Rollup Update 35 contains a variety of important improvements which have long been requested by our customers and partners.

New Features for Leave & Absence

"Self-Approval" Leave Request Process

Some companies do not require an approval for a leave request made by certain employees, e.g. on upper management level. Rollup Update 35 provides the possibility to allow these employees to approve their own leave request (i.e. complete the approval process themselves).

Major Benefit

This feature extends the absence functionality of the solution and offers more out of the box flexibility. Furthermore, the increased automation in the absence management ensures higher compliance to internal processes and more user comfort.

Introduction to the functionality

On the Digital Personnel File in the Leave and Absence section, a new 2-Optionset "Absence Self-Approval" has been added where the automatic leave request approval can be enabled for an employee. If this optionset is set to Yes, then the Business Process Flow "Absence Self-Approval Processing - HR Management - xRM1" gets activated for the employee.

Please note that if the optionset "Substitute Required" is set to Yes, the field "Absence Self-Approval" is automatically set to No and locked. In this case, the Substitute Required optionset firstly needs to be set to yes in order to activate the self-approval. If the optionset "Absence Self-Approval" is set to Yes, the field "Substitute Required" is automatically hidden and set to No.

Define substitute procedure for each Employee

Various companies have different groups of employees in regards to the topic "substitute for absence". Some employees should define a substitute for the time of their absence, others don't need a substitue for their absence time.

Benefit

The function enables HR Managers to define for each employee, if the employee needs to define a substitute that confirms the substitution for the leave request, or not. Previously such a definition needed to be added to the system by customizing and configuration. Now this function is available to all customers as system standard without additional costs for adjustments.

Introduction to the functionality

The setting is made per employee in the Digital Personnel File in the area "Leave & Absence" with the switch "Substitute Required in case of Absence". By default this is set to "No" (meaning no substitue is required). The setting can be made also by mass data change for multiple employee records.

Important advice for existing customers:

If you are already using the software and you want to upgrade to Rollup Update 35, and you have both proceses (with and without substitute) activated in your system, then please ensure that you have made the correct setting for each employee. If you are using only one process for all employees (all employees need a substitute or all employees do not need a substitute) then you can just deactivate the not needed process and you can disregard the setting in the digital personnel file. If you are unsure, please contact your customer success manager.