Overview:
Click the New Leave Request button from My Leave Requests. This will open the Leave Request details screen, creating a new request.
One or more new lines can be entered before they are saved using the Save button.
Tab to move through the displayed columns.
Screen Guide:
Create your leave request and Save it to come back and continue editing it later if you are not ready to submit yet. Once all details have been entered, Submit so the Reviewer/Approver is notified of your request with an email notification and your request shows up on the Reviewer’s/ Approver’s My Approvals List. Mandatory fields to submit a Leave Request are marked with a red star.
If you need to Withdraw the request before it has been approved, the Withdraw button will become available after submitting. The status of the request will change to 'Created' and the Delete button will now be available. You can choose to delete the request or, make further changes to it and submit it again.
Your leave request once approved, will create timesheet entries for you against the Job/Activity/TimeCode/Work Centre specified on the request.
Note: Request for dates in the past will not create a timesheet entry, nor will requests that are approved after the leave Start Date. These timesheet entries must be created manually.
Leave Requested By is the user that created this leave request. Users with Leave Administrator authorities can request on behalf of others.
Leave Requested for is the employee’s name.
Status displays the state of this request.
Working Week must be selected to reflect the employee’s working days. This is used by the system to calculate the leave total days. For example if the leave starts on a Monday and ends the following Monday, but the employees working week is only three days a week, this will indicate what days to count as leave.
Leave type, defines what type of leave the employee is taking. These are defined by an Administrator and will have default values for Job, Activity, Time Code (optional), and Workcentre for each specific Profit Centre, so users do not need to code it everytime. These details will be used for Timesheet entries.
Requested Review by, must be selected from a list of reviewers, only when available, as this is not a mandatory step.
Requested Approval by, must be selected from a list of approvers.
Comments are optional in case you want to communicate something to the Reviewer or Approver. Generally the Leave Type is indicative enough of what is being requested. Comments are added by the system on each step of the process with a date stamp and a user name.
Reversal check box is used when a reversal for an existing approved leave request exists, but the actual leave time has not been taken.
Leave Start Date
Leave End Date
Job, Activity, Time Code (if available), Work Centre, will pre-populate with defaults from the leave type setup. No need to change anything.
Leave Requested Date, defaults to today's date. No need to change it.
Messages and File Attachments tab, are optional.
Messages: Once you have requested your leave, you can send comments to your reviewer/approver through this tab. Emails will be sent to the user, however communication is done through this interface.
File Attachments: Any attachments can be added. Useful for doctor's certificates or any other documents related to the leave request.