How To Setup Vacation Approval In HaloPSA?

Go to `Configuration` > `Teams` and create or select the team that will handle vacation approvals

Go to `Configuration` > `Users` and ensure each approver is assigned to the correct team or role

Go to `Configuration` > `Holiday / Absence` or `Time Off` settings and enable vacation/absence tracking

Create an approval workflow for vacation requests in `Configuration` > `Workflows`

Set the workflow to require approval before the vacation request is marked as approved

Assign the approver or approval group in the workflow rules

Configure notification rules so approvers receive alerts for new vacation requests

Set permissions so only authorized users can approve or reject vacation requests

Add the vacation request form fields needed for start date, end date, reason, and backup contact

Test the workflow by submitting a sample vacation request from a user account

Verify the approver can approve, reject, or request changes

Confirm the request status updates correctly after approval or rejection

Review calendar or schedule visibility so approved vacations appear for the right users

Adjust escalation rules if approvals are not completed within the required time

Save and publish the configuration changes

Suggested for You

Trending Today