Visit planning

Visit planning

Visits can be created by Managers for their team members or by employees directly depending upon the permissions given.

Visits have following status -
1. Planned - visit is in future
2. In Process - employee has checked in but not checked out
3. Completed - both check in / check out have been done
4. Under approval - visit is pending with manager for approval
Planned / In Process visits can be deleted by the employee or manager.

Visit creation on Mobile
1. Go to HRMS section and tap on Visits card as shown below.


2. You will see the visits page. If you have manager's role you can also see the visits for your team members provided you have the Field role.


3. Click on "Add Visit" button to create a visit. You will need to select whether it is for past or future. Today's visits can be created using both past or future options. If an employee creates a past visit he will have to provide the check-in / check-out time also and it will go for approval to the Manager.


4. Fill up the visit details. You can provide any instructions you want to provide to your team member.


Visit creation on Browser

Menu : HRMS > Visits
Accessible to : All employees who have Field role

You can review visit data for employees from this page.


To create a new visit.

1. Click on "Add Visit". Select the employee name and if you are creating a past or future visit. Today's visit can be created using both past or future options.


2. Fill up visit date / time and remarks (optional).


 



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