Verwaltung¶
Time off requests and allocation requests undergo an approval process before being granted. Requests either need one or two approvals, if any, depending on how the specific type of time off is configured. All these configurations can be found under the Management section of the Time Off application.
Bemerkung
The Management section in the Time Off application is only visible to users who can approve allocation requests and time off requests.
View time off requests¶
To view time off requests waiting for approval, navigate to . Doing so reveals the All Time Off page. All time off requests appear in a default Kanban view.
Die einzigen Abwesenheitsanträge, die auf dieser Seite sichtbar sind, gehören zu Mitarbeitern, für die der Benutzer entweder Time Off Officer- oder Administrator-Zugriffsrechte in der Anwendung Time Off hat.
Der Standardfilter auf der Seite All Time Off lautet Waiting For Me. Dieser Filter zeigt nur Abwesenheitsanträge an, die für aktuelle Mitarbeiter im Team des Benutzers genehmigt werden müssen, mit einem Status von entweder To Approve oder Second Approval.
On the left side of the All Time Off page, there are various grouping options that can be used to narrow down the presented time off requests, located beneath the Status and Department headings.
Since only time off requests that need to be approved are shown, the only Status options are All, To Approve, and Second Approval.
The various departments the user is a member of, and manages employees under, also appear on the left side of the page, under Departments.
Um nur die Abwesenheitsanträge für bestimmte Abteilungen anzuzeigen, klicken Sie auf das Abteilung auf der linken Seite der Seite. Es werden dann nur Anträge für die ausgewählte Abteilung angezeigt.
Wenn der Filter Waiting For Me entfernt wird, erscheinen alle Status.
Bemerkung
Wenn keine Anfragen unter eine der Statusoptionen oder Abteilungen fallen, ist dieser Status oder diese Abteilung im Menü auf der linken Seite nicht sichtbar.
Approve or refuse time off requests¶
To approve or refuse a time off request, navigate to . At the end of each time off request Kanban card, two buttons appear: an Approve or Validate button, depending on the status of the request, and a Refuse button.
To approve a time off request, click the Approve button. To validate a time off request that has already been approved and is waiting on a second approval, click the Validate button. To refuse a request, click the Refuse button.
If more information is needed before approving a time off request, click anywhere on the Kanban card (except for the Approve, Validate, or Refuse buttons). Doing so loads the detailed time off request form.
Depending on the rights of the user, changes can be made. To modify the request, make any desired changes to the form. All changes are automatically saved.
Es ist auch möglich, den Antrag in diesem Formular zu genehmigen, zu validieren oder abzulehnen. Klicken Sie auf die Schaltfläche Genehmigen, um zu genehmigen, auf die Schaltfläche Validieren, um zu validieren, oder auf die Schaltfläche Ablehnen, um den Antrag abzulehnen.
Once a request has been approved, validated, or refused, the Kanban card disappears from the default All Time Off page. To view all requests, including approved and refused requests, clear the default filters in the search bar.
View allocation requests¶
To view allocation requests waiting for approval, navigate to . Doing so reveals the Allocations page. All allocation requests appear in a default Kanban view.
The only allocation requests that are visible on this page belong to employees the user either has Time Off Officer or Administrator access rights for in the Time Off application.
The default filters on the Allocations page are First Approval and My Team. These filters only present allocation requests that need to be approved for current employees on the user’s team, awaiting approval or validation.
On the left side of the Allocations page, there are various grouping options that can be used to narrow down the presented allocation requests, located beneath the Status and Department headings.
Since only allocation requests that need to be approved are shown, the only Status options are All, To Approve, and Approved.
The various departments the user is a member of, and manages employees under, also appear on the left side of the page, under Departments.
To only display allocation requests for specific departments, click on the Department on the left-hand side of the page. Only requests within the selected department are then presented.
If the First Approval and My Team filters are removed, all statuses appear.
Bemerkung
Wenn keine Anfragen unter eine der Statusoptionen oder Abteilungen fallen, ist dieser Status oder diese Abteilung im Menü auf der linken Seite nicht sichtbar.
Approve or refuse allocation requests¶
To approve or refuse an allocation request, navigate to . At the end of each allocation request Kanban card, two buttons appear: an Approve or Validate button, depending on the status of the request, and a Refuse button.
If more information is needed before approving an allocation request, click anywhere on the Kanban card (except for the Approve, Validate, or Refuse buttons). Doing so loads the detailed allocation request form.
Depending on the rights of the user, changes can be made. To modify the request, make any desired changes to the form. All changes are automatically saved.
Es ist auch möglich, den Antrag in diesem Formular zu genehmigen, zu validieren oder abzulehnen. Klicken Sie auf die Schaltfläche Genehmigen, um zu genehmigen, auf die Schaltfläche Validieren, um zu validieren, oder auf die Schaltfläche Ablehnen, um den Antrag abzulehnen.
Once a request has been approved, validtaed, or refused, the Kanban card disappears from the default Allocations page. To view all requests, including approved and refused requests, clear the default filters in the search bar.
