Vacation Management Module Configuration

Published: 15-11-2023

Vacation Module Setup: Configuring Shifton's Vacation Management for Optimal Results

Effective employee vacation management is crucial for maintaining a productive and happy workforce. Shifton's Vacation Module offers a comprehensive solution to streamline and automate the vacation tracking process.

In this article, we will guide you through the setup process of Shifton's Vacation Module, ensuring you make the most of its features and achieve optimal results in managing your employees' time off.

1. Enabling the Vacation Module

To get started, you need to enable the Vacation Module in your Shifton account. As an administrator or HR manager, navigate to the list of modules in the Shifton dashboard. Locate the "Vacation Management" module and mark it with a tick to enable it. Don't forget to save the changes. 

With the module activated, you can now begin configuring it according to your company's policies.

2. Configuring Vacation Settings

The heart of the Vacation Module lies in its customizable settings. Access the "Vacation Management" section in the settings menu and proceed to set the desired parameters for vacation days.

Here are the key aspects to configure:

Vacation Days per Year: Determine the number of vacation days each employee is entitled to per year. This number may vary based on company policy, seniority, or other factors.

Negative Vacation Balance: Decide whether you allow employees to go into a negative vacation balance. If so, set the maximum number of negative vacation days permitted.

Vacation Day Rollover: Check if you want vacation days to carry over from one year to the next or if they should reset annually.

Excessive Use of Vacations: Choose how you want to handle excessive use of vacation days by employees. Options may include limiting future requests or implementing a penalty system.

3. Individual Employee Vacation Allocation

Shifton's Vacation Module recognizes that each employee's vacation needs are unique. To cater to this, you can individually set vacation days for every employee. 

  1. Navigate to the list of employees and select a particular employee. 
  2. Click on the eye icon next to their name to access their employee card. 
  3. Within the employee card, locate the "Vacations" section, where you can specify the allocated vacation days for that employee.

4. Managing Transactions and Confirmation Process

Shifton's Vacation Module offers efficient handling of vacation transactions, whether they are automatically generated or manually added during holidays. Additionally, when an employee submits a vacation request through the "Request Time Off" functionality, it requires confirmation from a manager or administrator.

This two-step verification process ensures vacations are accurately planned and approved.

5. Implementing Best Practices

To maximize the benefits of Shifton's Vacation Module, consider implementing the following best practices:

Record Keeping: Always record any changes in the number of vacation days for employees. This ensures that the system accurately reflects the latest data.

Vacation Settings Accuracy: For precise vacation day calculations, enter the employee's hire date and the number of vacation days accrued per year in the "Vacation Settings" section.

Balance Adjustment: Regularly update the "Change the Balance of Holidays" section with the vacations taken by employees. This ensures the system remains up to date.

Managerial Discretion: Empower managers with the ability to manually create vacations for unique situations, while still adhering to the company's overall vacation policies.


In conclusion, Shifton's Vacation Module is a powerful tool that can significantly enhance your company's vacation management process. By following the setup guidelines and implementing best practices, you can achieve optimal results in managing employee time off. With centralized tracking, customizable settings, and a streamlined confirmation process, your organization can foster a culture that promotes work-life balance and employee satisfaction.

Make the most of Shifton's Vacation Module today and witness the positive impact it brings to your company's vacation management efficiency. Embrace the power of automation and elevate your employee experience with seamless and hassle-free vacation tracking.