‘My Time-off’ is a personal page where you can view and manage your requests.
It is opened automatically after selecting the ‘Smart Time-off’ in the ‘YOUR APPS’ section of the ‘Apps’ dropdown.
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To create a request you should |
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first set available vacation days per year for all users. These can be set on the ‘Manager Dashboard’ page or in the ‘Settings’ page on the ‘Manager Dashboard Settings’ tab. |
How to set available vacation days per year for users: LINK
After setting the available vacation days per year you can create a request. Click the ‘Create Request’ button as it is shown on in the screenshot below.
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The two types of requests are available there:
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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. |
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Creating requests for the current user
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To create a request for the current user:
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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The Approver must have the ‘Approve’ permission granted to him or to the group he is a member of on the ‘Smart Time-off Permissions’ page. |
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Creating a request for another user
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To create a request for another user:
Select the time-off type
Select the date range
Choose at least one approver
Uncheck the ‘For current user’ checkbox
Choose one or multiple requesters
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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If the user doesn`t have enough vacation days to create a request, the user can not create a request and he receives the notification ‘Some requesters don't have enough vacation days’ |
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Start date and End date on the ‘Create request’ 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 For more detailed steps you can read here. |
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After the Approval, the time-off status is changed from ‘Pending’ to ‘Approved’.
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If the Approver clicked clicks the ‘Decline’ button for some reason the status will be changed to ‘Disapproved’. The request with the ‘Disapproved’ status can be edited by clicking the ‘Edit’ button.
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