Scheduled VacaScheduled Vacattion Formion Form

Overview

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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.

SupposeSuppose

• An employee needs vacation for an important trip or wedding.

• You can enter vacation days yourself.

Three ClicksThree Clicks

• Clicks on just three buttons will add a vacation for the employee:

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.

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.

Adding a Vacation – Step 2Adding a Vacation – Step 2

• Add a vacation from June 13th to the 26th.

• Click on the June button.

Adding a Vacation – Step 3Adding a Vacation – Step 3

The top calendar shows the month of June.

Adding a Vacation – Step 4Adding a Vacation – Step 4• Click on June 13th. • The dates between June 13th and June 26th

are highlighted.

The Vacation TableThe Vacation Table

• The request is added to the Vacation Table.

Three ClicksThree Clicks

• Clicks on just three buttons add a vacation for the employee:

Adding a Vacation• The form will not let you add a vacation if:• The employee does not have enough days.• Slots are not available.

Oops!Oops!

• Enter the wrong dates?• Just click on the record.

Then, click on the Delete Record button

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.

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

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.

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.

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.

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.

Summary ReportsSummary Reports

• Click on the format needed.

• Click on the View/Print Summary Report button.

Select Report ParametersSelect Report Parameters

• You may narrow the data to a particular company and department and work center.

The ReportThe Report

• You can review the report on the screen or print it.

Reports Continued…Reports Continued…

• Print the available slots after the latest round of scheduling.

Reports Continued…Reports Continued…

• The Unmatched Vacation Requests Reports -

• Lists rejected requests -

• When all choices for a period/week are rejected.

Reports Continued…Reports Continued…

• Print who will be on vacation every day of the scheduling period.

Reports Continued…Reports Continued…

• Print scheduled vacation reports.

Help! ButtonHelp! Button

• Click the Help! Button to open the

Vacation Help! Form.

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.

Vacation Help! FormVacation Help! Form• You can print or

view a variety of “How do I? Help Topics.”

Find Employee ButtonFind Employee Button

• Its easy to find a particular employee.• Just click the Find Employee button.

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.

Change View ButtonChange View Button

• Click the Change View button to open the Change View form.

Change View FormChange View Form

• You can pick the way you want the employees sorted on the Vacation form.

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.

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.

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

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.

• 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

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.

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.

Settings ButtonSettings Button

• Clicking the Settings Button takes you to the Non-Vacation Days Settings screen.

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.

Maximum Vacation Days FieldMaximum Vacation Days Field

• The Max Vac Days field: Shows the maximum number of vacation days the employee may take.

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.

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

info@scheduletech.com

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