---
title: "Requests"
description: "This manual is a user guide for working with the request agenda in the attendance system. It describes the various ways of processing requests, such as approving, rejecting, distributing, editing, or canceling them. Users will learn about filtering and search options, bulk processing of requests, using the context and side panels, and the functions available in the top bar. The manual also includes instructions for working with request management widgets and a description of request marking in the calendar. It provides practical procedures and recommendations for efficient and clear request management."
url: https://navody.aktion.cz/en/articles/9-requests
collection: "Documentation"
updated: 2026-10-23
language: en
alternates: [cs]
---

# Requests

This manual is a user guide for working with the request agenda in the attendance system. It describes the various ways of processing requests, such as approving, rejecting, distributing, editing, or canceling them. Users will learn about filtering and search options, bulk processing of requests, using the context and side panels, and the functions available in the top bar. The manual also includes instructions for working with request management widgets and a description of request marking in the calendar. It provides practical procedures and recommendations for efficient and clear request management.

## What you will learn in this manual

-   The ways of adding, editing, approving and cancelling requests.
    
-   Features of the side panel, request details and context menu.
    
-   Working with filters, quick actions and bulk processing
    
-   Using calendar and widgets for efficient management of requests
    

* * *

## User Interface

### Side Panel

By clicking the **Request Details** button on the top panel, a side panel with request details will open.

![](https://staticfiles.gleap.io/ghelparticle/NUY9p71JIU3Z4cDl3kxBjYNGecVp7GINffDOU8mN1aX8Y8qIimKeiQKe1JCXkaeQZUEwFhuvesA.png)

The side panel displays details, where you can see basic information (time period, schedule of days, changes in entitlement, etc…)

![](https://staticfiles.gleap.io/ghelparticle/l3PBKBbViAhW8YkJuvWDBfcKWhSsg8CVazfZv4hFimSlVovX42ADUnuqcvVTYMyRqsq8cy3CTjB.png)

### Context menu

By **right-clicking** a specific request, you will open the context menu with processing options for the request

![](https://staticfiles.gleap.io/ghelparticle/kofsE53CIYGv4hwrMKN5AFcZqxP8xKHWimrsSwgXA0cTkGuhMeaWOSNJQoCMMnEwnTXjiUm49a9.png)

-   **Detail** \- Opens the detail window, see section **Request Details**
    
-   **Approve request** \- Opens the request approval window, a note can be added.
    
-   **Reject** - Opens the request rejection window, a note can be added.
    
-   **Cancel** - Opens the request cancellation window, a note can be added.
    
-   **Edit** - Opens the request edit window, it is possible to edit the request's time period, payroll component, action type, etc.
    
    ![](https://staticfiles.gleap.io/ghelparticle/7aLlOsr1zbg0RKCix6k5VLw3ZXEnp6EwlOaUsrYKF1xBNAuplBcArjtDh4s94H8OXugxfl0tXgR.png)
    
-   **Split** \- Opens the request splitting window, where a multi-day request can be split into several individual requests.
    
-   **Delete** - Opens the request deletion window, only **rejected** and **cancelled** requests can be deleted
    

### Top Panel

![](https://staticfiles.gleap.io/ghelparticle/YKSwwL1wYt5uvNxfr3aqjExBF4lweIc82cfIv7MkG8v0408SSjOaxkOCDOUylrjxfmuRBaFfGCh.png)

Requests can be filtered by date, checking **For approval** (displays only requests awaiting approval), search, and advanced filters.

The layout is configurable. Column layouts can be saved as presets and modified later.

For more information regarding the general navigation, please refer to our manual **General navigation**:

[

General navigation

This manual serves as a guide for general use of the Aktion user interface. It includes instructions for filtering, grouping, and layout.

](https://navody.aktion.cz/en/articles/11-general-navigation.md)

By clicking **Manage substitutes** **→ Add deputy** you can add a substitute in a specific work unit:

![](https://staticfiles.gleap.io/ghelparticle/ubFCkF2v0QCltQDYKqMVv1Nk5YovdzYccY46l2Xd54Wnm4nwZVpgNEz9bmfmEfa0ydkuIbddxPk.png)

![](https://staticfiles.gleap.io/ghelparticle/aZmsMpynaKNsIMML0Xi6UdQNpxAfp4ghlK78zc4repEHYOBZ10KAkhmBMTGHIN1My8eQvGwUMyN.png)

The column **Quick actions** serves as a substitute for the context menu (available by right-clicking). This column may have to be added through the **Column picker** button.

