Leave Management
Last Updated: June 25, 2021
Make submitting and tracking leave applications more convenient and efficient. This solution is based on the basic Leave Management workflow process but it is highly recommended that you modify some elements such as Records, Form Sections, and Process Flow, if necessary to further tailor the solution template to your organization's workflow.
Step 1: On the Steer dashboard, click on Create button at the top of your screen.
Step 2: Select Use Template on the module creation window.
Step 3: Select Use Template beside on the list of solution templates.
Note: If the solution template doesn’t show on the list, remove all filters on the left panel under Solutions and Industry and check All under Category.
Step 4: In the Information Setup, fill up the Name and Category fields. You can also add a short Description to give the users an idea of what your solution template is all about.
Step 5: Under Workflows, click Edit beside the selected workflow template to rename it. Think of a unique and appropriate name for your Workflow, then select a Category. You may also add a short Description and put Tags on your Workflow.
Once you are done, click Save, and it will take you back to the Information Setup window.
Step 6: Once all details are complete, click Proceed to configure your forms in Form Builder and Process Flow.
HOW THE FORM BUILDER WORKS: The Form Builder is a series of form sections that are shared by different persons involved in the workflow process. Each form section (e.g., Equipment Information, Current Reading, and Previous Readings) is designed with a specific Actor in mind, who is meant to edit or review the details in the said form section that will be further discussed in the following step.
On the Form Builder, update the details that you want to appear on your forms based on the template provided. You can add or remove rows and/or columns from the template and then drag and drop elements from the toolbox to the designated fields accordingly.
For this template, you will see the following predesigned form sections relevant to Leave Management:
Employee Details
Leave Details
Leave Credits
These form sections are designed for users to fill up information regarding different work orders. Similarly, this form will also be used by the Employee, the Supervisor, and the HR to review and approve the details of the work order.
You may click on the Monitor icon beside the Preview bar at the top of the window to enable Desktop view and simulate filling up the fields on your form before proceeding with the next step.
Once you are finished on the Form Builder, click Proceed on the upper-right corner of the window.
HOW THE PROCESS FLOW WORKS: The Process Flow allows you to design each step in your workflow and assign a user to review the pieces of information from the Form Builder for each step.
On the Process Flow, you can now design the necessary steps and actions down from the first until the very last step of the process in your workflow. The solution template already has the Actors, Processes, and Action Cards filled in for you. However, you can still update each element to tailor it to your goals and workflow.
For this template, you have the following Actors or personnel meant to supervise each step in the process:
Employee: Fills up the Employee Details form section and submits it for Supervisor approval
Supervisor: Reviews and approves leave requests for HR approval
HR: Approves leave request and updates leave records on the database
Once you are finished, click on Proceed on the upper-right corner of the window.
Note: The Automation layer is on by default to automate updating data from your records. You can skip the automation process by leaving the automation action row blank. You can learn more about automation and how you can configure it by setting rule triggers here.
Tip: If you would like to add, delete, or modify fields and elements such as adding Actors and Process Steps, you may do so to make your Solution more appropriate to your workflow.
HOW THE USER SETTINGS WORK: The User Settings ties in the form sections from the Form Builder and the Actors from the Process Flow. You will be able to configure how each Actor in the process see the form sections with three options: Write, Edit, or Hide. In other words, each Actor can only access particular sections of the form based on the configurations that you set on User Settings. For example, the CSR may only see and edit the Work Order Details form. In this case, you will need to tick the Write checkbox for that form section and hide the rest, and so on.
On the User Settings, you can now assign individuals or groups in your team or organization certain access and permission settings for each step in the workflow.
You can decide which users can edit and/or see particular sections of the Form. After configuring the User Settings, you will need to Assign Viewers to the workflow.
Once you finished assigning users to every step, you can now click Publish on the upper-right hand corner of the window to finalize your Workflow.
Once you published your workflow, your Solution will appear under the SOLUTIONS section in the dashboard. It will show the Workflow and Records tab and you can click on either of them to preview your Workflow details and the list of Records on your Solution.
You can view the list of available Records in the template by clicking on the Record title. Then, you can start to manually add or import your data from an existing Excel file or you may also edit, delete, or export data into an Excel file on your chosen Record.
If you are the Record Owner, you can directly add data to the records and set who has the rights to access this form. If by chance you encounter a blank record page, you can check out the Members tab to see the Record Owner and ask them to give you access in the record.
After installing or viewing your Solution, you can test your Solution by following these steps in creating a “ticket” or a request for the Solution that you created.
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Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Solution Overview
Make submitting and tracking leave applications more convenient and efficient. This solution is based on the basic Leave Management workflow process but it is highly recommended that you modify some elements such as Records, Form Sections, and Process Flow, if necessary to further tailor the solution template to your organization's workflow.
