{"id":209,"date":"2022-10-26T13:13:46","date_gmt":"2022-10-26T12:13:46","guid":{"rendered":"https:\/\/sense.hr\/blog\/?p=209"},"modified":"2025-09-27T07:56:44","modified_gmt":"2025-09-27T06:56:44","slug":"the-10-step-ladder-to-holiday-management-heaven","status":"publish","type":"post","link":"https:\/\/senseworkplace.com\/blog\/the-10-step-ladder-to-holiday-management-heaven\/","title":{"rendered":"The 10-step ladder to holiday management heaven\u00a0"},"content":{"rendered":"\n<p>Does anyone else remember that HMRC advert where Moira Stuart and Adam Hart-Davis put on their most sincere expressions and told us all that \u2018Tax doesn\u2019t have to be taxing\u2019?&nbsp;&nbsp;<\/p>\n\n\n\n<p>Well, we\u2019re not about to make the same mistake and tell you that holiday management doesn\u2019t have to be \u2026 you know\u2026 managed. It does. If you want it to run smoothly, that is.&nbsp;<\/p>\n\n\n\n<p>The smallest organisations\u2014 the ones that aren\u2019t much bigger than your average family\u2014can just about get away with a less formalised process. And enterprise level organisations will usually have a holiday booking and management process that rivals a military operation\u2014if someone goes down, ten more are ready to take their place. But for SMEs holiday leave is uniquely awkward. Roles are often occupied by one individual who is the only member of the workforce qualified or knowledgeable in their tasks. And a single absence usually makes up a substantial percentage of any team.&nbsp;&nbsp;<\/p>\n\n\n\n<p>So, to keep things running smoothly, while nurturing a supportive culture that encourages people to take their leave, HR professionals must build an efficient holiday management system.&nbsp;&nbsp;<\/p>\n\n\n\n<p>To help you get started, here\u2019s our 10-step ladder to holiday management heaven.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Compliance&nbsp;<\/h2>\n\n\n\n<p>Before designing your ideal holiday management scheme, make sure that you know the <a href=\"\/blog\/minimum-holiday-pay-entitlement-regulations-in-the-uk-hows-it-calculated-who-gets-it-and-why\/\" target=\"_blank\" rel=\"noreferrer noopener\">statutory entitlements<\/a> for the employment types and regions that apply within your workforce and remember to factor in possible changes like additional public holidays.\u00a0\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Policies&nbsp;<\/h2>\n\n\n\n<p>Your leave policy\u2014or policies, if you have various contract types or a regionally distributed workforce\u2014should be compliant. But it should also be easy for anyone to understand, transparent, and easily accessible. It can be a standalone policy or included within the company handbook, as well as covered within individual employment contracts. Manage employee expectations and encourage forward planning by setting clear guidelines for booking time off, like defining the amount of notice the organisation requires, whether public holidays are included in the allowance, whether any annual rollover is allowed, or whether the organisation offers an enhanced leave package.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Calendar&nbsp;<\/h2>\n\n\n\n<p>Whether you\u2019re organising company holidays across the lunch table, or on excel spreadsheets, or with a next-gen HR system like ours, every HR department should display holidays on a universally available calendar. Not only does it promote a fair, first-come-first-served process, which is clear to everyone, but it can be helpful in avoiding conflict and clashes and encouraging good forward planning.&nbsp;<\/p>\n\n\n\n<p>Ideally, your calendar will be more than just a basic wallchart. HR software calendars will have viewable time-off schedules, show which public holidays are coming up (no matter which regions your organisation operates in), and highlight any clashes with other organisational events. And with the best HR software solutions, you can tailor your calendar to suit your organisation.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Provide cover&nbsp;<\/h2>\n\n\n\n<p>It\u2019s the responsibly of the employer\u2014which usually means the HR manager or line manager\u2014 to source cover while an employee is on leave. Poor cover management can leave your people dreading their holiday rather than looking forward to it, so it&#8217;s important to navigate this element of leave planning gracefully. After all, employees need to know that they won\u2019t have to work twice as hard when they return from their break.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Consider introducing job sharing opportunities so that a single role is always covered by two people. Or if you\u2019re using next-gen software then you can map individual competencies and crossover skills for your workforce. By knowing what each person can do well, you can cover the role of an absent employee with a team instead of an individual. And remember, employment contracts should specify whether employees will be required to take on extra hours to cover for absent colleagues.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Organising suitable internal cover can also become the foundations of good <a href=\"https:\/\/www.cipd.co.uk\/knowledge\/strategy\/resourcing\/succession-planning-factsheet#gref\" target=\"_blank\" rel=\"noreferrer noopener\">succession planning<\/a> so, it will pay dividends for your organisation as well as your workforce.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. Easy booking&nbsp;&nbsp;<\/h2>\n\n\n\n<p>Whether you\u2019re using an automated system or a manual system, you need to make the booking process as simple and straightforward as possible for your people.