How to manage time off requests, approvals, and calendar management in ASANA 🚀
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- Опубликовано: 10 сен 2024
- In this video, you'll learn how to effectively manage time off requests, approvals, and calendar management in Asana. We'll cover the steps needed to smoothly manage employee leave requests, including setting up a time off policy, creating a leave request form, and configuring approval workflows. You'll also learn how to manage calendars effectively to easily track employee availability and avoid scheduling conflicts. We'll walk you through the process of setting up a time off calendar, assigning tasks, and tracking progress. Using Asana's time off management features, you can streamline your HR processes and ensure smooth and efficient team operations.
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How to manage time off requests, approvals, and calendar management in Asana
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Hi Marquis,
Thank you for this amazing video. That is really helpful. A few questions:
- Different employees have different managers. Would it be possible to add a question to the form where people state who is their manager that needs to approve of the form, and then automatically have the approval task assigned to this person?
- After approval of the request we would like an automated task to appear that goes to our HR desk for administration. How can we create such a workflow?
- Lastly we would like to create an overview for employees of their time off balance. Do you have any recommendations how to do so? I read that you don't think ASANA is the best option for this. Can you recommend other options?
Hey, I am glad you liked this video! ,
To reply to your questions:
- Different employees have different managers. Would it be possible to add a question to the form where people state who is their manager that needs to approve of the form, and then automatically have the approval task assigned to this person?
Yes! You can create a rule triggered by a “Manager field”. Based on the manager, the approval task created gets assigned to a specific manager.
- After approval of the request we would like an automated task to appear that goes to our HR desk for administration. How can we create such a workflow?
This can be done with a rule based on the task’s approval and, as soon as this happens, the task gets multihomed to an HR project.
- Lastly we would like to create an overview for employees of their time off balance. Do you have any recommendations how to do so? I read that you don't think ASANA is the best option for this. Can you recommend other options?
My recommendation for this would vary depending on which other tools you are using, in order to consider some integrations. However, you can generate some dashboards in Asana based on an HR project for Time Off requests and then filter them per user. This will show you some basic reporting on the employees' time off.
Thanks for watching!
This was the best breakdown I have found that explains the process so well! Thank you!
You are so welcome!
You are so welcome!
Hi , can you please show the video on setting up pto time rules? You briefly showed it. Thank you
Sure, I’ll add this to my video ideas. Thanks for the suggestion!
Yay! This is fabulous
Great content as always!
Glad you think so!
Thank you, very helpful. Is there a way to add in the form a question around 'who is your proxy' and have the person being selected? While that column exist in the master board, I can't link it in the form. Any tips? Many thanks
Hey, I am glad you liked the video!
So, even though there is no direct way to connect a question from a Form to a 'People' custom field (this type of fields allow you to add users), there is a workaround.
You could create a Multi-Select question that lists the names. Then, create a rule to automatically assign the corresponding user when their name is selected in the Multi-Select dropdown.
Hope this helps!
@@MarquisMurray Top! Thank you very much, it works well. Also with single select. ;)
@oceane1014 I’m glad!!
When I view it from my teams view (as a commenter and not editor) I don't see where they can submit a time off request form. Where would they click to submit the form?
Great question. You can add the link to the form in a certain trap project. We add it to our internal “break room” project in Asana and to our general Slack channel as a bookmark where everyone can access it.
Do you do leave balances in asana as well?
Asana wouldn’t be great for that. You could create a workaround, but it wouldn’t be the most effective way to track time off balances.
This is so helpful! How do you add time to everyone's workload for days such as labor day or independence day?
Great question! We have an internal master calendar for special events, PTO, and holidays. Those dates are recurring tasks with pre-set estimated time. Hope that helps!
Is there a way to assign an approval flow... what I mean is can an employee add their manager as an approver?
Absolutely. As long as that approval task is assigned to their manager, they can be added to the workflow.
Thank you or this! Right now I'm looking for a way to manage our disability, fmla, ADA, state leave and all tasks associated with them in Asana. Could you do a video that goes through that kind of time off process?
You're welcome! Thanks for watching and sharing your ideas.
I'll add it to our video ideas list. Stay tuned