It will be as simple as ever for employees to request not only Holidays but also days they are unavailable.
It will be just as easy for management to approve or decline employee requests for Holiday or Days off.
Approving/Declining Days Off:
Employee's will be able to request holiday and unavailable to work days via the new Polaris App, which can then be approved/declined within the Polaris Data portal.
PLEASE NOTE: For those employees who do not use the Polaris Employee App, please note that they can still apply for Holidays (and now Day's Off) via their Polaris Data Employee Portal in the same way as before; if you would like more information on the benefits of using the employee app (at no additional cost to your licence fee!), please contact Support or your Account Manager directly.
To approve or decline the requested time off, simply enter the employee's staff maintenance page and navigate to the "Days Off Requests" screen.
Once the request has been submitted through the app, the dates will appear within this page.
Simply click the details button on the date(s) and choose whether to approve or decline the request by selecting the request status and saving.
When declining holiday, the manager will be prompted to add a decline reason through
the drop down menu.
You will now notice that employees can add comments to their requests via the "Notes" section.
Requests Which Overlap With a Rota Session:
Employees can now send time off requests for approval where they currently have rota sessions in place.
In this instance, when on the approval screen for that particular date, the manager will be prompted by a reminder that there is a rota session already in place.
If the manager then clicks the "Launch Rota" button, they will be presented with the rota screen for that employee for the week in question.
The holiday will appear as a light blue bar across the day, overlayed by the rota session.
To approve the holiday, the manager can delete the rota session (by right clicking and pressing delete) and then pressing the "Close Rota" button.
This will then take you back to the request info page where you can approve the time off.
Alternatively, to decline the request, simply follow the steps mentioned previously regarding declining holiday.