When someone is out of the office on duty, they are not absent. An office visit request records where they went and why, gets it approved, and then the days show as Official Visit on the attendance sheet.
Set up visit types
On Leave management setting, the Official visit tab holds the Visit type list (for example Client visit, Training). Add the types before anyone asks.
Ask for a visit
1
Fill in the request
Who
Employee (or HR for them)
Where
Employee request › Office visit request › Add
What changes
Choose the Visit type, Start date and End date (the form shows the number of days), Requested to, Location, and write the Purpose in Notes. Add the Transportation mode, the Route plan and a Claim amount if there is a claim.
2
Save
What changes
Penahak gives the request its visit number and it waits for approval. The same employee cannot have two live visits on overlapping dates.
3
Approve
Who
Manager
Where
The office visit requests on the Manager dashboard
What changes
The request is Approved and the days count as Official Visit.
Your own visits are listed on Office visit request details (Attendance › Office visit request), where you can Withdraw a request that is not yet decided.
