Quick Start Guide

This category should be used to collect employee leave requests, for example for any type of PTO such as vacation, personal or sick days, or jury duty. It can also be used to request unpaid leave, for example related to FMLA or other state or local ordinances.

 

A few points to keep in mind with this category:

 

This category is a form, and can be used to save information directly without the need for an additional document.

 

Employee No. - It’s recommend to make this field mandatory for identification purposes. You can do this by right-clicking on the field box, selecting Properties, and checking the box labeled Mandatory. This field also contains automatic links to other categories. This means that documents which share the same value for this field will be automatically linked across categories, making it easier to find related documents. This field is linked to the field Employee No. in the category Employee Record.

 

Purpose – This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Purpose. Although the entries in this dictionary can be modified and added to, the default values are:

 

•Bereavement

•Extended

•Maternity

•Sick

•Vacation

 

Start Date/End Date – These fields should be set to mandatory, as described for the field Employee Number. This is to prevent requests from going through without essential data needed for the request.

 

Description – This is free text field limited to 50 characters by default, but this can be increased. You can do this by right-clicking on the field box, selecting Properties, and changing the value for Length. The maximum value is 4,000 characters. If you increase the character limit, make sure you resize the box on the dialog accordingly so all entered text can be seen on the screen.

 

Approved/Rejected - These are check boxes that can be used to mark whether the request has been approved or rejected. Check boxes can have different values.

 

Comments – This is free text field limited to 50 characters by default, but this can be increased. You can do this by right-clicking on the field box, selecting Properties, and changing the value for Length. The maximum value is 4,000 characters. If you increase the character limit, make sure you resize the box on the dialog accordingly so all entered text can be seen on the screen.