{"id":22977,"date":"2021-08-09T21:32:41","date_gmt":"2021-08-10T01:32:41","guid":{"rendered":"https:\/\/www.sherweb.com\/blog\/?p=22977"},"modified":"2022-07-13T13:06:10","modified_gmt":"2022-07-13T17:06:10","slug":"how-msps-can-manage-vacation-requests","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/partner\/how-msps-can-manage-vacation-requests\/","title":{"rendered":"How MSPs can easily and fairly manage vacation requests"},"content":{"rendered":"<p><span data-contrast=\"auto\">Tech workers care as much about benefits\u00a0like vacation time\u00a0as they do about wages.\u00a0Quality of life is the deciding factor for many in-demand\u00a0skilled\u00a0workers.\u00a0Because of this,\u00a0managed service providers (MSPs)\u00a0looking to attract and motivate the best talent need to offer a competitive benefits\u00a0package.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">To make that happen,\u00a0MSP\u2019s\u00a0also\u00a0need effective strategies for managing vacation without compromising\u00a0their\u00a0operations.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">It might not be easy, but there are plenty of ways to navigate this increasingly common program. Our partners at\u00a0<\/span><span data-contrast=\"none\">PurelyHR<\/span><span data-contrast=\"auto\">\u00a0have some key insights to share on the topic.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 aria-level=\"2\"><b><span data-contrast=\"auto\">Balancing work coverage and vacation requests is a\u00a0challenge<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:360,&quot;335559739&quot;:80,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Striking a balance between approving much-needed vacation requests and covering work\u00a0gaps\u00a0has always been challenging, but it\u2019s especially difficult right now.\u00a0As travel restrictions lift post-pandemic, many businesses are seeing a sudden influx\u00a0of\u00a0<\/span><a href=\"https:\/\/www.fastcompany.com\/90648634\/managers-must-handle-the-avalanche-of-post-pandemic-pto-requests-carefully\"><span data-contrast=\"none\">time-off requests<\/span><\/a><span data-contrast=\"auto\">.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">You need a clear and organized process for managing\u00a0such\u00a0requests!\u00a0It\u2019s crucial to\u00a0approve\u00a0time off in an orderly and consistent manner. If not,\u00a0not only\u00a0do you\u00a0risk\u00a0the creation of staffing gaps,\u00a0but\u00a0you\u00a0also\u00a0might accidentally generate resentment among employees who feel requests weren\u2019t treated fairly.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 aria-level=\"2\"><b><span data-contrast=\"auto\">Planning and policy are the answers<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:360,&quot;335559739&quot;:80,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">When it comes to\u00a0<\/span><a href=\"https:\/\/www.purelyhr.com\/blog\/category\/time-off\/\"><span data-contrast=\"none\">vacation management<\/span><\/a><span data-contrast=\"auto\">, your two primary solutions are developing an organized request process and documenting a clear policy.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">However, it can also help to plan your vacation schedule together as a team, rather than having employees request time\u00a0off\u00a0from managers individually.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">If you\u2019re struggling with ad-hoc vacation requests,\u00a0you might want to consider instituting a rota vacation plan to keep things fair. And don\u2019t forget to take time off yourself!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Quality of life is vital for everyone, from entry-level employees to business leaders.\u00a0Time\u00a0away from the office to reflect and recharge may be just what you need to push your\u00a0business\u00a0further\u00a0forward.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Let\u2019s cover each of these potential solutions in detail.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 aria-level=\"2\"><b><span data-contrast=\"auto\">Set a clear vacation policy<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:360,&quot;335559739&quot;:80,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">If you don\u2019t already have a documented vacation policy\u00a0for\u00a0your MSP, now is the time to create\u00a0one.\u00a0Good\u00a0policies keep everyone on the same page and allow managers to approve or\u00a0<\/span><a href=\"https:\/\/www.purelyhr.com\/blog\/when-to-decline-time-off-requests\/\"><span data-contrast=\"none\">decline vacation requests<\/span><\/a><span data-contrast=\"auto\">\u00a0in a consistent manner.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Some tech companies boast about\u00a0their\u00a0<\/span><span data-contrast=\"none\">unlimited vacation policies<\/span><span data-contrast=\"auto\">, but if you dig beneath the surface of these claims, there are still usually constraints and limitations\u00a0in place.\u00a0The takeaway\u00a0here is, even if you plan to be flexible with your employee\u2019s time off,\u00a0it\u2019s\u00a0still\u00a0important to\u00a0document clear expectations.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Ensure\u00a0your\u00a0policy documents your approved requesting process, employee responsibilities, management responsibilities\u00a0and the criteria for which a request might be denied.\u00a0For example, if your MSP sees seasonal workload spikes, you might want to include a policy clause capping the number of vacations that\u00a0will\u00a0be\u00a0approved\u00a0company-wide during that season.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Also\u00a0be sure to\u00a0include sections detailing the consequences for employees and management\u00a0that do\u00a0not follow\u00a0your policies. Establish\u00a0what performance management process will follow if any\u00a0employee provides too short notice or takes too much time off work.