Timesheet & Project Management Blog


Wouldn’t it be nice when you submit your time off request for vacation or personal time that you could see what other employees might be taking time off at the same time? What holidays are around the same time and what meetings you might be missing? That’s the subject for this little video. We’re going to login as Buzz and submit a new time off request and see those exact things.

First thing you might notice is that Buzz has a reduced user interface; you only see three tabs along the top instead of six, his manager has turned off some of the functionality so that it views less. I’m going to go to the insert menu and choose new time off request and see what Buzz might be seeing when he takes his Alaskan cruise.  He’s going to schedule this time for the 3rd of June out to 7th, one week. That’s five days, 40 hours. One thing he wants to know is what other coworkers are going to be out at this time. Because there are certain people who cannot be out at the same time because the work doesn’t get done. We click in the coworkers out field, click the … button. Turns out that during this time period there are two coworkers who are also going to be out at this time. We click OK, we see a calendar that shows us the other coworkers that are out at this time. Fred and Dan are both taking vacation at the same time Buzz wants to. And he knows that this is not going to be approved and so he’s got to pick another time for his cruise. Well it turns out as he’s looking at this calendar there is a company holiday maybe he could take advantage of; if he just takes these 4 days he’s not conflicting with these two people plus he gets one Fun Day off.

Let’s close this calendar and change from the 10th through to the 13th. Now he’s only taking 4 days off, that’s 32 hours instead of 40. Look at the coworkers out, there’s no one out. Again we look at the calendar, we’re using these 4 days and Fun Day is a holiday so we get that off, long weekend take advantage of that.

Next thing we want to look at is the number of meetings that Buzz will miss during this time. Click in this field, click …, turns out he’s going to miss the Friday pizza party and the Monday morning staff meeting. So if he can get permission to skip that meeting then this time off request is likely to be approved.

You can see here he’s got 60 hours remaining so this 32 is going to subtract from that. His bank will then still have some time that he can take at another time. That’s a little tip as to how to see coworkers, meetings, holidays, other things that might coincide with your vacation request. Hope it helps!

Watch the video: https://www.youtube.com/watch?v=h1eSzzbYYtw


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