Automatic filling of vacation periods according to the types of vacations assigned to the employee (ZUP 3.1.15)

Vacation schedule template and T7 form

We also enter into the table the remaining vacation days from the previous year:

To understand how many working days there are in a particular week, we enter the corresponding values ​​in the fifth line:

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You can download the annual vacation schedule in Excel using this link. Change only the year in the table and get a ready-made chart in a second.

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Graph in Excel and specialized software

First, download the universal T-7 form for the coming year. We create a table with the necessary columns and rows and enter formulas. Then we manually fill in the list of employees and vacation data, the name of the organization, OKPO code, information about the head of the organization and the head of the HR department. If desired, even in Excel you can configure the ability to track the overlap of employee vacations, which makes its use acceptable for a company with a small staff. As necessary, the data is corrected by simple corrections in the table.

Maintaining a schedule using specialized software may have some nuances due to the peculiarities of the solutions, but in general the work scheme is common for everyone: a corresponding document is created for each employee, where the dates of the expected rest are required to be entered. Then a new schedule is added: the number, date of preparation and approval, as well as the date-number of the opinion of the trade union body, if any, are entered. After saving it, all previously created separate documents will be included in it automatically. As a rule, you can print it out, and if you need to make adjustments, you will have to start with a separate employee document and then update the schedule.

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Vacation schedule 2022: smart form in Excel

Main functions:

• Registration of individuals;

Keeping records of business trips and vacations;

Possibility of planning vacations for employees. Control of vacation days remaining.

Maintaining a list of employment contracts, creating printed forms;

• Maintaining staffing;
• Accounting for employee incentives;
• Accounting for personnel orders;

Keeping records of all personnel orders with the ability to quickly print them.

Employee attendance tracking with the ability to create a report;

The program allows you to take into account employee attendance and absence, and create a report on the attendance of all employees.

• Ability to create a vacation schedule;
• Ability to generate and record accruals for employees;
• Reminder system;

Informs about current tasks assigned to users within a specified time frame.

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• A set of standard reports with the ability to create new ones;
• Import and export of data.

Setting the configuration

To install and run you need:

Vacation scheduling application

For those interested in the design, the following description. So. The format required by HR officers is shown in the picture below (all names and positions are fictitious): Features of this format: 1. Individual vacation periods are included in the table as separate lines 2. The table indicates the start dates of the vacation and duration 3.

The list is ordered alphabetically by the surnames of the employees and by ascending start dates. I also need a vacation schedule for my employees, but I would like to have it in the form of a visual calendar chart (diagram), where the employee vacation periods are reflected along the time axis.

And in the end I made it like this: To create a chart of this form, I used the chart designer built into MS EXCEL and the “Stacked Bar” chart type.

Unified form No. T-7 - vacation schedule

123 Labor Code of the Russian Federation.

Drawing up a vacation schedule allows the employer to:

1. find a replacement for an employee going on vacation;
2. arrange vacation in advance and pay vacation pay;
3. control the timely provision of vacations to employees and prevent the accumulation of unused vacation days.

When drawing up a vacation schedule, it should be taken into account that some employees have the right to use vacation at a time convenient for them.

Vacation schedule: sample filling 2019

Drawing up the T-7 form is advisable only in a situation where an individual has a large number of employees. Drawing up a vacation schedule solves the following tasks of the employing company:

1. Organizes the work of personnel officers and accounting departments: they timely calculate and issue vacation pay to specialists.
2. Allows you to build an optimal system for providing vacations so that individual areas do not remain “bare” and a situation does not arise where specialists are forced to work for a long time without rest.
3. Makes it possible to promptly find replacements for employees going on vacation.

A vacation schedule based on the T-7 model is a document that the labor inspectorate will definitely request if it comes to a commercial structure with an inspection.

The absence of paper means for the hiring company the onset of administrative liability under Art.

Vacation schedule 2022: smart form in Excel

After all, it will be disastrous for business if all employees want to go on vacation at the same time. The vacation schedule is mandatory for the employer and employees of the organization (Art.

123 Labor Code of the Russian Federation). To avoid misunderstandings related to the timing of vacations, after drawing up the schedule, it is better to familiarize employees with it against their signature. This approach will avoid possible disputes.

To do this, it makes sense to attach an introductory sheet to the schedule, in which each employee will sign and indicate the date of familiarization with the document.

In practice, a unified form No. T-7 is used to draw up a schedule. It is also not forbidden to use a self-developed form. In any case, the schedule must be signed by the head of the human resources department and approved by the director of the organization.

