Add request
The Add request button in Work records quickly and easily adds a custom request that is documented in Requests and further applied to Tasks.
Clicking on the Add request button open a pop-up window with the following fields:
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Employee
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Select the employee. By default, the logged-in user is selected, but can be changed.
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Leader/certifier
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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 General – Employee information, it will be applied here by default.
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Request type
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Select request type:
- Absence (annual leave, sick leave) – uses the Leave, sick leave register/calendar in Settings | Work records.
- Work obligation – uses the Work obligations register in Settings | Work records.
- Miscellaneous tasks – uses the Miscellaneous tasks register in Settings | Work records.
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Type of absence
/ Type of obligation
/ Type of task
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Select between different types of absence/obligation/task depending on the previous field. Subordinate types are taken from respective registers in Settings | Work records.
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Start
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In the calendar, select the starting date (and time in needed). By default, the current date is used.
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End
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In the calendar, select the ending date (and time in needed). By default, the current date is used.
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Comment
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Enter a note for the certifier.
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