The Annual leave template adds functionality to help improve your leave booking process. Your employees can book their annual leave and have it approved by their manager. Then the manager can have a calendar where this shows and even get a nudge on their mobile to say that the employee is on annual leave today. You can also improve this further by adding automation using Workato to copy the submitted annual leave dates to your third-party system, which should integrate with your calendar. However, if it doesn't, you can add this to the platform too.
This template adds functionality we've already documented in these knowledge base articles:
- Roles: Employee, manager, and HRSS - Ensures only users with the relevant role can access the relevant pages.
- Content library pack - If you haven't installed this already, you'll need to refer to this article to add relevant content.
- Person model - Maps the user data to ensure that users get the relevant data recorded against their personal records.
- Searchable navigation - Adds functionality so you can add links to useful systems or pages.
- Profile -
- Time off pack - installs all the functionality detailed in the time off templates. We've documented all of the time-off setups in this article.
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.
Roles
The template adds the roles Preboarder and Workato so you can control the onboarding feature access and integration access. See our knowledge base article, About Applaud's integration with Workato. In addition, you can manage the roles you assign to users, see our knowledge base article, Assign or revoke a role.
Workflows
The workflows on the Absence model, Time off - annual leave approval, handle the approval process for an annual leave time off request. You can amend the workflow to suit your organization's needs, see our knowledge base article, Create a workflow.
Pages
The Annual leave template adds the Annual leave page, where employees can view their annual leave balance and request annual leave. The page also shows annual leave 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, Volunteering 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 book annual leave, on the Now and next content block, select REQUEST, which opens the Request annual leave page in a modal window:
Once you select SEND FOR APPROVAL, this triggers the approval workflow mentioned earlier in this article.
On the Now and next list block, select VIEW ALL, which opens the Annual leave history page in a modal window:
You can select REQUEST ANNUAL LEAVE to open the Request annual leave form again.
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 can 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 and plans. See our knowledge base article, Content Categories.
- Add the Annual 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.