Creating requests
Proplanum is a system that facilitates the management of leave requests and other absences, eliminating the need for paper documents. It automates and streamlines administrative processes, positively impacting the functioning of HR, accounting, and administration departments in a company.
Important: Only Organization Administrators can create different types of employee absence requests. This process is done through a web browser from any device.
After logging into Proplanum, from the main dashboard, go to the "Company Settings" tab in the upper right corner, and then "Requests".
From the list on the left side, select "Requests".
To add a new request, select "Add Request".
Select the type of request from the available options: Leave, Business Trip, Other.
Set the remaining details of the request, including:
the name of the request and its abbreviation.
type - Paid or Unpaid.
the option "Allow employee to add a note".
the option "Allow employee to add an attachment".
the option "Leave requires approval".
the option "Limited". If you check this box, an additional field will appear to enter the number of days and specify whether it affects the vacation leave limit.
Tip: Depending on the created request, set its appropriate parameters:
Vacation leave: Limited, requires supervisor approval.
Business trip / training leave: unlimited, requires supervisor approval.
Sick leave: Unlimited.
After filling in all the data, click "Save", and the new request will be added to the company.
Administrators of the Organization have constant access to the created requests in the company's general settings under the "Requests" tab. The information includes the specifics of the request, type (paid/unpaid), and limits.
Important: Remember that the types of requests established in the company are assigned to the employee individually, depending on the specific form of employment. You can find more on this topic in the article "Configuring Team Member Employment Details"
Automation and Process Improvement - eliminates the need for manual filling and processing of requests.
Personalization - the ability to create custom requests tailored to the specific needs of the company.
Easy Management - administrators can modify request parameters using intuitive buttons.
Proplanum significantly simplifies the request management process, allowing employees and managers to focus on their key responsibilities, with the assurance that all formalities are efficiently handled.
Creating Requests
Important: Only Organization Administrators can create different types of employee absence requests. This process is done through a web browser from any device.
After logging into Proplanum, from the main dashboard, go to the "Company Settings" tab in the upper right corner, and then "Requests".
From the list on the left side, select "Requests".
To add a new request, select "Add Request".
Select the type of request from the available options: Leave, Business Trip, Other.
Set the remaining details of the request, including:
the name of the request and its abbreviation.
type - Paid or Unpaid.
the option "Allow employee to add a note".
the option "Allow employee to add an attachment".
the option "Leave requires approval".
the option "Limited". If you check this box, an additional field will appear to enter the number of days and specify whether it affects the vacation leave limit.
Tip: Depending on the created request, set its appropriate parameters:
Vacation leave: Limited, requires supervisor approval.
Business trip / training leave: unlimited, requires supervisor approval.
Sick leave: Unlimited.
After filling in all the data, click "Save", and the new request will be added to the company.
Preview and modification of requests
Administrators of the Organization have constant access to the created requests in the company's general settings under the "Requests" tab. The information includes the specifics of the request, type (paid/unpaid), and limits.
Important: Remember that the types of requests established in the company are assigned to the employee individually, depending on the specific form of employment. You can find more on this topic in the article "Configuring Team Member Employment Details"
Benefits and Additional Features
Automation and Process Improvement - eliminates the need for manual filling and processing of requests.
Personalization - the ability to create custom requests tailored to the specific needs of the company.
Easy Management - administrators can modify request parameters using intuitive buttons.
Proplanum significantly simplifies the request management process, allowing employees and managers to focus on their key responsibilities, with the assurance that all formalities are efficiently handled.
Updated on: 31/07/2024
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