Tracking Vacations

This chapter discusses how to:

• Manage vacation accruals.

• Manage vacation absences.

Managing Vacation Accruals

This section discusses how to:

• Assign vacation plans to individuals.

• Update vacation accruals.

Pages Used to Manage Vacation Accruals

Assigning Vacation Plans to Individuals

Access the Vacation Plan page.

Plan Type	Displays the vacation plan type. By default, the type is Vacation.
Coverage Election	Select the coverage election. Options are: Elect: The person uses the plan. Waive: The person waives the plan. Terminate: The person terminates coverage.
Elect Date	Enter the date that the coverage election takes place.
Benefit Program	Displays information about the person’s benefit program.
Benefit Plan	Select the vacation benefit plan from the values in the Benefit Plan table.
Currency	Displays the currency that is associated with the benefit plan.

Updating Vacation Accruals

Access the Vacation Accrual Process page.

Vacation Plan	Select the name of the vacation plan.
Current Period End Date	If you have run the Vacation Accrual process before, the system sets the Current Period End Date field to the previous run’s future period end date and makes the field display-only. It also sets the new future period end date to one year or month (depending on the accrual frequency value) from the current period end date.

Managing Vacation Absences

This section discusses how to:

• Enter vacation requests.

• Approve vacation requests.

• Track vacation absence data.

Pages Used to Manage Vacation Absences

Entering Vacation Requests

Access the Vacation Request page.

Note. Before you record vacation requests for a person, make sure the accrual records are current by running the Vacation Accrual process.

Accrual Process Date	Displays the current end date that you selected on the Vacation Accrual Process page before running the process.
Days Carried Over	Displays the days carried over from the last entitlement period.
Current Period Entitlement	Displays the current entitlement, which the system calculates according to the information in the Vacation Plan table. It is calculated after the system runs the Vacation Accrual process for the current period.
Days Booked/Taken	Displays the days booked or taken. Until the request is approved, this field is dynamically updated as you enter the start and end dates.
Total Entitlement	Displays the total entitlement of vacation days, as updated by the Vacation Accrual process.
Days Remaining	Displays the days remaining. Until the request is approved, this field is dynamically updated as you enter the start and end dates.
Absence Type	Select the absence type for this request.
Request Date	Enter the request date for the vacation. The default is the current date.
Start Date	Enter the vacation start date for the request.
End Date	Enter the vacation end date for the request.
Duration (Days)	Displays the duration of the absence. The duration is not the difference between the start and end dates. The system compares the dates to the person’s work and holiday schedules and calculates the number of actual work days that the person missed. You can override this value.
Approval	Click to access the Vacation Approval page. You can save a vacation request prior to approval, or you can approve the request.

See Also

Updating Vacation Accruals

Approving Vacation Requests

Access the Vacation Approval page.

Approved	Select to approve the request.
Approved By	Select the approver’s ID.
Date Approved	Enter the date that the request is approved.

Tracking Vacation Absence Data

Access the Vacation Absence page.

Note. Deleting a row on the Vacation Absence page doesn’t delete a row on the Vacation Request page and doesn’t reduce the number of days booked or taken by the person.