Q<\/strong>: We allow employees to take time off as flexi-time, but still require them to check with a manager before taking this time. Can they request flexi like they do holiday?<\/em><\/p>\nYes, this can easily be enabled from the Company Settings page. Once enabled, an employee will be able to tick the \u201cUse Flexi\u201d box when requesting holiday. The days will then be shown on the calendar in a dark-green to distinguish it from the light-green of a holiday.<\/p>\n
However, we don\u2019t have a way to track how much flexi-time an employee is entitled too, so your managers will have to know if an employee is entitled to the flexi they\u2019ve requested.<\/p>\n
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Can employees carry-over some of their entitlement into the following year?<\/h3>\n Q<\/strong>: We allow our employees to carry over a maximum of 5 days\u2019 entitlement from one year to another, if they haven\u2019t used it all. Can this be automated in The Holiday Tracker?<\/em><\/p>\nFrom the Company Settings page, you can enable Carry Over and set the maximum number of days employees can carry over. You can also set a maximum number of hours if some of your employees have their entitlement calculated in hours.<\/p>\n
Once a new holiday year begins, the first time each manager logs in, they\u2019ll be prompted to approve any carry-over for each of their employees.<\/p>\n
The carry-over figure can also be amended from the Employment Details page of each Employee.<\/p>\n
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Can we change the absence types we record?<\/h3>\n Q<\/strong>: We would like to record training days on each employee\u2019s calendar so these are taken into account when a manager checks to see if we have sufficient capacity before approving a holiday.<\/em><\/p>\nThe custom absence types we allow you to record are listed at the bottom of the Company Settings page. From there you can edit and delete the existing types and add new ones.<\/p>\n
When adding a new type, simply enter an appropriate name and chose the desired colour.<\/p>\n
You can see more on recording absence and amending the types in our Other Absence Types video.<\/p>\n
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Can I mark a period of time as holiday for ALL employees?<\/h3>\n Q<\/strong>: We close down our factory over Christmas and all employees must use some of their holiday entitlement to cover this period. Is there an easy way to add these holidays to all employees\u2019 calendars?<\/em><\/p>\nYes, that\u2019s what the Company Calendar is for. If, for example, you want to mark the 27th and 28th of December as holidays for all employees, then add the holiday to the Company Calendar as you would any employee calendar. It will warn you that any entries that already exist on employee calendars will be removed first. Once you\u2019ve added it, it will appear on EVERY employees\u2019 calendar. To remove it, simply delete it from the Company Calendar.<\/p>\n
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I don\u2019t want to record employees\u2019 DOB; can I hide some of the employee fields?<\/h3>\n Q<\/strong>: There are a lot of different fields for recording data on each employee. We don\u2019t use most of these and feel they are cluttering the profile pages. Is there a way to hide them?<\/em><\/p>\nYes, you can use the Fields button on the employee profile pages to hide any unused fields. Click the Fields button and then use the toggle boxes on each of the fields to determine if that field will be visible or not.<\/p>\n
These settings are company-wide, not per individual, so hiding DOB on one employee\u2019s profile will hide it on them all.<\/p>\n
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One of our managers is leaving, how can I switch his team to another employee?<\/h3>\n Q<\/strong>: When a manager leaves, it can be very time consuming going into each of their team to assign them a new manager \u2013 is there a quicker way to do this?<\/em><\/p>\nWhen viewing the employee profile pages for a manager, the panel on the left will indicate how many employees they are a manager for. The panel also contain a \u201cReplace Manager\u201d button you can use to re-allocate the team.<\/p>\n
For example: Mandy is leaving the company and Tony will be taking over her entire team. Go to Mandy\u2019s profile and click \u201cReplace Manager\u201d, then start typing Tony\u2019s name into the New Manager box and select Tony from the list. Simple.<\/p>\n
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How do I change an employee\u2019s current working pattern?<\/h3>\n Q<\/strong>: I can add a new working pattern, but there doesn\u2019t seem to be a way to amend the existing pattern.<\/em><\/p>\nWhen you add a new working pattern, it will remove any existing patterns that the new pattern would replace. So to replace the existing pattern, simply add a new work pattern with the same start date as the existing one.<\/p>\n","protected":false},"excerpt":{"rendered":"
Below are answers to some of the more frequently asked questions about The Holiday Tracker. For a wider overview of what the software can do, explore our Holiday Tracker features. Can holiday requests go to another manager when I\u2019m on holiday? Can more than one manager see a single team? Can all employees see their […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-135","post","type-post","status-publish","format-standard","hentry","category-knowledge"],"yoast_head":"\n
FAQ - The Holiday Tracker<\/title>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\t \n\t \n\t \n