An Introduction to Holiday Planner

Draft

The Holiday Planner application is where users can use their quota to book annual leave (and other day types) for managers to approve or reject.

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

The index below offers more information on how to use the application. 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 as well as manage the whole directory.

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 or changing bookings

Who's Out component

 

Manager actions

Actioning bookings

Booking on behalf of a user

Cancelling bookings

 

Administrator actions

Bradford factor

Reports

 

General

Admin side overview

Front-end overview

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 25 June 2026 by Hannah Door. Last modified on 2 July 2026

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