@@ -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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-
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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 no requests fall under one of the status options or departments, that status or department is
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+ **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.
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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.
@@ -66,7 +65,6 @@ To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at the
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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 +87,11 @@ 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 that the user manages and are
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+ awaiting their first approval. Approved and refused allocation requests are not 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.
@@ -125,25 +123,23 @@ allocations for that specific department.
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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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-
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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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