• Approval of Request

    By Muhammad Adnan Butt 2 decades ago

    Please help me how to approve the Leave.?



    I'm testing this for Deployment.

    • Check the HelpUsing Document

      By Bob Brodsky 2 decades ago

      Hi Muhammad,



      From the database HelpUsing Document:



      Approval Manager: How to Approve/Deny Leave

      ——————————————————————-

      After someone from your team requests leave an automatic mail with a document link is sent to your mailbox. Open the mail and click on the document link. You are brought to the leave request.



      NB: If the Approval Manager and the Leave Administrator are the same person then the Approve A/L - Approval Mgr button will be hidden and they can proceed as follows in the Leave Administrator step below.



      Approve the Request

      ———————————–

      Click the "Approve A/L - Approval Mgr" button. You can add comments if you wish.

      A mail is sent, with a document link and comments, to the leave administrator for final approval. A "Leave Decision Pending" mail is sent to the requester. The leave request appears in the "Leave to be Approved" view.



      Deny the Request

      ——————————–

      Click the "Annual Leave Denied - Approval Manager" button.

      A mail is sent back to the requestor saying "Leave Denied" and may include a reason for denial. A notification mail is sent to the leave administrator. The leave process would then stop here.



      Give Free Day(s)

      —————————–

      Click the "Not A/L" button to give the requestor free days i.e. time is not taken from the Annual Leave Allowance even though it otherwise would have been.



      Leave Administrator: How to Approve/Deny/Revoke Leave



      Grant Final Approval

      ————————————

      Click the "Approve A/L - Administrators" button. The code checks if there are enough days to cover the leave and then deducts the days. The requestor's name then appears in the leave calendar and in the "Approved Leave Requests" view. A mail is sent to the requestor, their team leader and the optional CC's After individuals saying "Annual Leave has been approved for "dates/time requested" ".



      Deny Leave

      ————————–

      Click the "Deny Annual Leave" button. A mail is sent, with a document link, to the team leader saying "Leave denied by leave administrator".







      If you are not getting the eMail workflow that is a separate problem.



      In any case, from the main navigator click on "Leave to be Approved," double click a request, click an approve button.



      Hope this helps,

      Bob

      • By Muhammad Adnan Butt 2 decades ago

        Thanx For Help It work's Fine. Good work.



        But I have a question/Suggestion.



        Shud it be like when any request is denied it will send back to orginator also.



        Thanx



        Hope to hear from you soon.

        • You are Right!

          By Bob Brodsky 2 decades ago

          Hi Muhammad,



          You are right. I was thinking that the first line Manager would inform the employee when the Admin denied the Leave Request, but when there is only one level the Requestor is not notified :(



          I'll make up a new version and post it notifying Managers and Requestors for Denials.

          The new version will also have the ability to grant a role that allows someone to check on(view) Leave to be Approved without actually being able to Approve it. Some people (in high places) are just very inquisitive!



          Thanks,

          Bob