Register and Confirm Absence Plan for Employee

Explanation

This activity is used to register absence plans for employees. You can use the My Absence Plan portlet to register and confirm your own absence plans. The Absence Plan web page can be used to register absence plans for all employees to whom you have access. It is also possible to confirm the absence plans of other employees using this web page depending on the settings defined in the Absence Configuration window.

Prerequisites

In order to register absence plans;

• Absence groups and absence types are required to be defined in the Absence Configuration window.
• The Planned Absence Type check box is required to be selected for the absence types in the Absence Configuration window.

If users should be allowed to confirm absence plans of other employees, the Plan Confirm Only by Employee check box should not be selected for the absence type in the Absence Configuration window.

System Effects

There are no system effects.

Web page

Absence Plan
My Absence Calendar

Related Window Descriptions

Absence Plan
My Absence Calendar

Procedure

To register and confirm your own absence plans using the My Absence Plan portlet;

1. Go to the My Absence Plan portlet.
2. Select the year for which you want to plan absence by using the arrow keys.
3. Enter the absence type by selecting a value from the list in the Absence Type ID field.
4. Enter the duration of the planned absence period by specifying dates in the Date From and Date To fields.
5. Click New. The absence plan will be listed in the table of the portlet with Registered status.
    
6. If you want to confirm your absence plan, select the action menu of the absence plan record in the table of the portlet and click Confirm. The status will change to Confirmed in the Status field.
7. If you want to remove your absence plan, click Remove in the action menu.

To register and confirm absence plans for employees using the Absence Plan web page;

1. Open the Absence Plan web page. Query to find your employee.
2. Create a new record in the Absence Plans section of the page.
3. Note that the absence plan ID is automatically generated and entered in the Absence Plan ID field.
4. Enter the absence type by using the list in the relevant field.
5. Enter the duration of the planned absence by specifying dates in the Date From and Date To fields.
6. Save the information.
7. If you want to confirm the absence plan registered for an employee, select the action action menu for the absence plan record and click Confirm. The status will change to Confirmed in the Status field. Note that this will only be possible if the absence type is configured to allow confirmation by other persons.

To register and confirm an absence plan in the My Absence Calendar window in Enterprise Explorer;

1. Open the My Absence Calendar window.
2. In the header, find the relevant employee (it can be you or one of the employees you have access to).
3. Make sure that the Plan tab is selected.
4. In the calendar, click the days for which you want to register an absence plan.
5. On the Plan tab, add a new record. The Create Absence Plan assistant will open.
6. In the assistant, ensure that the planned period is correct. If you selected multiple periods and made a mistake, you can deselect a period so that the assistant will skip it. Once you ensured that information is correct, click Next.
7. In the absence type field, enter what type of an absence you are requesting (e.g., vacation).
8. In the Date From and Date To fields, you have an option to change the absence period.
9. If you have to file more planned periods, click Next, otherwise click Finish.
   Note: If there were errors and your plan could not be registered, it will appear as an unsaved record on the the Plan tab of the My Absence Calendar window.
10. If you want to confirm the plan, find it on the Plan tab, right-click it and click Confirm.