![](https://staticfiles.gleap.io/ghelparticle/xpeH32Ze9bKLJvqMleaembmyZ4cYqq7hgNs5ckOe6PvaFlBDRcfJW8NudbmlzGe6ng6EIqm8jUF.png)

![](https://staticfiles.gleap.io/ghelparticle/1JmqrkH9bv2G4VhIWeTafAMDkixYH2SQJ4Etgot4TGXWx5yWmMSFbQx0Skoq9m5EiBYWmqUIhtm.png)

* * *

## How to process a request

> **Warning:** Warning: After attendance is closed, the request can only be rejected.

![](https://staticfiles.gleap.io/ghelparticle/xAA8lecFBfhO4syVtwBBTIrOQZZUhGJuHOKBQ9RPwKJpSpJRMWlIAIgwFNZpBuljpCIir1zVpvx.png)

An employee’s request is displayed and ready to be processed in the requests list after being created. Processing can be performed in several ways, depending on the preferred control method:

![](https://staticfiles.gleap.io/ghelparticle/JXzW4ULpq7EZ8yqhCFW3xir3pvAMOVwfEZ0McCeb4mA3ABs78vl5vQq1hxtmLwPP6mj9tBmGK5Z.png)

1.  **Quick actions (column has to be added, see above)**
    
    In the requests list, it is possible to use the buttons in _Quick Actions_ column to
    
    -   Approve
        
    -   Reject
        
    -   Additionally process a request about its cancellation
        
2.  **Request’s side panel**
    
    A side panel with the request’s details will open up after clicking on a specific request. From there you can:
    
    -   Approve or reject the request
        
    -   Split a multiple-day request into several individual ones (splitting can only be done by the applicant)
        
    -   Display details or history of the request
        
3.  **Context menu**
    
    By right-clicking on a specific row, a context menu will show up, allowing you to:
    
    -   Approve or reject the request
        
    -   Edit, split or cancel the request
        
    -   Delete the request (only for cancelled or rejected requests)
        

### Bulk processing of requests

You may also process requests in bulk by checking the desired fields.

![](https://staticfiles.gleap.io/ghelparticle/KFRhuDFlw2WafMQLQXv3ksXFviwo3TaZercU8vQMSEBziOCaGLgQ5Jd4QpPX1gFhSkx5L3f94FN.png)

* * *

## **Request statuses**

Status **New** is always assigned to newly created requests with no history.

![](https://staticfiles.gleap.io/ghelparticle/h30Bq1a8ZyCQZ5EgMgIaSnhlTCZCZ5j1WRx8LMx9qY8bKvvoMu6i4PG1yiBgd7SpnFBZKKrMHcd.png)

A request that is **New** can be **approved** or **rejected** using the buttons in the **Quick Actions** column of the table.

![](https://staticfiles.gleap.io/ghelparticle/gie12FuUUCCEtkXldasfwXkCXfDZeEQWuxkowNe2tiphetuMWyI2rcHQOypPYStaOlRKltiqN2s.png)

![](https://staticfiles.gleap.io/ghelparticle/nOW6k1iCvgjOXIekBMIsib5h0CCZdabkYxNyZB82xPzLmo1drKuiwmOGJBYBXIruJoFnJDwgoZd.png)

You can also process the request with a single click on **a specific request**. A side panel will open with the request details, where you will see the basic information, identical to the **Detail** window.

![](https://staticfiles.gleap.io/ghelparticle/a1LfigCodzeHRIqtIT0nQK25GcxmYR7s9d6i8cKdRVoxhB9KDKKTKbzRa0KjjlXXnmqGIdPL8xZ.png)

A request changes its status to **Approved / Rejected** based on the performed action.

![](https://staticfiles.gleap.io/ghelparticle/qIj3Z11L4lJcqFT6ffTIdde533WMBDgkGmMzAaFxvSPL6PjgKj2UFkKNcAUIJ5aGwtLFhPsb8Yq.png)![](https://staticfiles.gleap.io/ghelparticle/oY6VZ7JXKNnZIC6ug9DPk0pY4ukAhiN6hVcow628q9hOXY5KSbrVQZV9YZ3nj4qWOBFwWcMDi5E.png)![](https://staticfiles.gleap.io/ghelparticle/hXUOmk3g8Ms9lquO4P8ZiF0Pi6dJrXd3fRs73oPHXx557Zfg9ALkbBvQdOxfNOrYjCRZuQCaKfL.png)

The request has the status **Waiting for cancellation** when the applicant requests to cancel the original request.

![](https://staticfiles.gleap.io/ghelparticle/9QivhdIQrXBt2v0VJ0PRPRIPCilYByKMtQw5vbLrdeXqXUlIMvfpy0iwD0M1AZE3P0PYXvkIrwS.png)

You process cancellation requests in the same way: using the buttons in the **Quick Actions** section of the table.

