Requests
This panel documents all Requests made by the logged-in user.
Requests are tied to predefined workflows – business processes; this makes them customizable and adaptable to specific company needs. The automation makes the process of sending and approving requests faster and prevents inconveniences with extra messaging and recording absences or similar, as all the steps from sending the request onwards are documented in the application. All parameters are adjustable, such as: leader/certifier, types of absence, tasks with various conditions, validity of approval, various messages, reminders, sending emails to employees or leaders etc.
For example, an employee can send a request for approval through a workflow, and their superior will receive it in Tasks for approval or information. The employee can track the status of the request in real time (e. g. waiting for approval, rejected etc.).
The screen can be logically divided into the following parts:
In the header, you can filter the attendance list using the following search fields:
| My filter: |
Dropdown to select or save personalized filters for quick access. |
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Search
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Type custom search text.
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Request type
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Search by type of request submitted by the employee (e.g., Absences).
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Request type
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Search by sub type of request submitted by the employee (e.g., annual leave).
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| Status |
Select active, inactive or all employees from the drop-down list. By default, active status is selected when opening the form.
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| Filters |
Opens Filters window for setting filters.
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Request type
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The type of request submitted by the employee (e.g., annual leave).
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Request date
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The date when the request was submitted.
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| Start |
The start date of the requested period (e.g., beginning of leave). |
| End |
The end date of the requested period. |
| Comment (Employee) |
A comment or note added by the employee when submitting the request. |
| Comment (Superior) |
A comment or note added by the supervisor regarding the request. |
| Superior |
The name and photo of the supervisor handling or approving the request. |
| Status |
The current status of the request:
- Pending
- Approved
- Rejected
- Informed
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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 Send 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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