Reason Types and Mandatory Attachments for Request

Admins can require employees to select a reason and/or attach supporting documents when submitting OT, leave, or reimbursement requests. This ensures every request contains complete and consistent information.

Settings are configured per rule or payment type: each OT rule, leave type, and reimbursement payment can have different configurations.

Request Details

Reason Type

1. Check the Reason Type box to require employees to select a reason when submitting a request
2. Once enabled, a Name field appears for entering reason options
3. Type a reason name, then click + or press Enter to add it to the list
4. Drag to reorder the list as needed

Mandatory Attachment

Check the Mandatory Attachment box to require employees to attach a supporting document with every request

OT Rule Settings

1. Go to Preferences > Attendance > Overtime Rules
2. Select the OT rule you want to configure, or create a new one
3. Under Request Details, configure the settings as needed
4. Click Save

• See more: Overtime Rules LEARN MORE

Leave Type Settings

1. Go to Preferences > Employees > Leaves
2. Select the leave type you want to configure, or create a new one
3. Under Request Details, configure the settings as needed
4. Click Save

• See more: Add New Leaves LEARN MORE

Payment Settings (Reimbursement)

1. Go to Preferences > Payroll > Payments
2. Select the payment you want to configure, or create a new one
3. Go to the Settings tab
4. Check the Submit Request box
5. Under Request Details, configure the settings as needed
6. Click Save

• See more: Add New Payments LEARN MORE

What Employees See

Once these settings are enabled, employees will see the following when submitting a request:

• Reason Type enabled:

  The request form displays a dropdown for employees to select a reason. Employees must select a reason before they can submit the request.

• Mandatory Attachment enabled:

  Employees must attach a document before submitting. The system will not allow submission without an attachment.