v7 FreeBalance Help

Overview

Leave Requests are used to organize and control all types of leaves that employees can take within an organization.  

The manager approves a variety of Leave requests sent by his employees, like Sick Leave, Maternity Leave and Vacation Leave.

To approve a Leave Request:

Option 1:

Go to Human Resources > Employee Management > Leave Management  > Leave Request

1.     Click on the Find  icon.

2.     Select a Leave request with a status of Approval Requested from the list. Note. The user`s number matches the manager`s number.  Example: The Leave Request from Riley Smith1 will be assigned to Manager Jordan Tremblay1 and the Leave Request from Riley Smith2 will be assigned to Manager Jordan Tremblay2.

3.     Select Approve from the Transition drop down menu

4.     Click on the Transition  icon. A new window will appear.

5.     Click on the Finish icon.

6.     A message will confirm that the Workflow Transition has been Executed.

7.     Click OK.

Option 2:

1.     Go to Internal Message  section at the right side of the main screen.

2.     The Leave Request will be accessed by clicking on the Green  dot.

3.     Accessing the Leave Request by clicking on the Update Domain  icon beside the Leave Request.

4.     The window will display the Record waiting for an action.

5.     Select Approve from the Transition drop down menu.

6.     Click on the Transition  icon. A new window will appear.

7.     Click on the Finish  icon.

8.     A message will confirm that the Workflow Transition has been Executed.

9.    Click OK.

Example:

Option 3:

1.     Click on the Dashboard  icon that is located on the right side panel of the main screen.

2.     The window will display the Record waiting for an action.

3.      Click on Leave Request button

4.      Another window will display more details on the request.

5.      On the stage section, select Approval requested stage.  The list will display all the leave request pending for your approval.

6.      Click on the Update  icon. A new window will display the Leave Request form.

7.      Select Approve from the Transition drop down list.

8.      Click on the Transition  icon. A new window will appear.

9.      Click on the Finish  icon.

10.    A message will confirm that the Workflow Transition has been Executed.

11.    Click OK.