Plug-in: Absence approvals

Plug-in 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
Updated: 07.05.2024 | New version with bugfix (error message when changing team leader due to missing language) published.

With this plug-in, absences can be shared.

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article   Things worth knowing about the plug-ins described.

Version description Download
6.7.0.7

Used Notifications (notifications) .

If you want to import a plug-in that you have already imported, please refer to the article Things worth knowing about the plug-ins .

ConfigSet_Away Shares.xml

Requirements

  • The Expert product line is a prerequisite for this plug-in.

Application

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

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

 

 

Double-clicking on the notification opens the absence window:

 

 

By activating the checkbox Aktiv the absence is released 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 released the absence when:

 

 

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

If an 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.

Technical Information

Importing the plug-in creates the following objects:

folder

Folder absences for approval under the user.

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 already exist. It can also be Plug-in: Root folder HR have already been created, then it is taken.

User groups
  • User Group Folder Access HR

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

Users must comply with the appropriate Assigned user groups become.

Note: Assign to the Folder Access HR user group gives team leaders the ability to share the absences of members of their team (as long as they can use the Folder Access HR user group). Team Leader Legal The HR user group is not required for this purpose. The HR user group also accepts the user right to release 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

A total of 2 Translations created.

 

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