How to Install the Leave Management Template
PREPARING THE TEMPLATE
Step 1: On the Steer dashboard, click on Create button at the top of your screen.
Step 2: Select Use Template on the module creation window.
Step 3: Select Use Template beside on the list of solution templates.
Note: If the solution template doesn’t show on the list, remove all filters on the left panel under Solutions and Industry and check All under Category.
Step 4: In the Information Setup, fill up the Name and Category fields. You can also add a short Description to give the users an idea of what your solution template is all about.
Step 5: Under Workflows, click Edit beside the selected workflow template to rename it. Think of a unique and appropriate name for your Workflow, then select a Category. You may also add a short Description and put Tags on your Workflow.
Once you are done, click Save, and it will take you back to the Information Setup window.
Step 6: Once all details are complete, click Proceed to configure your forms in Form Builder and Process Flow.
EDITING THE WORKFLOW TEMPLATE
Step 1 - Form Builder
HOW THE FORM BUILDER WORKS: The Form Builder is a series of form sections that are shared by different persons involved in the workflow process. Each form section (e.g., Equipment Information, Current Reading, and Previous Readings) is designed with a specific Actor in mind, who is meant to edit or review the details in the said form section that will be further discussed in the following step.
On the Form Builder, update the details that you want to appear on your forms based on the template provided. You can add or remove rows and/or columns from the template and then drag and drop elements from the toolbox to the designated fields accordingly.
For this template, you will see the following predesigned form sections relevant to Leave Management:
Employee Details
Leave Details
Leave Credits
These form sections are designed for users to fill up information regarding different work orders. Similarly, this form will also be used by the Employee, the Supervisor, and the HR to review and approve the details of the work order.
You may click on the Monitor icon beside the Preview bar at the top of the window to enable Desktop view and simulate filling up the fields on your form before proceeding with the next step.
Once you are finished on the Form Builder, click Proceed on the upper-right corner of the window.
Step 2 - Process Flow
HOW THE PROCESS FLOW WORKS: The Process Flow allows you to design each step in your workflow and assign a user to review the pieces of information from the Form Builder for each step.
On the Process Flow, you can now design the necessary steps and actions down from the first until the very last step of the process in your workflow. The solution template already has the Actors, Processes, and Action Cards filled in for you. However, you can still update each element to tailor it to your goals and workflow.
For this template, you have the following Actors or personnel meant to supervise each step in the process:
Employee: Fills up the Employee Details form section and submits it for Supervisor approval
Supervisor: Reviews and approves leave requests for HR approval
HR: Approves leave request and updates leave records on the database
Once you are finished, click on Proceed on the upper-right corner of the window.
Note: The Automation layer is on by default to automate updating data from your records. You can skip the automation process by leaving the automation action row blank. You can learn more about automation and how you can configure it by setting rule triggers here.
Tip: If you would like to add, delete, or modify fields and elements such as adding Actors and Process Steps, you may do so to make your Solution more appropriate to your workflow.
Step 3 - User Settings
HOW THE USER SETTINGS WORK: The User Settings ties in the form sections from the Form Builder and the Actors from the Process Flow. You will be able to configure how each Actor in the process see the form sections with three options: Write, Edit, or Hide. In other words, each Actor can only access particular sections of the form based on the configurations that you set on User Settings. For example, the CSR may only see and edit the Work Order Details form. In this case, you will need to tick the Write checkbox for that form section and hide the rest, and so on.
On the User Settings, you can now assign individuals or groups in your team or organization certain access and permission settings for each step in the workflow.
You can decide which users can edit and/or see particular sections of the Form. After configuring the User Settings, you will need to Assign Viewers to the workflow.
Once you finished assigning users to every step, you can now click Publish on the upper-right hand corner of the window to finalize your Workflow.
VIEWING YOUR SOLUTION
Once you published your workflow, your Solution will appear under the SOLUTIONS section in the dashboard. It will show the Workflow and Records tab and you can click on either of them to preview your Workflow details and the list of Records on your Solution.
You can view the list of available Records in the template by clicking on the Record title. Then, you can start to manually add or import your data from an existing Excel file or you may also edit, delete, or export data into an Excel file on your chosen Record.
If you are the Record Owner, you can directly add data to the records and set who has the rights to access this form. If by chance you encounter a blank record page, you can check out the Members tab to see the Record Owner and ask them to give you access in the record.
TESTING YOUR SOLUTION
After installing or viewing your Solution, you can test your Solution by following these steps in creating a “ticket” or a request for the Solution that you created.
RELATED ARTICLE(S):
Customer Management
Equipment Checkout
Field Service Management
Field Service Management for HVAC
Inventory Management
Inventory Transfer
Requisition Management
Vendor Management
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 24/06/2021
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