The following steps outline supervisor instructions to approve or reject a leave request in Unit4.
Once the employee has submitted their request, it will show up as a 'Task'. The number of 'Tasks' you have is indicated by an orange number beside the checkmark icon in the top right of the screen:
The number represents the number of individual tasks. Absence request tasks are grouped by employee. In this example, Liana has 1 request from Devin, 1 request from Andrea, and 3 requests from Matthew. |
You can open a task a few different ways:
From the drop-down menu (click on the checkmark), you can click on the task itself:
This will go directly to the 'Absence approval' screen. Quick and easy for reviewing single tasks. |
Once you're in the 'Task management' screen, you can filter your open tasks by due date or task type. To open an absence request, click on an employee with task type 'Absence: Approval'.
The 'Absence approval' screen will display all of that employees active requests! |
To add a note for the employee, click on the request to highlight the line blue, then enter your note below the 'Workflow log'. You do not need to press enter, just type the note in.
If you click 'Copy', it will copy your comment to all of the other line items. |
'Simple mode' enables the large 'Approve' and 'Reject' buttons at the very bottom of the screen.
When you click on 'Approve' or 'Reject' in 'Simple mode', it will perform that action for all of the requests. Be sure to only click after reviewing all of the line items! |