If you’re planning a vacation, keeping track of your time off can be a hassle. Luckily, SharePoint makes it easy to create a vacation tracker that helps you keep track of your available leave and schedule time off. In this article, we’ll walk you through the steps to create a vacation tracker in SharePoint using lists and calendars.
Step 1: Create a List
The first step in creating a vacation tracker is to create a list in SharePoint. To do this, navigate to your site’s home page and click on the “Gear” icon in the top right corner. From there, select “Add an App” and choose “Custom List” from the list of options.
Step 1.1: Name Your List
When creating your list, give it a name that makes sense for your organization. For example, if you work at XYZ Corporation, you might name your list “XYZ Vacation Tracker.”
Step 1.2: Add Columns
Once you’ve named your list, it’s time to add some columns to organize the information you’ll be tracking. Some examples of columns you might want to add include:
- Date Requested: This column will track when an employee requested vacation time.
- Date Approved: This column will track when an employee’s vacation request was approved.
- Type of Leave: This column will track whether an employee is taking sick leave, annual leave or any other type of leave.
- Start Date: This column will track the start date of an employee’s vacation.
- End Date: This column will track the end date of an employee’s vacation.
Step 2: Create a Calendar
Now that you’ve created a list to track vacation time, it’s time to create a calendar to visualize this information. To do this, navigate back to the home page and click on the “Gear” icon in the top right corner. From there, select “Add an App” and choose “Calendar” from the list of options.
Step 2.1: Name Your Calendar
When creating your calendar, give it a name that makes sense for your organization. For example, if you work at XYZ Corporation, you might name your calendar “XYZ Vacation Calendar.”
Step 2.2: Connect Your List and Calendar
Now that you’ve created both a list and a calendar, it’s time to connect them so that the information from your list appears on your calendar. To do this, navigate to your calendar and click on the “Calendar” tab in the ribbon at the top of the page. From there, click on “Connect to Outlook.”
Step 3: Add Events to Your Calendar
Now that you’ve connected your list and calendar, it’s time to start adding events to your calendar. To do this:
- Select a date on the calendar where an employee will be taking vacation.
- Click on “New Item” in the ribbon at the top of the page.
- Fill out all relevant information about the employee’s vacation request.
- Click “Save.” The event will now appear on both your list and calendar.
Conclusion
Creating a vacation tracker in SharePoint is an easy way to keep track of employee leave requests and ensure that everyone is taking their fair share of time off. By following the steps outlined in this article, you’ll be able to create a list, calendar, and connect them to start tracking your organization’s vacation time.