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How to add requests issued by employees before using HRnest?

Marta Orzoł avatar
Written by Marta Orzoł
Updated over 2 weeks ago

There are two options for uploading the requests history – collectively, using a template or individually by completing the request form.

Method 1

Step 1

If you want to use the option of adding requests in bulk, go to the Leave tab, List of requests and then click on the 3 dots visible in the upper right corner and select the Add vacation requests in bulk option.

Step 2

Download the Excel file using the Download button.

Step 3

Fill in the template with data and save the file to disk. Pay attention to the mandatory fields.

Step 4

Load the document using the + Add button. Vacation requests will be added automatically.

Method 2

Step 1

Alternatively, you can add a vacation history by creating backdated requests. To do this, go to the side menu and click + Add.

Step 2

Complete the form by selecting the type of request and the date range. If you do not want to involve the Supervisor in accepting this document (he has probably already approved the request once), remember to select the ‘Skip document workflow’ function. To save the entered data, select the Add request button.

Ready! The request has been saved and is visible in the available reports.

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