1
Click My Details → on My Workforce
My Workforce is the punch screen (app.bpmsquare.com/wfm/me).
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Request leave
Do this from your own My Details page. Your supervisor approves or rejects it.
2
Open Requests, then click + Request leave
The Leave balance line shows how many paid and unpaid days are left. Requests you made earlier are listed under Leave.
3
Choose the dates
Type From and To, or click and drag on the calendar. The calendar marks Holiday, Already on leave and Week off.
4
Choose the Leave type
The list shows how many days are left, for example paid Leave (12 left) and Unpaid Leave (12 left).
5
Set Half-day if needed
No — full day or Yes — half day.
6
Type the Reason
A short reason, for example Family function.
7
Click Submit request
The request goes to your supervisor. Cancel at the top of the card closes the form.
Ask for overtime or work from home
Do this before the day. Your supervisor must approve it before you can punch work-from-home on those dates.
1
Click + OT / WFH
It is under Overtime / Work from home on the Requests tab of My Details.
2
Choose the Type
Work from home or Overtime (advance notice). Then set From, To and a Reason.
3
Click Submit
Submit sends the request. Cancel closes the window.
4
On the day, choose OT in and click Go
On the punch screen, the Other… list under the four buttons holds OT in.
Review leave requests and add a leave record
Do this as a supervisor. Open app.bpmsquare.com/wfm/leave (Leave & Holidays). Leave types are set in Settings → Workforce.
1
Open the Leave tab
Leave requests lists what employees asked for, with Employee, Type, From, To, Reason and Status. A waiting request has Approve and Reject buttons on its row. The demo workspace has none waiting.
2
Click All to see every request
Pending shows only requests waiting for you. All also shows the ones already decided.
3
Search the list
Type an employee, a leave type or part of a reason.
4
Pick an employee to add a leave record directly
Scroll to Add a leave record directly. Choose the Employee, Leave type, From, To, Half-day and add Remarks.
5
Click Add leave
Add leave writes the record. This guide does not click it.
6
Open the Holidays tab
It holds the holiday calendar: days nobody is marked late or absent, shown on every employee's leave calendar. You can upload a whole year at once or add one holiday.
Review overtime and punch corrections
Do this as a supervisor. Open app.bpmsquare.com/wfm/corrections. Approving a correction writes a new event and supersedes the original; nothing is edited in place.
1
Open the Overtime tab
The table shows Employee, Date, From, To, Duration and Status. Waiting sessions have Approve and Reject buttons. The demo workspace has none, so it reads No overtime awaiting approval.
2
Click All
Pending is selected first. All also lists sessions already decided.
3
On Corrections, filter by issue type
Use the search box or the All issue types list. Requests wait here with Approve and Reject buttons.
4
Open Flagged for review
Supervisor-flagged rechecks are listed here.
Set different rules for an employment type
Do this as an admin when one group of people works under other leave or weekly off rules, for example a trainee type with no paid leave. A new type needs no setup: it follows the workspace until you change a row.
1
Find Employment types
Open Settings → Workforce and stay on the Rules tab. Employment types lists each type with People, how many have it, and Rules. A type reads Same as everyone until you set a rule on it. After that it reads, for example, 2 custom.
2
Click a type
A side panel opens with the title Rules for <type>. Under it you see how many people have the type, how many leave requests are pending and how many custom rules it has. The panel has two tabs: Leave and Days.
3
Choose a rule for a leave type
On Leave, each leave type has a list: Same as everyone, Unpaid, Paid, up to N a month and Not offered. Not offered hides the leave and refuses new requests. Unpaid records it but pays nothing. A leave type that is already unpaid shows Unpaid, on approval. This guide did not change a rule.
4
Open the Days tab
Weekly off days follows the workspace, or you choose Custom and pick the days. A custom list with no day means every weekday is a working day for this type.
5
Read the holidays line
Holidays only for <type> says how many holidays this year apply to this type alone. Open goes to Leave & Holidays, where holidays are managed.
6
Use Copy rules from… or Reset all to everyone
Copy rules from… copies another type's rows into this panel. Nothing is saved until you apply. Reset all to everyone clears every custom row, so the type follows the workspace again.
7
Click Apply to 7 people
The button stays grey until you change something. It opens Review before applying, which lists each change as before and after. Click Apply there to save. The rules apply from the day you first apply them. Days before that keep the workspace rules and are never changed. Approved leave stays approved. Every change is logged in Change history. This guide did not apply anything.
8
Click Compare
A List and Compare switch sits above the types.
9
Read the Compare table
Types are columns and rules are rows. A dot means the type follows the workspace. A filled cell is a custom rule. Click a cell to open that type's panel on the matching tab.
10
Set a holiday for chosen types
On Leave & Holidays, open the Holidays tab. Under Add a holiday, Applies to has Everyone and These types. Click These types and tick the types. The holiday calendar shows who each holiday is for. This guide did not add a holiday.
11
See what employees and supervisors see
On My Workforce, a line says Not offered for <type> and names the leave types, and another shows the weekly off days. In the supervisor's leave table, a tag beside the leave type reads Unpaid for <type> or Not offered for <type>. A request filed before the rule changed stays in the list. Approve it to record it as unpaid, or reject it and point to the unpaid leave type.