Overview

In this article we will cover the following:

1. How to request a holiday
2. How to view your booked holiday & requests
3. How to cancel a holiday

This may be a useful article to share with your teams to guide them through this process.

Please ensure as a Holiday Planner applciation admin you have configured the settings in Holiday Planner to enable end-users to successfully book holiday. For more information, check out our guide here.

Requesting a holiday

Head to Application > Holiday Planner.

To request a holiday, select 

You will be asked to log details of the request:

• Start date: Select the start day of your holiday request
• End date: Select the end day of your holiday request
• Leave Type: Select the leave type (i.e. Holiday, Training Day, Sickness) 
• Day part: Select the day type (Full day or Half day)
• Comment: Enter the details of the holiday request as required

Holiday notification

Once submitted, your Holiday Manager (or Substitute Manager) will receive the request for approval.

Once the request is approved (or rejected), you will get a notification confirming the request.

Notifications will be generated based on user's notification preferences for Holiday Planner. For more details, check out our article here.

View your booked holiday & requests 

To view your holiday requests or your yearly calendar, head to the My Holidays section:

You will see your yearly calendar in full view:

You will see on the panel to the right your holiday quota including any carry over as well as your Manager and Substitute Manager. 

If you would like to see your team's holiday, you can do so by clicking My Team: 

You will see your team's booked holiday and you also can filter by Date and Day Types, as needed.

Cancelling a holiday  

To cancel a holiday request, navigate to the Request History tab in your My Holiday area.

This will reveal all your holiday bookings:

It is possible to cancel a pending holiday request by selecting the Cancel option. 

Please note: Holiday that was previously approved must be first cancelled in totality. Once the cancellation is approved by the Holiday Manager, the holiday can be re-requested as needed.