You can fill out the schedule manually by first printing the form, or keep records of vacations electronically using a Word text editor or Excel spreadsheets.

Vacation schedule

These categories of workers, in particular, include:

1. Chernobyl victims ().
2. minor workers ();
3. spouses of military personnel planning a vacation at the same time as their spouse ();
4. honorary donors of Russia ();
5. husbands whose wives are on maternity leave ();
6. part-timers. The fact is that this category of workers must be granted leave at the same time as leave at their main place of work ();

It is better to collect statements from such employees in which they indicate their wishes regarding vacation dates. These statements will confirm that you have indeed provided these employees with leave at a time convenient for them. But it is worth keeping in mind that the employee may subsequently change his mind and change the desired vacation time.

Vacation schedule - form and sample for filling out in 2022

123 Labor Code of the Russian Federation. Labor legislation does not specify for what number of employees a businessman is required to draw up this document.

It is logical to assume that it is pointless for an individual entrepreneur carrying out commercial activities alone to draw up a vacation schedule.

He has no one to argue with about the timing of his rest - he plans the labor process himself.

Completely different consequences arise in the absence of this document in work collectives with a larger number of workers.

Statistics show that most people want to relax in the summer and early autumn.

This fact poses a difficult task for the company's management - to take into account the interests of the team and not cause damage to the business.

And it doesn’t matter whether 5 people work under a businessman or several thousand, you can’t do without a vacation schedule.

Vacation schedule. Sample filling in form T-7

It will allow you to accurately indicate the full name of each employee, his position and personnel number, as well as the structural unit to which he belongs. This same staffing table will allow the vacation schedule developer not to forget any of the employees.

Source: https://domprava76.ru/prilozhenie-dlja-sostavlenija-grafika-otpuskov-81741/

How to Make a Vacation Schedule Template in Excel

The finished template looks like this (download at the end of the article):

Now we'll show you how to do it!

Initial view of the vacation schedule template at the initial stage of development:

First, we will count in the chart how many people are in our department.

Vacation schedule template and T7 form

We also enter into the table the remaining vacation days from the previous year:

To understand how many working days there are in a particular week, we enter the corresponding values ​​in the fifth line:

lightboxretroplaning

You can download the annual vacation schedule in Excel using this link. Change only the year in the table and get a ready-made chart in a second.

Before clicking the donate button, please select a Payment Method in the form below:

Instructions for filling out using the example of the unified form T-7

Let's look at how to fill out the vacation schedule for 2022 on a unified form. This option is relevant for companies where they fill out the T-7 form on paper, but it will also help those personnel officers who work in 1C: the procedure and rules for filling out are similar.

Please note that some companies first issue a special order stating:

• who approves the schedule and within what time frame;
• During what period are employees introduced to its standards?

IMPORTANT!

It is not necessary to prepare an order approving the vacation schedule, since this is not provided for by any regulatory act.

We will divide filling out and working with the form into several stages.

Stage one. Filling

The first column contains the name of the structural unit.

In the second - the name of the position of a person from this unit in accordance with the staffing table (form T-3).

Full name is entered in the third column. persons from the specified unit holding this position.

In the fourth column we write down the personnel number of the person; look at it either in the personal card (Form T-2) or in the order for hiring the employee (Form T-1).

In the fifth column we enter the total number of days of rest that the employee is entitled to for the time worked. If the employee did not use any rest days in previous periods, they are all summed up.

In the sixth column we enter information about planned vacation dates.

Stage two. Coordination (if there is a trade union)

If you don't have a union, you don't need to agree on anything. If there is, then, in accordance with Article 123 of the Labor Code of the Russian Federation, the project is approved by the head, but taking into account the opinion of the elected body of the primary trade union organization in the manner established by Article 372 of the Labor Code of the Russian Federation. In case of disagreements with the trade union, the manager has the right to approve the prepared document, but the trade union is allowed to appeal this decision to the state labor inspectorate or in court.

Stage three. Signing

In the column “Name of organization” on the title page of the document we enter information about the name of the organization in accordance with the constituent documents (if the name is written in capital letters, write in capital letters) without any abbreviations.

In the “Code” field we enter an eight-digit number in accordance with the All-Russian Classifier of Enterprises and Organizations (OKPO).

If necessary, we enter information about the details of the document with which the trade union notified the employer of its opinion regarding the draft schedule.

