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[IMP] Time Off: Updating Management
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content/applications/hr/time_off/management.rst

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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
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need one or two approvals, if any, depending on how the specific type of time off is configured. All
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these configurations can be found under the *Management* section of the *Time Off* application.
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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
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visible in the *Time Off* application.
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Only people who can :ref:`approve allocation and time off requests <employees/work-info-tab>` have
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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
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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
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:guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the *Time Off*
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:guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the **Time Off**
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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
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user's team, with a status of either :guilabel:`To Approve` or :guilabel:`Second Approval`.
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The default filter on the :guilabel:`All Time Off` page is :icon:`fa-filter` :guilabel:`Waiting For
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Me`. This filter only presents time off requests that need to be approved for current employees on
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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
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be used to narrow down the presented time off requests, located beneath the :guilabel:`Status` and
@@ -39,8 +38,8 @@ The various departments the user is a member of, and manages employees under, al
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left side of the page, under :guilabel:`Departments`.
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.. note::
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If there are no requests that fall under one of the status options or departments, that status
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or department is **not** visible on the left-side menu.
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If there are no requests that fall under one of the status options or departments, that status or
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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
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the left-hand side of the page. Only requests within the selected department are then presented.
@@ -51,7 +50,7 @@ color.
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The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are highlighted in yellow, and
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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.
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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
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highlighted in blue, and the :guilabel:`Refused` requests are highlighted in gray.
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line.
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.. image:: management/time-off-requests.png
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:align: center
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: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`
@@ -89,11 +87,12 @@ To view allocations that need approval, navigate to :menuselection:`Time Off app
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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
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Officer` or :guilabel:`Administrator` access rights for in the *Time Off* application.
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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
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:guilabel:`Active Employee`. These default filters *only* present employees on the user's team (who
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they manage) and active employees. Inactive records are not shown.
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The default filters configured on the :guilabel:`Allocations` page are :guilabel:`First Approval`
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and :guilabel:`My Team`. These default filters *only* present employees on the user's team (who they
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manage) that are awaiting the first approval. Approved and refused allocation requests are not
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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
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presented allocation requests.
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: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
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color.
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The :guilabel:`To Approve` requests are highlighted in yellow, :guilabel:`Approved` requests are
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highlighted in green, and the :guilabel:`Refused` requests are highlighted in gray.
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color. The :guilabel:`To Approve` requests are highlighted in yellow, and if the default
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:guilabel:`First Approval` filter is removed, the :guilabel:`Approved` requests are highlighted in
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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
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of the line. To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button.
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To approve an allocation request, click the :icon:`fa-thumbs-up` :guilabel:`Approve` button at the
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end of the line. To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button.
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.. image:: management/allocations.png
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:align: center
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: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
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:icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` :guilabel:`Refuse` buttons) to view the
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:icon:`fa-thumbs-up` :guilabel:`Approve` or :icon:`fa-times` :guilabel:`Refuse` buttons) to view the
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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
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appears. To modify the request, make any desired changes to the form. All changes are automatically
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saved.
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It is also possible to approve or refuse the request from this form. Click the :guilabel:`Validate`
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It is also possible to approve or refuse the request from this form. Click the :guilabel:`Approve`
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button to approve, or the :guilabel:`Refuse` button to refuse the request.
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