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Scheduled VacaScheduled Vacattion Formion Form
Overview
Copyright 2004 Schedule Tech. All Rights Reserved.
Click your mouse to continue!
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SimplicitySimplicity
• Typing is kept to a minimum.Typing is kept to a minimum.• The form is easy to use – even fun.The form is easy to use – even fun.
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SupposeSuppose
• An employee needs vacation for an important trip or wedding.
• You can enter vacation days yourself.
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Three ClicksThree Clicks
• Clicks on just three buttons will add a vacation for the employee:
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How do I Add a Vacation to the How do I Add a Vacation to the Schedule?Schedule?
• Go to the Main Menu.• Click on the Scheduled Vacations Form button.
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Adding a Vacation – Step 1Adding a Vacation – Step 1
• The Vacation Form opens up.• Click on the New Week Button.
• A new blank record is inserted in the vacation table.
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Adding a Vacation – Step 2Adding a Vacation – Step 2
• Add a vacation from June 13th to the 26th.
• Click on the June button.
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Adding a Vacation – Step 3Adding a Vacation – Step 3
The top calendar shows the month of June.
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Adding a Vacation – Step 4Adding a Vacation – Step 4• Click on June 13th. • The dates between June 13th and June 26th
are highlighted.
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The Vacation TableThe Vacation Table
• The request is added to the Vacation Table.
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Three ClicksThree Clicks
• Clicks on just three buttons add a vacation for the employee:
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Adding a Vacation• The form will not let you add a vacation if:• The employee does not have enough days.• Slots are not available.
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Oops!Oops!
• Enter the wrong dates?• Just click on the record.
Then, click on the Delete Record button
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Deleting a vacationDeleting a vacation
• If you delete a vacation, then the following are increased:
• Department slots.• Work center slots.• The employee’s remaining vacation days.
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Is the Vacation too long?Is the Vacation too long?
• Enter the wrong dates?• Just click on the record.
Then, click on the Change End Date button
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One More StepOne More Step
• The calendar will show the vacation.• Click on the NEW end date, for example
the 23rd.• The vacation will be changed.
• You could as easily increase the length of the vacation.
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Changing the Length of a VacationChanging the Length of a Vacation
• If you decrease the length of a vacation then:
• Department and work center slots are added back.
• The employee’s remaining vacation days are increased.
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Changing the Length of a VacationChanging the Length of a VacationContinued..Continued..
• If you increase the length of a vacation, the following are decreased:
• Department slots.• Work center slots.• An employee’s available days.
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Vacation Reports ButtonVacation Reports Button
• Click on the Vacation Reports button to go to the Vacation Reports Form.
• Vacation Reports can be printed in a variety of formats.
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Summary ReportsSummary Reports
• Click on the format needed.
• Click on the View/Print Summary Report button.
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Select Report ParametersSelect Report Parameters
• You may narrow the data to a particular company and department and work center.
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The ReportThe Report
• You can review the report on the screen or print it.
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Reports Continued…Reports Continued…
• Print the available slots after the latest round of scheduling.
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Reports Continued…Reports Continued…
• The Unmatched Vacation Requests Reports -
• Lists rejected requests -
• When all choices for a period/week are rejected.
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Reports Continued…Reports Continued…
• Print who will be on vacation every day of the scheduling period.
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Reports Continued…Reports Continued…
• Print scheduled vacation reports.
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Help! ButtonHelp! Button
• Click the Help! Button to open the
Vacation Help! Form.
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Help! Form ButtonsHelp! Form Buttons
• Help! On all the aspects of the form are available at the click of a button.
• Instructions on the use of the Vacation Form, its fields and buttons can be printed.
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Vacation Help! FormVacation Help! Form• You can print or
view a variety of “How do I? Help Topics.”
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Find Employee ButtonFind Employee Button
• Its easy to find a particular employee.• Just click the Find Employee button.
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Find Employee FormFind Employee Form• Select an employee’s name from the table.• Click the OK button.• The Vacation form will move to the
selection.
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Change View ButtonChange View Button
• Click the Change View button to open the Change View form.
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Change View FormChange View Form
• You can pick the way you want the employees sorted on the Vacation form.
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Year FieldYear Field
• The year field determines what calendars The year field determines what calendars are shown.are shown.
• Click the Decrease Yr or Increase Yr Click the Decrease Yr or Increase Yr buttons to change the value shown.buttons to change the value shown.
• The year field also shows the year of the The year field also shows the year of the vacation currently shown on the vacation currently shown on the calendars.calendars.
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Form Layout – Month ButtonsForm Layout – Month Buttons
• Click a month button.• The top calendar changes to the month
clicked.• The bottom calendar changes to the
following month.
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Form Layout - CalendarsForm Layout - Calendars
• The calendars have three purposes –• To give a visual representation of a
scheduled vacation.• To allow you to add a vacation.• To allow you to change the length of a
vacation
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CalendarsCalendars
• The vacation from 2/4 – 2/10 is shown.
• The blue days are counted against an employee’s vacation time.
• The yellow days are non-vacation days.
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• The blue days - count as vacation days.• The yellow days - are non-vacation days. • They are not counted against an
employee’s vacation days.
Adding a Vacation – PointsAdding a Vacation – Points
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Form Layout – Non-Vacation Days Form Layout – Non-Vacation Days TableTable
• The Non Vac Dates table shows the non-vacation dates in the vacation request.
• Sunday the 4th and Saturday the 10th are non-vacation days.
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Form Layout – Vacation Record Form Layout – Vacation Record ButtonsButtons
• Delete Record – Deletes the current record.
• Change End Date – Click on this button and then the new end date on the calendar.
• Reset Record – Clears the record’s begin and end date.
• New Wk Record – inserts a blank record.• Add a NV Date – Converts a vacation day
to a non-vacation day.
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Settings ButtonSettings Button
• Clicking the Settings Button takes you to the Non-Vacation Days Settings screen.
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Settings ScreenSettings Screen• A Non-Vacation Day or Regular day off is a day such
as Saturday or Sunday. • Many employers do not count those days against an
employee’s vacation time – even if they fall within an employee’s scheduled vacation.
• Any check marked items will be considered a non-vacation day when a new vacation is added using the vacation form.
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Maximum Vacation Days FieldMaximum Vacation Days Field
• The Max Vac Days field: Shows the maximum number of vacation days the employee may take.
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Days Left to Schedule FieldDays Left to Schedule Field
• Days Left to Schedule Field: Shows the number of days the employee has left to schedule.
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What’s Next?
Purchase a copy of Vacation Scheduler™ !Contact:
Schedule Tech
1074 Bexley Avenue
Marion, OH 43302-5504
(888) 865-2865
(740) 389-5009
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