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.
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.
Mandatory fields to submit a Leave Request:
Leave type
Reviewer (when available)
Approver
Leave Start Date
Leave End Date
Optional fields:
Enter comments
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.