Principle of account transfer

This function allows employees to submit for validation their own value, results, etc. distribution between their different accounts. There are two types of transfers:

Individual transfer

An employee requests to transfer 3h from his OT account to his TOIL account. The administrator can then:

validate and perform the transfer of 3h to the TOIL account.

modify to 2h and perform the transfer to the TOIL account.

refuse.

Via My Workspace, the employee will be able to carry out an account transfer by choosing a type of transfer. A confirmation window opens once their request is created. An alert message may be indicated if their request does not respect the execution conditions configured earlier. This employee's manager is then alerted by email to this request and may validate/modify/deny it.

Transfer to another person

An employee wants to donate 3h from his/her balance of delegation hours to an alternate.

Via My Workspace, the employee will be able to carry out an account transfer and directly select the individual in question. The recipient employee will receive an email notifying them of the transfer. This type of transfer may or may not be subject to validation by a manager or administrator.

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Principle of account transfer

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An administrator will have to set up an account transfer file and then give the employee rights from the Time and Activities module.


See also: