Vacation management without conflicts + Tips & Software

Tips & Best Practices for Managing Your Vacation

To plan the annual leave of the staff as conflict-free and clear as possible, the following points have proven to be the core of vacation management:

Create a clear set of rules

First and foremost, clear rules are needed for managing vacation time: When should vacations be planned or by what deadline? Who approves vacation time? What happens if changes are requested? You should best capture this in a brief guide or manual and make it accessible to everyone.

Transparency for all

Discrepancies often arise from lack of clarity. Everyone on the team should always know how much remaining leave they have, which vacation days have already been approved, and which are still pending review.

At the same time, it is helpful for each team member to know who is on vacation and when. This allows for timely handovers, coverage for absences, and prevents anyone from waiting in vain for urgent contributions that cannot currently be provided.

Delegation instead of Overload

Even in small teams, it can be wise not to handle vacation planning solely through one's own desk. Consider whether your deputy, a team leader, or project manager should take over the vacation planning for colleagues instead.

Ultimately, what should matter to management is not who is on vacation and when, but that the work is completed overall. Trust your team to plan responsibly – you still have the final say.

Software & Tools for reliable vacation management

Managing vacation manually can be stressful even with just a few colleagues. Even after resolving all conflicts regarding bridge days and the best vacation times, usually a few weeks after approval, at least one team member comes with a request for changes.

Managing vacation on paper is usually not feasible, especially due to the effort involved. At the latest when some colleagues are rarely in the office due to home office or field service, the classic vacation calendar is obsolete. A digital alternative is much easier to handle in most cases:

Classic tables (e.g., Excel)

Maintaining a vacation schedule in Excel is quite common. Such a table is quickly created, and there are numerous templates available for free download.

• Advantages: Free for many (if you already have Microsoft Office) and relatively easy to use.
• Disadvantages: Over time, tables become quickly cluttered. Multiple people need to be able to access the document simultaneously. Furthermore, an Excel spreadsheet is just as prone to errors as a paper calendar.

Insert highlight box:

Tip: If you're already working with Microsoft365 using Outlook or Teams, you can directly review and approve your employees' leave. [Anchor: Leave management and approval without leaving Outlook/Teams]

Online vacation management

By now, you can find a variety of tools for online vacation management. They stand out due to:

• Barrier-free access: Everyone has access from anywhere, which is especially convenient for remote work.
• Current overviews: Remaining leave balances are always up to date.

The clear disadvantage is that you have to motivate your team and yourself to use another platform consistently. For many, an additional tool that needs to be opened separately is more of a burden than a relief.

Tip: With absentify, you can manage leave within Outlook or Teams.

Free vacation management and approval, without leaving Outlook/Teams

Your entire team can integrate the vacation management tool absentify for free into Microsoft365. This way, everyone can enter their vacation requests and see the entries of others without having to leave Outlook or Teams.

• After installation, absentify is indistinguishable from the familiar Microsoft interface. Therefore, you are not imposing another platform on your team.
• Employees submit their leave requests – the person responsible for approval receives a notification directly.
• Set a cap on how many employees can be on vacation at the same time
• Divide the staff into departments, each with its own boundaries
• receive alerts for vacation request conflicts

Haven't you heard of absentify for Microsoft Outlook yet? Simplify your leave management now: in Microsoft 365, Outlook, and Teams – fully integrated and free!

{{cta-2}}