• A few issues...

    By Michael Wong TS 2 decades ago

    Hi Bob/ Gary,



    I have a few issues and hope you can help me.



    1) wondering can the program automatically update the total annual leave base on anniversary? For example, if an employee join the company on 7 March 2007 and it is assume that he will be getting 14 days AL per year. Will the system automatically add and update the total leave balance for that employee on the 7 March 2008?



    2) is it possible to have negative leave balance? As in my company, employees are allowed to take more than what they are given with special approval from their manager. The negative leaves will then be deducted from the next anniversary. Maybe the email that is send to the approving manager should include a warning if the applicant have exceeded the leave balance.



    3) I hope there is restriction in viewing the leave calander. For example, team A can only view the leave taken by their team members. One reason is because some information may be confidential or too personal for other teams to see. Another reason is that the calander will look neater and easy to the eye.



    4) an option to view and print selection base on leave submission dates. For example, HR wanted to know who submitted their leaves from 10 Mar to 14 Mar. Together with information like name, leave start date, end date and leave description.



    5) It will be good to have information of "Days brought forward" column in the "All annual leave allowance" view



    6) Is it possible to have half day leave radio button? After which the applicant can have an option of 1st half of the day or 2nd half of the day.



    Sorry for such a lengthy request. Thank you all very much in advance!



    Regards,

    Michael

    • Some Thoughts

      By Bob Brodsky 2 decades ago

      Michael,



      Thank you for your interest in Vacation request!



      I have some ways that you can address the issues you have proposed with current versions of Vacation Request. For some of your issues a future version will be needed.



      1-Automatically updating annual leave based on anniversary

      This type of process can be addressed by an agent that runs on your server periodically and processes your Annual Leave Allocation documents. In a future version I plan to provide for such an agent by adding fields to the Annual Leave Allocation document that will hold the number of days that should be added to various annual leave categories periodically. I will also provide an agent to process the data. You may need to write your own agent to exactly fulfill your requirements for this issue.



      2-Negative Leave Balances

      The current version of Vacation Request does allow negative leave balances in the Annual Leave Allocation document. Normal system processes were designed, however, to not allow negative balances to occur. If you wanted to you could edit an Annual Leave Allocation document and enter, for example, a negative Carried Forward amount and there by increase the current year's Remaining Balance. It is also possible for a Leave Administrator to allow leave and indicate that it is not to count as Annual leave using the button.



      3-Restriction in Viewing the Leave Calendar

      There is no restriction in viewing the Leave Calendar. As with any other Notes application when different groups of users need different levels of access to applications then multiple databases are indicated. So, for this issue please create a separate database for each team. Please note that the current version does allow for the limiting of calendar content based on Team, Location, or Region. This functionality is explained in the Help,Using document and on the requestor Help page.



      4-View and print based on leave submission dates

      There are lots of views of approved leave Requests (Leave by Person…). There is a view of Leave to be Approved with lots of sortable columns. Printing/providing these views to appropriate users should satisfy. If you need even more reporting then please export the data to a spreadsheet where you can develop custom reports to satisfy your requirements.



      5-Days Brought Forward data in the All Annual Leave Allowance view

      I'll add additional columns to the All Annual Leave Allowance views in the soon to be released "c" version of Vacation Request.



      6-Half day leave

      Partial day leave is available in the current version of Vacation Request as Leave by Hour. Just specify leave from 8 am - 12 pm or 1 pm - 5 pm or whatever times are right for a given request. Annual leave taken is now calculated and reported to the nearest tenth of a day.





      HTH,

      Bob