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You’re now reading a legacy document. The features described below are only usable within the classic generation environment.

Do you need an application template with the same or similar functionality? Follow this link to leave a request!

After reading this article you’ll know:

Functionality and main features of the Leave request template
Basic steps on how to create and configure this template
How to create, edit, and process requests
The differences between the roles provided in this template

Description

This template is meant to request and manage leave requests. Depending on the roles it varies in the functionality: users can submit requests for their leaves and view if they were approved or declined by the manager, while the administrator has a bigger picture and can control users, and teams, set the company’s holidays, etc. The template has built-in registration and login flows.

Pages overview

Admin dashboard. This page contains user, team, and hour management tabs, as well as company holidays. Available via the admin role in the application.
Home. The home page displays all existing requests and statistics of the leave hours that remain.
Leave request overview. The page shows the leave requests with filtering by status, start and end dates.
Manager overview. Available via the manager role in the application. Here the manager can see all the leave requests divided into three tabs: pending, approved, and declined.
My account. The page to edit your personal information and update your password.
New Leave. Request contains a create form for users to request a leave. Divided into days and hours by tabs.
User Login - Login. The start page of your application via which registered users can log in using their credentials.
User Login - Password Reset Request. Using this page you can request to reset your password; a special link will be sent to your email address.
User Login - Reset Password. The page with reset password form; here users can create a new password.

Creating the application

Open My Betty Blocks and see your dashboard with suggested application templates in the ‘Start building’ section. Choose ‘View all templates’, then find the Leave request template and click ‘Use template’.

Note: If you want to see the template’s live preview, click on its thumbnail, and in an open window find the ‘Live preview’ button.

The next steps will include coming up with a name for your application and setting a value for the application ID configuration. Find out why you need this setting and how to configure it properly in the Introduction to application templates article.

Using the template

In this part of the guide, we'll walk you through the workflow of the Leave request template. What the user is able to see and do within their pages depends on their role. Within this application, there are three different roles: user, manager, and administrator. Let’s go through the role descriptions in detail to understand their capabilities and differences.

User

The user role could be used for your company employees, for example. The one with this role will be able to view, create and cancel their leave requests.

When you’re logged in as a user, your main functionality will be basically visible once you are on the home page. In the leave requests quick overview table, you’ll see your latest requests (1) with their statuses (‘Requested’, ‘Approved’, ‘Declined’), start and end dates (with hours requested in total), description, and the delete button (there to cancel a request).

On top of it there are two buttons:

‘Show more’ (2) leads to the expanded overview of all leave requests (the same goes for the ‘My leave requests’ button on the navigation bar).
‘New leave request’(3) will take you to the page for creating a new leave request.

Cards showing types of days off with hours remaining for an employee to use up (4). The ‘New leave request’ buttons underneath each card will take users to the creating a new request page, and the hours type (vacation days, sick days, court days) will be set accordingly to the chosen card. There is also a table showing planned company holidays for users (5).

The navigation bar (6) contains options to return to the home page, edit the user profile page (My account), expanded leave requests overview (My leave requests), and a logout button.

As was mentioned, the ‘My leave requests’ page displays the overview of all user’s leave requests. All features repeat the quick overview table from the home page (statuses shown and the ‘New leave request’ button), with the only difference that filtering by status (‘Requested’, ‘Approved’, ‘Declined’ and ‘Cancelled’), start and end dates are enabled here.

Note: It’s worth mentioning that the ‘My account’ page has the same functionality for all the roles in the application, and if you’d like to see its overview, look through the Login flow template article.

Manager

A manager has to process requested leaves. When you’re logged in as a manager, you will be able to use the same pages as a user, except for one extra page - the manager dashboard.

The manager dashboard consists of three tabs (1) that you can switch between: pending leave requests (employees’ requests that need to be processed), approved, and declined requests.

Each request is displayed as a record showing status, dates (with hours requested by an employee in total), and description (2). A manager can approve or decline a request using the icons on the right (3).

Administrator

Someone with the administrator role will be in charge of user, team, and hour management as well as setting company holidays. While the home page, ‘My account’ and ‘My leave requests’ will basically copy the user’s role pages, the key features are placed within the ‘Admin dashboard page’. Let’s have a look at it.

At the admin dashboard, you can switch between four tabs (1), the first one open by default is ‘User management’ the administrator sees all users with their details: full name, email, hiring date, a team they belong to, and whether they are active. The button ‘New webuser’ enables adding a new user. By hitting two icons on the right (3), the administrator can edit the user’s details or delete users.

The administrator can assign roles to users (‘Admin’ and ‘Manager’) from the ‘New webuser’ or ‘Edit webuser’ menus and set the hour supply - the total amount of hours of vacation, sick, or court leave days one can take per year.

The team management page enables the admin to add new teams (1) or edit and delete existing ones (2).

The editing team view contains the overview of the team members (3), adding team members (4) or manager from all employees (5).

Through the hour management, the admin can add the new hour type (1) - a new kind of leave days (maternity leave, for example) or edit and delete the existing ones (2).

Lastly, there is the company holidays tab. Within this one, the admin can add (1), edit, or delete (2) yearly holidays, like Christmas, Independence Day, etc.

Note: If you’re interested in working with resetting or changing passwords within this application template, proceed to the Login flow article where this functionality is explained.