Skip to Main Content
PeopleHR Ideas Portal
102 VOTE
Status Now Available
Categories Planner
Created by Salma Cassim
Created on Feb 13, 2024

Holiday summary circle should show approved holidays and pending holidays separately

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
  • Attach files
  • Bibian McRoy
    Reply
    |
    Oct 30, 2024

    Option 1 please.

  • duncan alexander
    Reply
    |
    Oct 30, 2024

    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

  • Admin
    Cornel Mamaliga
    Reply
    |
    Oct 29, 2024

    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

  • Guest
    Reply
    |
    Aug 6, 2024

    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

  • Guest
    Reply
    |
    Aug 5, 2024

    option 1, please

  • Ceri Thomas
    Reply
    |
    Aug 2, 2024

    Option 1 please.


    Option 2 would be very confusing and I could envisage lots of explaining and misunderstanding with the total holiday numbers remianing.

  • Lisa Macardy
    Reply
    |
    Aug 2, 2024

    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!

  • Dawn Boyle
    Reply
    |
    Aug 2, 2024

    Options 1 please

  • Guest
    Reply
    |
    Aug 2, 2024

    Option 1 - Add pending to holiday summary with Planner Option 2 Please

  • Guest
    Reply
    |
    Jul 29, 2024

    Option 2


  • Fran Deias
    Reply
    |
    Jul 25, 2024

    Option 2.

  • Paul Harper
    Reply
    |
    Jul 25, 2024

    Option 2

  • Joey Siu
    Reply
    |
    Jul 25, 2024

    Prefer option 1

  • Claire Matthews
    Reply
    |
    Jul 24, 2024

    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

    [cid:image1cbf60.JPG@451f3797.459b3a7d]
    Please think of the environment before printing this email.
    Please be aware there is a significant risk posed by cyber fraud, specifically affecting email communications and bank account details. King Lifting bank details WILL NEVER change during the course of a transaction and we will NEVER advise a change to our bank account details via email. If you are in any doubt, please speak with a member of our team to verify our account details. King Lifting will not accept liability for any payments sent to an incorrect account.

    King Lifting Limited, Unit 1, Rockingham Park, Smoke Lane, Avonmouth, Bristol, BS11 0FJ. Registered in England No 1607970.
    The contents of this email and any attachments are confidential and may contain privileged or copyright information. If you have received this email and you are not the intended recipient please contact King Lifting and delete this email. You are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this email are strictly prohibited. Although King Lifting Limited routinely screens for viruses, recipients should scan this email and any attachments for viruses. King Lifting Limited does not certify that this email or any of its attachments is free of viruses or defects. King Lifting Limited reserves the right to monitor all emails and the systems upon which such emails are stored or circulated.

  • Zoe McLeod
    Reply
    |
    Jul 24, 2024

    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

  • Admin
    Cornel Mamaliga
    Reply
    |
    Jul 24, 2024

    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


  • Zoe McLeod
    Reply
    |
    Apr 22, 2024

    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.

    1 reply
  • Abigail Bowley
    Reply
    |
    Mar 26, 2024

    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.

  • Guest
    Reply
    |
    Feb 27, 2024

    Option 1 wouod be my preffered.

  • Guest
    Reply
    |
    Feb 27, 2024

    I think both options would be great but option 1 would be the most imperative.

  • Load older comments
  • +2