Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-03-08
Example: Create a My Tasks Filter to Share with Others

Example: Create a My Tasks Filter to Share with Others

Global Modern Services (GMS) recently changed their policy around requesting time off by asking that employees enter:
  • Days as the value when taking 1 or more days off.
  • Hours when taking less than 1 full day off.
Employees should follow this guidance so that HR Administrators can accurately report on how much time off employees are requesting.
As an HR Administrator, you want to help employees submit time off requests correctly. You create a My Tasks filter to display requests that:
  • Are greater than 8.
  • Use hours as the value.
This filter identifies incorrectly submitted requests. You want to share this filter with all managers and their managers to ensure that approvers send back requests that don't adhere to the new guidelines.
Security:
Business Process Administration
 domain in the System functional area.
  1. Access the
    Create My Tasks System Filter
     task.
  2. Enter these values:
    Field
    Enter
    Description
    Time Off Requests > Than 8 Hours
    Maximum Row Limit
    50
  3. From the
    Include Business Process Type(s)
     prompt, select
    Request Time Off
    .
  4. Select these values in the
    Conditions
     grid:
    And/Or
    Source External Field
    Relational Operator
    Comparison Type
    Comparison Value
    And
    Time Off Total Units - Hours
    greater than or equal to
    Value specified in this filter
    8
  5. From the
    Usage Restrictions
     prompt, select:
    • Manager
    • Manager's Manager
GMS managers and their managers can easily identify time off requests submitted incorrectly by selecting
Time Off Requests > 8 Hours
 from their My Tasks filters. Managers can use this filter to ensure accurate reporting on time off requests.