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Appogee HR: Team Manager and HR Manager Guide

This feature can only be accessed by Team Managers & HR Managers



With Appogee HR we provide each user with a Dashboard appropriate to their role.  Your dashboard acts as a home screen summarised all you need easy access to.  It is split into 3 sections: 

My Actions shows things you need to attend to, 

    This includes absence requests to process and Action assignments you have open

My Team shows information about staff in your Team(s) and finally, 

    This includes information about Who's off in your Team(s) for a selected week or month, and a collection of Actions that are assigned to your Team(s) with an ability for you to Nudge them to remind them to follow up.  Note that you can only Nudge each Team member once per day.

My Summary shows information directly related to you.  

    This includes a summary of your absence data, and any Notifications the system has been configured to provide to you.

Employee Ribbon                                                                                                                                                                                                                                                                                                                            

At the top of your Dashboard is an Employee ribbon which defaults to you.  When you change views in Appogee HR by using the left hand menu, you will retain the same user in the Employee ribbon so you always know which employee you are reviewing information about.   

From the Dashboard, you may access information of employees you manage, by using the employee switcher in the top right corner.  This powerful feature allows you to switch between users while you keep the same contact within Appogee HR.  If, for example, you want to review Personal information for each member of your team, you can select Personal from the main menu and then iterate through each team member in the Employee Switcher.

Employee Directory

If enabled for your organization, the Employee Directory will allow you to view all the employees you manage, and as an HR manager you will be able to register new employees, edit existing employees records/data.  

You can switch between a number of view styles (depending on the configuration of your Appogee HR), the screen below showing a List view, with options being available for a Grid view as well as an Org chart.

Organization Chart

The organization chart view will provide a dynamic way to link to Team and User profile information if your role permits that access.  

The Organization chart is built up from the Team profiles where they define the Parent Team. 

Company Documents

These are documents made available to teams and the entire organisation.  They are classified by Document Type and you can filter by type to make it easy to find what you need.  Icons are shown to indicate the level of access you have to any specific document.


A Checklist is a list of items to be performed, and checked off by a (single) specific User to manage a workflow process. In the example below there is a checklist assigned to the user called HR induction checklist:

Completing a checklist

Click on a checklist to complete it. A checklist page will appear as below:

Actions & Notifications

You will normally see your key Actions and Notifications on your Dashboard, but you can also see a dedicated page, allowing you to list them all by clicking on the 3 dot menu in the dashboard as here:

Clicking on either of these will bring up your dedicated page for My Actions and Notifications which allows you to filter by type and by status.

The Appogee HR Leave guide is shown below:

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:


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 HR

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

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