Explains how to approve Time-off from iBE or email inbox. There are multiple ways to approve stuff in iBE:
- Email - HR or Manager will receive an email notification and from there approval or rejection can be done
- iBE inbox - while it displays one message per time-off request you can approve multiple at once. You can also view and approve messages from the message feed or buzzBoard in iBE
- Time-off Admin is an app where authorized users can open, edit, approve or reject other people's time off requests.
Approving Time Off from Email
If your email is marked as preferred and you are the approver, you will receive an email each time a time off request is submitted for approval, looking similar to the message shown above. You can see the "approve" or "reject" links highlighted (link text may vary according to how your workflows are setup). You can either click on one of these links or if you are a user click on "Show time off in iBE" (highlighted in orange) to open an iBE browser session to view/edit and approve/reject this timesheet.
Note: your system administrator or iBE support consultant can customize the approval message layout for all users
Approving Time-off from iBE Inbox
If you go to HOME > INBOX you will see all your approval messages or workflow actions, typically in reverse date order (most recent at the top). From here you can:
- Sort the inbox by date received, sender, message category (workflow, message, system etc.). If you only want to see Time-off approvals select Document Category as "Time-off Request"
- Click on any of the action column icons (such as approve or reject) to approve or reject a time off
- Status of the time off is showcased via icons. For example Submitted or Rejected
- If you have selected more than one time-off request (using Control+click or Shift+click) you may approve or reject all selected time-off requests at once via the "Approve xxx items" button highlighted in the inbox image above
- Double-click on a row to open that particular time off (as highlighted in purple) and click 'Approve' or 'Reject' if desired from within the time-off request detail. You can sometimes view balances in the time-off request detail
- Workflow messages are automatically "pushed" to your browser provided that it supports push-notifications. If you do not see a recent message in your inbox click on the reload inbox toolbar button to get the latest workflow messages.
Approving Time Off from Buzzboard
On any app in iBE other than the inbox, and on your mobile phone, you can click on the messages icon (highlighted in orange) to show the message feed or buzzBoard. This is a compressed view of your inbox as shown above allowing you to:
- Click on any of the action links below each message to approve or reject the time-off request
- Double-click to drill down to open that particular time-off request (it is possible for your system administrator or iBE support consultant to customize the drill-down action)
- Once you have opened the time-off request you can also click the 'Approve' button in the top right corner as shown.