Work and approvals
Requests, approvals, time off and the time clock.
17 articles
- My workHow My work collects approvals, requests and tasks in one list, what each tab means and how to pick up, hand off or archive an item.OwnerCompany adminHRDepartment managerMember
- Send a request or ask for approvalAsk your manager to approve time off, an expense or a purchase, or send a request to IT, HR, Legal and other teams, and follow it until it is done.OwnerCompany adminHRDepartment managerMember
- Approve or reject a requestDecide on approvals that are waiting for you, from My work, an email or a notification, and hand one off if someone else should decide.OwnerCompany adminHRDepartment managerMember
- Request time offSee your leave balance, request days off for your manager to approve, cancel approved leave and check who in your team is away.OwnerCompany adminHRDepartment managerMember
- Let someone cover your approvalsChoose a colleague who decides your approvals while you are out of office, with or without dates, and see who covers for whom.OwnerCompany adminHRDepartment managerMember
- Ask to buy somethingSend a purchase request in My work: your approver decides first, then Procurement gets quotes from suppliers and keeps you updated.OwnerCompany adminHRDepartment managerMember
- Clock in and outUse the Time clock to record when you arrive and leave, why it needs your location, and why a stamp cannot be changed afterwards.OwnerCompany adminHRDepartment managerMember
- Your first week checklistWork through the Your first week checklist after you join, see which steps tick themselves off and mark the others as done.OwnerCompany adminHRDepartment managerMember
- Work settingsSet response targets, reminders and escalation, what the server may read in requests, how long finished requests are kept, and how My work notifies people.OwnerCompany admin
- Request types and approval chainsChoose which approvals and requests people can send, design the fields of each form, and decide who approves, in which order and above which amounts.OwnerCompany admin
- Department queuesDecide who answers each department's requests, whether the first free person claims them or they go round in turn, and the response time for each queue.OwnerCompany admin
- Submitting a quote as a supplierWhat a supplier sees when they open a quote request link from your company, how they submit a price, and when the link stops working.OwnerCompany adminDepartment managerHRMember
- Leave policies and balancesSet up leave types, yearly allowances, monthly accrual and carry-over, public holidays per country, and correct a person's leave balance.OwnerCompany admin
- All requests and work reportsOversee every approval, request and task in the company, decide for an approver who cannot act, restore archived items, and read the work reports.OwnerCompany admin
- Procurement desk and supplier quotesRun purchase requests after approval, keep a supplier directory, email suppliers for quotes, compare the answers and award the best one.OwnerCompany adminDepartment manager
- Attendance and the people mapSee who clocked in and out each day, with GPS and server time, and where people last were online on the company map.OwnerCompany admin
- Set up the onboarding checklistBuild the first-week checklist new teammates see, aim steps at everyone or one department, and follow each person's progress.OwnerCompany admin