Contents

  1. Dashboard
  2. Submitting Requests
  3. Cancelling Requests
  4. My Requests
  5. Team Calendars
  6. Logging out of Appogee Leave
  7. Appogee HR: Employee User Guide


1. Dashboard


When you first log in to Appogee Leave, you will see the Dashboard page where you will be able to see an information panel with your details and a Dashboard screen providing a summary of your absence data for the currently selected leave year.  



Year at a Glance


The main way of tracking your absences is shown on your dashboard, and also in a dedicated Year at a Glance screen is on a calendar showing your absences across your leave year.  It is interactive.  Clicking on an empty date will commence a new booking.  Clicking on a coloured block will open details of that specific absence request, showing the full details including its approval flow.




Submitting Requests


Requests can be made by either clicking on the New Request button or by selecting the relevant start date on the calendar.


Select a type of leave request - Leave, Sickness or TOIL. 

(Please note that these options may not all be available to you as they are dependant on the setup by the HR Managers at your company)




Leave Requests

This overview box will state what you are choosing to book. From here you can amend your request to be what you need.




Use the Type of Leave drop down to select which type of leave you are requesting. These options are configured by your admins and will be a series of leave deducted from your allowance and some leave types which are not.


You can also choose to book half days if your company allows this as shown below. Select Morning Only or Afternoon Only to see only half the date box highlighted.



You can also choose to override leave hours to specify a shorter period of time than a full or half day. Again this depends on what your company configure.


The overview of allowance at the bottom totals up what you have left once you submit this request.


Your company may also require a reason for your leave requests, if so this you will need to enter this before submitting.



To configure Gmail Out of Office for this request, please see here.


Before submitting the request you will be shown an overview of what you are requesting. If you want to cancel or amend then you can do so from here.



Once you have submitted the request will be sent to your manager and show on your calendar as below;



Sickness Request


Selecting the sickness report option will bring you to the screen below. From here you can select your sickness type, this list is determined by your administrators.  


You must define the range of sick absence if you know, if not then make sure that you do not tick "Have you returned to work?"  


If this is not ticked then you will need to complete the Sickness Report when you return to work or this will keep rolling over to the next day.


Similar to a Leave request you can also select half days for sickness or override with a shorter time.


The next screen will ask for a comment. This may or may not be set to mandatory, depending on how your company has set up.



To configure Gmail Out of Office for this request, please see here.


You will be asked to confirm the request before submitting. If you need to cancel or amend then you can do so from here.



Once you have submitted your sickness request it will appear on your calendar straight away, as shown in the screenshot below.



If you have a sickness report that has been left open without an end date, you will see an alert banner at the top of the screen with an option to click on Return to work now.

This will close the request off.


TOIL Requests

Please note this may not be an option configured by your HR Managers.


A TOIL request should be used to submit a request for time back for any additional work you may have done outside your working hours. For example, if you had a worked a Saturday which is not part of your working week, you may like to claim back this time and add to your allowance.


The start and end dates need to reflect the period of time in which you worked extra. You can also select how much time, using either the hours or days boxes.


The overview at the bottom will give you an overview of your allowance remaining both now and if approved.



The next screen will ask for a comment. This may or may not be set to mandatory, depending on how your company has set up.



You will be asked to confirm the request before submitting. If you need to cancel or amend then you can do so from here.

 


This will not appear on your calendar as this is a request to add time off to your allowance, rather than a day you will be absent. You will be able to now see the request under the My Requests tab.



Once the request has been approved by your manager it will appear as additional time off that gets added to your allowance. 


Setting Gmail Out of Office

Please note this may not be an option configured by your HR Managers.


As a Google Integrated employ when submitting a request, whether, for Leave or Sickness, you can configure Gmail out of office from within Appogee Leave.


To set your Out of Office follow these steps:


Click to create a new request and enter the request details. You should see an "Auto set Gmail out of office", as shown. 


This can only be set for future requests.



When the "Auto set Gmail out of office" is checked, you can edit the Subject and Message. You can also use the "Import from Gmail" links to import your current Gmail Subject and Message.



If you want to restrict the recipients that will receive the Out of Office messages, use the options shown below.



Click on the Next button to confirm the Out of Office configuration. The Out of Office will then be enabled on the request.





Cancelling Requests


If you wish to cancel a request, you can do this by clicking on the request from the Year at a Glance screen or by going to my requests. 



When you click on 'Submit Cancellation', you will be requested to provide a reason for cancelling the request. 


The request will then be in a Cancellation Pending state, waiting for your manager to either approve or reject this pending cancellation as per screenshot below:





Requests


The Requests tab allows you to see an overview of all your requests and with further detail about each. There are a few options to filter through different leave years and requests types as shown below;



You can have a look through the Status of the request & the reason you entered when submitting the request. You can also keep track of the leave types and dates the request spans. Each request also shows an overview of where you are at with your allowance when that request goes through.


Team Calendar


The team calendar can be used to look at the requests and sickness across your team. 



Logging out of Appogee Leave



To log out of Appogee Leave, click your user icon in the top right of the screen which brings up an Account menu and then click the logout button.




To configure user preferences in the same section, please see here.