Another Check-In · S02
Leave requests
25 minutes. · 10 slides
Lesson video coming soon. The player below contains a sample video, not this lesson. You can use the written lesson and slide guide now.
Work through the lesson
Use these explanations alongside the slide guide. Expand any section to read its full explanation.
Before the demonstration
- Your assigned responsibility
- The correct training record
- Evidence of the result
Today’s outcome
Learner identifies a submitted request and explains its balance effect.
Read the full explanation
Before we begin, check these prerequisites: C01; linked staff ID; open year with active allocation and available balance. The intended outcome is: Learner identifies a submitted request and explains its balance effect. Keep a note of the training identity and date so that you can recognize the result. We will pause before any action that your role or the exercise does not authorize.
The leave year
- Open Work > My Leave Balances and choose the relevant year
In this step
Choose the year before reading the balance. Entitlement depends on the employee, leave type and configured allocation. An account without the balance-page permission may need the authorized calendar workflow or help from a reviewer.
Read the full explanation
Open Work > My Leave Balances and choose the relevant year. Choose the year before reading the balance. Entitlement depends on the employee, leave type and configured allocation. An account without the balance-page permission may need the authorized calendar workflow or help from a reviewer. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Balance and statement
- Review available, reserved and used amounts and open the statement
In this step
Available, reserved and used amounts answer different questions. Use the statement to understand the entries behind the totals. A pending request can reserve leave before a reviewer approves it.
Read the full explanation
Review available, reserved and used amounts and open the statement. Available, reserved and used amounts answer different questions. Use the statement to understand the entries behind the totals. A pending request can reserve leave before a reviewer approves it. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Request details
- Choose your linked staff ID, leave type, dates and partial-day option, then submit
In this step
Confirm the staff identity, type and dates. Check the partial-day option when applicable. Policy and calendar rules determine the charge, so do not calculate the deduction solely by counting calendar dates.
Read the full explanation
Choose your linked staff ID, leave type, dates and partial-day option, then submit. Confirm the staff identity, type and dates. Check the partial-day option when applicable. Policy and calendar rules determine the charge, so do not calculate the deduction solely by counting calendar dates. I will pause here so you can identify the control or result that tells us where we are in the workflow.
The request result
- Read the request confirmation and status
- compare reservation and available balance
In this step
Read the status and compare the new reservation with the previous balance. Keep the confirmation as your reference. If the request fails because of allocation, overlap or balance, resolve that cause before trying again.
Read the full explanation
Read the request confirmation and status; compare reservation and available balance. Read the status and compare the new reservation with the previous balance. Keep the confirmation as your reference. If the request fails because of allocation, overlap or balance, resolve that cause before trying again. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Changed dates
- If returned or dates need changing, contact an authorized reviewer to amend
- use the statement/history available to your role
In this step
Contact the authorized reviewer when a submitted request needs amendment. Explain the dates and reason clearly. Use the available history to follow the revision rather than creating overlapping requests to replace the first one.
Read the full explanation
If returned or dates need changing, contact an authorized reviewer to amend; use the statement/history available to your role. Contact the authorized reviewer when a submitted request needs amendment. Explain the dates and reason clearly. Use the available history to follow the revision rather than creating overlapping requests to replace the first one. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Common problems
- Assuming submission is approval
- ignoring reserved balance
- trying staff self-amend/cancel controls that are not provided
- treating weekends as necessarily chargeable
A useful support report
The task and record
The expected result
The actual message
The authorized next step
Read the full explanation
Let us consider the mistakes that can disrupt this workflow. Assuming submission is approval; ignoring reserved balance; trying staff self-amend/cancel controls that are not provided; treating weekends as necessarily chargeable. Describe what you expected and what the application actually showed before choosing a remedy. Preserve the relevant record and error. The role responsible for a review or configuration change should make that decision. Do not borrow broader access simply to finish the exercise.
Guided practice
- Submit a valid fictional one-day request and explain the changed available/reserved balance
- Discuss an overlapping or insufficient request without creating duplicates
Evidence to show
The correct training case
The result or permitted decision
Your explanation of the next step
Read the full explanation
Now it is your turn. Submit a valid fictional one-day request and explain the changed available/reserved balance. Discuss an overlapping or insufficient request without creating duplicates. Work within the assigned training role. When you finish, show the result and explain which identity and date it belongs to. If the exercise includes a restricted action, explain the decision and its authorized owner rather than carrying it out without approval.
Practice debrief
- Correct context and permitted action
- A result you can trace
- A clear next step if blocked
Expected result
Learner identifies a submitted request and explains its balance effect.
Read the full explanation
The expected outcome is: Learner identifies a submitted request and explains its balance effect. Walk me through the record you used and the result you found. Explain these workflow checkpoints in order: Open Work > My Leave Balances and choose the relevant year. Review available, reserved and used amounts and open the statement. Choose your linked staff ID, leave type, dates and partial-day option, then submit. Read the request confirmation and status; compare reservation and available balance. If returned or dates need changing, contact an authorized reviewer to amend; use the statement/history available to your role. For an exception, name the evidence you would preserve and the person with authority to take the next action.