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In both cases, the Requester has to be granted the ‘Create request’ permission on the ‘Smart Time-off Permissions' page or to have the following permission being a member of a group that is granted with this specific permission. Read more about the Setting Permissions. |
Creating requests for the current user
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Select the time-off type
Select the date range
Choose at least one Approver
Make sure that the ‘For current user’ checkbox is marked
Add some information if needed into the ‘Provide a reason for your time off’ field
Click the ‘Create’ button at the footer of the dialog
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Creating a request for another user
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Select the time-off type
Select the date range
Choose at least one approverSelect the date range
Uncheck the ‘For current user’ checkbox
Choose one or multiple requestersSelect the time-off type
Add some information if needed into the ‘Provide a reason for your time off’ field
Click the ‘Create’ button at the footer of the dialog
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The exception is the Sick time-off type. It can be used to create the request with today’s date and the previous dates' values. To use the today date value, yesterday, and any past value you have to create the time-off type containing the ‘sick’ word in its name like ‘Sick Leave’. More detailed steps you can read here. |
Status of request
Right after the creation, the request has got the ‘Pending’ status.
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The user can cancel delete it in case the situation has changed and the current request is useless. After clicking the ‘Cancel' button the status is changed to 'Canceled’.
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Just click the ‘Delete’ button in the actions column of the request.
After the approval, the time-off status is changed from ‘Pending’ to ‘Approved’. The request still can be canceled by clicking the ‘Cancel’ button. As a result, the status will be changed to ‘Canceled’.
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