After request policy creation employer need to create request policy planner. Through request policy planner employers can apply differnet request policies on employees with applicable date.
To know more about how to create request policy planner. Follow these following steps.
- In navbar click policy tab.
- Above step will open new tabs in dropdown. Click request policy planner tab.
- Above step will open request policy planner index page.
- Click create button to create request policy planner.
- Above step will open a popup to create request policy planner.
- Enter request policy planner name.
- Click calender to selcet applicable from date.
- Click all employees if you want to apply request policy planner on all employees.
- Select travel policy from drop down.
- Click next button to proceed further.
- Click on next button will take us to a next page.
- Select employee from dropdown for which you want to create request policy planner.
- Click search button to search employees.
- All selected employees will appear in unselected box.
- Click arrows button present at upper right corner.
- Above step shift employees in next column selected employees.
- Click next button to proceed further.
- Click back button to step back.
- Click on next button will take to a next page.
- Click save button to create request policy planner.
- Request policy planner will be created and look like below picture.