![](https://staticfiles.gleap.io/ghelparticle/Fftg4jhgR01AWuxcdWCrVnBHNPOAmU5Uj4Bp3oCjCDClu9MLL9e3X5wZTkU9Pj2p53xSwJlDgKm.png)

By clicking on a specific cancellation request, a side panel will open with the request details, where you will see basic information identical to the window **Detail**.

![](https://staticfiles.gleap.io/ghelparticle/9LGkTwiEo4xhjBXXWNwlXUOKJyaeuwUehUnogyAQGsZuiVYixs1w7dQa6gXsBqz32SKiIZxNBno.png)

A request is marked as **Cancelled** either after the approval of its cancellation, or after cancelling the original request before it is approved.

![](https://staticfiles.gleap.io/ghelparticle/YY6MQ98qqVE8TzQmd1iY3eIASMRO7uhYhe62f9c9I9Fe98kbSDF6XIAfjvCsvHCZTwOsXnMx0WY.png)

You can delete a request after it is **canceled** or **rejected**.

![](https://staticfiles.gleap.io/ghelparticle/b6EhtzKF2FRjNDjM6iZ6cHSnEJW42mD5fKySwhiDzTBXX37OHk2lE0KjZWJDe2VTtx7x6YyFzWs.png)

### Email

When submitting a request, an interactive email is sent to the approvers.

![](https://staticfiles.gleap.io/ghelparticle/yZvBH3KTmjpVJBS83eMFFtR4ShAznVTWwnwE7kfvp1UZxL3lQ7Lf2E3HnFzU4BlguRIyWCbv4vw.png)

If the approver does not have an email address configured, the applicant will be notified.

![](https://staticfiles.gleap.io/ghelparticle/2D5z72BQzb9ba8Z32gLLHXn5dI2hOAruJUHfbJ3GYRstVS8gn1oxWHbUgxpMsi0oQnHfA3LsTaj.png)

You can set the email in **Person Detail** → section **Address and Contacts**.

### Value Approval

> **Info:** Note: To approve the value, you must have the **Approve** permission.

For certain payroll components, it is necessary to approve its value after the application is approved.

You can approve the value as follows:

1.  Open **Attendance report**
    
2.  Click on a specific employee
    
3.  If this has not yet been done, open the side panel
    
    ![](https://staticfiles.gleap.io/ghelparticle/ZK6LjcIb1zruD6wqSTgfeAodYyWzBJXrNnpA2pRywpRpa0dEKfW9VqLG1wFTz2m6e0i5AWXKlFE.png)
    
4.  Open the category **Period summary** and click on **Values for approval** and approve the required value
    
    ![](https://staticfiles.gleap.io/ghelparticle/808F1WY9PeJp43CgXujSSRjAbkh7FSID9G733SFcfbS9QW0M2Mya27dFQ91rx693hPWAvNsLDSH.png)
    

The value may also be approved in the side panel within the **Personal report** of the respective person.

* * *

## Submitting a request on behalf of a subordinate employee

A request on behalf of a subordinate employee can be submitted by a supervisor in two ways:

### From the Shifts schedule agenda

After selecting specific days by opening the context menu by right clicking and selecting the option **Plan a new event**.

It is possible to select multiple employees at once and assign an action in bulk, e.g., business trip, holiday or a different type of request

![](https://staticfiles.gleap.io/ghelparticle/l0aEzS9i6Y4NuLyBv4XjjlZT4IprEt2UtlPiU5OzAcre2SndnswglnmYxGdy3MrDYyv5Y76rjDq.png)

> **Info:** Note: A request submitted by a supervisor is approved automatically.

More information in the **Shifts schedule** manual:

[

Shifts schedule

This manual serves as a guide for planning employee shifts. It contains instructions for adding, removing, and replacing shifts, bulk management, event planning, and filtering.

](https://navody.aktion.cz/en/articles/8-shifts-schedule.md)

### From person detail (Calendar tab)

In the employee's personal card, on the Calendar tab, you can right-click on the selected day to bring up the context menu again and add the desired action or request.

![](https://staticfiles.gleap.io/ghelparticle/1v2zqsbJKECrdXo7ojICcdzVxHRnRvrn5ZOnZjPPGcBbbCqSUShDsfyComBephObPZKqEi9YYvb.png)

* * *

## **Request Details**

By clicking on a specific request in the calendar you can access the request details.

### **Request overview**

-   **Basic information** \- Contains information about the application time period and wage component
    
-   **Schedule of days** - Contains information about the days on which the application is to take place
    
-   **Entitlement and drawdown** - Contains information regarding the usage of the remaining balance
    

![](https://staticfiles.gleap.io/ghelparticle/dVq0O028njKHtAQ3XmfsAxIfLzgFKCR2lUGldYNaZKYErx9PvxW3FcLXhJ74EVFAAc4pEIhS3Qo.png)

### **Request history**

By clicking on **Request history**, the history of application statuses with the necessary details is available to you.

