Time Off/Leave Overview

The time off/leave management area, within OneBoxBM, is designed to allow you to manage your employee time off/leave requests.

A dedicated area where you can manage your employee’s time off/leave requests.

• Manage your employee holiday, personal day and sick day requests.

(Pictured Below: The time off/leave management screen)

Request Details

Each request includes the following details.

• Type: The type of time off/leave (holiday, personal day or sick day).
• Leave Type: The type of leave (Paid or Unpaid).
• Full Day: Whether the employee wishes to take a full day or not.
• Status: The status of the request (Requested, Approved, Rejected or Under Consideration).
  • The status can only be set by users who have the ability to manage the employees time off/leave requests.
• From/To: The from/to date of the request.
• Reason: The reason for the request.
• Notes: Any notes about the request, such as why it's under consideration or rejected etc.
  • The notes can only be seen by users who have the ability to manage the employees time off/leave requests.

(Pictured Below: A time off/leave request)

Permissions

Access to time off/leave records can be controlled via the permissions editor on the admin screen; this includes both personal time off and the time off/leave requests for other employees.

Due to the sensitive nature contained in time off/leave records, we have opted to make very few assumptions about how you wish to grant access to users. So you will almost certainly want to grant a higher level of access than what's provided out of the box.

Prior to managing permissions, we recommend that you take a look at the permissions overview.

Audit/History

Changes made to any part of the time off/leave record are recorded for audit/history purposes.

(Changes made to time off/leave requests will be logged under the associated employee record.)

You can view the audit/history log by going to the history page.

Due to the nature of the audit/history log and the expansive list of time off/leave permissions access to the log is limited to the Primary account holder and any super users.

Search

The time off/leave Management area also allows users to search for time off/leave requests using a variety of filters; they can then group the results based upon various request details.

Search for time off/leave requets:

• By their type (holiday, sick day or personal day).
• By their status.
• By their leave type (paid or unpaid).
• By both individual employees and employee groups.
• By their from/to date.

Group requests:

• By their type.
• By their status.
• By their leave type.