Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

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:




Your leave request once approved, will create timesheet entries for you. Note: Request for dates in the past will not create a timesheet entry. 


  1. Go to My Leave Requests screen
  2. Click on 
  3. Choose Leave type,
                  Reviewer (when available)
                  Approver
                  Leave Start Date
                  Leave End Date

  4. Save and Request if leave is ready to start the approval/reviewing process.
    If still unsure and don't want to submit, just Save, and edit it later at your convenience.
    Or Save and Withdraw if you don't want to request it at all. Status will stay as Created.


Optional fields:


  1. Enter comments 
  2. Job, Activity, Time Code (if available), Work Centre, will pre-populate with defaults from the leave type setup. No need to change anything.
  3. Leave Requested Date, defaults to today's date. No need to change it.
  4. 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. 


After requesting a Leave (Save and Request), an email notification will be sent to the Reviewer (where available)/Approver.




Next Steps:




  • No labels