&nbsp;&nbsp;<\/p>\n\n\n\n<p>This is where a good holiday management software or HR system can really shine. It can be the difference between a booking system that takes weeks, or one that is fraught with obstacles, and political considerations, and booking system that takes seconds. People often feel nervous about asking for time off and being responsive and accepting as many requests as possible helps to encourage a healthier work-life balance and a good company culture.&nbsp;&nbsp;<\/p>\n\n\n\n<p>With self-service portals, workers can see existing holiday schedules on the calendar, make decisions, and request time off in a matter of seconds. And employers can choose to automate acceptance if certain tailored conditions are met or approve requests manually.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. Transparent entitlement tracking&nbsp;<\/h2>\n\n\n\n<p>Entitlement tracking can be done with spreadsheets, but the manual process it makes it harder on everyone. With good HR software you can automate the whole process according to an employee\u2019s contract and working hours. Calculations are instantaneous, can be made available through a self-service portal, and automatically update through the leave year as holiday is taken.&nbsp;<\/p>\n\n\n\n<p>And it simplifies the process for different employment types, international workers, and varying working patterns.&nbsp;<\/p>\n\n\n\n<p>No more daily requests for remaining allowance or complicated calculations! And that\u2019s empowering for your people and liberating for you and your fellow HR professionals.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Lock days&nbsp;<\/h2>\n\n\n\n<p>It\u2019s much better to block certain days for booking holiday in advance, rather than waiting until an employee makes a request and then refusing it. For example, you might want to make sure that finance or payroll don\u2019t make leave requests around the company year-end. Or all your warehouse staff might be needed through the holiday seasons. Or there may be an organisational event that is mandatory for certain roles to attend. By specifying lock days in contracts and holiday policies, you can take pre-emptive action on inconvenient leave requests.&nbsp;&nbsp;<\/p>\n\n\n\n<p>While this can be achieved with contractual terms, or using spreadsheets, or even wall planners, HR software can make it even easier and more flexible. Lock days can be added, changed, or removed for one person, company-wide, or anything in between. However, lock days should always be used sparingly and only as necessary to avoid an anti-leave culture.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">8. Public holiday system&nbsp;<\/h2>\n\n\n\n<p>In the UK, public holidays are usually known as bank holidays, and everyone should think of them that way\u2014as holidays for banks. That means organisations can set bank holidays as working days, mandatory days off, or optional days off. They can also include them in the statutory allowance.&nbsp;&nbsp;<\/p>\n\n\n\n<p>But public holiday rules will vary in different regions and any leave management scheme should account for the relevant public holidays.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">9. Reports and trends&nbsp;<\/h2>\n\n\n\n<p>Manual methods can\u2019t automate the insights that SMEs need for a proactive holiday management system. But with HR software, you can tailor your system for automatic reports and alerts that support management. For example, burnout reports can let you know when people haven\u2019t taken a break for too long. And you will know when recurring patterns appear within your workforce and can plan for them.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">10. A culture of wellbeing&nbsp;&nbsp;<\/h2>\n\n\n\n<p>During your holiday management planning, and while you write or oversee your policies and procedures, make sure that your organisation is encouraging holidays to be taken and educating staff about the importance of holidays. Ask managers and leadership to lead by example, by being vocal about their time off.&nbsp;<\/p>\n\n\n\n<p>The easier and more accessible your holiday management system is, the better it will be for you and your people. Employees will feel empowered to take control of some of the essential aspects of their working like and feel reciprocal trust. And they\u2019ll be more likely to plan, manage, and use their allowances, which will lead to more productive and loyal workforce.&nbsp;&nbsp;<\/p>\n\n\n\n<p>And in fact\u2014dare we say it\u2026 yes\u2026 yes, we do\u2014with next-gen HR software, holiday management almost manages itself. Take that Moira Stuart!&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To keep things running smoothly and nurture a supportive culture that encourages people to take their leave, HR professionals must build an efficient and effective holiday management system. To help you get started, here\u2019s our 10-step ladder to holiday management heaven.<\/p>\n","protected":false},"author":11,"featured_media":210,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-compensation-rewards"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The 10-step ladder to holiday management heaven<\/title>\n<meta name=\"description\" content=\"An effective holiday management system will keep things running smoothly, breed a supportive culture, and encourage people to take their leave. So, let\u2019s do it.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/senseworkplace.com\/blog\/the-10-step-ladder-to-holiday-management-heaven\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The 10-step ladder to holiday management heaven\" \/>\n<meta property=\"og:description\" content=\"An effective holiday management system will keep things running smoothly, breed a supportive culture, and encourage people to take their leave. 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