Hello Experts,
Following my request in the subject line, the background of this request is given below.
Customer Requirement:
The employee has a vacation balance during the end of the bookable period (i.e.31st Dec) and as per the company policy the employee cannot transfer the vacation balance to the next holiday year until his/her immediate manager approves the transfer of vacation balance to the new holiday year.
Technical Challenge.
As per the above scenario, I cannot run a PEP as it requires Manager approval for doing a vacation transfer to the next holiday year.
My approach as per the customer requirement mentioned above:
1. Create a custom portlet to allow an employee to make a vacation transfer request.
2. A custom field in the portlet should auto-populate the accrual balance of the required Time Account Type.
3. Employee review the accrual balance and then submit the request.
4. A workflow notification will get triggered when employee submits the record.
5. Manager review the workflow and approves.
On the above approach, I agree step 2 is challenging, but please advise and share your thoughts on how to achieve this?
Regards, Shadeesh
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