Account Admins can set vacations for any member of the organization. Managers can set vacations for their direct reports. Both use the Manage people page and the Actions menu.
Before You Begin
- You must have Account Admin access, or be a direct manager of the person you are setting a vacation for.
- The organization must have access to Check-ins on the Perform, Legacy Focus, or Total Platform package.
Steps
- Click the Settings gear in the bottom-left corner of your 15Five account.
- Select People from the dropdown menu.
- On the Manage people page, use the search bar or Filter by button to locate the person or people.
- Check the box to the left of each person you want to add a vacation for.
- Click the Actions button above the list.
- Select Set vacation from the dropdown menu.
- Select the vacation start and end dates.
- Add an optional comment to provide context.
- Click Set vacation.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| A Check-in was skipped that you wanted completed | Verify the vacation dates overlap with that Check-in period | Open the Check-in, then click Undo skip settings on the vacation placeholder screen |
| A manager cannot see a person in the list | Confirm the person is a direct report of that manager | An Account Admin must update the reporting relationship before the manager can set a vacation |
| Actions button does not include Set vacation | Confirm at least one person is checked in the list | Check the box next to at least one name, then click Actions again |
> Note: If a vacation overlaps a Check-in period by even one day, that Check-in is skipped.
Not Covered Here
This article does not cover setting a company-wide vacation for all employees simultaneously.