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For the vacation request approval process, it is recommended to create a separate empty Jira project of the type Company-managed business. Please follow the guide below:
In the Projects menu in your Jira instance, click on the create new project button. Then, in the window that opens, in the Work management section, select the template called Blank project:
Specify the following fields:
Name: Give the project a name of your choice, for example "Vacation Requests" or simply "Vacations". In our case, we will name the project "Teamployees (Vacations)" for clarity.
Project type: Click Show more to open additional settings. And in the Project type drop-down list, select the Company-managed type.
Finish by clicking the Create project button:
Additionally, you can make sure that the new project was created with the required type Company-managed business:
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Go to the plugin settings section by the following path: Apps → Manage apps, and then in the left menu column go to the Teamployees Configuration section in the Event Notifications tab.
Specify the following fields:
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Project: Select the project in which Jira issues with vacation requests will be created. We recommend using an empty Jira project created specifically for this purpose. Alternatively, you can use an existing project, but additional setup will be required as explained below.
Description: If necessary, change the default text that will be displayed in the Jira issue.
Click the Confirm button to continue:
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After a short check, you will see a yellow message. To implement the vacation approval process in the selected Jira project, you must manually approve the publication of the new workflow scheme.
Just follow the Publish Workflow Draft link and publish the changes to the workflow scheme:
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Clicking on the link will open a new tab in your browser, then confirm the changes by clicking on the “Publish” button:
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Since the newly created "new empty" Jira project does not have an issue to migrate, simply click the "Associate" If you are using an blank "Company-managed business" Jira project as recommended, no migration is required, just click the Associate button to continue:
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It will take some time for the new workflow to publish, after which you will see a message indicating a successful migration:
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Go back to the Teamployees Configuration → Event Notifications tab section and refresh the browser page. If all the previous steps were performed correctly, you should see a green message indicating that the configuration is complete:
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When selecting a value in the "Project" field, please note that the "team-managed projects" type is not supported due to limited functionality, but you can choose any "company-managed project". |
After connecting the project by clicking the "Confirm" button you will need to publish the changes made by the plugin in the workflow scheme for the correct implementation of the approval process using the provided “link”. Follow the provided link and publish changes to the workflow scheme:
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To make all requests for a day off mandatory approval, choose the "Approver is required" option in the general settings of the Teamployees plugin.  |