The vacation planning and approval process is always an interplay of interests of both parties: the employer and the employees. To ensure that the annual vacation planning remains a benevolent cooperation for all participants, this article will outline what needs to be considered, summarize the legal foundations, and present tools that significantly simplify the planning process.
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Why skilled vacation planning is so important in a company
You should consider this when planning your vacation
Legal foundations summarized briefly
Practical tips for vacation planning in the company
Best Practices for Relaxed Vacation Planning for Businesses
Vacation planning software: Which one fits your team?
Complete holiday calendar without leaving Microsoft Outlook
Vacation Planning – Frequently Asked Questions and Answers
For one, a well-coordinated vacation planning prevents downtime and unpleasant situations, such as when too many people are absent in the same department.
On the other hand, colleagues can take a more relaxed approach to planning if it is clear that every wish will be taken into account as far as possible and there is no need to fight over popular bridging days and vacation times.
As the end of the year approaches, it may happen that employees want to take their remaining leave at the very last minute, while others are already trying to secure the best times for the next year. A good structure in vacation planning can minimize these problems.
Many companies plan the coming twelve months already in the previous year. This lead time is advisable so that as many people as possible can reliably enter their vacation time. If you are in charge of vacation planning, keep the following points in mind:
In principle, every employee in Germany is entitled to a minimum amount of vacation according to the Federal Vacation Act. This is usually 24 working days per year for a 6-day workweek. For a 5-day workweek, it is typically 20 days, although additional days off may be available in many industries or through collective bargaining agreements.
Furthermore, there are aspects such as:
To ensure your vacation planning works reliably and everyone is informed about the current status, the following tips will help:
To make your daily practice easier, you should keep a few more small tricks in mind.
A common set of rules creates an objective and fair cooperation – this applies to sports as well as in business. The planning of vacations is no exception to this. These rules bring more calmness into the planning:
Bridge days around public holidays are in high demand. Try to distribute these days fairly. Some companies use a rotation system to make it fair. Others decide that no one is allowed to block the same coveted date two years in a row.
Applying for vacation should not be a major administrative act. Offer your team an easy and accessible way to enter their vacation plans and coordinate with each other in advance. As a rule, many already know which colleagues they cannot be absent simultaneously with.
Not every function can be covered by every colleague. Therefore, make sure that areas of responsibility are documented and that at least one person on the team knows how to react in case of an emergency. Anyone working within a department should coordinate in advance if an extended vacation is planned.
A vacation plan on paper that moves from desk to desk should ideally not be the standard for vacation planning in any company. Below we will show some of the most common methods along with their respective strengths and weaknesses.
Those who work a lot with Microsoft 365 surely also use Outlook. The mailbox is practically always open, so it makes sense to use Outlook's calendar features for vacation planning within the company.
Advantages:
Tip: If you opt for vacation planning with Outlook, having a separate calendar structure can be beneficial. This means creating a special group or department calendar for absences, rather than cramming everything into your personal calendar.
You can integrate absentify for free into Outlook and Teams. After just a few clicks, the tool becomes indistinguishable from the familiar user interface, adding numerous functions to the well-known calendar.
Advantages:
You don't know absentify for Microsoft yet? Simplify your vacation planning now: in Microsoft 365, Outlook, and Teams – fully integrated and free!
A vacation list in Excel has been a classic for decades, but it's practically as prone to errors as a paper calendar.
Advantages:
Disadvantages:
In conclusion: Using Excel for company vacation planning is an option when the team is relatively small. As soon as you want to map out more complex structures, you should consider a better alternative.
There are some online tools available that you and your team can use to plan and schedule your vacation together.
Advantages:
Disadvantages:
The vacation and absence management tool absentify can integrate your entire team for free into Microsoft365. This way, everyone can see each other's vacation times and add their own entries without having to leave Outlook or Teams.
Absentify also offers many features that turn vacation entries into a clear plan for each team member:
Create a list of all conceivable types of absence: vacation, sabbatical, further education, maternity leave, parental leave, etc.
Determine the maximum number of colleagues that can be on vacation at the same time and approve absences first. Divide your team into different departments, set minimum staffing levels, and receive alerts for overlaps.
Create individual work schedules for each team member that are visible in both personal and team calendars.
Structured vacation planning ensures that business operations are not disrupted and that colleagues have fair chances for desired vacation times.
Ideally, vacation planning for the coming year should start in the last quarter of the previous year to ensure enough lead time for all involved.
By establishing fair rules, inquiring about vacation requests early on, and using software with real-time overviews, it can be prevented that too many colleagues apply for vacation during the same period.
Many companies utilize the principle of fairness, for example, through a rotation system or prioritization based on tenure or social criteria.
Responsibility typically falls to the human resources department or direct supervisors. It is advisable to establish clear processes for approval.
Find out how absentify can optimize your HR processes, save you time, and reduce errors. Easily manage employee absences in Microsoft Teams, Outlook, and SharePoint.
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