Breathe HR: Streamlining Holiday Approvals with Automation

Planning your holidays shouldn’t be a stressful affair! Breathe understands this, offering a handy feature called Holiday approval automation. This innovative tool empowers Admin, HR users, and Line Managers to automate leave request approvals, saving everyone valuable time and ensuring a smooth holiday season.

How Does Holiday Approval Automation Work?

Imagine setting a clear limit on how many employees within a department can be on holiday at once. Breathe’s automation takes care of the rest! Here’s how it works:

• Setting Departmental Rules: Define the maximum number of simultaneous holiday-takers per department.
• Seamless Approvals: If an employee’s leave request falls within the limit, Breathe automatically approves it. Both the employee and their holiday approver receive email confirmation of this automated approval. If there’s no designated approver, HR users get notified.
• Manual Review for Exceptions: Leave requests exceeding the departmental limit? No worries! They get routed to the employee’s holiday approver for manual consideration.

Enabling Automation:

The Holiday approval automation feature comes pre-enabled in your Breathe account for Regular plans and above. But, you have the flexibility to turn it on or off if needed. Here’s how:

1. Navigate to “Configure” > “Settings” > “Modules” > “Included modules.”
2. Ensure the “Holiday approval automation” module is checked.

Or just raise a support ticket with the Sapphire HR Helpdesk.

Managing Departmental Rules – Clear and Simple!

With automation enabled, let’s create departmental rules. Here’s how:

1. Go to “Configure” > “Settings” > “Absence settings” > “Holiday approval automation.”
2. Select “Departmental” and click the “+” sign to add a new rule.
3. Choose the department and the maximum number of employees allowed on holiday simultaneously.
4. Use the edit and delete icons on the Departmental rules page to manage existing rules.

Reporting on Automated Approvals – Stay Informed!

Breathe’s Leave overview report keeps you informed about all approved leave records, including those approved through automation. Here’s how to access it:

• HR users and Line Managers with enabled permissions can go to “Reports” > “Absence reports” > “Leave overview.”
• Any holiday automatically approved by a set automation rule will show the Admin as the person who approved it.
• The “Automated approval” column will display “Yes” for these automated approvals.

Frequently Asked Questions (FAQS):

• When are Automation Rules Excluded? Rules won’t apply if HR settings disable approval for leave requests, leave is added on behalf of an employee, or leave is added via API.
• Does Automation Work for Other Leave Types? No, currently it applies only to holiday leave.
• Can Automation Rules Reject Holidays? No, rule exceeding requests simply go to the holiday approver for manual review.
• Does Automation Impact Historical Leave? No, existing leave requests remain unaffected by newly created rules.
• Can Half-Day Holidays Be Automated? Yes, automation rules apply to half-day requests as well.

Conclusion:

Breathe’s Holiday approval automation streamlines the leave approval process, freeing up valuable time for you and your team. Now, you can focus on what truly matters – enjoying those well-deserved holidays.

Ready to streamline your holiday approvals and free up valuable time? Contact us for a free trial of Breathe HR today, or for existing clients schedule a personalised demo and see how Holiday approval automation can benefit your organisation!

While the Holiday approval automation feature is currently available for organisations with 20 or more employees, we encourage you to contact us. We can discuss your specific needs and explore alternative solutions that might benefit your business. Sign up for a free consultation today or contact us to learn more about Breathe HR’s comprehensive suite of HR tools.