How to Select the Best Staff Annual Leave Planner for Your Company

Does figuring out your team's PTO feel like a real mystery? 🔍 

Do you need to do detective work every single time someone asks about their leave balances? From cluttered email threads to post-its that mysteriously vanish, you’re constantly sorting through clues just to have an approximate idea that you hope is somewhere close to right. 🕵🏼‍♀️ 

It’s time to change that! 

A staff annual leave planner will help you get a handle on your team’s PTO plans so you spend less time-solving puzzles and more time on work that matters. 

Let’s explore a few different employee leave planner options you can choose from and find out which is best for your team! 

Types of Leave Planners: Which One is Right for You?

Simple vs. Advanced Leave Planners 

Simple staff leave planners are often manual solutions like spreadsheets or basic Excel templates ideal for businesses with super straightforward leave policies. 

Does this sound like you? We’ve designed an annual leave planner to help get you started.  

Our free annual leave template is easy to customize, helping you track your team’s absences in days. Our sheet allows you to input as many deductible and non-deductible leave types as needed, and summarizes all the details in a handy Yearly Totals tab.  

This free resource works great for smaller teams with uncomplicated leave policies who haven’t outgrown manual solutions just yet. 

Advanced employee leave planners are designed to tackle more complex needs through automation. Leave management software like Vacation Tracker makes leave tracking seamless with accruals, multiple leave types, automated approval flows, and total visibility for maximum productivity. This scalable solution is perfect for growing businesses that need to manage their expanding workforce.  

Cloud-Based vs. On-Premises Solutions

When it comes to choosing between cloud-based and on-premises leave planners, it really boils down to flexibility, control, and security. 

Cloud-based solutions allow you to access your leave planner from anywhere, perfect for companies with hybrid or remote teams. With cloud-based options, there’s no need to worry about installing software or managing servers—it’s all handled for you. Even updates happen automatically! 

On the other hand, on-premises solutions give you more control but come with more responsibility and oversight. You’ll need to install the software, manage updates, and ensure everything is running smoothly.  

With on-premises solutions, your data stays on your own servers, giving you full control over security, but it also means your team is responsible for maintaining and updating the system. Managing this can be quite resource-intensive and costly.  

Security is no worry with Vacation Tracker. We handle data protection for you with features like data encryption, regular security checks, and compliance with standards like GDPR. This means you get both convenience and top-level security without needing extra IT resources. 

Leave Planners for Small Businesses vs. Large Enterprises 

The needs of your organization will differ based on the size and the complexity of your PTO policies.  

Smaller businesses often need affordable solutions that are easy to use and quick to integrate. They often don’t require complex features like accruals, blackout periods, multiple locations, or time off in lieu (TOIL). They’re comprised of small but often growing teams that want to stay in control of their team's PTO while promoting transparency. These teams often opt for our core plan, which is best for those taking the first step toward automation and away from paper, spreadsheets, or the good ol’ honor system. 

Meanwhile, large enterprises have large teams, often spread across different countries, with complex accrual policies that differ based on role or seniority. They need to manage large departments, avoid conflicts, and ensure compliance for global teams. They require robust employee leave planner software like our complete plan, designed for advanced leave tracking needs.

Key Features to Look for in a Staff Leave Planner

Real-Time Visibility of Leave Balances and Requests 

When managing your team’s time off, it’s essential to have accurate and up-to-date data. An annual staff leave planner can help provide PTO balance and request status information to both employees and employers.  

Users can get real-time data about who’s off to prevent conflicts for effective workforce planning. For example, a project manager can instantly see that three team members will be on vacation next week and adjust the project timeline to ensure deadlines are still met.

Customization Options for Different Leave Policies 

Annual leave planners need to allow managers to track different types of leave policies, including vacation, personal time, sick days, and more. This helps HRs understand how their team is using their PTO and what their needs are. 

Ensure your solution supports enough leave types for your organization so you can properly distinguish between leaves. Businesses operating in different countries will need to comply with local leave laws, which often require varying accrual rates or different categories of leave. Being able to customize these policies within your leave planner helps ensure compliance and reduces the administrative burden on HR teams. 

User-Friendly Interface for Employees and Managers 

It’s pretty easy to become a creature of habit and become reluctant to adopt new ways of working, even if it’ll save time in the long run. Employees often dread the learning curve or integration process of a new tool, fearing it will be overly complex. To avoid resistance from less tech-savvy colleagues, ensure the solution you choose is intuitive and easy to use.  

Your team will be most likely to adopt something that simplifies their life rather than complicates it. Ensure it integrates seamlessly into your current tech stack, so you don’t need more applications and log-ins. For example, Vacation Tracker integrates seamlessly with Microsoft Teams and Slack––users don’t even need to create an account! 

Reporting and Analytics Capabilities

Adopting a leave management solution is a powerful way to not only automate staff annual leave planning but also improve workforce management.  

Robust reporting capabilities in software like Vacation Tracker offer a window into your workforce’s leave trends. HRs can monitor usage patterns, identify potential burnout risks, and ensure compliance with company policies and legal requirements. 

For example, reports might show that a particular department has a high number of sick days during a specific period, prompting HR to address potential health issues and implement wellness initiatives. 

Support for Hybrid/Remote Teams

As companies expand and build global teams that may either be fully remote or hybrid, it gets increasingly hard to track everyone’s whereabouts.  

HRs will often find themselves getting asked if an employee is working from home or on leave. Without a proper employee leave planner, who knows? 

Now, HR managers can quickly check whether an employee is on leave or simply working from home, ensuring that no one gets left out of important meetings or project updates. 

Access Our Free Annual Leave Planner 

Is it time to digitize the way you track your staff’s annual leave?  

A great first step would be to use our free Excel leave policy template!  

In this sheet, you’ll be able to track different types of leaves for your employees throughout the year, with a handy overview page for you to have a quick idea of everyone’s balances.  

Here’s a video tutorial with step-by-step instructions as to how to use it: 

If you feel overwhelmed by all the manual labor needed to maintain this sheet, try upgrading to Vacation Tracker. Our PTO tracking solution automates the entire process––say goodbye to laborious data entry and manual errors. Our system is simple yet scalable and will free up your schedule for more meaningful tasks. 

Ready to give it a try? Enjoy a 7-day free trial! Sign up now. 

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