The process is made up of 2 to 4 stages:
- Request submitted - employee submits request stating time period and reason for leave. An alert is sent to the manager.
- Tasks created (optional) - manager can assign multiple tasks that need to be completed prior to approval. Tasks are created directly from within the request, never losing the context. Tasks can be assigned to any person, not just the requester. Tasks are individually tracked and visible by each person in his or her My Tasks view.
- Tasks completed (optional) - each task is completed by the assigned person. Tasks are color-coded by status so you can easily see which tasks haven't been completed yet. You can even set up an alert to be sent when a task is not completed by the due date. View both the requests and the task progress directly on the calendar. You can even complete your tasks directly from the calendar.
- Approval - request is approved or rejected by the manager. An alert can be sent when the approval is given.
Note that because the whole system is based on regular SharePoint lists, without any custom data entry forms, you can freely modify
the process to better adapt it to your specific needs.
Upon site creation you need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout. The installed products will function fully for 30 days, after which you need to purchase licenses to continue using the site.
Leave requests displayed in a calendar
New request is added to the list
Tasks can be tracked and managed from within the request properties
Leave request is approved
All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint Foundation 4.0/5.0 or SharePoint Server 2010/2013/2016.