When employees use leave functions through mobile App, they can:
Apply for leave
Check leave balance
Check approval status of leave application
Cancel leave application
Login in the App, you can see [Apply] and [Balance].
I. Apply for Leave
Click [Apply for Leave], get on the page of [Leave Application].
Input application information on the page of [Leave Application]:
Click [Save]. If workstem configures the leave request approval process, you need to [Select the Approval process] and click [Confirmed]
1. Type: the leave type that you can apply for. After you chose the leave type, you can see the leave balance of this leave type on the upper right-hand corner.
2. One Day / Multiple Days: if you apply for one day, you need to input leave date and time period (AM, PM, All Day); If you apply for multiple days, you need to input start time and end time
3. Duration: the system will help you calculate leave duration automatically
4. Reason (optional): reason for leave application
5. Upload (optional): upload the evidence of leave application. For example, you can upload sick note for sick leave
6. Choose Approver (optional): the default approver is your direct supervisor. There's no need for extra operation. If you need to add approver temporarily, the approver sequence is: your direct supervisor → your extra added approver
If workstem configures the leave approval process, and an approver is added when applying for leave, the approval sequence is: the leave approval process approver → your extra added approver
Notice ⚠️: If you choose multiple approvers, the final sequence will be the order that you select approvers.
If some special leave types that you are entitled to enjoy, such as maternity leave and work injury leave, are not shown in the application list, please contact HR to apply for them.
Check leave balance
Click [Leave Balance], in this page you will see the paid leave that you can apply for with leave balance information.
Press the module of one leave type, get in the leave application page of this leave type. For example, on [Leave Balance] page, you see there are 3.3 days for Annual Leave. Click on the page of [Leave Application], the item [Type] has been recognized as Annual Leave by the system automatically. There's no need to choose [Annual Leave] again.
Check if the leave application has been approved
When you want to know if your leave application has been approved by supervisor, click [More] > [Leave Approval], you can see all leave application records and approval status of every leave application (approved, denied, pending)
If you need to check approval details, you can click the one that you want to check. This page includes:
Leave Records: leave application details, check workflow, comments
Leave Calendar: check the leave application records more intuitively in the form of calendar
Cancel leave application
If there's any change of your leave application plan, or something wrong with your leave sheet content and you need edit, in the below two scenarios you can cancel your application:
Your leave application has not been approved.
Your leave application has been approved but it's not leave time yet
Get in the leave application details page, click [Cancel]. After it is canceled, the leave application record will be kept in the system, and the status will be adjusted as [Cancelled].
Notice ⚠️: If your leave application was approved and the leave time has passed, but in fact, you didn't take a rest, you need to contact HR to help you cancel in the back end.
If you think that you are entitled to have annual leave but the leave balance showed in the system is 0. You need to check if you belong to the below scenarios:
You are a newly joined employee, the company's HR manual stipulates that there is a trial period for new recruits and they cannot apply for some types of leave in the trial period.
At this moment, you can see all paid leave types on the page of [Leave Balance]. However, you cannot apply for these leave types in the trial period, so you cannot see the leave balance here (the leave balance will be shown as 0).
Take annual leave as an example, if your trial period is 3 months.
When you click [Apply for Leave] and get on the page of [Leave Application], you still can choose [Annual Leave] and see your leave quota. But when you click [Submit], the system will remind you that [This type of vacation is allowed 90 days after entry].
II. Apply for Timesheet
How to add a new timesheet application
Login into the Workstem One App and find "Calendar" > select a date > click
Click [Save]. If workstem configures the timesheet request approval process, you need to [Select the Approval process] and click [Confirmed]
Input the details as below:
Overtime Category: Select whether the Overtime happened on Weekday/Rest Day/ Statutory Holiday so that the system can categorize different types of Overtime correctly. If this field is not selected, the system will categorize the Overtime record by the [Leave Policy] assigned to the employee.
Overnight Shift: only tick when you work across different dates
Date: choose the date when Overtime occurred
Start Time: the start time your Overtime period
End Time: the end time of Overtime period
If you tick "Overnight Shift", the end time will be this time on the next day
Durations: the system will calculate durations according to start time and end time automatically
Reason: the reason for applying Overtime
Upload: the system supports adding photos. You can use your camera to take photos directly or select your saved photos. The photo will be used as a reference during supervisors’ approval process.
Choose Approver: the system will choose your direct manager as the approver. If you need other people to help with approval, you can click [Add] and choose people from the staff list. You can choose multiple approvers and the sequence of approvers is in line with your selected sequence. If there's a mistake, you can delete it and choose again.
Check approval status
If you want to know if the previous timesheet application has been approved:
Get in "More" > "Timesheet Application"
Cancel Overtime application
The overtime application, whether approved or not, can be canceled any time before the “Starting time” submitted in the application. You just need to go to the details page of Timesheet and click [Cancel]. The record will be kept after cancel, and the status will turn to "Cancelled".
There are three ways to look up the past record of the timesheet:
View all history records: Go to [More] > [Timesheet Application]. The filter function is in the upper right corner.
View the history of a certain day:
Go to [Timesheet] > select a date > the shift of the day and timesheet records will appear.
Enter [Timesheet] > switch to [list] mode, click the record of a certain day to view the details of the timesheet. The page will also display the total hours worked, shift schedule, and leave application details.
III. Apply for Expense Claim
Log in to Workstem One App [Home] > [Apply Expense Claims]. Items marked with " * " (expense type, name, reimbursement date, amount) are mandatory, and other items are optional.
Select [Choose Approver] > [Save].
* If it's necessary to upload attachments, click [+ Add Photo].
Click [Save]. If workstem configures the expense account request approval process, you need to [Select the Approval process] and click [Confirmed]
After submitting the application, return to the [Home] page and click [More] > Apply - [Apply Expense Claims] to view your submitted expense claims application and approval status.
Click the submitted expense claims application to enter the [Approve Expense Claims Application] page, where you can [Check Workflow] and leave [Comments].