Work-from-Home Application Records

Home > Management Mode > Application Records > Work-from-Home Application Records

In Management Mode, managers can select Application Records on the Home page, then select Work-from-Home Application Records to open the records page. This feature lets managers review and track users' work-from-home applications.

Key Features

  1. Application record list

    • The system lists all work-from-home applications in order by application date.
    • Managers can filter records by user name or application date range to quickly find a specific application.

  2. Real-time status display

    • Each application has one of the following statuses:
      • Pending Review: The application is waiting to be reviewed.
      • Approved: The application has been approved and the work-from-home arrangement is in effect.
      • Rejected: The application was not approved and will not be included in the work-from-home arrangement.

Notes

  • Date restrictions

    • A work-from-home date cannot be earlier than the user's start date. The system automatically blocks applications that do not meet this requirement.
    • This rule ensures that applications match the user's actual employment period and prevents incorrect records.

  • Verify the information

    • Before submitting an application, users should verify the requested date range and work details to ensure the information is correct and improve the likelihood of approval.

  • Notifications and reminders

    • The system sends an application notification to the designated reviewer, reminding them to process it promptly and keep the workflow moving.

This feature helps managers clearly track work-from-home arrangements and ensure that records are accurate and comply with company policy.

Work-from-Home Application Process

After a user (employee) submits a work-from-home application, SwipePoint sends it to the designated work-from-home reviewer. Once the application is approved, a manager can select the record they want to add to a calendar and tap Add to Device Calendar.

  1. The user (employee) submits a work-from-home application.
  2. The work-from-home reviewer reviews the application.

Reviewing a Work-from-Home Application

Home > Management Mode > Notifications in the upper-right corner > Any work-from-home application

In Management Mode, managers can select the notifications icon in the upper-right corner of the Home page, then select any work-from-home application to open its review page.

When a user (employee) submits a work-from-home application, the Creator, a Top Manager, or that user's designated work-from-home reviewer can review it.

Add to Device Calendar

Home > Management Mode > Application Records > Work-from-Home Application Records > Work-from-Home Application Details > Add to Device Calendar

Managers can follow the steps below to add a work-from-home application record to a device calendar. This helps prevent important schedule information from being overlooked and keeps team members aware of a colleague's work-from-home arrangement.

Steps

  1. Open SwipePoint, enter Management Mode, and select Home.
  2. Select Application Records on the Home page.
  3. Select Work-from-Home Application Records from the records menu.
  4. Find and select the record you want to add to the device calendar to open its details.
  5. On the record details page, select Add to Device Calendar.
  6. In the menu that appears, select the destination calendar on the device, then confirm.

Notes

  • This feature only adds a record to the device calendar. To remove it later, you must manually delete it from the calendar on the phone or other device. SwipePoint does not synchronize deletions.
  • Deleting a work-from-home application record in SwipePoint does not automatically remove a copy that was already added to a device calendar. The manager must remove that calendar event separately.

Delete a Record on an Android Phone

  1. Open the Google Calendar app on the phone.
  2. Find and select the work-from-home application record you want to delete.
  3. Select the three-dot icon in the upper-right corner to open more options.
  4. Select Delete to remove the event.

Delete a Record on an iPhone

  1. Open the Calendar app on the iPhone.
  2. Select the work-from-home application record you want to delete to open its details.
  3. Scroll to the bottom and select Delete Event.

Synchronize the Device Calendar with Google Calendar

Use the following settings to keep the device's built-in calendar synchronized with Google Calendar.

Android Devices

  1. Open Settings on the phone.
  2. Select Passwords, passkeys & accounts. The menu name may vary by device manufacturer.
  3. Select your Google Account, then select Account sync.
  4. Make sure Calendar synchronization is turned on.

iOS Devices

  1. Open Settings on the iPhone.
  2. Select Apps, then Calendar.
  3. Select Calendar Accounts > Add Account > Google.
  4. Sign in to your Google Account and make sure Calendar synchronization is turned on.

After completing these settings, the device's built-in calendar can synchronize with Google Calendar so schedule records remain current and consistent.

Managers should periodically compare the calendar with the records in SwipePoint to prevent scheduling or management issues caused by inconsistent information.

Delete a Work-from-Home Application Record

Home > Management Mode > Application Records > Work-from-Home Application Records > Work-from-Home Application Details > Delete

In Management Mode, managers can select Application Records on the Home page, select Work-from-Home Application Records, then select any record to open its details.

This feature lets managers delete an employee's work-from-home application record to keep the data accurate and relevant.

Steps

  1. Enter Management Mode Open SwipePoint and select Management Mode.

  2. Open Application Records Select Application Records to open the management page.

  3. Select a work-from-home application record On the Application Records page, select Work-from-Home Application Records and locate the application you want to delete.

  4. Delete the record Select Delete next to the target record. When the confirmation message appears, confirm the deletion.

Notes

  • Deletion cannot be undone

    • Deleting the record permanently removes it. Proceed carefully.

  • Review related information

    • If the record affects an important arrangement or payroll calculation, record or back up the relevant information before deleting it.

  • Notify the employee

    • Confirm the deletion with the employee beforehand to avoid misunderstandings or disputes.

This feature gives managers a flexible way to keep work-from-home application records clear, accurate, and compliant with company policy.

Frequently Asked Questions

Q1: How does a manager view work-from-home application records?

A: In Management Mode, select Application Records on the Home page, then select Work-from-Home Application Records. This page lets managers review and track users' work-from-home applications.

Q2: What are the main features of the work-from-home application record list?

A: The system sorts records by application date and lets managers filter them by user name or application date range, making it easy to find a specific application.

Q3: What do the work-from-home application statuses mean?

A: Pending Review means the application is waiting to be reviewed. Approved means the application was approved and the work-from-home arrangement is in effect. Rejected means the application was not approved and will not be included in the arrangement.

Q4: What date restrictions apply to a work-from-home application?

A: The work-from-home date cannot be earlier than the user's start date. The system blocks such submissions to ensure that applications match the user's actual employment period and to prevent incorrect records.

Q5: What should a user check before submitting a work-from-home application?

A: The user should verify the requested date range and work details to make sure all information is correct. This can improve the likelihood that the application will be approved.

Q6: How does the system remind a reviewer to process an application?

A: The system sends an application notification to the designated reviewer, reminding them to process it promptly so the workflow can continue smoothly.

Q7: How does a manager delete a work-from-home application record?

A: In Management Mode, select Application Records, then Work-from-Home Application Records. Select the record to open its details, select Delete, and confirm the deletion.

Q8: What should a manager consider before deleting a work-from-home application record?

A: Deletion cannot be undone. If the record affects an important arrangement or payroll calculation, record or back up the information first. The manager should also confirm with the relevant employee to prevent misunderstandings or disputes.

Q9: What should I do if a user deletes an application before the reviewer completes the review?

A: If a user (employee) deletes the application record before the reviewer completes the review, the application is not retained in the admin system. Ask the user to submit a new application before it can be reviewed.

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