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User Guide Vacation Rule - EBS

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User Guide Vacation Rule

Vacation Rule
Process
User manual for Vacation Rule.
Process start with creating the
vacation rule for approver.

By : Olivestouch Technologies Sdn Bhd

Overview - 0 of 6
User Guide Vacation Rule

Overview

Vacation Rule Process Flow

Course Objective
• Topic 1: Vacation Rule Overview

Copyrights Olives Touch Technologies Sdn Bhd@2019 3

Abbreviation:

(R) = Responsibility
(N) = Navigation

Guide:

(*) mandatory field for HTML form. This field must fill, or else next step could not be proceeded

Yellow field in Java Form.

Overview - 1 of 6
User Guide Vacation Rule

Course Objective
What you will learn:
• Understand the process flow of Vacation Rule
• Understand and use key features of Vacation Rule process

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Vacation Rule Process Flow


User Create Set Vacation
Approver 1
Transaction Rule

Transaction Delegate the


Approved approval
Approver 2

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Vacation Rule process starts from User enter the transaction that require approval. Then Approver set
a vacation rule which delegate the approval to the specific user.

Overview - 2 of 6
User Guide Vacation Rule

Topic 1: Vacation Rule

1.1 Create Vacation Rule

Login Page

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Enter User Name and Password.

Example:
User Name : Sakinah
Password : welcome123

Topic 1: Vacation Rule - 3 of 6


User Guide Vacation Rule

1.1 Set Vacation Rule

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Click the Bell Button.

Click Go To Full Worklist.

Click on Vacation Rule to set a new.

1.1 Set Vacation Rule

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Click on Create Rule Button.

Select Type = All.

Click on Next Button.

Topic 1: Vacation Rule - 4 of 6


User Guide Vacation Rule

1.1 Set Vacation Rule

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Enter the relevant information


• Start Date
• End Date
• Message

Choose the user to reassign the approval

Choose the vacation rule:


• Delegate your response – Approve on behalf
• Transfer notification ownership – Transfer approval ownership

Click on Apply Button.

Done.

Topic 1: Vacation Rule - 5 of 6


User Guide Vacation Rule

2.1 Vacation Rule – System Administrator Role

This function can be use when the user already absents but all the approval still needs to be re-route
while they had long vacation.

Pre-requisite:

No active approval for the transaction. If the approval already been initiated, sysadmin need to
search active approval in Status Monitor screen and re-assign the approval to the respective person.

Step 1: Login as System Administrator.

Step 2: Navigate to Status Monitor role. Same navigation to re-route existing approval to new
approver.

Step 3: Navigate to Administration >> Vacation Rules

Step 4: Select Employee name, the one that are having vacation rule.

Topic 1: Vacation Rule - 6 of 6


User Guide Vacation Rule

Step 5: Create Vacation Rule.

This selection if you have different people to approve. Kindly create separate rule. If only 1 person
attended to approve all the notification owned by absent person, just create 1 rule.

Sample Vacation Rule:

Click Apply button.

Topic 1: Vacation Rule - 7 of 6

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