Attach files to special holiday requests

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

Click on ADMINS [Company Settings].
Click on "Leave" - "Special holidays.

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."

Specify "Show attachments: On".
If file attachments are required, specify the next "Require special holidays proof: On" (if they are optional, leave "Off").

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

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