Indeavor Vacation Planning is an add-on feature.  Please reach out to support@indeavor.com or your CSM for additional information and pricing. 

This workflow is intended for Admin & Schedulers.  

During Vacation Planning, an administrator is able to request leave in case the employee is unable to do so themselves. This feature is available for both Open Enrollment/Active Pick types of Vacation Planning.

Note: Vacation Plan should be active and running in order to be able to follow this workflow.

Request a Leave

1. Click on the Leave Management icon . 
2. Select Employee Vacation Planning Administration from the Vacation Planning section.
3. First, select the date range within which the vacation planning leave request will be submitted.
4. Then indicate the Vacation Plan, Step, and Request Profile for which the request on behalf of an employee will be submitted.
5. In the Employee Leave Requests section, press the Add New button and fill out the following information relevant to the request being submitted:

• Select the desired Employee name
• Select the Request Profile
• Select the Slot
• Select Requestable Item

6. In the Requests List section, press the + icon.
7. Enter the leave start date and press the save icon
8. Press the Save button when finished.
9. Repeat steps 2 through 7 if more requests need to be submitted.

Remove a Leave

1. Click on the Leave Management icon .

2. Select Employee Vacation Planning Administration from the Vacation Planning section.

3. First, select the date range within which the vacation planning leave request will be removed.

4. Then indicate the Vacation Plan, Step, and Request Profile for which the request is included in.

5.  Find the leave record that needs to be removed and press the trash icon  on the left.

Note: When removing a leave, keep in mind that all different leave status leaves 
can be removed: Approved, Requested, Withdrawn, etc.