Vacation requests

ADMINISTRATION IN MOBILE APPLICATION

1. In the mobile app, click on the "Vacation Request" module. 

2. After opening it, proceed by clicking on the "New Request" tile.

2. Once opened, a form/request will be displayed for completion. You need to fill in (Start Date, End Date, Notes), then proceed by clicking the "Send" button. 

3. After submitting the request/form, a notification will be sent to the "Approver". To approve/deny the request, you need to click on the "Approve/Deny" tile. 

4. Once opened, the request from the employee(s) will be displayed. 

5. Clicking on a specific request will open the request details. To approve/deny, you need to click the "pencil" icon at the top right. 

6. Subsequently, the request will open and can be edited. You can edit the fields (status, approver’s note). 

7. After the request is approved or denied, the employee will receive a notification about the status of the request. This request can be found in the "My Submitted Requests" tile. 

8. By clicking on the request, you can view the details of the request, where you will see whether it was denied or approved. 

ADMINISTRATION IN BACKOFFICE 

1. Click on the "Vacation Request" module. 

2. After opening the module, the individual sections of the module will be displayed. To view submitted requests, click on the "New Requests" section. 

3. Once the "New Requests" section is opened, the filled-out forms/requests from employees will be displayed in the lower section. Clicking the blue "View" button will show the request details.

4. In the details, you can edit or delete the request. Clicking the "Edit" button allows you to approve or deny the request. The "Delete" button will remove the request. v

5. By clicking on the Employee Configuration section, you can enter approvers (Manually, via Import).

MANUAL ENTRY OF APPROVERS

1. Clicking the "Add" button will open a detail form for completion. 

Field Employee: Enter the employee's personal number here.

Field Approver: Enter the approver's personal number here (the person who approves the request from the employee mentioned above).

Field Email for Export: Enter the email address where the email notification is sent (accounting/payroll department, the person who handles the leave).

2. To save the entered information, click the "Save" button. 

BULK ENTRY OF APPROVERS - VIA IMPORT 

1. Clicking the "Export CSV" button will download a template to your storage. In the file, you need to fill in the columns Employee, Approver, and Email for Export (leave columns A,B and C empty). After filling out the file, save it and click the "Import" button to upload the file.