The following provides a breakdown of the key statuses of a leave request and who (roles) has the ability to manage and monitor the leave request at a particular status.
Who can create a leave request?
A user (role) can create their own leave request. Once submitted, the leave request is at an initiated status.
A Leave Manager, District Manager or Admin (role) can create a leave request on behalf of a staff member via the Leave Request>Elevated Create Leave Request. Once submitted, the leave request is at an initiated status.
Who can edit a leave request?
The following table provides a layout on who (role) can edit a leave request depending on the current status of the leave request.
Role | Initiated Status | Rejected Status | Approved Status | Exported Status | Canceled Status |
|---|---|---|---|---|---|
Requester (their own) | Yes | Yes | Professional Leave Expense Area Only | Professional Leave Expense Area Only | No |
Approver (their staff) | Professional Leave Expense Area Only | No | No | No | No |
Leave Manager (all staff) | Professional Leave Expense Area Only | No | Professional Leave Expense Area Only | Professional Leave Expense Area Only | No |
District Manager (all staff) | Professional Leave Expense Area Only | No | Professional Leave Expense Area Only | Professional Leave Expense Area Only | No |
Admin (all staff) | Professional Leave Expense Area Only | No | Professional Leave Expense Area Only | Professional Leave Expense Area Only | No |
Who can cancel a leave request?
The following table provides a layout on who (role) can cancel a leave request depending on the current status of the leave request.
Role | Initiated Status | Rejected Status | Approved Status | Exported Status | Canceled Status |
|---|---|---|---|---|---|
Requester (their own) | Yes | No | Yes | No | No |
Approver (their staff) | No | No | No | No | No |
Leave Manager (all staff) | Yes | No | Yes | No | No |
District Manager (all staff) | Yes | No | Yes | No | No |
Admin (all staff) | Yes | No | Yes | No | No |
Who can
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reject an leave request?
An approver can approve reject their staff’s leave requests (initiated status). Once rejected, the leave request is at a rejected status.
A Leave manager, District Manager or Admin role (via escalated approvalLeave Management>Escalated Approval) can approve reject any staff’s leave request waiting awaiting approval (initiated status). Once rejected, the leave request is at a rejected status.
Who can
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approve a leave request
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An approver can reject approve their staff’s leave requests (initiated status). Once approved, the leave request is at an approved status.
A Leave manager, District Manager or Admin role (via escalated approvalLeave Management>Escalated Approval) can reject approve any staff’s leave request waiting awaiting approval (initiated status).
What does reverting a leave request mean? Is that the same as reject?
No it is not. Rejecting a leave request will change the status of the leave request to ‘rejected’ and the original requester will have to either edit the leave request to make necessary changes and re-submit OR they will need to create a new leave request with the correct information. Reverting a leave request can only be performed (by Once approved, the leave request is at an approved status.
Who can export a leave request?
A Leave Manager, District Manager or Admin roles) on leave requests with role can export (and revert) staff’s leave requests that have been fully approved. Once exported, the leave request is at an exported status. It will revert the status back to approved.
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