The Volunteering leave template adds functionality so you can set up a time off process for employees to request time off to volunteer, which is approved by their manager.
The template installs content previously covered in other template articles:
- Roles: Employee, manager, and HRSS
- Person model
- Manager views
- Highlights
- Knowledge articles
- FAQs
- Searchable navigation
- Annual leave
- Useful links
- Alerts
- Countries
- Personas
- Content Categories
Time off setup
To make each article relevant to the installed functionality, we've only mentioned certain workflows or pages installed by this template. To see how to add a time-off category and a time-off plan, see our knowledge base article, Time off pack.
Workflows
The template adds the Time off - volunteer day approval workflow to the Absence model. See our knowledge base article, Annual leave. This workflow sends an approval notification to the direct report's manager when they submit a volunteer day request and controls deductions for the time off plan. See our knowledge base article, Create a workflow.
The Time off - canceled time off approval workflow sends an updated approval notification to the employee's manager and updates their time off plan balance. You could amend this workflow to include integration with your third-party systems, see our knowledge base article, About Applaud's integration with Workato.
Pages
The Volunteering leave template adds the Volunteering page, where employees can view their volunteering leave balance and request volunteering leave. The page also shows volunteering Alerts, FAQs, Knowledge articles, Useful links, and links to other services, for example, if you install the other time off templates, you could link to those services such as Sickness, Family leave, Annual leave, or other leave. Each block uses filters to only show the relevant material for the page. Make sure you edit the block and change the filters to what you need. You can edit the page layout, see our knowledge base article, About page layouts.
To request a volunteer day, select REQUEST A DAY, which opens the Request a volunteer day page in a modal window, see our knowledge base article, Add a Form block.
Select SUBMIT FOR APPROVAL, which triggers the Time off - volunteer day approval workflow that sends an approval notification to your manager, updates your leave balance, and adds a new item to the Volunteer days list.
If you need to cancel the request, in the list, on the item, select the ellipsis to open the context menu, and select CANCEL, which opens the Cancel time off page in a modal window.
Select CONFIRM CANCELLATION, which triggers the Time off - canceled time off approval workflow that sends an updated approval notification to your manager, updates your leave balance, and removes the item from the list. The Volunteering balance block shows your remaining allowance for volunteering. This only shows the remaining time off days from the Volunteering plan. So make sure you have a plan with the name "Volunteering," or change this to whatever you want to appear in this block.
Follow-up tasks
- After installation, make sure you assign yourself the HRSS role. Otherwise, you might not be able to access some of the pages. See our knowledge base article, Assign or revoke a role.
- Add your policy information for time off knowledge articles, FAQs, useful links, and highlights. You might be able to set up automation using workflows to add your content. See our knowledge base article, About Applaud's integration with Workato.
- Define your time off categories. See our knowledge base article, Content Categories.
- Add the Volunteering leave page to your service catalog, which requires the Service Catalog template. Alternatively, you can install the Time off Pack template.
- Tailor the experience to your organization's needs and procedures.