From a collaborator's digital file you can check their time off without leaving their profile: the balance of each policy assigned to them and the history of requests they made. This way you have all of the collaborator's information in one place.
To learn how balances are defined, see How do I set up a Vacation and Leave Policy? And to review their documents, see How do I view a collaborator's personal documents from their digital file?
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- Go to admin.humand.co and open Users.
- Click the collaborator's name to open their digital file.
- In the side menu of the file, click Time off.
At the top, a card is shown for each policy assigned to the collaborator, with what they have available and what they already used in the current cycle. If the policy has no cap, Unlimited is shown.
- Click a card to see the detail of that policy, with the dates of the Current cycle.
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Under Requests made all the collaborator's requests are listed, with the Policy type, the Status, the date it was requested, the Requested period and the Duration.
To see only some of them, click Status, choose the status you need (approved, pending approval, rejected or cancelled) and click Apply.
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Click Download report to get an Excel file with the collaborator's requests. It includes, among other data:
• Name and surname, user, policy type and policy.
• Who requested it and when, and the period (from and to).
• The status, the requested time and the comments.
• The people responsible for the response.
To see the collaborator's documents, go to the Documents section of the same file.