The Holiday Planner facilitates the recording and administration of employees scheduled leave e.g. holidays, study leave, maternity leave etc.
To access this utility go to Employees > Holiday/Leave Planner
- Enter Holidays/Leave
- Select Employee
- Select Type of leave e.g. Holidays, Study leave, Training Course etc.
- Enter Dates to & from
- Select Full Day/Morning/Afternoon
- Click 'Update'
To View Leave Booked by an Employee
- Select Holiday/Leave Planner
- Click View/Amend holidays/leave
- Tick Ignore blanks
- Tick Exclude weekends if applicable
- Tick Exclude public holidays if applicable
To Amend Leave Booked by an Employee
- Select Holiday/Leave Planner
- Click View/Amend holidays/leave
- Tick Ignore blanks
- Tick Exclude weekends if applicable
- Tick Exclude public holidays if applicable
- Double click on the entry that needs to be amended
- Change entry accordingly
- Click 'Ok' to save changes