Using the "Probation leave application function", I will explain the procedure to apply for a transfer date and a transfer holiday at the same time as a set.
Table of contents
- Terms of Use
- Pre-set
- Employee operation (application)
- Administrator's operation (approval)
- Approval results
Terms of Use
1. How to take a leave: It must be an environment of "leave type setting"
This function can be used in an environment where the vacation acquisition method is "leave type setting". Click here for how to confirm.
How to get leave for customers using the pattern
With the new method of "leave type setting", the initial setup is easy, the application is simple, and various new features are available.
Here are the merits of switching and details of specifications, so please consider switching to "leave type setting" after checking.
2. Leave: "Public holidays" and working days: "legal time off" and "non-legal time off" are assigned
For public holidays, it is necessary to assign leave: "public holiday" and working day type: "legal time off" and "non-legal time off".
1. Create a "public holiday"
If you want to create a new "public holiday", please refer to this procedure (you don't have to have a "public holiday") in the name of the vacation).
2. Assign a schedule for public holidays
For public holidays, the following schedules will be assigned in advance.
- Vacation: "Public holiday (full-day leave)"
- Working day type: "Legal time off" or "non-legal time off"
If you have a regular holiday depending on the day of the week:
Please refer to this to set "auto schedule".
If you don't have a fixed holiday, such as a shift system:
Please refer to this and assign it manually.
Pre-set
1. On the management screen, go home > Settings > Schedule > Leave Type Settings > New Registration, and enter as follows.
| The number | Item name | Explanation |
|---|---|---|
| 1 | The name | Enter any name (such as "Substitute holiday"). |
| 2 | half day vacation | We recommend that you select "Do not apply".
|
| 3 | Leave Balance Adjustments | Select "Add". |
| 4 | Comp leave request | Select "Apply". |
| 5 | Request period | Enter the upper limit of the period from the transfer date as an integer of 1 or more. You can select "day" and "month" as the unit. |
| 6 |
Leave type Select |
Select the leave type to be transferred (such as "public holidays"). You can choose the additional type of leaves registered in your environment. ※You can't choose "paid leave" or "replacement leave". |
| 7 | Vacation (by hour unit) | We recommend that you select "Do not apply". This is because it is not permitted by the Labor Standards Act to grant a substitute holiday in the hourly basis when you work on a holiday. |
2. In addition, enter the necessary items and click "Register".
Employee operation (application)
I will explain how to apply for a transfer date and a transfer holiday.
Example of application
It was a public holiday on Saturday, March 5, but I went to work on a transfer. I want to get a substitute holiday on Thursday, March 3.
※You can't transfer it on a half-day basis with this function. When you get a substitute holiday on a half-day basis, please apply for the normal schedule.
Operation from a PC
1. Log in to the Time Card with your PC browser.
2. Select [≡] > [Comp leave request] on the transfer date (Saturday, March 5).
Supplements
[Application for comp leave request] will be displayed when all of the following conditions are met:
1. The working day type is "legal holiday" or "legal non-legal holiday".
2. The vacation category selected as "target vacation category" is assigned when creating a substitute holiday.
3. The vacation take unit is "full-day leave".
3. The application for a comp leave will be displayed, so enter the following and click [Comp leave request].
| Item name | Explanation |
|---|---|
| Obtained substitute time-off date | Select the day of taking a holiday (Thursday, March 3). ※You can only select the day when the working day type is "weekdays". |
| Comp Leave Type | Select the leave type to be transferred. |
| Request message | Enter a message to the administrator. |
4. After applying, [Request] will be displayed on both "transfer work day" and "transfer leave acquisition date".
Application from a mobile phone or smartphone
1. Log in to the employee screen with your mobile phone or smartphone.
2. Go to [Request for each type] > [Comp leave request]. The calendar screen will be displayed, so select the transfer date (Saturday, March 5).
3. Enter as shown below and click "Set applicable request date".
| Item name | Explanation |
|---|---|
| Obtained substitute time-off date | Select the day of taking a holiday (Thursday, March 3). ※You can only select the day when the working day type is "weekdays". |
| Comp leave type | Select the leave type to be transferred. |
| Request message | Enter a message to the administrator. |
4. The confirmation screen will be displayed, so if there is no problem, click "Apply".
Administrator's operation (approval)
I will explain how to approve the transfer work day and the transfer holiday.
1. When the application is completed, "Comp leave request" will be displayed in the management screen Home > "Attention" screen.
2. Confirm the target employees and the contents of the application (transfer date, transfer date, transfer leave type, request message, etc.), and click [Approve] or [Reject].
Approval results
If the transfer date and the transfer holiday are approved, the schedule will be as follows.
| The number | The content | Explanation |
|---|---|---|
| 1 | Day off | The leave type "substitute holiday" and the acquisition unit "full day leave" will be registered. In addition, the schedule (patterns, clock in/clock out schedule, etc.) and working day type that were originally registered on the transfer date will be registered. |
| 2 | Transfer date | The schedule that was originally registered on the day of taking the holiday will be registered. The working day type is on weekdays. |