Leave is filed and approved through the Copilot
Who is involved
| Role | What they do |
|---|---|
| Employee | Asks the Copilot to file leave and confirms the card. |
| Manager | Sees what is waiting, and approves or rejects it. |
Step by step
- Employee
Asks the Copilot to file annual leave for 14 to 18 December.
What they see:A card shows the dates and leave type and waits for their Run.
- Employee
Presses Run.
What they see:The leave request is filed and appears in their leave requests.
- Manager
Sees the notification that leave was requested.
What they see:The bell shows the request with a link to it.
- Manager
Asks the Copilot which leave requests are waiting for their decision.
What they see:A list of pending leave requests, including this one.
- Manager
Reviews the request and presses Run on the approve card.
What they see:The request is approved with the manager's own permission and the card folds to a Ran receipt.
- Employee
Is told the leave was approved.
What they see:A notification arrives and the request shows as approved.
Who is told what
The manager is told when leave is requested and the employee when it is approved or rejected, in the notification bell and by e-mail where the company has it on.
Related
- AI Copilot
- Time & Attendance
- Notification Centre
- The Copilot is switched on, set up and first used
- Vendor bills are loaded by one person and approved by another
- A heavy user hits the limit and an admin raises it
- Ask about training and certificates, and assign courses
- Ask about vehicles and the papers that expire
- Team workflows