My Time-off

‘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.

For efficient management of vacation schedules use the Manager Dashboard function.

This function is disabled by default, but you can enable it on the Manage Your Apps>> Smart Time-off >> Setting page.

After this, you can set available vacation days and hiring dates for users.

How to use Manager Dashboard: https://appsdelivered.atlassian.net/wiki/spaces/STOD/pages/2147418124

 

How to set available vacation days per year for users: https://appsdelivered.atlassian.net/wiki/spaces/STOD/pages/2147418124

After setting the available vacation days per year you can create a request. Click the ‘Create Request’ button as shown in the screenshot below.

The two types of requests are available there:

  • for the current user,

  • for another user.

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

To create a request for the current user:

  1. Select the time-off type

  2. Select the date range

  3. Choose at least one Approver

  4. Make sure that the ‘For current user’ checkbox is marked

  5. Add some information if needed into the ‘Provide a reason for your time off’ field

  6. Click the ‘Create’ button at the footer of the dialog

image-20240117-105514.png

Creating a request for another user

To create a request for another user:

  1. Select the time-off type

  2. Select the date range

  3. Choose at least one approver

  4. Uncheck the ‘For current user’ checkbox

  5. Choose one or multiple requesters

  6. Add some information if needed into the ‘Provide a reason for your time off’ field

  7. Click the ‘Create’ button at the footer of the dialog

 


Start date and End date on the ‘Create request’ dialog

The available Start and End date for creating the request is only tomorrow date or the dates in the future for all time-off types.


Status of request

Right after the creation, the request has got the ‘Pending’ status.

The user can delete it in case the situation has changed and the current request is useless. 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’.

If the Approver 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.

After editing the time-off status is changed from ‘Disapproved’ to ‘Pending’.