72
edits
Draft:Video Presentation (Dolibarr features) - Leaves: Difference between revisions
Jump to navigation
Jump to search
Draft:Video Presentation (Dolibarr features) - Leaves (view source)
Revision as of 10:12, 29 March 2020
, 6 years agono edit summary
(Created page with "{{TemplateAssoEn}} {{Draft}} Category:Video '''Story board for Module Leaves:''' '''Video Title:''' Leaves Requests in dolibarr {| class="wikitable" |'''Voice Over'''...") Tag: 2017 source edit |
No edit summary |
||
| Line 5: | Line 5: | ||
'''Story board for Module Leaves:''' | '''Story board for Module Leaves:''' | ||
'''Video Title:''' | '''Video Title:''' Leave Requests in Dolibarr | ||
{| class="wikitable" | {| class="wikitable" | ||
|'''Voice Over''' | |'''Voice Over''' | ||
|'''Visuals in the Video''' | |'''Visuals in the Video''' | ||
|- | |- | ||
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr. | |||
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom. | |||
|- | |||
|The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees. | |||
|Click on the HRM menu. Click on the "Leave" menu to show the list view appearing. | |||
|- | |||
| colspan="2" |'''Title Slide: Applying for Leave''' | |||
|- | |||
|Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module. | |||
|Click on the menu item. | |||
|- | |||
|The current leave balance is displayed at the top for your reference. | |||
|Zoom in and show the leave balance count. | |||
|- | |||
|Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate. | |||
|Choose the user. | |||
|- | |||
|Choose the type of leave that you want to apply for. | |||
|Choose the type. | |||
|- | |||
|Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave. | |||
|Choose the dates. | |||
|- | |||
|Choose the user who will approve your leave. | |||
|Choose the user. | |||
|- | |||
|You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request. | |||
|Fill in a description and submit the form. | |||
|- | |||
|The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button. | |||
|Click the linked files tab. Then, return to the main tab and click Validate and submit the leave request. | |||
|- | |||
| colspan="2" |'''Title Slide: Approval Workflow''' | |||
|- | |||
|Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard. | |||
|Show the dashboard of the supervisor and click on the "Leave Request" which is awaiting action. | |||
|- | |||
|The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. | |||
|Show the leave request which was created in the previous step being approved by the supervisor or administrator. | |||
|- | |||
| colspan="2" |'''Title Slide: Viewing Leaves & Updating the Leave Balance''' | |||
|- | |||
|Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as Draft. Awaiting approval, approved, canceled and refused. | |||
|Show the list views of leaves. | |||
|- | |||
|Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance. | |||
|Click on balance of leave. Show the leave balance being updated for an employee. | |||
|- | |||
|Monthly statement gives a graphical birds eye view of all the leaves based on a month and year of choice. | |||
|Click on Monthly statement and choose a month and year to view the report. | |||
|- | |||
|Change logs capture and provide details of any changes made to the leave balance of any employee. | |||
|Click on View Change logs and show the list. | |||
|- | |||
| colspan="2" |'''Title Slide: Permissions for Leave Module''' | |||
|- | |||
|Here are the full list of permissions pertaining to the leave module. You can configure access control for leave requests just like configuring permissions for any other Dolibarr module. | |||
|Show the list of permissions for the Leave module. | |||
|- | |||
|Thank you for watching this video tutorial about the "Leave Requests" module. Visit www.dolibarr.org to learn more. | |||
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github). | |||
|} | |} | ||