Introduction/Purpose:

The Remote Work Planner module is a comprehensive tool designed to manage and optimize remote work schedules for employees. It allows organizations to efficiently plan, track, and monitor remote work arrangements while ensuring alignment with company policies and productivity goals.

Purpose:

• To provide a structured approach to managing remote work schedules.
• To enhance coordination between teams operating in hybrid or fully remote environments.
• To improve visibility and accountability in remote work arrangements.

Process Flow:

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How To Navigate:

To access Remote Work Planner module in the HRMS system, follow these steps:

• Click on the Menu Icon: Begin by clicking on the main menu icon, which is usually located at the top right corner of the screen. This will open the navigation panel that contains various sections of the HRMS system.
• Click on Leave Management: In the navigation panel, find the Leave Management section, which is typically located on the left side of the menu. Clicking on this section will expand the available options under Leave Management.
• Find the Transaction Section: Once the Leave Management section is open, locate the Transaction subsection. This section contains various transaction-related options, including remote work related processes.
• Click on Remote Work Planner: Finally, under the Transactions section, click on the Leave Planner link. This will take you to the Remote Work Planner listing page, where you can view, update, and manage employee remote work plan records.

Listing: 

The Remote Work Planner Listing page provides a structured and user-friendly view of all remote work plans submitted by employees. It allows administrators and managers to review, manage, and track requests efficiently. Below is a detailed description of the fields displayed:

• Planner Code: A unique identifier assigned to each remote work plan for quick tracking and reference.
• Employee Name: Displays the name of the employee who submitted the remote work plan.
• Total Days: Shows the total number of days requested in the remote work plan.
• Type: Indicates the type of remote work arrangement, such as hybrid or fully remote.
• Request From: Specifies whether the request originates from the employee, a manager, or an automated process.
• Start Date: Displays the starting date of the remote work period.
• End Date: Shows the ending date of the remote work period.
• Added Date: Reflects the date when the remote work plan was created or submitted.
• Added By: Indicates who created or submitted the remote work plan (e.g., employee, manager).
• Approval Status: Displays the current status of the remote work plan, such as:
  • Pending: Awaiting review or approval.
  • Approved: Approved by the manager or HR.
  • Rejected: Denied based on policy or operational needs.
• Action: Provides options for managing the remote work plan, such as:
  • Edit: Modify the existing request.
  • View Details: Access a detailed view of the plan.
  • Approve: Allow user to approve the employee remote work plan record 
  • Decline: Allow user to decline the employee remote work plan record.

In Remote Work Planner listing page the user can add perform following activities

• Record Filter: Filter option allows users to filter the list of records based on visible columns
• Show All Listing Columns: This option allows the user to clear all Filter and display all records on the Listing page.
• Advance Search This option allows users to filter data with single or Multiple criteria in Column Name with options like
  • equal
  • Not Equal
  • Begins
  • Does Not Begin with
  • Ends With
  • Does Not End with
  • Contains
  • Does Not Contain 
• Export Data: Selected Record, Current Page record or All records can be exported by users with listed Columns or All Columns to a spreadsheet or other file format for further analysis or reporting.
• Hide/Show Column: This option allows users to customize columns by adding/removing columns to display from the Listing page.
  • In this option user have to select column which they want to view in the list , if the user uncheck/unselect all column then system will give error message that “Please check at least one column”
    • The user can view following action in this section
      • Ok  :-On clicking the “Ok” button, the user can submit the checked option, and based on the selection, the column will display to the user in the list.
      • Cancel :- On clicking this button the user can cancel the check column
• Filter: Helps the user refine displayed data by applying specific criteria, making navigation and information retrieval easier.

Recording & Update: 

When adding a remote work planner, the following fields must be completed:

• Employee Name: Select the employee’s name, with the weekly calendar automatically synced to the remote work rules.
• Select Date: Choose the specific date(s) for which the employee is applying for remote work.
• Notes: Add any additional details or comments about the employee’s remote work plan.

Actions: 

User can perform the following actions in the add new page 

• Submit: Once all required information is entered, click Submit to save and approve the new Remote work plan record.
• Discard: If you wish to cancel creating the program, click Discard to remove all entered information and exit.