Available for the following User Access levels: Employee, Manager
Hero AI on mobile helps you skip the manual navigation for routine leave, timesheet and unavailability tasks. Tell Hero AI what you need, then tap the button it shows to open the right screen and finish the task there.
Select the task you want to complete:
- Cancel an upcoming leave request through Hero AI
- Approve a direct report's leave request through Hero AI
- Reject a direct report's leave request through Hero AI
- Approve pending timesheets through Hero AI
- Reject timesheets through Hero AI
- Create an unavailability period through Hero AI
- Update an existing unavailability period through Hero AI
- Delete an unavailability period through Hero AI
- Further information
Cancel an upcoming leave request through Hero AI
Use Hero AI to cancel leave you no longer need. Hero AI identifies the request and shows you a summary, then takes you to that leave request in the app.
- Open the Hero AI chat in the app.
- Ask Hero AI to cancel an upcoming leave request. If you have more than one, tell Hero AI which request you mean.
- Check the summary Hero AI shows. It includes the dates and the leave type.
- Tap Review & Cancel. The app opens that leave request, ready for you to confirm the cancellation. The leave details match the summary in the chat.
- Confirm the cancellation on the leave request screen.
Important
A cancelled leave request cannot be undone. The app asks you to confirm before it cancels your leave.
- You have more than one upcoming leave request: Hero AI asks which request you want to cancel before it shows any summary.
- You have no upcoming leave: Hero AI tells you that you have no upcoming leave that can be cancelled.
Tap Cancel on the summary, or ignore it. Hero AI makes no change to your leave request and lets you know that no action was taken.
Approve a direct report's leave request through Hero AI
If you are a manager, use Hero AI to respond to a pending leave request without having to find it in the approval queue.
- Open the Hero AI chat in the app.
- Ask Hero AI to approve leave for a specific direct report. If Hero AI asks which request you mean, confirm it.
- Check the summary Hero AI shows. It includes the employee's name, the leave type and the dates.
- Tap Review & Approve. The app opens the leave approval screen with the request already selected. The details on screen match the summary in the chat.
- Confirm the approval on the leave approval screen.
- One employee has more than one pending request: Hero AI asks which request you want to approve.
- You have no pending leave requests to action: Hero AI tells you that no leave requests are waiting for your approval.
- You are not a manager: You need the manager role to approve leave for direct reports. If Hero AI cannot find any leave requests from your direct reports, you see an error.
Reject a direct report's leave request through Hero AI
Decline a pending leave request from a direct report quickly, then add a reason on the approval screen if you want to.
- Open the Hero AI chat in the app.
- Ask Hero AI to reject a direct report's leave. If Hero AI asks which request you mean, confirm it.
- Check the summary of the request that Hero AI shows.
- Tap Review & Reject. The app opens the leave approval screen with the request already selected.
- Add a reason for the rejection if you want to.
- Confirm the rejection on the leave approval screen.
- You have more than one pending request and do not say whose or which one: Hero AI asks you to clarify before it continues.
- You are not a manager: You need the manager role to reject leave for direct reports. If you are not a manager, you have no direct reports' pending requests to reject.
Approve pending timesheets through Hero AI
If you are a manager, use Hero AI to approve timesheets from your direct reports at the end of a pay period without opening the timesheet section yourself.
- Open the Hero AI chat in the app.
- Ask Hero AI to approve a specific employee's timesheets.
- Check the summary Hero AI shows. It includes the employee's name and the period the timesheets cover.
- Tap Review & Approve. The app opens the timesheet approval screen with the relevant timesheets already selected.
- Confirm the approval on the timesheet approval screen.
You can approve timesheets for more than one employee from the timesheet approval screen. Hero AI can select the relevant submissions for you.
- You have no pending timesheets: Hero AI tells you that no timesheets are waiting for your approval.
- You are not a manager: You need the manager role to approve timesheets. If you are not a manager, Hero AI tells you there are no pending timesheets because you have no direct reports.
Reject timesheets through Hero AI
Send a timesheet back for correction by asking Hero AI to identify the submission, then add your reason on the timesheet approval screen if you want to.
- Open the Hero AI chat in the app.
- Ask Hero AI to reject a specific employee's timesheets.
- Check the summary of the pending timesheets that Hero AI shows.
- Tap Review & Reject. The app opens the timesheet approval screen with the relevant timesheets already selected.
- Add a reason for the rejection if you want to.
- Confirm the rejection on the timesheet approval screen.
If you have pending timesheets from more than one direct report and do not say whose timesheets you want to reject, Hero AI asks you to clarify which employee you mean.
Create an unavailability period through Hero AI
Let your team know you are not available without going to the roster section. Tell Hero AI your dates and reason, then save the period on a screen that is already filled in.
- Open the Hero AI chat in the app.
- Ask Hero AI to mark you as unavailable for specific dates. Include the dates and the reason.
- Check the summary Hero AI shows. It includes the dates and the reason.
- Tap Review & Save. The app opens the unavailability creation screen with the details from your conversation already filled in.
- Save the unavailability period on that screen.
If you ask Hero AI to mark you as unavailable without giving dates, Hero AI asks for all the missing details in a single message. It shows the summary only after you provide them.
Update an existing unavailability period through Hero AI
Correct the dates or details of an unavailability period when your plans change. Hero AI identifies the period and shows you the proposed change, then takes you to the edit screen to save it.
- Open the Hero AI chat in the app.
- Ask Hero AI to change the dates or details of your existing unavailability period.
- Check the summary of the proposed change that Hero AI shows.
- Tap Review & Update. The app opens the edit screen for that unavailability period with the updated details already filled in.
- Save the changes on the edit screen.
If you have no current or upcoming unavailability periods, Hero AI tells you there is nothing to update and offers to help you create a new one.
Delete an unavailability period through Hero AI
Free up time you no longer need to block out. Hero AI identifies the period and takes you to its details, ready for you to confirm the deletion.
- Open the Hero AI chat in the app.
- Ask Hero AI to remove an upcoming unavailability period. If you have more than one, tell Hero AI which period you mean.
- Check the details Hero AI shows. They include the dates.
- Tap Review & Delete. The app opens the unavailability detail screen, ready for you to confirm the deletion.
- Confirm the deletion on the unavailability detail screen.
Important
A deleted unavailability period cannot be undone. The app asks you to confirm before it deletes the period.
- You have more than one upcoming period: Hero AI asks which period you want to remove.
- You have no current or upcoming periods: Hero AI tells you there is nothing to delete.
Further information
Hero AI does not complete these actions in the chat. After you tap the button on the summary, you confirm, approve, reject or save on the app screen that opens. For leave requests, the details on that screen match what Hero AI summarised in the chat.
You need the manager role to approve or reject leave and to approve or reject timesheets, because these actions apply to your direct reports.
| Task | Button in Hero AI | Where the button takes you |
| Cancel your leave | Review & Cancel | Your leave request, ready to confirm the cancellation |
| Approve a direct report's leave | Review & Approve | The leave approval screen, with the request selected |
| Reject a direct report's leave | Review & Reject | The leave approval screen, with the request selected |
| Approve timesheets | Review & Approve | The timesheet approval screen, with the relevant timesheets selected |
| Reject timesheets | Review & Reject | The timesheet approval screen, with the relevant timesheets selected |
| Create unavailability | Review & Save | The unavailability creation screen, filled in with your details |
| Update unavailability | Review & Update | The edit screen for that period, filled in with the updated details |
| Delete unavailability | Review & Delete | The unavailability detail screen, ready to confirm the deletion |