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Vacation / Leave Request

The Leave/Permission request allows the user to directly request days or hours of leave, permissions, or sickness from Fluentis. The information required to be entered by the user includes:

From date/To date: the period of time, in days and hours, for which the request is to be made is entered; by leaving 00:00 as the start and end time, during the activity declaration generation phase, the configured start and end times in the resource's shift will be used;

Asset: the resource of the user accessing Fluentis is proposed;

Reason: contains the list of absence causes configured for the company.

Managed: flag indicating whether the request has already been handled. It can be enabled manually or at the end of the procedure performed with the button "Confirm Period"

Creation date: this is the date of creation of the request;

User who created: contains the user who created the request and proposes the same user accessing the system;

Manager: list of users from which to select the manager figure for the resource; this data is not mandatory;

Team Leader: list of users from which to select the team leader figure for the resource; this data is not mandatory;

Email: the email of the user making the request is proposed;

Email CC: email address that will be included in cc in the automated approval email for the request; if selected team leader and/or manager, their respective emails will be included in cc;

Subject: description of the request;

Note: it is possible to further detail the request;

Results: any results if the request is processed through a workflow (e.g., confirmed, canceled, reason for cancellation, etc.)

In the ribbon bar, the following buttons are present:

Grant Off Period: clicking the button will open the screen to enter the reference project, activity category, and the flag to Create a leave period in the activity declaration with the data just entered. A notification can be sent via email to the relevant resource. At the end of the procedure, it will enable the "Managed" flag.

Rollback Period: allows deleting the activities generated by the confirm period and restoring the Managed flag.

Open resource calendar: Opens the calendar view that allows selecting different resources and evaluating the existing appointments.

Possible scenarios related to Confirm period with overlaps:

  • the leave request already has the "Managed" flag enabled: a request will be made "Request already managed, do you want to proceed again?" Responding no will block the entire process. Responding yes will re-enter the leave activity declarations and overwrite those generated previously by the leave request (if present).

  • the leave request has the "Managed" flag disabled but there are other activity declarations in the same period: "The activities overlap: activity detail - leave Do you want to continue?"

Responding Yes: all activity declarations for the requested leave period will be generated.

Responding No: only the activity declarations for the days without other activity declarations present will be generated.

If there is even one activity declaration for a partial working hour in the day, the day will still be skipped, and no leave will be entered.