Settings
Personal Settings
In the personal settings, each employee can set a permanent substitute for himself. This substitution person is automatically stored for all new absence requests.
Of course, the representative can be changed in the specific proposal.
Global settings
Project for managing absence types
To be able to request vacations and other absences, a project must be selected whose activities can be used as absence types.
By default, the “Other” project is set up in TimePunch for this purpose, containing predefined entries such as “Sick”, “Vacation” or “Overtime reduction”. Alternatively, any other project can be used for absence requests.
Business trip bookings
For business trips, different start and end times from standard working hours may be required. These times can be specified in the calendar settings and apply exclusively to requests of the type “business trip”.
Substitutes and substitution requirement
In the global settings, you can define whether a cover person must be specified for leave requests. If a cover person is specified, they will receive an email asking them to approve the absence. If the cover person does not approve the absence, the approver in charge will be informed.
Approval hierarchy
You can define the group (team, department, branch) from which approval must be obtained by management or their assistants. For example, if team and department are selected, the absence must first be approved by the team manager and then by the department manager.
The “Notify by email” option can be used to set which group managers (team, department, branch) are notified when group members' absences are approved.
Override group approvals / approval hierarchy
If this setting is activated, a manual approval can override the globally defined approval hierarchy. This function is useful if certain employees are to obtain approval directly from a specific person, e.g. the managing director.
Important: Staff members always submit absence requests in their primary groups. Group leaders in secondary groups are only informed about approved absences.
Additional receiver for approved leave requests can be also set. This can be useful, if the human resources department or the boss should be informed about the approved requests. In the case of approval of a request, all copy receivers on the list will receive the confirmation email in CC.
Assign authorization persons
In order that employees in TimePunch can raise a request on vacation or overtime, it is important that every employee is mapped to an authorization member.
Administrators and staff with personnel responsibility can set the authorization person for the managed employees in the menu "Staff".
Depending on which groups have been activated in the global calendar settings, the corresponding possible approvers are displayed.
If "self-defined" was selected in the settings, then the approver can be deposited independently of the group itself. The self-defined approver always has the last word when selecting groups at the same time and must give his approval at the end.
With the help of the search (right above the table) the display of the employees can be limited accordingly. This facilitates the assignment.