The Employee can easily request his own Vacation Leave via self-service

Note. Assumption: the Employee gets his or her annual vacation entitlement at the beginning calendar year.

The Employee is entitled to 15 days per calendar year.

To Request a week vacation

Go to Menu > Employee Self Service > Forms and Requests > Leave Request

1.            Click on the New icon. The Employee Number will be populated automatically by the system.    

2.            To select the Leave Type click on the Lookup  icon.

3.            Click on the Find icon.

4.            Select the Annual Leave

5.            Enter the Start Date, example 1/2/2019   

6.            Enter the End Date, example: 9/2/2019

Notes.

o    The Number of Days and the Length of leave  will be automatically displayed.

o    The system will display the Balance Before and the Current Balance at the moment of the request. The Current Balance will be updated ONLY once the request is Saved.

o    When the employee requests one week of vacation, the system will keep track of the balance of his remaining vacation.

7.            Click on the Save  icon.

8.            Go to the Transition field at top of the Form, click on Request Approval. (Do not select the option Cancel at this stage).

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

10.          Click on the Finish icon. A message will confirm that the Workflow Transition has been Executed.

11.          Click OK. As soon as the transition is performed, the workflow will transition to Approval Requested.

Example:

Note. The direct manager will receive an Internal Message prompting him to take action. Once the manager approves the leave request, the Employee will receive an Internal Message stating that his vacation has been approved.