Leave Request Approval

Video Demonstration

Supervisors will be able to approve their staff’s leave requests via the Home Screen or the Leave Request Approval option on the menu (below). Once a leave request has been approved or rejected, it will be removed from the leave request grid (as well as the ‘leave request approval’ grid on the home screen). The grid includes the employee name, position, leave date(s), length of absence, category and leave balance (current leave balance for that leave type, subtracting any approved leaves). Click on image-20241105-165941.png in order to view full details of each leave request and to approve or reject the leave. You may also mass approve or reject leave requests by selecting the leave requests you wish to mass approve/reject (or use the top box to select all).

Role: Users with Leave Request Approver role.

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View a Leave Request

If you prefer to view the details of a leave request before approving it, click on image-20240509-210708.png . It will open a window containing their leave request details. You will not be able to edit their leave request. Options to Reject or Approve their leave request are displayed at the bottom of the screen.

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  • Approve: A pop-up confirmation box will appear providing a note area to optionally enter a reason for the approval. Click Approve. If there is another approver in the workflow, the leave request will move onto the next approver. The originator will be notified (via email) that the request has been approved. The leave request will remain as a status of ‘initiated’ until it has been through the entire approval workflow, at which time the status will be updated to approved. When viewing the leave request, the ‘Leave Request Approval Trail’ will display who has approved the leave, optional notes the approvers entered, and the timestamp of when the leave was approved.

  • Reject: A pop-up confirmation box will appear providing a note area to enter a reason for the rejected request. Click Reject. The leave request will be updated with a status of ‘rejected’. The originator will be notified (via email) that the request has been rejected. When viewing the leave request, the ‘Leave Request Approval Trail’ will display who rejected the leave, optional notes the approvers entered, and the timestamp of when the leave was rejected. The originator has the option of editing a rejected leave request, if needed, and re-submit to their approver.

Mass Approve or Mass Reject Leave Requests

Click on one or more checkboxes to the left of each staff member listed to approve or reject their leave request(s). Click Approve or Reject. A pop-up confirmation window will appear displaying the number of leave requests you are approving or rejecting along with a note area to optionally enter a reason for the approval. Click Approve (or Reject) again.

 

More Information on Leave Request Approval

AESOP Integration

If the leave request being approved originated from Absence Management (AESOP), the AESOP Origin, AESOP Absence Instance ID and AESOP Configuration Number will be displayed near the bottom of the Leave Request Details screen.

Professional Leave Requests

Prior to approving, approvers have the ability to edit Professional leave requests (only) if needed in order to update their staff’s leave expense information.