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Managing holidays - freelance dwylers #491

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rub1e opened this issue Jul 31, 2018 · 4 comments
Closed

Managing holidays - freelance dwylers #491

rub1e opened this issue Jul 31, 2018 · 4 comments
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@rub1e
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rub1e commented Jul 31, 2018

It would be ideal to manage all freelancers and PAYE dwylers in the same system (Xero), but since we would have to pay to for accounts for everyone, we have decided to adopt HR.my for managing freelancer holidays.

Below are the processes for booking and approving/managing freelancer holidays.

@rub1e
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rub1e commented Jul 31, 2018

For freelancers

  • Get login details from @rub1e or someone similar

  • Log in

  • Hit the leave nav button and hit application (screenshot)
    screenshot 2018-07-31 at 12 14 08

  • Hit the ➕ under Transaction to open a new holiday request (screenshot)
    screenshot 2018-07-31 at 12 16 33

  • In the holiday request box, the first field - entitled leave has only one option (TIMEOFF), so just select that (screenshot)
    screenshot 2018-07-31 at 12 19 40

  • Now fill in the dates (don't worry about hours, just get the dates done) and press OK (screenshot)
    screenshot 2018-07-31 at 12 22 01

  • Your holiday request has been submitted! If you're feeling super-helpful, give @rub1e or @iteles a nudge on gitter just so it's on our radar immediately.

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rub1e commented Jul 31, 2018

For admins

  • Note that your login is an employer account, so log in accordingly (screenshot)
    screenshot 2018-07-31 at 12 33 36

  • Hit the leave nav button and select planner/schedule (screenshot)
    screenshot 2018-07-31 at 12 37 03

  • Behold! All the info on upcoming holidays is right there! (Note that the handy visual leave planner calendar will only display one month at a time

  • Holiday requests appear in the leave pending approval section at the bottom. (screenshot)
    screenshot 2018-07-31 at 12 48 11

  • Now simply double-click on each row to open the request, and the only thing you need to do is change the dropdown from pending approval to approved (depending on your mood) and hit OK (screenshot)
    screenshot 2018-07-31 at 12 50 14

@rub1e rub1e added the awaiting-review An issue or pull request that needs to be reviewed label Jul 31, 2018
@iteles
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iteles commented Aug 10, 2018

@rub1e Assigning this back to you until there is a PR to review, the above looks good 👍

FYI These things that need reviewing often get lost in issues. Let's put them straight into PRs where we can have in-line comments please 😊

@iteles iteles assigned rub1e and unassigned iteles Aug 10, 2018
@iteles iteles removed the awaiting-review An issue or pull request that needs to be reviewed label Aug 10, 2018
rub1e added a commit to dwyl/process-handbook that referenced this issue Aug 15, 2018
Adds holidays process for admins and freelancers 

Ref dwyl/hq#491
@rub1e
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rub1e commented Jan 15, 2019

This was continued in a PR per #491 (comment)

PR has been merged so this can be closed

@rub1e rub1e closed this as completed Jan 15, 2019
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