To ensure the setup is correct, perform the following:
Verify what user submitted the holiday request.
Check and remove rule conflicts.
Review the authorisation rule.
Review the authorisation rule history.
Verify what user submitted the holiday request
To verify which user submitted the holiday request, you will need to create a query on the holiday requestor details.
This will allow you to identify which employee submitted the request but also the date it was requested and when it was approved as well as who the holiday was last updated by.
Ensure you note down key details from the query as they will aid you in your investigation.
Check and remove rule conflicts
Click Access Button
then click HR Admin
Click Settings then Authorisations.
Click Check conflicts
Check conflicts will display all employees who are currently assigned to more than one authorisation rule for the same conflict.
Out of the conflicting rules assigned to the employee, you will need to choose only one for them to remain assigned to and unassign them from the other rules they are assigned to.
Review the authorisation rule
Reviewing the authorisation rule will allow you to see how the employee's current rule is configured. This will allow you to see how the rule is set up and what should happen to that specific request.
You will first need to find out what rule the employee is assigned to.
To do this, follow the instructions below:
Click Access Button
Select the relevant employee and then click Planner.
Click Settings and check out the Authorisation Rule field, which will display what rule the employee is currently assigned to.
You will then need to go to the authorisation settings to review that rule.
To review the rule, follow the steps below:
Click Access Button
Click Settings then Authorisations.
Click on the rule the employee is assigned to then review the following:
In Use: If this option is not selected the rule will not apply to the employee.
Approvers: This will be who currently has access to approve their holidays.
Approval type: What specific order must the holiday be approved in.
📌Note: If no rules show at all, you will need to create an authorisation rule.
Review the authorisation rule history
In some cases, the authorisation rule may have changed after the holiday was submitted, so the current rule you see might not have been in place when the employee originally made the request.
To see the history of the authorisation rule follow the steps below:
Click Access Button
Click Settings then Authorisations.
On the specific authorisation rule click the Clock icon
.
If the most recent change that appears is after the date the holiday was submitted, you will need to click on the date and see how the rule showed at that point in time.
If you can't find the reason for this, raise a new case online and reference the title of this article, confirming the following details:
Name of the employee submitting the request.
Name of the approver who did not receive the request.
Request date.