Vacations in 15Five allow you to skip Check-ins when individuals will be out of the office. The sole purpose of vacations in 15Five is to skip Check-ins, not as a point of reference for your team to see when upcoming days off are. Use cases for vacations include creating a vacation during a holiday break to excuse your team from submitting Check-ins while they're OOO, creating a vacation to delay the launch of Check-ins while your team is onboarding into 15Five, or creating a vacation for review cycle participants during an active review cycle so they can focus on completing reviews, rather than filling out Check-ins.
In this article, you will learn...
- How to set a vacation for yourself 🧑💻
- How to set a company-wide vacation 🏢
- How to set a vacation for others 👥
- Related articles 📖
- Frequently Asked Questions (FAQs) ❓
Access and availability
⛔️ Required access to Check-ins.
👥 This article is relevant to all roles.
📦 This feature is available in the Perform, Legacy Focus, and Total Platform pricing packages.
How to set a vacation for yourself 🧑💻
Employees can set vacations for themselves using the steps below.
- Click the 'Settings' gear in the top right-hand corner of 15Five.
- Select 'My settings' from the dropdown menu.
- Click 'Vacations' in the top navigation bar.
- Enter your vacation dates, providing an optional note.
- After you select vacation dates, all Check-ins that's dates overlap with the vacation will appear under 'Select the Check-in(s) you’d like to skip while you’re away'. Make sure the box is checked next to any Check-ins you want to skip during your time out of the office.
- Click Add vacation.
How to set a company-wide vacation 🏢
Account admins can set company-wide vacations using the steps below.
- Click the 'Settings' gear in the top right-hand corner of 15Five.
- Select 'Company settings' from the dropdown menu.
- Click 'Vacations' in the top navigation bar.
- Set the start and end date for the company's time off and add notes (optional).
- Click Add vacation.
Note
If a vacation overlaps with a Check-in period by even one day, that Check-in will be skipped by the vacation. If you'd like to fill out a Check-in that's skipped by a vacation, please refer to the FAQs at the bottom of this article.
How to set a vacation for others 👥
Account admins can set vacations for anyone in their organization using the steps below. Managers can also use these steps to set vacations for their direct reports.
- Click the 'Settings' gear in the top right-hand corner of 15Five.
- Select 'People' from the dropdown menu. You'll land on the 'Manage people' page.
- Search for the people you want to set vacations for using the search bar or filters at the top of the "Manage people" page. If needed, you can use the Filter by button to filter the list by specific groups or managers.
- Check the boxes to the left of the individuals you want to add a vacation for. Then, click the Actions button and select "Set vacation" from the dropdown menu.
- Select the vacation dates, adding an optional comment to provide context. Then, click Set vacation.
Note
If a vacation overlaps with a Check-in period by even one day, that Check-in will be skipped by the vacation. If you'd like to fill out a Check-in that's skipped by a vacation, please refer to the FAQs at the bottom of this article.
Related articles 📖
- How to manage your notification settings if you're going OOO
- How to change a person's direct manager if their manager is going on an extended leave
Frequently Asked Questions (FAQs) ❓
The following role-based permissions exist for creating vacations:
- Account admins can set vacations for anyone. This includes individual, group, and company-wide vacations.
- Direct managers can set vacations for their direct reports.
- Individuals can set vacations for themselves.
If a vacation overlaps with a Check-in period by even one day, that Check-in will be skipped by the vacation. Skipped Check-ins don't count against Check-in submission rates in reporting.
You have the ability to override vacation settings if you'd like to complete a skipped Check-in. To do so, open the Check-in you want to fill out and click Undo skip settings on the vacation placeholder screen.