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[IMP] Time Off: Updating Management #14185
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Original file line number | Diff line number | Diff line change | ||||||
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@@ -6,10 +6,10 @@ Management | |||||||
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Time off and allocation requests undergo an approval process before being granted. Requests either | ||||||||
need one or two approvals, if any, depending on how the specific type of time off is configured. All | ||||||||
these configurations can be found under the *Management* section of the *Time Off* application. | ||||||||
these configurations can be found under the *Management* section of the **Time Off** application. | ||||||||
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Only people who can approve allocation and time off requests have the :guilabel:`Management` section | ||||||||
visible in the *Time Off* application. | ||||||||
Only people who can :ref:`approve allocation and time off requests <employees/work-info-tab>` have | ||||||||
the :guilabel:`Management` section visible in the **Time Off** application. | ||||||||
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.. _time_off/manage-time-off: | ||||||||
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@@ -20,13 +20,12 @@ To view time off requests that need approval, navigate to :menuselection:`Time O | |||||||
Management --> Time Off`. Doing so reveals the :guilabel:`All Time Off` page. | ||||||||
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The only time off requests that are visible on this page belong to employees the user either has | ||||||||
:guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the *Time Off* | ||||||||
:guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the **Time Off** | ||||||||
application. | ||||||||
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The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`. | ||||||||
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This filter only presents time off requests that need to be approved for current employees on the | ||||||||
user's team, with a status of either :guilabel:`To Approve` or :guilabel:`Second Approval`. | ||||||||
The default filter on the :guilabel:`All Time Off` page is :icon:`fa-filter` :guilabel:`Waiting For | ||||||||
Me`. This filter only presents time off requests that need to be approved for current employees on | ||||||||
the user's team, with a status of either :guilabel:`To Approve` or :guilabel:`Second Approval`. | ||||||||
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On the left side of the :guilabel:`All Time Off` page, there are various grouping options that can | ||||||||
be used to narrow down the presented time off requests, located beneath the :guilabel:`Status` and | ||||||||
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@@ -39,8 +38,8 @@ The various departments the user is a member of, and manages employees under, al | |||||||
left side of the page, under :guilabel:`Departments`. | ||||||||
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.. note:: | ||||||||
If there are no requests that fall under one of the status options or departments, that status | ||||||||
or department is **not** visible on the left-side menu. | ||||||||
If there are no requests that fall under one of the status options or departments, that status or | ||||||||
department is **not** visible on the left-side menu. | ||||||||
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To only display time off requests for specific departments, click on the :guilabel:`Department` on | ||||||||
the left-hand side of the page. Only requests within the selected department are then presented. | ||||||||
|
@@ -51,7 +50,7 @@ color. | |||||||
The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are highlighted in yellow, and | ||||||||
are the only ones that appear in the list by default. | ||||||||
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If the `Waiting For Me` filter is removed, all statuses appear. | ||||||||
If the :icon:`fa-filter` :guilabel:`Waiting For Me` filter is removed, all statuses appear. | ||||||||
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:guilabel:`Approved` requests are highlighted in green, :guilabel:`To Submit` (drafts) requests are | ||||||||
highlighted in blue, and the :guilabel:`Refused` requests are highlighted in gray. | ||||||||
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@@ -66,7 +65,6 @@ To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at the | |||||||
line. | ||||||||
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.. image:: management/time-off-requests.png | ||||||||
:align: center | ||||||||
:alt: Time off requests with the filter, groupings, and status sections highlighted. | ||||||||
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For more details, click anywhere on the time off request line (except for the :icon:`fa-thumbs-up` | ||||||||
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@@ -89,11 +87,12 @@ To view allocations that need approval, navigate to :menuselection:`Time Off app | |||||||
Allocations`. Doing so reveals the :guilabel:`Allocations` page. | ||||||||
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The user is only presented with allocations for employees they have either :guilabel:`Time Off | ||||||||
Officer` or :guilabel:`Administrator` access rights for in the *Time Off* application. | ||||||||
Officer` or :guilabel:`Administrator` access rights for in the **Time Off** application. | ||||||||
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The default filters configured on the :guilabel:`Allocations` page are :guilabel:`My Team` and | ||||||||
:guilabel:`Active Employee`. These default filters *only* present employees on the user's team (who | ||||||||
they manage) and active employees. Inactive records are not shown. | ||||||||
The default filters configured on the :guilabel:`Allocations` page are :guilabel:`First Approval` | ||||||||
and :guilabel:`My Team`. These default filters *only* present employees on the user's team (who they | ||||||||
manage) that are awaiting the first approval. Approved and refused allocation requests are not | ||||||||
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Suggested change
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shown. | ||||||||
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The left side of the :guilabel:`Allocations` page has various grouping options to narrow down the | ||||||||
presented allocation requests. | ||||||||
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@@ -125,25 +124,23 @@ allocations for that specific department. | |||||||
:icon:`fa-times` :guilabel:`(remove)` icon on the specific filter to remove it. | ||||||||
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The status column displays the status of each request, with the status highlighted in a specific | ||||||||
color. | ||||||||
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The :guilabel:`To Approve` requests are highlighted in yellow, :guilabel:`Approved` requests are | ||||||||
highlighted in green, and the :guilabel:`Refused` requests are highlighted in gray. | ||||||||
color. The :guilabel:`To Approve` requests are highlighted in yellow, and if the default | ||||||||
:guilabel:`First Approval` filter is removed, the :guilabel:`Approved` requests are highlighted in | ||||||||
green, and the :guilabel:`Refused` requests are highlighted in gray. | ||||||||
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To approve an allocation request, click the :icon:`fa-check` :guilabel:`Validate` button at the end | ||||||||
of the line. To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button. | ||||||||
To approve an allocation request, click the :icon:`fa-thumbs-up` :guilabel:`Approve` button at the | ||||||||
end of the line. To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button. | ||||||||
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.. image:: management/allocations.png | ||||||||
:align: center | ||||||||
:alt: Allocations with the filter, groupings, and status sections highlighted. | ||||||||
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If more details are needed, click anywhere on the allocation request line (except for the | ||||||||
:icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` :guilabel:`Refuse` buttons) to view the | ||||||||
:icon:`fa-thumbs-up` :guilabel:`Approve` or :icon:`fa-times` :guilabel:`Refuse` buttons) to view the | ||||||||
specific request in detail, via the allocation request form. | ||||||||
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Depending on the rights of the user, changes can be made to the allocation request form that | ||||||||
appears. To modify the request, make any desired changes to the form. All changes are automatically | ||||||||
saved. | ||||||||
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It is also possible to approve or refuse the request from this form. Click the :guilabel:`Validate` | ||||||||
It is also possible to approve or refuse the request from this form. Click the :guilabel:`Approve` | ||||||||
button to approve, or the :guilabel:`Refuse` button to refuse the request. |
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content/applications/hr/time_off/management/time-off-requests.png
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