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Vacations — Transactions

Overview

The Vacations feature supports requesting, approving, and administering vacation time across the organization.

For the end-to-end process, see: Workflow.

Note

For common UI patterns used across SARA (tables, filters, dynamic columns, naming conventions), see: Common Features

Vacation Request

Overview

This transaction is where a collaborator reviews their past and current requests and creates new vacation requests.

What you will see

  • Your vacation request list (historical and current).
  • A summary of your vacation availability, including:
    • Days requested
    • Remaining days
    • Current period

Vacation period

The vacation period is annual, starting on the collaborator’s admission date (the day they joined the company).

What you can do here

  • Create a new vacation request.
  • Review your request history.
  • Edit a request when allowed by its current status.
  • Cancel a request (which moves it to CANC).

Statuses and recorded changes

This feature uses the statuses PDSV, APPR, REJC, and CANC.

For status meanings and behavior across SARA, see: Status

For how changes are recorded, see: Logs & History

Vacation Management

Overview

This transaction is used by supervisors and HR to manage requests, approvals, archives, and adjustments.

What you will see

  • A list of vacation requests requiring attention.
  • The current status of each request and the actions available to you.
  • Tabs for active management, archived requests, and adjustments.

What you can do here

  • Review requests requiring action.
  • Approve or reject requests (with notes).
  • Review historical requests.
  • Apply HR-only day adjustments.
  • Perform HR-only direct vacation assignments (special workflow).

Tabs

  • Vacation Management
    • Shows requests that require attention or have not occurred yet and may still be edited as part of the workflow.
    • Used by supervisors (first step) and HR (second step) for approvals and rejections.
  • Processed Requests
    • Shows past requests intended for archive and reference.
  • Vacation Adjustment
    • HR-only utility to add or subtract vacation days for a collaborator (based on negotiated agreements or corrections).

HR-only actions

Vacation Adjustment and the direct assignment workflow are intended for HR-only usage.

Statuses and recorded changes

This feature uses the statuses PDSV, APPR, REJC, and CANC.

For status meanings and behavior across SARA, see: Status

For how changes are recorded, see: Logs & History

Permissions

Permissions

Access and actions are permission-driven. See: Permissions