Calculated Field to Manage Holiday Entitlement

[VikkiGI2]

I have been asked if we can monitor a teams' holiday entitlement via Workfront. I had the idea of creating a calendar and using the Time Off option as a filter which has worked fine when I tested.

The next ask is that Workfront 'manages' the allocation per person, e.g. 25 days per year, and displays the remaining leave they have left. I created a User custom form and added a field for their total entitlement and know I will need a calculated field to reduce that total number when they book holiday but I then don't know the best way of recording this, e.g another field on the form where the user/manager enters the days requested so the calculated field subtracts this - I wondered if there was an automated way of doing this if possible, so any suggestions would be gratefully received!

[AnthonyIm]

Well... I would take this a different way. I would do a Time Off object type report. For fields, I'd have User >> Name, User >> Total Entitlement, and Time Off >> End Date. Click into the column for Total Entitlement I'd select Maximum for Summarize this column by.

Then go to grouping and do a matrix grouping with User on the left, End Date (by Year) on the top. Then go to Matrix Settings and click Show Record Count and Show Value.

In my example, I just used FTE since I don't have a Total Entitlement field, but it shows you that the first Adam was allotted one 1 and only took one day. The second Adam was allotted 1 day but took 3. (And sorry about the year. We integrated with our own custom tool so we haven't used the Time Off feature since 2015. LOL!)

Hope this helps.

[VikkiGI2]

Anthony - I am sending a virtual high five in thanks for your suggestion - works perfectly and just what we needed!!

Thank you again for taking the time to reply 😊