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To set a vacation request form

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[Leave Management] To set a vacation request form

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  • Admin > Workflow Management > Common Doc Form Management
  • Admin > Leave Management > Leave Management Preferences
  • You can modify the introduced and copied request application form.
  • The process and common information of the vacation request form can be set.

 

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STEP 1 Introducing/copying vacation request form

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  • Access Docswave > Admin > Workflow Management > Common Doc Form Management
    • You can copy a document form by checking the check box in front of the form and clicking the active status change icon in the upper right corner.
  • Access Docswave > Admin > Workflow Management > Provision Doc Form Introduction
    • After checking the check box in front of the form, you can select a category by clicking the Selected Form Introduction button in the upper right corner and introduce a new form to [Common Doc Form Management].

 

STEP 2 Modifying a Form

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  • Admin > Workflow Management > Common Doc Form Management > Click on the form name
  • Admin > Leave Management > Leave Management Preferences > Vacation request > Click on the form name
  • You can modify the form through two channels. 
  • If you delete the absenteeism change component(located at the bottom of the list), the form does not work with [attendance management].
  • For other information, you can add entries to the form through the basic component, the connection component.
  • You can find more information about component settings in the [Workflow Management] Learn more about Premium Forms

 

STEP 3 To set processes and doc form

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  • Admin > Leave Management > Leave Management Preferences > Vacation request > Click on the form name > Click the button in the upper right corner
  • Admin > Leave Management > Leave Management Preferences > Vacation request > Click the button to the right of the form name
  • Two paths allow you to set up processes and common information for this form.
  • The process and common information you set up belongs to this form only

 

 

 

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