Training Holiday Planner Sanoplan

Further Trainings:

First Steps
Basic Training
Holiday Planner Training
Time Recording Training

 

Training: Vacation Planner – Sanoplan

In this training, you will learn how to easily use the vacation planner – even without a roster or time tracking.

Open vacation planner

Click on the airplane icon at the top of the page to open the vacation and absence planner.

Scrolling in the plan

• To scroll left or right : Drag the horizontal scroll bar or use the mouse wheel when the mouse is over the date range.
• To scroll up or down : Use the mouse wheel when the mouse is over the name area.

Enter or edit absences

• Click on the cell that corresponds to the name and date.
• Select the absence type (e.g., vacation or illness) from the drop-down menu .
• For longer absences: Click and drag from the start to the end date.
• To shorten : Click on a white cell next to the absence and drag back to remove it.

Vacation requests

• Employees mark requested vacation in red .
• The manager changes it to green for approval .

View past absences

Double-click on an employee’s name to see absences for the past 12 months. A small window with different colors will open.

Synchronization with timesheet and duty roster

• All absences are automatically recorded in the duty roster and timesheet.
• Changes to the roster are also displayed in the vacation planner.

Company holidays

It is recommended to define company holidays in the settings , not in the vacation planner (although it is possible).

Advantage: All shifts in the roster are automatically marked with “-x-” – no one has to work on these days.