💡How Staff Members Can Initiate Time Off Requests Using Zon Portal?🤔

Time Off Request Management in Zon Staff Management:

Zon Staff Management makes it simple for staff members to request time off directly from the Zon Staff Portal device. The intuitive interface ensures that requests are submitted accurately and reviewed promptly by managers or merchants.

Step-by-Step Guide to Submitting a Time Off Request

Open Zon Portal and Access Zon Time Off: From the portal dashboard, staff members can tap the Time Off tile to access the Zon Time Off Management dashboard. To proceed, they must log in by entering their unique PIN.

View Time Off Policies: Upon entering the Time Off dashboard, staff can see all available time off policies (such as Medical Leave, Vacation, Wedding Leaves, Urgent Work, and Casual Leave) as shown in the screenshots.

Select Dates for Time Off:

• Choose the Start Date and End Date for the requested time off using the date selectors at the top of the page.

• Indicate whether the selected dates represent the first or last day of the time off period.

Choose the Time Off Policy:

• Select the relevant time off policy from the list (e.g., Medical leave, Vacation, Urgent Leave).

• This helps categorize the request for easier review and reporting.

Provide a Reason:

• Enter the reason for the time off in the provided text box (e.g., “Urgent work at home”).

• Providing a clear reason helps managers and merchants quickly understand and process the request.

Submit the Request:

• Click the Submit Request button.

• A confirmation message (“Time off request submitted successfully”) will appear at the top, confirming that the request has been sent in real time to the merchant and manager for review.

View Request History

• By scrolling down, staff can see all previous time off requests, including the status of each (pending, approved, or declined).

By following these steps, staff members can efficiently request time off, and management can maintain clear, organized records of all leave activity within Zon Staff Management.

Time Off Management for Managers and Owners in Zon Staff Management (Shopify POS):

The Time Off Management feature in Zon Staff Management provides managers and owners with a comprehensive interface to handle all aspects of time off requests directly from the Zon Staff Portal . Upon logging in with their unique PIN, managers and owners are presented with three distinct tabs: My Requests, Staff Requests, and Approvals. Each tab is designed to streamline the time off workflow, ensuring efficient handling and full transparency.

1. My Requests Tab

• Purpose: Allows managers (and owners) to create and submit their own time off requests.

• Workflow:

1. Managers can select the desired dates, choose a time off policy (such as vacation, sick leave, etc.), and provide a reason for their request.

2. Submitted requests are visible in this tab, along with their current status (pending, approved, or declined).

3. For managers, these requests require approval from the owner.

2. Staff Requests Tab

• Purpose: Enables managers to create time off requests on behalf of their staff members.

• Workflow:

1. The interface displays a list of all staff members.

2. The manager selects a staff member and proceeds to fill in the details for the time off request, including dates, policy type, and reason.

3. This is particularly useful for situations where staff are unable to submit requests themselves or for administrative adjustments.

3. Approvals Tab

• Purpose: Centralizes all pending time off requests from staff for managerial review and action.

• Workflow:

1. The tab lists all pending requests, showing key details: staff member’s name, policy type, requested dates, number of days, reason for leave, and submission date.

2. Each request is clearly marked with its status (e.g., “Pending”).

3. Managers and owners can review the request and either Approve or Decline it directly from this screen with the respective buttons.

4. Once actioned, the status updates in real time and the staff member is notified accordingly.

By following these steps, staff members can efficiently request time off, while management can review, approve, or decline leave requests and maintain clear, organized records within the Zon Staff Management app.