Absence approvals

Additional feature for managing absences through individual approvals

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 03.05.2021
Machine translated
Updated: 07.05.2024 | New version with bugfix (error message when changing team leader due to missing language) published.

This application is an Additional Feature . The corresponding config set can be found here .

Application

This additional feature implements a workflow for the approval of absences. Newly entered or changed absences are automatically added to inaktiv The team leader must then activate (= approve) the absences of his team members.

As soon as a user enters a new absence or changes an existing absence, the team leader receives a notification:

Double-clicking on the notification opens the absence:

By activator of the checkbox Aktiv the absence is approved and the notification is automatically deleted.

A list of all absences to be released can be found under HR > Absence releases > Abwesenheiten zur Freigabe. This list can be filtered by date, team leader or employee.

Shared absences appear in the folder Freigegebene Abwesenheiten:

The user can see in his absences who approved the absence when:

If relevant data is changed, the absence is set inactive again and the team leader receives a notification.

If a user’s team leader changes, existing out-of-office notifications on the old team leader are deleted and new notifications are created on the new team leader.

Requirements and Download

  • The Expert product line is a prerequisite for this feature.

Important information before importing the config set can be found in the article What to Interesting facts about the additional features . Config sets change data in Vertec, which can overwrite existing data.

The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

Version Requirement Download
6.7.0.7 Configset_away shares.xml

The following objects are created by importing the config set:

folder

Folder absences for approval under the user.

Away Shares folder in the root folder HR with the following subfolders:

  • Absences for approval
  • Approved absences

The root folder HR will be created if it does not exist yet. It may also have already been created by Additional feature root folder hr , then it will be removed.

User groups
  • User Group Folder Access HR

The user group allows the view of the root folder HR and has full read and write access to all editors and their absences. It can activate all absences, regardless of the team leader.

The editors must be Assigned user groups to the appropriate user groups.

Note: Assigning to the Folder Access HR user group gives team leaders the opportunity to approve the absences of members of their team (if they have the Team Leader Legal to be the team leader). The HR user group is not required for this. The HR user group also grants the right to approve absences from other teams.

Scripts
  • Event: Log approval of absences
  • Event: Set absence inactive on change
  • Event: Set new absence inactive
  • Event: Change notifications for absences if teamleader changes
Translations

There are a total of 2 Translations .