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 aria-level=\"2\"><b><span data-contrast=\"auto\">Try team-based vacation schedule planning<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:360,&quot;335559739&quot;:80,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Relying on one manager to coordinate all vacation schedules for an MSP is\u00a0rarely\u00a0efficient.\u00a0It\u00a0can also lead to accusations of unfairness,\u00a0if employees suspect the manager is playing favorites when they see one request approved without comment and another denied.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Instead, consider making vacation scheduling a whole team effort. Yes, this makes it a messier process, but putting it out in the open makes it a collaborative one,\u00a0too.\u00a0No single manager is making private decisions that can be misconstrued as playing favorites. It also gets the message across that your company values everyone\u2019s vacation time equally and expects equitable work distribution.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 aria-level=\"2\"><b><span data-contrast=\"auto\">When in doubt, consider using a rota<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:360,&quot;335559739&quot;:80,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">A rota\u00a0means\u00a0a rotating schedule. You can use one for vacation requests as easily as you could\u00a0for duty assignments.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">A rota is an excellent choice if you want to take the scheduling and requesting process off the shoulders of a single manager,\u00a0but don\u2019t want to allow vacation scheduling to be a complete free-for-all as it might in another team-based format.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">You can use a set rota vacation schedule\u00a0or use a rota to prioritize staff picks. For example, when scheduling vacations for the next quarter or year, each employee puts in their requests in turn. Then,\u00a0in the following period,\u00a0change the order.\u00a0For\u00a0instance, you could reverse it, move the first five employees to the end, or randomize it. Seek input from your employees about how to change it, but the goal is to give everyone equal opportunities to get their\u00a0first-choice\u00a0picks over time.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 aria-level=\"2\"><b><span data-contrast=\"auto\">And always take a vacation yourself<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:360,&quot;335559739&quot;:80,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Let\u2019s face it, MSP owners are workaholics. But vacation is a\u00a0time\u00a0to\u00a0rest, recharge\u00a0and reflect on their work and life.\u00a0Business\u00a0leaders\u00a0often\u00a0won\u2019t\u00a0even\u00a0recognize\u00a0how drained they are until they step away from the office for a few days.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Getting away from familiar routines brings that into focus. Spending time\u00a0with friends and family, or even just on a long-neglected hobby, will give your brain the break it needs to get back to 100%.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Another reason for business leaders to take a vacation is to get a fresh perspective. So often, executives and MSP owners work so hard they never get a chance to take that\u00a0<\/span><a href=\"https:\/\/www.strategyskills.com\/1000-foot-view\/\"><span data-contrast=\"none\">30,000-foot view<\/span><\/a><span data-contrast=\"auto\">\u00a0of their company and strategy.\u00a0Leading by example and taking\u00a0<\/span><a href=\"https:\/\/www.purelyhr.com\/blog\/executives-vacation-time\/\"><span data-contrast=\"none\">vacation time<\/span><\/a><span data-contrast=\"auto\">\u00a0for yourself allows you to think about your business in a new way.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 aria-level=\"2\"><b><span data-contrast=\"auto\">Use HR management software to make your life easier<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:360,&quot;335559739&quot;:80,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Using spreadsheets and calendars to track vacations may work well for a while, but vacation management gets increasingly complex as your company grows.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Consider whether HR software can take the busy work out of managing your team\u2019s vacation time and other human resources needs. Vacation scheduling is just one option\u00a0Sherweb\u00a0offers in its\u00a0PurelyHR\u00a0suite.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><i><span data-contrast=\"auto\">Want to see how\u00a0PurelyHR\u00a0can make your life easier?\u00a0<\/span><\/i><a href=\"https:\/\/www.purelyhr.com\/trial\/\"><i><span data-contrast=\"none\">Try it for free today<\/span><\/i><\/a><i><span data-contrast=\"auto\">.<\/span><\/i><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tech workers care as much about benefits\u00a0like vacation time\u00a0as they do about wages.\u00a0Quality of","protected":false},"author":177,"featured_media":22978,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[750],"tags":[447,942,1015],"class_list":["post-22977","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-partner","tag-hr","tag-managed-service-providers-msps","tag-purelyhr"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How MSPs can easily and fairly manage vacation requests | Sherweb<\/title>\n<meta name=\"description\" content=\"MSP\u2019s\u00a0need effective strategies for managing vacation without compromising\u00a0their\u00a0operations. 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