Vacation & Time-Off Management

Vacation & Time-Off Management

Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?

 

Comments

  • Ours is quite simple:

    Employee submits a Smartsheet form that contains:

    1) Department

    2) Name

    3) Vacation Days (you don't actually need this if you do =Networkdays(start date, end date)

    4) Start Date

    5) End Date

    6) Notes

    Then this goes into a sheet in grid form, and can be viewed as Calendar.  This calendar can be imported to Outlook.  You can color code the different department if you wish, to make sure you don't have too many people off in one department.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jason,

    You can find a great template as a starting point in the Solution Center.

    It's called: Template: Team Vacation Planner.

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • I'm using that template for some simple team planning and it works great but I can't work out how to assign  a new employee/ category with a different colour. Is there a rule somewhere that assigns the fill colour of the calendar bar to match the employee name formatting?

    Thanks

    Nick

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Nick,

    If it hasn't been updated since I looked at it, then there isn't any Conditional Formatting set up (used to change color and more automatically). In the template, it's changed manually by right-clicking on the Gantt bar.

    It's possible to automate it thru the Conditional Formatting feature.

    Would that work?

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Thanks Andrée,

    I'll see if I can do it that way. I think the I'd need to tag each entry with the category entry so I have something to key to. Anyway I'll re post if I get it to work.

    Nick

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Happy to help!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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