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Requests

In the Requests tab, you can edit and submit your requests (e.g., for the yearly leave). Visible are the requests of the logged user and the option to submit a request.

IMPORTANT

For the settings necessary for the correct working of the business process of sending requests in the work records, and for work records, see the User Manual.

 

 
HINT

For practical use cases of submitting and changing requests see the User Manual.

 

 

The screen can be divided into the following sections:

  1. Toolbar with tabs and action buttons
  2. Header with the search criteria
  3. Requests list of the employee.

 

1. Toolbar

The toolbar contains tabs with shortcuts to the other parts of work records: My records, Attendance, Leave, and the action button:

Add request With it, you add custom requests for absence, work obligations or various other tasks.

 

2. Header

In the header, the list of requests can be filtered according to the following fields:

Input a search string

A search string is entered.

Request type

You can select the request type:

  • Absences (leave, sick leave) – uses the Leave, sick leave register in Settings | Work records.
  • Work obligations (early exit from work) – uses the Work obligations register in Settings | Work records.
  • Other (replacement) – uses the Miscellaneous tasks register in Settings | Work records.

Request type

You can choose one or several absence types, work obligations or various other tasks. The subordinate types are filled in from registers in Settings | Work records.

Status

The status of the request can be selected:

  • Pending
  • Approved
  • Rejected
  • Informed

 

3. Requests list

This is the table with information about the logged user's requests. The requests are visible according to the conditions or filters selected in the header. Displayed are the following fields with information, according to which the requests can be sorted:

Request type

Type of absence, work obligation or various other tasks.

The subordinate lines are filled in from the registers in Settings | Work records.

Request date The date of the request creation.
Start The first day (date) of absence or other type of request.
End The final day (date) of absence or other type of request.
Comment (Employee) The employee's comment.
Comment (Superior) The comment of the superior.

Superior

The employee's superior, in charge of the request. The superior is set in the General data of the Employee.

Status

The current request status:

  • Pending
  • Approved
  • Rejected
  • Informed

 

 

 


 

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