Friday, January 13, 2023

Update to Managing Leave Requests as an Administrator

Following up with our previous post about requesting PTO, today we will see how it works from the Administration Portal. Before getting started, you need to make sure to assign an Administrator user to manage each employee's leave requests. This is done by going to the Administration tab and selecting "Manage Users" within the Staff section:

Then, find the name of the employee and click on the ID:

Scroll to the bottom of the screen and find the "Leave Administrator" section. Use the dropdown menu to assign a Leave Admin, then click on Add. After that, click the "Update" button at the bottom:

With that out of the way, let's see what it looks like if an employee sent a Leave Request. We would go to the Administration tab and click "Manage Leave Applications", also on the Staff section:

Here you can see and manage any Leave Requests that need to be reviewed. In this example, we can see a new request that needs to be checked, sent by Randy Howard. You can tell it's new since it has the "Approve" and "Reject" buttons. Note that its status is "Pending" and it even has an attachment that can be downloaded, in case the employee sent any with the request:

(Click on image to enlarge)

If you were to reject it, just click on "Reject" and type the reason for rejection, which will be shown to the employee with a notification within the app. Otherwise, click "Approve" and the system will immediately send a message to the device of the requesting user, just like we saw on our previous post about PTO.

In case you had any staff that does not have the mobile application, or for any reason misplaced the device, you can add a Leave Request in their stead. Notice the "Add New" button on the top of this same screen:

You will be taken to the next screen:

Here you will select the appropriate information for the employee, leave type, start and end times, as well as a comment for the request. Here is an example of us requesting Sick Leave for a staff member:

And if we went back to the Manage Leave Applications section, we would see this request:

(Click on image to enlarge)

That's it for now, let us know if you have any questions or comments about this important and powerful feature!

--Econz Team

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