If you want employees to attach a files, such as a certificate, when they request special holidays, follow the steps below.
You can also choose to make the file attachment either required or optional.
Settings
■Screen where approvers can review attachments
■Screen where Admins and HR managers can review attachments
Settings
① Click on ADMINS [Company Settings].
② Click on "Leave" - "Special holidays.
③ When an employee requests a special holiday, click on the name of the special holiday you want the file attached to.
④ Click on "Edit."
⑤ Specify "Show attachments: On".
If file attachments are required, specify the next "Require special holidays proof: On" (if they are optional, leave "Off").
⑥ Click on "Save."
The file attachment screen will appear on the screen where the employee requests this special holiday.
If "Require special holidays proof: On", if an employee tries to make a request with no file attached, a warning message will appear and the request cannot be completed.
If they request more than one special holiday at a time, they cannot simultaneously request a special holiday with the "Show attachments: On" setting and a special holiday with the "Show attachments: Off" setting. They must be requested separately.
■Screen where approvers can review attachments
The supervisor who approved the special holiday can be found in the list on the SUPERVISORS [Time & leave requests] screen.
Click the name of the target file in the "Attachment(s)" column to the right of the requester name to display the list.
■Screen where Admins and HR managers can review attachments
Admins and HR managers will see the list on the ADMINS [Approval requests > Time & leave related > Time & leave requests] screen.
Click the name of the target file in the "Attachment(s)" column to the right of the requester name to display the list.
*They can also check individual employees from the "Time history for 20XX" in the lower right corner of the "Manage employees > Leave > Paid holidays" for the subject employee.
Click here for the Japanese version of this manual.
特別休暇申請にファイル添付を設定する