inscription HOME CAREERS BLOG CONTACT NEWSLETTER
Subscribe :

Vacation management

By 17 June, 2021 Reports, Sick vacation

Here you will find a summary of the different options available to manage the holidays.

The first option is to determine how you want to manage your vacation. In other words, when your employees go on vacation, do you want them to enter the hours into a project or as a department? Do you see this position as a project or a service? There is no wrong answer to this choice, these are two valid classification modes.

You must first access the organization preferences by clicking on “Organization” in the left sidebar.

Once in the organization’s file, under the “Info” tab you will have a small drop-down menu offering you the possibility to choose between project or service. Select the one you want and click “Save”.vacation

Well, that’s it! You can change your choice at any time by returning to this menu. However, don’t forget to create the Vacation projects or services in the appropriate setup menu, otherwise your efforts will be wasted.

[/toggle]

In a few months, you will like to know the vacation balance of your employees. To achieve this, we have put together a nice report that allows you to consult all this information quickly. To access it, you must first click on “Reports” in the top navigation menu.

Then, located in the side menu bar, click on “Vacation – Sickness”.

You now have access to a few options for viewing the vacation report. Choose what you want and click on “View report”.

screen-shot-2016-12-15-at-08-43-45

The displayed report takes into consideration the percentage of vacation, the hours worked, but also the vacation used. You are now ready for summer. No more unnecessary stress as the good weather approaches.screen-shot-2016-12-15-at-08-51-21

Configure vacation percentages

To be able to calculate the vacation, Collabox needs you to tell it the amount of vacation to which the employee is entitled. In Quebec, the Commission des normes, de l’énergie, de la santé et de la sécurité du travail has established very specific rules regarding vacations based on the number of years worked by the employee. You can refer to their guide by clicking here. Once you have the right percentage, navigate to your employee’s file by clicking on “Configuration” in the top navigation bar.

Then click on “Employees” in the left bar.

Choose the employee to edit. Once in its file, click on the “Rate” tab.

screen-shot-2016-12-15-at-08-45-43

Finally, add the percentage and the effective date. If the employee already had accumulated vacation before the chosen date, you can also add them.

screen-shot-2016-12-15-at-08-49-24

If you want your employees to enter their vacation time in Collabox, see the article Fill out your vacation timesheet in order to know the procedure.

Subscribe to our newsletter: