Atlas Scheduling allows you to easily plan vacation and time off. Whether you need to add time off for an employee or approve a vacation request, the vacation planner is your best ally.
To access the vacation planner:
Hover over Time off.
Select the Vacation Planner option.
You can easily see the days that already have planned time off and, if necessary, view the details or make changes by clicking on the time off.
Creating time off
To create time off for an employee using the vacation planner:
Click on Create time off in the top-right corner.
Select the date (if it's a multi-day vacation, select the date on which the vacation will begin).
Select the employee.
If the vacation is for part of the day only, uncheck the All day option and select the hours.
If the vacation is for multiple days, check the Multiple days option and select the dates.
If necessary, you can uncheck days that should not be counted or adjust the duration to be calculated per day.
Select the type of time off.
Click Publish or Save draft.
Note: To create time off, you can also click on the day for the desired employee, then complete steps 4 to 8.
For time off spanning several days, such as summer vacation, you can also click and drag from the first day of the time off to the last day. This allows you to schedule vacations quickly and efficiently.
Manage time off requests in the vacation planner
If a time off request is pending, you can distinguish it from approved time off requests by the small orange dot and the word Pending in the filters at the bottom of the planner.
To manage the request in the vacation planner:
Click on the pending time off request.
Confirm the hours.
Confirm or indicate the type of leave.
Click on Approve or Reject.
If any shifts are in conflict, you can manage the conflict by clicking Manage or deal with it later by clicking Approve.
Please note that you can also approve leave requests in the classic planner or through Time off > Time off request.
Other options
The vacation planner also lets you perform certain actions from the More button located in the top-right corner:
Create mass time off.
Configure automated time off (administrator only).
Manage time off (administrator only).
