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INTRODUCTION: This form and workflow facilitate the process of managing Time Off requests. A team, or an entire department, can check the availability of their co-workers by simply looking at a Time Off calendar containing all approved requests.
Figure 1: Time Off Request Form
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Click to View |
Figure 2: Time Off Request Workflow
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DESCRIPTION:Once the request form has been filled in, the user starts the workflow by assigning the request to his or her manager. A list of managers from which the user can choose, can be predefined. After the workflow has begun, the user cannot modify the request, but can check its status throughout the entire workflow process.
The manager is notified by e-mail that a new Time Off request needs to be acted upon. The manager reviews the request, and approves or denies it by selecting the corresponding option from a drop-down box. If it is approved, the request is then assigned to Human Resources (HR). Both user and HR are notified of the preliminary approval.
HR reviews the request. If the user does not have enough time-off hours, or the request does not comply with company policy, the request is then denied. HR manually assigns the request to the corresponding denied state, and the user is notified.
If the request is approved it will become visible to all team members. The user is notified that the request has received final approval by HR.
VERSION: Teaming 2.0
EXPECTED TIME TO DEPLOY: 45 minutes
| Attachment | Size |
|---|---|
| timeoff_request_t2.zip | 5.01 KB |
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User Comments
Problem: I can't get past step 5.c
Submitted by sbmotohead on 27 May 2009 - 4:22pm.
I don't see a manager's section. I hate to be a pain but I wanted to see how this worked and hit a brick wall. Any quick suggestions? I don't want to make this a big deal!
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step 5.c bypass
Submitted by Form_Factory on 28 May 2009 - 10:27am.
That is bizarre that the template didn't carry the user list element in the folder view? What I would do first is go back to the folder you configured with the Time-Off Request and select Configure under the Manage tab. Check the Allowed Views for Time-Off Request. We are trying to replicate the situation. In the meantime what can be done is a manual edit/creation to/of the Time-Off Folder view (timeoff_folder). This can be done by:
1. Go to the portal
2. Find the drop down menu Form and view designer.
3. Select Folder Designer
4. If it does not exist, create a Time_Off Folder view. If it does exist (if you spot it in the list) skip to step 6.
5. Add to it a user list called Managers.
6. Go to the workspace/folder where the Time-Off Request is housed and select Configure under the Manage tab. You should now see the option to select the Time-Off Request view.
If you have further questions email us at factory@novell.com
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