Requests
This panel documents all requests made by the logged-in user.
Table of contents
- Add request
- Approve request
- List of requests
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1. Add request
The Add request button quickly and easily adds a custom request and further applied to Tasks.
Clicking on the Add request button open a pop-up window with the following fields:
| Personnel |
Select the employee. By default, the logged-in user is selected, but can be changed. |
| Superior/Approver |
From the drop-down menu, select the leader or certifier who is in charge of reviewing the request. If the leader is already selected in Position/Salary, it will be applied here by default. |
| Request type |
Select request type:
- Absence (annual leave, sick leave) – uses the Leave, sick leave register/calendar in Settings | Calendar| Calendar Entry Type | HERA (absence)
- Work obligation – uses the Work obligations register in Settings | Calendar| Calendar Entry Type | Working Hours
- Miscellaneous tasks – uses the Miscellaneous tasks register in Settings | Calendar| Calendar Entry Type| Employess (meetings, etc.)
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Type of absence
/ Type of obligation
/ Type of task |
Select between different types of absence/obligation/task depending on the previous field. Subordinate types are taken from respective registers in Settings | Calendar| Calendar Entry Type |
| Start |
Enter the starting date (and time in needed) or select it in the calendar (and time in needed). |
| End |
Enter the ending date (and time in needed) or select it in the calendar (and time in needed). |
| Comment |
Enter a note for the approver |
By clicking on the Cancel button, we cancel the entry of the request. By clicking the Confirm button, we send the request to worklow.
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WARNING
The predefined workflow for requests is set in the PANTHEON database in Workflows.
If the database does not yet include a workflow for adding requests, clicking on the Approve request button in the pop-up window will emerge in a warning message: The workflow for adding claims is missing. This means that the respective workflow has to be added to the database or imported through the Transfer registers window.
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2. Approve request
Clicking on the button Approve request button we send the request to Tasks. According to the Workflow, we can then approve, redirect, reject, etc.
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Hint
Requests are tied to predefined workflows – business processes; this makes them customizable and adaptable to specific company needs
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3. List of requests
All requests made by the logged-in user can be seen in the list.
| Superior |
Selected Superior/Approver who is in charge of reviewing the request. |
| Request Date |
The date and time the request was created. |
| Type |
The request type (Absence, Working Hours, Other).
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Absence Type
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Type of absence/obligation/task. |
| From |
The start date of absence/obligation/task on the request. |
| End |
The end date of absence/obligation/task on the request. |
| Note (employee) |
The entered comment by the employee who submitted the request. |
| Note (superior) |
The entered comment by the superior/approver who processed the request. |
| Status |
The status of the request in real time. Possible statuses are:
- In approval,
- Approved
- Rejected
- Notified
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