Resource Management - Time Off - how do you handle this?

[Christian Prob2]

Just in the process of figuring out how I want our team members to request time off, get that approved according to the company policies and ideally also have that straight available in / for resource management.

I am wondering if anybody has done anything in that area. After spending a few minutes on that topic;
a) from a resource mgmt perspective the simplest would be to just create a calendar event. But that would omit the whole request / approval part.

So I am wondering about:

b) let the team member "buy" a day of via the service catalog, that would allow for easy approval workflow etc. and then put the resulting request task in resource management / time off in the calendar?

Any thoughts?

Thanks,

Christian

[kellykaufmann]

Hi Christian Probst. It looks like you want to use SN's Resource Mgmt tool to create HR-type timecards where all time is accounted for, correct? I don't think this tool was intended to do that - I think it was intended to more be used to document how long it takes to do something & better plan in the future. Whether one can set up SN to do this however, perhaps Ryan Manning can answer that question. In SN's Knowledge14 conference, I saw one customer do some custom coding to do this, but that was in an older release of SN. What version of SN are you on?

[Christian Prob2]

Well, the time cards would come after to record actual time. Good Point - we are not using time cards (yet), and I agree resource management wasn't intended to cover this. However, if a resource is on vacation or sick for a longer time we (and I guess others as well) want to adjust the availability in resource management to have full visibility of this...

[kellykaufmann]

Christian Probst - I read that the 'My Calendar' function in Resource Management allows people to mark themselves as unavailable due to vacation and recurring events. I haven't used this functionality yet so can't speak to it, but you might want to check out that functionality. Hope this helps!

[RyanManning]

Christian - I like the approach your suggesting. You could even go further to check their availability on the requested day. For example, it could spit back a message that says they need to request to be taken off a hard allocation on the requested day before the approval request is sent. Upon approval, the event is created on the calendar. My dev team likes this as well and I think it should definitely go onto the backlog!