The leave requests

Employees can request leave days to their line manager via My Akuiteo > My leave requests.

Line managers can then access and validate requests from this screen, but they can also access their whole team's leave requests from My Akuiteo > Manage leave requests.

Prerequisites:

  • a Leave project linked to an internal customer must be created;
  • leave reasons must be set up.

An employee can request a leave when they want to take days off.

Reference

A parameter can be enabled so the employees cannot request a leave if their request overlaps another leave request. To enable or disable this parameter, see Setting up leave requests.

1 Go to My Akuiteo > My leave requests.
2 Select the type of leave (paid leave, special leave...) from the table on the left, then click on on the right side of the screen. An Issue panel is displayed.
3 Enter the leave's start date and the number of days requested.
4 Click on the calculator to automatically fill in the end date.
5 Select Starts in the morning or Starts in the afternoon to indicate if the leave starts in the morning or the afternoon. Those options are hidden if the input term of the leave type is Day.
6 Add a comment if needed.
7 Validate. If a trigger was set up, a notification will be automatically sent to your line manager so that he or she can validate your request.

The leave request is created. An email is sent to the employee's line manager.

Click on to hide or show older leave requests.

To view all your leave requests in Excel format, click on Edit > Export the employee's leave schedule and select the time period to display.

Transferring leave requests

You can also request for a transfer of your leave requests, e.g. transferring paid leaves into a time-saving account.

1 Enable the DMFs 1613** RIGHTS TRANSFER * and 161301 RIGHTS TRANSFER MANAGE.
2 From the leave requests screen, click on the Rights transfer tab, then on on the top right of the screen.
3 Select the type of right to transfer (e.g. paid leaves).
4 Select the type of right to receive the transfer (e.g. time-saving account).
5 Enter the number of days to transfer and a comment if needed, then validate.

Note

This process is intended for the line manager of the employee requesting the leave.

1 Go to My Akuiteo > Manage leave requests to open the leave requests management screen. The list of your employees with requests to validate is displayed in the table on the left.
2 Double-click on an employee's name to display the associated pending and validated leave requests.
3 In the Rights tracking table, at the top left of the screen, select the leave type that you want to validate or reject.
4 Select the pending request in the List of leave requests below.
5 In the panel that is displayed on the right, click on Accept, Reject or Cancel (if there is an error).
6 Repeat this process for the other types of leave requests for that same employee.
7 If you are managing another employee, you can directly validate their leave requests by clicking on the Next employee arrow.
8 To send leave requests to another employee by email:
  1. Select the request to send.
  2. Click on Edit > Send requests by email.
  3. Indicate the recipient.
9 To view all leave requests in Excel format, click on Edit > Export the employee's leave schedule and select the time period to display.

Note

This process is intended for users who want to check leave requests from employees linked to a specific manager.

1 Open the leave requests management screen from My Akuiteo > Manage leave requests.
2 To view the leaves schedule of all the employees linked to a X manager in Excel format:
  1. Click on Edit > Export employee leave schedule by manager.
  2. Select one or several managers in the screen that displays and validate.

Excel opens and displays the employees' leaves schedule.

3 If you want to view the pending or validated leave requests for the employees linked to a X manager:
  1. Click on Edit > Change employee in charge.
  2. Select one or several managers in the screen that displays and validate.

The information on the management screen is filtered according to the selected managers.

Note that you can perform basic actions such as validating, rejecting or reactivating a leave request (pending or validated) by clicking on the icons in the columns.

Note

This process is intended for users who want to validate requests for rights transfer, such as an employee from the Accounting department.

1 Enable the DMFs 1613** TOOLS RIGHTS TRANSFER * and 161302 TOOLS RIGHTS TRANSFER TRACK.
2 Open the requests for rights transfers management screen via My Akuiteo > Management of rights transfer requests.
3 Select an employee in the list to only display the associated requests.
4 Enter the time period, if needed, and check the relevant boxes to filter by accepted, denied, etc. requests.
5 In the table, click on the relevant icons to validate or reject the requests.

Requests are automatically updated.