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user22353
Level 2

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

 
8 Comments 8
Kristian_S
QuickBooks Team

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

Hi user22353,

Are you referring to when the employees are applying for leave specifically the system being able to warn them if other employees have applied for leave during the same time in WorkZone?

I just need a little more information please.

Kristian.

user22353
Level 2

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

Thanks for replying Kristian.  Yes, that is what I mean.  If the staff member applies for annual leave, at the moment, it does not warn them or show dates that someone else has already been approved.

Kristian_S
QuickBooks Team

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

Hi user22353,

I have found an article that might be of some use to you, check it out here - Employee Leave Calendar

Specifically the part where it talks about permissions to view the leave calendar.

Let me know how you go and if you still need some assistance.

Kristian.

user22353
Level 2

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

I think I am a bit confused.  We use Quickbooks online for accounting and payroll and our staff use Work Zone to lodge their time sheets & request leave.  The notes you referred me to (thank you so much), seems to refer to an Employee Self Service Portal - which we have never used before.  Is there a way to enable employees to view on Work Zone?

Rasa-LilaM
QuickBooks Team

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

Thanks for your response, @user22353.


Yes, there’s a way for your employees to view in Workzone. The app allows a full access or a restricted access user.


To accomplish this task, the employees’ have to download the app from the App Store or Google Play.

 

Once done, configure and grant a user employee portal access to their profile. The following article contains instructions on how to manage the workers’ access: Employee Portal.


If there’s anything else I can help you with, click the Reply button and post a comment. I’ll be right here to assist further. Have a great rest of the day.

 

user22353
Level 2

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

Thank you so much for helping me.... Can I ask then, if we want a staff member to be able to see all leave on their calendar on Work Zone, do they need to be a restricted user or a full user?  At the moment, we do not have them as "users" at all, although they use Work Zone.  I am so sorry I am this confused.... lol.

IntuitLily
Moderator

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

Thanks for the quick response, @user22353.

 

You can manage the employee's access depending on the permissions allowed. You may use either of the two access when applying, cancelling or viewing leave.

 

The leave screen will show employees leave balances as well as current leave requests. If a current leave request is selected it will show further detail including:

  • Leave category
  • First/last day of leave
  • Hours required for the leave
  • Notes
  • Ability to add an attachment
  • Ability to cancel the request

You may check this related article from the UK region for more details: WorkZone for QuickBooks Online.

 

If you need further assistance, let me know by leaving a comment. I’m here for you. Take care!

RatPak1
Level 1

How do I enable other workers to see or be warned about holidays overlapping in work zone? Is it a setting?

Hi, did you manage to get the calendar to show on the workzone app? We are also using this app but like you say when employees request holiday it doesn't warn or show them if anyone else has got the same days booked off.

 

Thanks