Using the Leave Form

Create, Submit, and Approve Leave Forms in the web interface of Prestartr

Table of Contents

Creating a New Form Complete the Leave Form Approve, Reset, or Reject the Leave Form

Creating a New Form

Click the Global 'Create New' (+) icon in the main navigation bar.

Select Form from the dropdown menu.

Choose the People Entity.

An entity corresponds to a specific module in Prestartr (e.g., People, Job, Plant, etc.).

Select the specific Record from the next dropdown.

For Leave Forms, the Record is the User requesting leave.

Select the Leave Form Template.

Select the appropriate Zone, if applicable.

Click Next.

The form will be created and saved as a draft.

Click the Edit icon to begin filling it out.

While Editing the leave form, complete the required fields:

You can also upload Photos and Medical Certifications to the files section, as well as text Notes in the Notes sections below.

Click the Save icon in the top right to save the form.

Click the Submit icon to move the form from Draft to Submitted.

Zone Managers can approve Submitted forms.

This will move the form from Submitted to the Approved status.

To move the form from the Submitted status, click the Approve button.