Verlof aanvragen¶
Once time off has been allocated to an employee, a request to use it can be submitted.
Time off can be requested in one of two ways: either from the main Time Off application Dashboard (), or from the My Time Off dashboard view ().
To create a new request for time off, click the New button on either the main Time Off Dashboard or the My Time Off dashboard, in the default list view.
Notitie
Both New buttons allow the user to request time off, but when requested from the Dashboard, a New Time Off request form appears in a pop-up window. When requested from the My Time Off list view, the screen navigates to a new time off request page, instead.
Voer de volgende informatie in op het aanvraagformulier Nieuw verlof:
Time Off Type: select the type of time off being requested from the drop-down menu.
Dates: enter the dates that the time off falls under. There are two fields to populate: the start and end dates. Click on either date field and a popover calendar appears.
Klik op de startdatum en klik vervolgens op de einddatum. De geselecteerde start- en einddatums worden omcirkeld en de datums ertussenin worden gemarkeerd (indien van toepassing).
Als je alleen verlof aanvraagt voor één dag, klik je op de startdatum en vervolgens nogmaals op dezelfde datum voor de einddatum.
Wanneer de juiste datums zijn geselecteerd, klik je op de knop Toepassen.
De geselecteerde datums vullen nu de twee delen van het veld Data.
Als het geselecteerde Verloftype is geconfigureerd om het verlof in uren te nemen, verschijnen ook de volgende twee velden:
Half Day: if the time off request is for a half day, tick this checkbox. When this is selected, the second date field disappears, and is replaced with a drop-down menu. From that drop-down menu, select either Morning or Afternoon to indicate which half of the day is being requested.
Custom Hours: if the time off requested is not a whole or half day, tick this checkbox. If selected, a From and To field appears beneath this option. Using the drop-down menu, select the start and end time for the time off request.
Duration: this field updates automatically once the Date section is completed. If the Date section is modified, this section automatically updates to reflect the total time off requested. This field is in either hours or days, depending on how the selected Time Off Type is configured.
Description: enter a description for the time off request. This should include any details that managers and approvers may need to approve the request.
Supporting Document: this field only appears if the Time Off Type selected allows for the attachment of documents. Click the Attach File button, and a file explorer window appears.
Navigeer naar de gewenste bestanden die moeten worden bijgevoegd, selecteer ze en klik op de knop Openen. De bestanden verschijnen vervolgens op het verlofaanvraagformulier. Indien nodig kunnen meerdere documenten worden bijgevoegd.
If the request was created from the Dashboard, click the Save & Close button to save the information, and submit the request.
If the form was completed from the My Time Off list view, the information is automatically saved as it is entered. However, the form can be saved manually at any time by clicking the (cloud upload) icon.