June wrapped up with a few updates and cool new features.
Here's what's new:
Improved support for Absence accounts (DK & UK only)
Add a message when requesting time off
Multiselect and Search in the filters for Absence overview
Visible spending period for Absence account when requesting time off
Split request between different accounts
Updated content in Absence notifications
Coming soon: Account section
Web
Improved support for Absence accounts (DK & UK only)
Add a message when requesting time off
When employees request time off on the web under Home > Your vacation > Requests > Request vacation, they are now able to add a message to their request. This is already possible on the App.
The message will be visible in the request, in the overview page for requests, in the history of the request, and in the notification sent to the manager.
Multiselect and Search in the filters for Absence overview
Under Schedule > Absence accounts, and Schedule > Absence requests you can now both search and select multiple options in each filter.
Visible spending period for Absence account when requesting time off
When requesting time off, you can now see the start and end year for each Absence accounts available for spending in the chosen absence period, next to the name of the account.
In the example below there are different types of Accounts with different spending periods:
Only one year visible: Annual leave (2021)
The spending period for this account is only within the same year.
No year visible: Overtime
When it's is no end date for an account, no period will be shown - often used for Time off in lieu accounts.
Both start and end year: Vacation in hours (2020 - 2021)
The start and end years for the spending period are different on this account.
Additional account with both start and end year: Vacation in hours (2021 - 2022)
The account Vacation in hours is available with different periods because the spending period overlaps.
Ex. in DK the spending period is longer than the accruing period. For this reason, the employees will be able to spend vacation from 2 different accruing periods when the spending period overlaps.
Split requests between different accounts
It's now possible to deduct a part of the absence from one account, and the rest from another account, in the same absence request.
The cost of an absence request can be split between different accounts if the employee has more than one active Absence account in Planday:
If an employee requests absence that costs more than their balance on the chosen account, the system will divide the request between the chosen account, and a second account. The manager can amend this after the request is sent.
If an employee requests absence from an account with enough balance for the entire vacation, the request will be made for the chosen account. The manager will then have the option to divide the days/hour between different accounts, both before and after approving the request.
To move the cost of a day from one account to another, you will need to first remove the cost from the current account, and then add the cost to the other account. Click on Show detailed impact to see and amend the specific cost of each day.Please note: The cost of each day cannot exceed 1,00 days or 24 hours altogether, and you can only split a day between either daily accounts or hourly accounts, not both.
From Schedule > Absence requests you can see the names of the accounts used in a request. When the cost is split between different accounts, both account names will be visible. To see how many days/hours that's deducted from each account, you can click on the request to open it and click Show detailed impact.
Updated content in Absence notifications
In order to align across markets and adapt to the different use of our Absence accounts, we have changed the text in the Absence notifications from Vacation request to Time off request.
Example of how the notification for managers looks like now:
This change does not bring any changes to functionality and the management of Absence accounts and Absence requests.
Along with the possibility to split requests between different accounts, the employees will now see their remaining balance of all accounts used in the request.
Example of how the notification for the employee looks now when the request is approved, and the cost is split between different accounts:
Coming soon: Account section
Soon, you'll be able to find the Account section under the Profile menu point in the top right corner.
From the Account section, you will get an overview of your invoices and subscription plan details, as well as the option to download invoices from directly inside Planday.
The Account section will only be accessible to a new Account Admin security group.
If you need to make changes to the permissions and security groups or you encounter something unexpected, please reach out to our support team.
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