We assign a serial number, the current date, and the period for which the document was compiled.

The document is signed on the last page by the head of the personnel department or the person performing his duties.

We go to the manager for approval.

Stage four. Statement

There are two ways for approval. Which one to choose, decide for yourself: the law does not regulate this issue.

1. The manager puts his signature, surname, initials and date in the corresponding columns of the document on the first sheet. The document has been formally approved.

2. An order is prepared, which approves and agrees on the document. The schedule itself is attached to the order.

The first and second options are equally legal, the difference is in the storage periods: in the first case - until December 31 of the next year, in the second case - 5 years.

Stage five. Familiarization

The unified form T-7 does not have a signature column in reading the schedule, but Resolution of the State Committee of the Russian Federation on Statistics No. 20 dated March 24, 1999 allows the employer to enter additional details into the unified forms. Changes are formalized by a local regulatory act (order or regulation on letterhead), which adds columns 11 and 12 to the T-7 form. These columns provide the opportunity for the employee to put a date and signature when reading the schedule.

Employers are allowed to use other options for familiarizing subordinates with this document; the date of familiarization of the employee with the period of upcoming rest (at least two weeks in advance, in accordance with Article 123 of the Labor Code of the Russian Federation) remains important.

Stage six. Leaving on vacation

When Form T-7 (other form) is approved, rest in accordance with this plan is mandatory for everyone. It is impossible to cancel the document. The next steps are:

1. The employee writes a leave application. Read it carefully: the State Tax Inspectorate fines you if the employer, at his own discretion, adds Saturday and Sunday to the vacation when the rest period ends on Friday. This is illegal, Rostrud insists.

2. An order is issued (form T-6).

3. The employee gets acquainted with the order and signs it.

4. Column 7 contains the vacation dates from the order.

5. In the employee’s personal card (form T-2) in section VIII, information about the dates of rest is entered in accordance with the order.

Stage seven. Transfer of vacation

Despite the simplicity of working with the T-7 form, life makes its own adjustments, and sometimes an employee needs to reschedule a planned vacation depending on the circumstances. In this case, the operating algorithm is as follows:

1. The employee writes a free-form application in advance.

2. The employee’s application is approved by the immediate superior (in this case, the head of the enterprise).

The manager makes the appropriate decision. When making changes to the T-7 form, remember that they are all made in the same manner as the form (order or manager’s visa) was approved.

3. The person responsible for working with T-7 enters the necessary information in columns 8, 9 and 10. The information is taken either from the employee’s application or from the order to amend the schedule.

IMPORTANT!

If, by agreement of the parties, it is decided between the employee and the employer that the former will not go on vacation in 2022, he writes an application to postpone the vacation, the application is agreed upon, columns 8, 9 and 10 are filled out in the schedule, column 7 is not filled out.

See what an example of filling out the vacation schedule for 2022 looks like after completing all the fields.

ConsultantPlus experts examined whether an employer is obliged to take into account the wishes of working pensioners when drawing up a vacation schedule. Use these instructions for free.

Vacation schedule 2022: smart form in Excel

Main functions:

Keeping records of business trips and vacations;

Possibility of planning vacations for employees. Control of vacation days remaining.

Maintaining a list of employment contracts, creating printed forms;

Keeping records of all personnel orders with the ability to quickly print them.

Employee attendance tracking with the ability to create a report;

The program allows you to take into account employee attendance and absence, and create a report on the attendance of all employees.

Informs about current tasks assigned to users within a specified time frame.

Setting the configuration

To install and run you need:

Postponement of vacation relative to schedule

In 1s 8.3. ZUP directly from the Vacation Schedule using the link Register a transfer, you can register the transfer of an employee’s vacation:

In this case, a Vacation Transfer (Personnel - Schedules, Vacation Transfers - Vacation Transfer), in which in the tabular section you can specify several periods into which the vacation is divided:

Depending on whose initiative the vacation is being transferred, the Vacation Transfer uses two printed forms:

• when transferring at the initiative of an employee - Application ;
• when transferred at the initiative of the employer - Notification of transfer of leave .

The choice of printed form is determined based on the installation/unchecking of the Transfer at employee initiative :

In T-7, the transfer is reflected in the Date of expected vacation indicating the new start dates for vacation:

How to Make a Vacation Schedule Template in Excel

The finished template looks like this (download at the end of the article):

Now we'll show you how to do it!

Initial view of the vacation schedule template at the initial stage of development:

First, we will count in the chart how many people are in our department.