![](https://staticfiles.gleap.io/ghelparticle/MIPKkErTmJb0ZyxGhwk2sPI5oMHkuTNh7aBRO9vu6H9raBKArc8VRQCiEGYGYvz0FNXIqJp0UMO.png)

### Calendar of colleagues

By clicking on **Calendar of colleagues** you can view the calendars of other individuals within your working unit.

You also have access to advanced filtering. Click the **Filter** button to open a panel with filtering options.

![](https://staticfiles.gleap.io/ghelparticle/lTeTwVPm14DfoLwlCXETo3a9HSh1ZBeEzns3ADUk4qY8srJQe4bUh7l6589SLnVQ1MgXZKq6MLc.png)

It is possible to filter by **work units** and **payroll elements**.

![](https://staticfiles.gleap.io/ghelparticle/EpfzGcrJIfIY2ACqBK8mmrmL4kcM5w9Gt7bDFxcdFb4csTjcEBRTsH1HhJAVT1dbIzb5NI38Apb.png)

![](https://staticfiles.gleap.io/ghelparticle/UvYGTaA11Esft45QV7Zmtbeg2thxmmTMtNoTOqJS8spU2XyvsNcnigVWveGpqSFhUmFemvwImiY.png)

* * *

## Widgets

On the dashboard, you have **two widgets** available for managing requests:

-   My requests - Overview **of your submitted** requests, you can request cancellation or another option from here
    
    ![](https://staticfiles.gleap.io/ghelparticle/cCZLBNyHwreh1xBXPYx0Sn2kSAdm2BD0L1vXT7BtDJePxOLrRRS7wWenC8eK5aP19oU4hCaa7IJ.png)
    
    ![](https://staticfiles.gleap.io/ghelparticle/zvJmFGNrgTxyeL8tspEsBB0EqA5mEYoCMvLvaJg4NdsLMikVe8AJKBlFJ4gcQFH8gdDhNZOol7e.png)
    
-   Request overview - Overview of requests **from subordinates** for processing
    
    ![](https://staticfiles.gleap.io/ghelparticle/PG3xKlaB7RfYx4ABp9HHoAaEFrMkgEgNhoJc5iAXkjtUgwt8RiJJCpiNIo5GRUhHuffeMFhhYhx.png)
    
    ![](https://staticfiles.gleap.io/ghelparticle/ml51skuSAPXrUUHNI1fOnPQGdFZ6VgWQvMnaDH6Sn1c7PmkxsxRVHwkmYVTntUnvXOIvWPmdVdQ.png)
    

* * *

## Requests in the calendar

Requests in the calendar are marked in several ways:

-   A request pending approval is **hatched**
    
    ![](https://staticfiles.gleap.io/ghelparticle/4vPpFfL4hdVdbae2u2r9c1v0Z897trI5zW2dXRvWDxz5zXbYowsyfoYef82AxbEGGc98SRBAspc.png)
    
-   A request pending cancellation has a **clock icon**
    
    ![](https://staticfiles.gleap.io/ghelparticle/nL1YMLMi1Mmj8LhbJk1JvvjIjg3syKVKAROrKoBapKuhEuV7dIskiTqtHsf8ZlLWDnmWjU5jZZ0.png)
    
-   A request that has been cancelled is **struck through**
    
    ![](https://staticfiles.gleap.io/ghelparticle/kiQo8Mn2JNVkleC3poMBKzyTVQmQk2X9XWTHCdZERTkq0DGTosPAVAEOI29sgSS3tl8d5u3CF2W.png)
    
-   A request that is approved is marked with a **solid color**
    
    ![](https://staticfiles.gleap.io/ghelparticle/5UH0HBaxG0HYgyCa4bmdBZz4bearMmlm4iY0neQJG0WdJeOY0cd1VlvPXSltN65OWme2RzMzirs.png)
    

### Submitting a Request from the Calendar

A request can be submitted from the calendar by clicking the **Add** button in the upper right corner.

![](https://staticfiles.gleap.io/ghelparticle/GMFUsjFcLQHxwArX6zWZWlyOJxavxw52ZvXnAnym1RDnLrGFMAq3ntLzAwjaS7mF0PbJI1F18yd.png)

For more information, please refer to the manual **Calendar Management**:

[

Calendar Management

This manual serves as a user guide for working with the calendar, allowing management of events, requests, shifts, etc. It contains instructions for managing requests and filtering data.

](https://navody.aktion.cz/cs/articles/7-sprava-kalendare.md)