How to Input Vacation History
 

Note: If you want the vacation to appear in your calendar, Microsoft Outlook Calendar Integration must be enabled, and the Include Vacations checkbox must be selected. For more information, click here.

To input vacation history

1. Select an employee in the Employee Records module and click on the Absenteeism & Vacation tab.

   
    

2. Click on the Vacation page.

   
    

3. A reminder to create the initial Vacation Period will appear. Click OK to close the reminder.

   

   
    

4. The software suggests the first vacation period based on today’s date.

   

   Rather than accepting this suggestion, create the appropriate vacation period for the employee.

   
    

5. Manually input the correct Period Start Date and Period End Date.

   
    

6. Input the correct number of vacation days in the Plus Days Allocated field and click OK.

   

   The first vacation period will be created.

   
    

7. Input the employee's vacation days for that period.
8. Once all of the employee's vacation days for the period have been input, click the Manually create new vacation period link to create the next period.

   
    

   HRtrack suggests what would be the next chronological period. Note that Days allocated are based on the current date, and therefore may not be accurate for that period.

   
    

9. Repeat this process until the current period has been reached.