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Leave Requests

The Leave Request record form is where key information about a request for time off for an employee is kept.

 In the ribbon, available actions are displayed for the current Leave Request record, such as deactivating the record, deleting the record, or running a report. The actions available depend on your security role and permissions.

 Record forms have tabs that allow the user to move between different data elements of the record. On the Leave Request record, you’ll see the following tabs:

  • Summary – Provides the work absence information, such as request type, start and end dates needed, and number of hours needed.
  • Timeline – Stores historical notes and activities against the record. For more information, see Timeline | EvergreenWorx.
  • Related – Any other related items such Record Audit History.

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