HR Requests

This additional module allows you to manage requests for Permits, Holidays, Sickness and Remote Work, with a system of automatic and manual approvals, which follow the crm hierarchy.

HR Requests - Time off/Vacation/Sick/Smartwork

The HR Requests module lets vtenext users ask for Time offs, Vacations, Sick leaves, and track days of Remote Work through the CRM platform, thus managing everything in a practical way, without making a single phone call. In fact, the requests will be conveyed to the direct manager (Area Coordinator) and to the latter’s direct supervisor (Supervisor) via email.

The module is accessible from the menu at the bottom left and allows, as first thing, to view the history of requests and those still in progress:

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View by list of the HR Requests module

Functioning
To make a new HR Request, the best practice is to start directly from the Calendar, which, thanks to this new module’s installation, will have a new button (top left) called HR REQUEST, as visible in the image below.

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By clicking on HR REQUEST, it will be possible to land on the selection page and fill in for Time offs, Vacations, Sick leaves or Remote Work.

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Creation of an HR Request

In the creation display we can choose, first of all, the Request Type among those available on the picklist. The choice will provide us with different fields that will have to be filled out in order to complete the HR Request. Below is a table synthesizing the available fields depending on the choice made in the drop-down menu.

TIME OFF (if the request lasts for <_ than 2 hours it is automatically approved without a the intervention of a supervisor)

Start Time Off

Insert the start time for the time off

End Time Off

Insert the end time for the time off

Time Off Date

Insert the date for the time off (only 1 day allowed)

Description Information

Text area for inserting potential notes or communications for one’s supervisor

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N.B. it is possible to modify the 2 hours parameter by process

VACATION

Vacation Date Start

Insert the date of vacation start

Vacation Date End

Insert the date of vacation end

Description Information

Text area for inserting potential notes or communications for one’s supervisor

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SICK

Sick Date Start

Insert the Sick start date

Sick Date End

Insert the Sick end date

Medical Certificate Number

Insert the Certificate number

Description Information

Text area for inserting potential notes or communications for one’s supervisor

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SMART WORK

Smart Work Date

Insert the start date of Smart Work (only 1 day allowed)

Smart Work Time Start

Insert the start time of Smart Work

Smart Work Time End

Insert the end time of Smart Work

Description Information

Text area for inserting potential notes or communications for one’s supervisor