Rebooking
For every employee who has the option to rebook something, the
system generates a request for an account correction (e.g., overtime) every month.
The employee receives a request on the specified date, which can be
edited.
- Menu item Workflow --> open requests
- Employee clicks edit
- fills in the hours (number of overtime hours that are to be compensated as such;
minimum and maximum amounts are
predefined according to the configuration)
- adds a comment
- Save
The employee must now forward the request. The request is then forwarded according to
the intended workflow to the next role (e.g., supervisor,
HR department).
The supervisor does not receive the forwarded request in his or her
task view (Workflow --> open tasks), but in a separate view
that is named according to the company (in this example it is Rebooking_VZ).
In this view, the employees' requests are displayed in a list. The
desired request date is selected via the Select request date field;
depending on the configuration, a
group can additionally be chosen, and in the Requests field you can choose between all,
only open, or only completed requests.
- The hours can be corrected directly in the list in the
approved column (within the displayed minimum
and maximum amount) --> Save. The supervisor can also leave the
request unedited.
- Depending on the configuration, the buttons Show open
requests (fetches all requests until your own role is next in line for
processing) and Release requests (saves
the values and approves all displayed open requests) are also available.
- After a certain time (the duration is determined by the administrator),
the request is forwarded to the next role. This role can edit the request just like the
supervisor or leave it as is.
- After the prescribed period has expired, the hours are entered in the
system.
- If set up this way in the process definition, the employee receives
information about the processed request.