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Adding an absence request (leave)

In the Requests tab in PANTHEON Personnel Granule, the user can submit requests for annual leave, sick leave and any other requests (arriving at work later, changing shifts, ...). These requests can then be monitored by the superior in PANTHEON Web Light, and be approved or rejected.

HINT

You can read more about Personnel Granule in the chapter of the technical guide Personnel Granule.

 

We have prepared an example of submission of a request for approval of annual leave by an employee and approval of the request by his superior.

USER CASE

Employee of Tecta d.d. wants to sent request for annual leave during the New Year holidays. He opens Personnel Granule on his mobile device and sent the request. His supervisor, reviews the request in PANTHEON Web Light and approves it. They do this in the following way:

  1. Opening the Requests tab
  2. Adding a new request
  3. Confirmation of the claim by the superior
  4. Adding absences to the Work records

1. Opening the Requests tab

The responsible person selects Work records in the main menu.

Then select the Requests tab.

A request review window opens.

2. Adding a new request

To add a new request, click on the  (Add request) icon.

The Add request form opens.

In the Superior/approver field, select your superior from the list.

 

In the Request type field, select Absences (permits, sick leave) from the list.

In the Absence type field, select Annual leave.

Enter the Start date of the leave in the Start field.

In the End field, enter the last day of vacation

Enter any Comment for the parent in the Comment field.

HINT

Sent requests can also be reviewed in the Requests tab, their status can be monitored, and they can be sorted and filtered for easier viewing.

By selecting the Send button, he submits the request for confirmation to his superior, who then processes it.

3. Confirmation of the claim by the superior

The superior receives the notification about the submitted request by e-mail.

He logs in to PANTHEON Web Light to process the request.

He can access the request by selecting Documents and Tasks | Tasks in the main menu and finds it in the list. A faster option is to click on the  (Tasks) icon, where clicking on the blue text Link opens the request.

The request opens, where the details of the requested absence and the employee's message are visible.

In the Comment field, the approver enters any message for the worker.

By clicking the Approve button, the request for annual leave is approved

4. Adding absences to the Work records

The program automatically redirects it to the Personnel | Work records and opens the Add/delete new absence wizard.

The form is automatically filled in with the information from the request, which cannot be changed.

He adds a note to the Comment field.

By clicking on the Add button, he enters the absence in Work records

HINT

You can read an example of adding an absence using the Add/Delete Absence wizard in the chapter Adding a new absence.

 

 

  

     


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