Create, Track, and Manage Employee Holidays

Creating a Holiday Record

To begin, log into your HRManager account and follow these steps:

• Click on the HR tab in the left-hand menu.
• Select Timekeeping, then click on Holiday Records.
• Click the Create New button.
• Select the employee you wish to book a holiday for and click Create.
• Enter the holiday details, including the date range, paid/unpaid status, and any relevant notes.
• Click Save to confirm the holiday booking.

Requesting a Holiday from the Employee Dashboard

Employees can easily request holidays through their Employee Dashboard, making the process smooth and efficient:

• Log into the Employee Dashboard.
• Click on Request a Holiday.
• Select the date range for the requested time off.
• View the calendar to check for potential conflicts with team members.
• Add any relevant notes or comments.
• Click Submit Request.

Once submitted, the request will be sent to the line manager for approval. The employee will receive a notification once the request is approved or declined.

Reports and Approving Holiday Requests

Managers easily approve holiday requests and quickly produce reports using the manager dashboard:

• To approve a holiday request click View Holiday Requests on the home screen.
• Click View on the holiday request you want to manage.
• Click on Holiday Requests to view pending requests.
• Review the request details, including the employee’s remaining holiday balance.
• Approve or decline the request with a click, adding comments if needed.
• Approved holidays will automatically update in the employee’s record and the company calendar.
• To create a report click on the HR dropdown menu and select Timekeeping.
• Select View All Holiday Records 
• Filter columns, select date range and download to Excel