Holiday Groups is the area where you set who approves the holidays for other users.
However, if there are users who don't need others to authorise their holiday requests, you can set them as self-authorising. Find out how to do this here.
Users set as Line Managers
(Setup & Admin > Managers) won't be able to approve holidays for the team they manage unless they're also set as a Holiday manager in this area.
Creating a Holiday Group
To create a Holiday Group, first navigate to
Setup & Admin > Holiday Groups, then enter the name of a group and press 'Submit' as shown in the image below.
Once a group has been created, the page will refresh and the new group will be shown.
You can edit the name of a group at any time by select the 'Edit' button next to the group name.
Managing Holiday Groups
In the new group that has been created, there will be 3 columns with the group information:
- Group Name - This can be changed at any time using the 'Edit' link
- Members - These are the users that are going to be making holiday requests. Members can be added using the 'Add members' link.
- Holiday Managers - These are the users that are going to be approving/declining the requests made by the members of the group. Holiday Managers can be added using the 'Add managers' link.
Holiday Groups can have more than one Holiday Manager. In this event, when a holiday request is made by a member, all Holiday Managers will receive an email notification advising of the request.
When one of the Holiday Managers actions a holiday request, the other Holiday Managers will receive an email notification advising of this.
If needs be, Holiday Groups can be removed using the 'Remove Group' link.
Using the new Config area?
If you're using the new Config area (accessed by clicking "Config" at the top-right of the Toolkit), then you can create and manage your holiday groups via Access Rights > Holiday manager & groups.