Vacation Requests Form

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Presentation transcript:

Vacation Requests Form Overview Click your mouse to continue! Copyright 2004 Schedule Tech. All Rights Reserved.

Adding Vacation Requests Add Requests with a few clicks of the mouse. Typing is kept to a minimum. Easy to use.

How do I add a Vacation Request? Go to the Main Menu. Click the Vacation Requests Form button.

Adding a Request – Step 1 The Vacation Requests Form opens. Click the Add a Request button.

Add a Request – Step 2 Suppose the request is for June 13th to June 26th. Click the June button.

Add a Request – Step 3 The top calendar will show the month of June.

Add a Request – Step 4 Click on the 13th day button. The request is highlighted on the screen.

Adding a request - you are done! The request is added to the Vacation Request table.

Just Three Clicks Only 3 clicks add a vacation request:

Special Note If the request is granted then: The days that are highlighted in blue are counted against the employee’s maximum vacation days. Non-Vacation Days or Regular Days Off –are highlighted in yellow. They are days such as Saturday or Sunday. Regular days off are not counted against the employees vacation days.

Default Length of Vacation The default length of vacation requests is easily changed. It can be set from 1 day to 12 weeks. Just click on the + and – buttons next to the Default Length of Vacation field. Vacations longer than 12 weeks can be entered directly into the vacation requests table.

Oops! I entered the wrong dates! Do you need to delete the request? No problem. Click on the request. Click the Delete Request button.

Do you need to reduce the number of days? Let’s look at the one we created.

How do I Change the Length of the Vacation? Click the Change End Date button. Next, click the June 23rd button.

The End Date Changes After clicking on the 23rd, the calendar will indicate the change. The vacation request table changes. Lengthening the request is just as easy.

Second Choice for the First Vacation Period Some companies allow employees to submit three choices for the employee’s first vacation period. They also allow three choices for the second vacation period and so on. This is easily handled in Vacation Scheduler™ .

Adding More Choices Add the next request. The choice field will be increased automatically.

Setting the Number of Choices You set the default number of choices per vacation period. You use the Choices per Vacation Period field. Just pick a value from the drop-down list.

Maximum Flexibility Vacation Scheduler™ provides flexibility. When the maximum number of choices is reached – The Period/Week field is increased by 1. The Choice field is set back to one.

Using the New Week Record Button Some employees may submit less than the maximum number of choices. When you click the New Week Record button: A new blank record is added.

New Week Button Continued… The Period/Week field is increased by 1. The choice field is set to 1 Click on the first date of the vacation request on the calendar.

Summary Most vacation requests can be added with a few clicks of the mouse. Vacation requests can be anywhere from 1 day to the length of the scheduling period. The calendars on the form give you a visual representation of a request.

Vacation Request Form

What Next? Let’s schedule the vacation requests. Go to the Schedule Vacations presentation.

To return to the Table of Contents – To replay the presentation – Press the ESC key. To replay the presentation – Press the spacebar or click the mouse.