Introduction
This workflow allows administrators to trigger a task to one or more people, prompting them to complete their Buy and Sell holiday form for the following year.
It provides a simple way to gather preferences in advance, ensures employees are reminded at the right time, and helps HR maintain accurate records without the need for manual follow-up.
This information is fully reportable.
How it works
From the People list, select one or more users.
Choose Open Buy/Sell Holidays.
This will:
Create a task for each selected person, asking them to submit their Buy/Sell holiday preferences for the next year.
Send them an email notification with instructions.
Key details:
Employees can choose to buy or sell holidays (up to a default maximum of 5).
You can adjust this limit via the Screen Designer if required.
Once submitted, this can only be edited by an Admin.
How to get this Workflow
If you're interested in this workflow, please reach out to support.