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Before you can start using the leave form in Upvise, you must complete the configuration of your Leave Module in workbench.
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In addition to configuring the Workbench leave module, you will need to allow leave to be imported from Upvise in the Upvise Integration screen.
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You can make small changes to the leave template to suit your business. Leave Approvers For example, if you have a small group of leave approvers set up in workbench, you can configure a contact group in Upvise to match this, and update the form field “Request Approval By” to link to the group. Example: Here is the “Leave Approvers” contact Group:  In the Leave Application form template, the Group is “Leave Approvers”. Only members of this contact group will be selectable on this form.  |
Submitting a Leave Application in Upvise
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Navigate to Contacts
Select “Groups”
Select the “Employee” Contact group
Select yourself from the list, or the person you are submitting the leave application on behalf of.
Click “+”
Click “Form”
Click “Employee”
Select Leave Application from the list of forms
Select the leave Type from the list
Select the leave approver in the “request Approval By” field (this should match the leave approvers in your timesheet approval set up)
Input the start date and end date.
Note: leave is inclusive of these days. So if you are taking leave for 1 day, you should select the same date in the start and end date field to calculate 1 day of leave.
To change the number of hours where you may only be requesting 4 hours of leave for that day, you can modify this in the “Number of Days” and “Number of Hours” fields
Click the “save” tick
Review the leave and click “Submit”
The leave request will land in workbench leave management module for your workbench leave administrators to review and approve.
You will see the tentative leave captured on the Jobs Calendar
End Process in Upvise
Approving Leave
Once the leave application has been submitted in Upvise, this will sync to workbench Leave Management module for approval. Leave will be approved and managed in workbench. Refer to the below documentation for leave management in workbench.