Absence Planning scenario

In the current version of the system, the functionality of various types of requets is not mandatory for use. Each company can independently decide on their use.

This functionality is useful when integrating the system with SharePoint Portal. Each employee may be given the opportunity to submit an absence request for approval.

Step 1. Sick Leave request

Path: Sick Leave request

The request fields are filled in as follows:

Sick Leave request page, General

Field	Description
No.	Request number. Is determined automatically according to the set number series 'Vacation Request Nos.' in the Human Resources Setup (General Module Setup scenario).
Employee No	This field contains the code of the employee submitting the sick leave request.
Employee Name	The name of the employee is automatically filled in after filling in the Employee No field.
Time activity code	Time activity code that determines the type of sick leave.
Time activity group	Time activity group determines what kind of order to create.
Description	Description of sick leave request. The field is automatically filled with the name of the time activity code and can be changed manually.
Request Date	Date of submitting the sick leave request.
Start Date	Sick leave start date.
End Date	Sick leave end date.
Calendar Days	Number of sick leave days. The field is filled in automatically when filling in the End date field.
Sick Certificate Series	A series of sick leave from the sick certificate.
Sick Certificate Case No.	The number of the case of disability from the sick certificate.
Sick Certificate No.	Sick certificate number from the sick certificate.
Status	Sick leave request status. The field is filled in automatically when you start the document administration functions.
Responsibility Center	Displays the responsibility center.
General Order No.	Is filled in automatically.

To use the sick leave request as the basis for generating a sick leave order, the request must be approved.

From Sick Leave request, you can create a Sick Leave order.

To do it, fill in the Sick Leave request field and click Actions - Functions - Approve. Then select Process - Create order:

• you will automatically navigate to Sick Leave order with all fields filled in. If everything looks correct, post it.

Actions tab:

The Sick Leave request page, Actions tab, Functions block.

Button	Description
Approve	Changes the sick leave request status to Approved and makes it non-editable.
Close	Changes the sick leave request status to Closed and makes it non-editable. It is impossible to open a closed request. The Closed status is convenient for marking accrued and paid sick leaves.
Open	Changes the sick leave request status to Open and makes it editable.
Mark as Used	Not used for a sick leave request.
Mark as Unused	Not used for a sick leave request.

Step 2. Business trip request

Path: Business trip request

The fields of the request are filled in as follows:

Busiess trip request page, General

Field	Description
No	Requet number. Is determined automatically according to the set number series 'Vacation Request Nos.' in Human Resources Setup (General Module Setup scenario).
Employee No	This field contains the number of the employee who is submitting the business trip request.
Employee name	The name of the employee is filled in automatically after filling in the Employee No field.
Time activity code	Code of the time activity determining the type of the business trip.
Time activity group	Group of the time activity determining the type of the business trip.
Description	Business trip request description. The field is filled in automatically with the name of the time activity code and can be changed manually.
Request date	Date of submitting the business trip request.
Start Date	Start date of the business trip.
End Date	End date of the business trip.
Calendar days	Quantity of business trip days. The field is filled in automatically when filling in the End Date field.
Travel Destination	Name of the locality, address.
Travel Purpose	Description of the purpose of the business trip.
Travel Reason Document	Reason document of the businness trip.
Status	Status of the business trip request. The field is filled in automatically when running the document administration functions.
Responsibility Center	Displays the responsibility center.
General Order No.	Is filled in automatically.

To be able to use the business trip request as the basis for generating a business trip order, the request must be approved.

From Business Trip request, Business Trip order can be created.

To do it, fill in the Business Trip requests field and click Actions - Functions - Approve and select Process - Create Order:

• you will automatically navigate to Business Trip order with all fields filled in. If everything looks correct, post it.

Actions tab:

The Business Trip request page, Actions tab, Functions block.

Button	Description
Approve	Changes the business trip request status to Approved and makes it non-editable.
Close	Changes the business trip request status to Closed and makes it non-editable. It is impossible to open a closed request. The Closed status is convenient for marking worked and paid (or cancelled) busiess trips.
Open	Changes the business trip request status to Open and makes it editable.
Mark as Used	Not used for a business trip request.
Mark as Unused	Not used for a business trip request.

Step 3. Request for other absence

Path: Request for other absence

The request fields are filled in as follows:

Request for other absence page, General

Field	Description
No.	Request number. Is determined automatically in line with the set number series 'Vacation Request Nos.' in Human Resources Setup (General Module Setup scenario).
Employee No	This field contains the number of the employee who is submitting the request for other absence.
Employee name	The name of the employee is filled in automatically after filling in the Employee No field.
Time activity code	Code of the time activity determining the type of other absence.
Time activity group	Group of the time activity determining the type of other absence.
Description	Other absence request description. The field is filled in automatically with the name of the time activity code and can be changed manually.
Request date	Date of submitting the other absence request.
Start Date	Start date of the other absence.
End Date	End date of the other absence.
Calendar days	Quantity of other absence days. The field is filled in automatically when filling in the End Date field.
Status	Status of the other absence request. The field is filled in automatically when running the document administration functions.
Responsibility Center	Displays the responsibility center.
General Order No.	Is filled in automatically.

To be able to use the other absence request as the basis for generating an other absence order, the request must be approved.

From Other Absence request, Other Absence order can be created.

To do it, fill in the Other Absence requests field and click Actions - Functions - Approve and select Process - Create Order:

• you will automatically navigate to Other Absence order with all fields filled in. If everything looks correct, post it.

Actions tab:

The Other Absence request page, Actions tab, Functions block.

Button	Description
Approve	Changes the other absence request status to Approved and makes it non-editable.
Close	Changes the other absence request status to Closed and makes it non-editable. It is impossible to open a closed request. The Closed status is convenient for marking used and paid (or cancelled) other absence orders.
Open	Changes the other absence request status to Open and makes it editable.
Mark as Used	Not used for an other absence request.
Mark as Unused	Not used for an other absence request.