An Introduction to Holiday Planner

The Holiday Planner application facilitates users booking different day types, e.g. holiday, sickness, remote working, overtime, etc

Users are put into Zones and holiday groups, which determine their working pattern and who handles their requests that require approval.

There are important considerations to think about before setting up the planner for use. Read through the guides below to understand how the planner works before attempting to set this up.

If you run into any issues or have a product functionality question, please submit a support ticket so our team can assist.

 

Holiday Planner application literature index


These guides are intended for sysadmins & application administrators - those who will advise end-users on how to use the application and manage changes to the planner over time.

It is recommended to start at the top and read through in order.
 

Must read

What is the Holiday Planner?

Holiday Planner: Important considerations

 

Initial set-up

Creating day types that users can book

Setting user quotas

Creating Zones & Holiday groups

 

End user actions

Creating a new booking

Cancelling a booking

Who's Out component

Front-end overview

 

Manager functions

Actioning bookings

Booking on behalf of a user

Cancelling bookings

 

Administrative  functions

Admin side overview

Bradford factor

Reports

 

Other

Drop in recording

FAQ

 

Further Learning


We have an e-Learning course available here on Discover that covers the People application in detail and would suit new administrators or those looking for a refresher.
 

Created on 3 July 2026 by Hannah Door

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