managing public holidays, refer to Company schedule.

 

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To manage your own vacations, you must have ‘Manage own vacations’ permission enabled in your role.

 

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To manage other people’s vacations, you must have ‘Manage other people’s vacations’ permission enabled in your role.

 

 

Vacation management includes viewing your own and/or other people’s vacations, changing the start date of a vacation year, and adding/deleting vacations on the calendar.

 

To access Vacations Calendar:

 

1.

Open Tools menu.

2.

Select Vacations Calendar.

 

 

To add a vacation on the vacations calendar:

 

1.

Access the Vacations page, see above.

2.

Under ‘Vacations for', choose a user for whom you wish to add vacation days. See the second Note above.

3.

Click 'Apply' to switch to the vacation calendar of the selected user.

4.

Choose a year using the "<" or ">" button, if required.

5.

Click on a date.

6.

Select a date in the From and To fields.

7.

Choose a vacation type from the 'Vacation type' drop-down list. See System lists for the 'Vacation types' tab link.

8.

Select the duration of the vacation Full day or Half day.

9.

Click 'Save'.

 

 

 

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The cell representing the day will change color to match the one of the selected vacation type.

 

 

Legend

 

The Legend section contains a list of color coded elements used on a vacations calendar.

 

To delete a vacation.

 

1.

Click the vacation you wish to delete.

2.

Click 'Delete' on the vacation dialog box.

 

 

 

To change the start date of a vacation year:

 

1.

Click Options, Company Schedule.

2.

Under ‘Vacation year starts on:’, choose a date.

3.

Click ‘Apply’.

 

 

Overlapping vacations

 

When two vacation periods overlap in time, they are presented using the formula:

 

Vacation 1 end date = Vacation 2 start date - 1 day

 

Example of overlapping vacations:

 

Vacation 1: 03/09/15 - 03/13/15 (type: Regular Vacation)

 

 

Vacation 2: 03/12/15 - 03/16/15 (type: Trade Show)

 

 

Vacation 1 + 2: 03/09/15 - 03/16/15 (type: Regular Vacation + Trade Show)

 

 

 

 

 

 

 

 

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