PeopleHR Ideas Portal
1) Add pending holiday to holiday summary circle in Planners
When staff book holidays (pending), It would be useful for line manager to know the breakdown via the holiday summary circle, example of 25 days holiday allowance below;
booked/approved (20 days)
pending/awaiting approval (3 days)
remaining (2 days)
Or
2) Do not deduct pending holiday from allowance
At the moment, holidays pending approval are still deducted from staff allowances, despite awaiting approval.
If holidays could only be deducted from allowance once they are approved.
| Describe the Challenge | Not easy for Managers to see pending holiday totals |
Option 1 please.
This is great idea. I would like to see the following breakdown of holiday:
Taken - Past bookings
Booked - future bookings
Pending - awaiting approval
Remaining - still to take
Holiday/ TOIL Improvements
We’re excited to share highly requested updates to PeopleHR that enhance the clarity and usability of Holiday and TOIL monitoring for all users, based on your feedback.
What’s New:
Separate Holiday & TOIL Views: Holiday and TOIL balances now have distinct visual representations, making entitlements easier to track across roles.
Enhanced Balances Display: Entitlements are split into Booked, Pending, and Remaining balances, providing transparency for holiday and TOIL requests.
Doughnut Charts: A refreshed UI features doughnut charts on the Employee Planner, Dashboard, and Overview, offering a clear view of separate Holiday and TOIL entitlements.
Flexible Day/Hour Tracking: The interface adapts to users tracking time in days or hours. TOIL display is dynamic and only appears if relevant to the user.
Benefits:
Improved Clarity: Separate Holiday and TOIL balances (Booked, Pending, and Remaining) make tracking time off simpler for employees and managers.
Consistency across the Product: Entitlements are now uniformly represented from Planner to Dashboard, reducing errors.
For more details, view our Release Notes and feature video. Enjoy the updates, and reach out anytime with questions or feedback!
Best Regards,
PeopleHR Product Team
It would be useful to see:
Booked/Taken (date is in past and employee has been paid for that day)
Approved (holiday has been approved but the date is in the future - still within holiday year)
Remaining
option 1, please
Option 1 please.
Option 2 would be very confusing and I could envisage lots of explaining and misunderstanding with the total holiday numbers remianing.
Option 1 please.
I know that with option 2 I'd end up explaining constantly why the total figure doesn't match to the figure in the circle!
Options 1 please
Option 1 - Add pending to holiday summary with Planner Option 2 Please
Option 2
Option 2.
Option 2
Prefer option 1
Option 2 for me please
Claire Matthews | Human Resources Manager
Internal 7482 | Direct 0117 938 7482 | Mobile 07884 650902 | Department 0117 370 8778
www.kinglifting.co.uk
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We don't use TOIL so no preference for us, but we would like the breakdown to split Booked and Taken as per comment below
Hello everyone,
We are considering separating Holiday and TOIL entitlements from both calculation and visual perspectives.
As part of this update, we are also looking to categorize the entitlements into:
Booked
Pending/Awaiting decision
Remaining
When it comes to visual separation within the Employee Planner and Employee Dashboard, which option would you prefer?
Option 1: Display Holidays and TOIL in two different charts.
Option 2: Display Holidays and TOIL together in one chart, but use different colors to distinguish them.
Please note that these are not the final designs. There are only some sketches to demonstrate the concept.
Thank you for your feedback!
Best Regards,
PHR Product Team
This is great idea. I would like to see the following breakdown of holiday:
Taken - Past bookings
Booked - future bookings
Pending - awaiting approval
Remaining - still to take
We need to ensure % of leave is taken by a certain times in the year and currently booked is past and future bookings combined which doesn't help with this calculation. We need to ensure leave is spread out so the business always has enough resources to run effectively.
Option 1 - I think this would be the most helpful for managers to keep an eye on the limits and how much there is left so they don't accidently grant too much without noticing.
Option 1 wouod be my preffered.
I think both options would be great but option 1 would be the most imperative.