Managing Vacation Types

Owned by Marcin Wikarski (Unlicensed)
Last updated: 29/Apr/21
4 min read

Available Vacation Types

 

As an admin you can display all available Vacation Types using Vacations Types tab located in Jira Administration ➜ Manage apps (1) ➜ Vacations Types (2). All Vacation Types will be available for user to choose from on Vacation Document creation screen.

Deleting Vacation Types

To delete Vacation Type simply click Delete button near chosen Vacation Type you want to remove (1). Please note that this operation will delete all data for that Vacation Type form database and remove Issue Type from VACMAN Issue Type Scheme. However Issue Type and all Issues created for this Vacation Type will be left intact.



Adding new Vacation Type

You can add new Vacation Type from Available Vacation Types screen using Add new Vacation Type button (1):



Currently there are two main types you can create: One time and Recurring Vacation Types (1):

 

One time

 

  • Name - name of Vacation Type that will be visible for users. This name will be assigned for newly created Issue Type,

  • Description - description of Vacation Type,

  • End Date - defines if Vacation Definitions created for this Vacation Type will have expiration date,

  • Available time - if Vacation Definitions will have fixed number of days that user can take,

  • Type of Vacation request period - available options: daily, daily or half-day, daily or hourly

  • Save used time to Worklog - ability to save time to Worklog

  • Display incoming and ongoing vacation warning for this vacation type in Jira user pickers - display vacation warnings in user picker fields

  • Default day limit - only active when Available time is checked, specifies default amount of days for Day Limit. This value later acts as suggest only, as HR can completely change it when creating new Vacation Definitions.

Example:

  • Remote work - no end date and no available time (there will be no limits for taken days or number of vacation requests),

  • Parental leave - has end date (when assigning new Vacation Definition to user, HR will be able to choose end day until when vacation days will be available), has available time, and default day limit will be set to 14 days.

Recurring

 

  • Recurring period - defines period length,

  • Period start date - defines start month and day of period (year is omitted), eg. standard Annual Vacation will have recurring period of 1 year, period start date set to first January,

  • Next periods - preview of upcoming period dates for selected selected Recurring period and Period start date,

  • Carryover time - specifies if unused days from one period should be added to next period,

  • Save used time to Worklog - ability to save time to Worklog

  • Display incoming and ongoing vacation warning for this vacation type in Jira user pickers - display vacation warnings in user picker fields

  • Default day limit - just like in One time type, this field specifies default days for HR, when adding new Vacation Definition to user.

Example:

  • Annual Leave - yearly vacation period, 01/01 as period start date, enabled carry over days (so unused days will be available in next year), 20 days for suggested days of vacation.

Automatically assigned vacation days

In One time and recurring types there is ability to automatically assigned vacation days for users. More information you can find: Automatically assigned vacation days [2.3.x]

Next Vacation Manager admin configuration - JIRA Integration Elements

Feel free to tell us what topic should be covered: vacationmanager@psc-software.atlassian.net