diff --git a/content/applications/hr/time_off/request_time_off.rst b/content/applications/hr/time_off/request_time_off.rst index 6ab9b63c0f..27b541216e 100644 --- a/content/applications/hr/time_off/request_time_off.rst +++ b/content/applications/hr/time_off/request_time_off.rst @@ -2,14 +2,16 @@ Request time off ================ -Once time off has been allocated to an employee, a request to use it can be submitted. +Once time off has been :doc:`allocated ` to an employee, a time off request can be +submitted. -Time off can be requested in one of two ways: either from the main *Time Off* application +Time off can be requested in one of two ways: either from the main **Time Off** application :guilabel:`Dashboard` (:menuselection:`Time Off app --> My Time --> Dashboard`), or from the :guilabel:`My Time Off` dashboard view (:menuselection:`Time Off app --> My Time --> My Time Off`). -To create a new request for time off, click the :guilabel:`New` button on either the main *Time Off* -:guilabel:`Dashboard` or the :guilabel:`My Time Off` dashboard, in the default list view. +To create a new request for time off, click the :guilabel:`New` button on either the main +**Time Off** :guilabel:`Dashboard` or the :guilabel:`My Time Off` dashboard, in the default list +view. .. note:: Both :guilabel:`New` buttons allow the user to request time off, but when requested from the @@ -19,8 +21,8 @@ To create a new request for time off, click the :guilabel:`New` button on either Enter the following information on the :guilabel:`New Time Off` request form: -- :guilabel:`Time Off Type`: select the type of time off being requested from the drop-down menu. -- :guilabel:`Dates`: enter the dates that the time off falls under. There are two fields to +- :guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off being requested. +- :guilabel:`Dates`: Enter the dates that the time off falls under. There are two fields to populate: the start and end dates. Click on either date field and a popover calendar appears. Click on the start date, then click on the end date. The selected start and end dates are circled, @@ -36,23 +38,23 @@ Enter the following information on the :guilabel:`New Time Off` request form: If the selected :guilabel:`Time Off Type` is configured to have the time off taken in hours, the following two fields also appear: - - :guilabel:`Half Day`: if the time off request is for a half day, tick this checkbox. When this + - :guilabel:`Half Day`: If the time off request is for a half day, tick this checkbox. When this is selected, the second date field disappears, and is replaced with a drop-down menu. From that drop-down menu, select either :guilabel:`Morning` or :guilabel:`Afternoon` to indicate which - half of the day is being requested. - - :guilabel:`Custom Hours`: if the time off requested is not a whole or half day, tick this + half of the day is being requested off. + - :guilabel:`Custom Hours`: If the time off requested is not a whole or half day, tick this checkbox. If selected, a :guilabel:`From` and :guilabel:`To` field appears beneath this option. Using the drop-down menu, select the start and end time for the time off request. -- :guilabel:`Duration`: this field updates automatically once the :guilabel:`Date` section is - completed. If the :guilabel:`Date` section is modified, this section automatically updates to - reflect the total time off requested. This field is in either hours or days, depending on how the - selected :guilabel:`Time Off Type` is configured. -- :guilabel:`Description`: enter a description for the time off request. This should include any +- :guilabel:`Requested (Days/Hours)`: This field updates automatically once the :guilabel:`Date` + section is completed. If the :guilabel:`Date` section is modified, this section automatically + updates to reflect the total time off requested. This field is in either hours or days, depending + on how the selected :ref:`Time Off Type ` is configured. +- :guilabel:`Description`: Enter a description for the time off request. This should include any details that managers and approvers may need to approve the request. -- :guilabel:`Supporting Document`: this field only appears if the :guilabel:`Time Off Type` selected - allows for the attachment of documents. Click the :guilabel:`Attach File` button, and a file - explorer window appears. +- :guilabel:`Supporting Document`: This field **only** appears if the :ref:`Time Off Type + ` selected allows for the attachment of documents. Click the + :icon:`fa-paperclip` :guilabel:`Attach File` button, and a file explorer window appears. Navigate to the desired files that should be attached, select them, then click The :guilabel:`Open` button. The files then appear on the time off request form. Multiple documents @@ -61,10 +63,8 @@ Enter the following information on the :guilabel:`New Time Off` request form: If the request was created from the :guilabel:`Dashboard`, click the :guilabel:`Save & Close` button to save the information, and submit the request. -If the form was completed from the :guilabel:`My Time Off` list view, the information is -automatically saved as it is entered. However, the form can be saved manually at any time by -clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon. +If the form was completed from the :ref:`My Time Off ` list view, the +information is automatically saved as it is entered. .. image:: request_time_off/time-off-request.png - :align: center - :alt: A time off request form filled out for an employee home sick for two days with the flu. + :alt: A time off request form filled out for an employee home sick with the flu. diff --git a/content/applications/hr/time_off/request_time_off/time-off-request.png b/content/applications/hr/time_off/request_time_off/time-off-request.png index 5c13230a01..3fd2cec5a8 100644 Binary files a/content/applications/hr/time_off/request_time_off/time-off-request.png and b/content/applications/hr/time_off/request_time_off/time-off-request.png differ