Settings

Click the links below to read articles about settings of the Vacations module.

Creating new type of application

Creating new approval process

Entitlement for number of days for Vacations, time off work

Module settings

 

 

Creating new type of application

Navigate to CDESK -> Administration -> Vacations, time off work ->  link types of applications for time off. 

Link to create new application types

Image: Link to create new application types

A list of existing types will appear. You can edit existing or create new one by clicking the Add new item button. A line of fields for new application type will be added at the bottom. Fill in the title, select the type from the list, set background and text color(used in overview of vacations in calendar), decide whether this application requires approval by clicking the checkbox, set the maximum length of this type of vacation. Leave the In using checkbox checked to make this application type available.

Creating new application type

Image: Creating new application type

Click the Save button to confirm changes. You can use your new application type right away.

A list of existing types will appear. You can create new one by clicking the Add new item button
Creating new approval process

Navigate to CDESK -> Administration -> Vacations, time off work ->  link Approval processes. 

Link to create new approval process

Image: Link to create new approval process

A list of existing approval processes will appear. You can edit existing entries by double clicking them or create new one by clicking the button New approval process. A formular for creating new process is described below:

Title - name of the approval process

Description - descripton of the process

Approval method - this can be set to in parallel - just one of approvers can approve it or in series - all of approvers must approve it.

Interval in days the process will be applied - The maximum amount of days that will be accepted

Work positions this process will be applies to - This approval process will be applied to chosen work positions.

Selection of approver - If checked, the applicant selects a specific approver when creating the application, who will be responsible for the approval.

 

List of approval steps:

Description - Name of the step

Approver - Position - Anybody with this position will be able to approve applications with this approval process

Approver - User - Selected user will be responsible for approving applications with this approval process

Formular for creating new approval process

Image: Formular for creating new approval process
 
Entitlement for number of days for Vacations, time off work

Navigate to CDESK -> Administration -> Vacations, time off work ->  link Entitlement for number of days. 

Entitlements for number of days link

Image: Entitlements for number of days link

A formular with options to set the number of days off for each operator will appear. You can set the values for this year, number of days transfered from last year and a note. 

Entitlements for number of days off

Image: Entitlements for number of days off work

Click the Save button to confirm changes.

 
Module settings

You can enable this modul in Admin zone -> Main menu -> Global settings -> tab Vacations.

Click the checkbox Enable module Vacations, time off work

There are several settings: 

Types of applications for time off - this is an alternative way to edit existing or create new application types. More detailed decsription can be found at the top of this page.

Link to approval processes - approval proceeses are linked to work positions

Option to exclude certain days - enter the dates of public holidays or other days that will not be counter towards the number of days off.

A notice into the wizard for entering a time-off application - Text that will be shown under the list of applications when applying for time off. It can be used to describe individual applications

Vacation settings

Image: Vacation settings