Set up approval process through vacation managers
To use the new checking process, you can make the “Vacation manager” field visible in the configuration under settings in “Projects” in the “Capacities” section. When creating new capacities, you now have the option of entering one or more vacation managers or you can change them in the master data for existing capacities.
You can set up the corresponding check process in the configuration for “Time tracking” via the “Checks” menu item. Use the plus symbol to add a new check and select “Vacation request” as source type. You can now make some further settings:
- Categories: For which leave categories (e.g. recreational leave, overtime reduction) should the check take place?
- Type: Is approval by the verifier necessary to approve the leave (validation) or is it sufficient to take note of the request?
- Approver: Specify who may perform the review. For the process described above, select the “Vacation manager” option.
- Condition: Optionally, enter conditions that must be met for a check to occur.