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[IMP] Time Off: Updating Request Time Off #14184

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44 changes: 22 additions & 22 deletions content/applications/hr/time_off/request_time_off.rst
Original file line number Diff line number Diff line change
Expand Up @@ -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 <allocations>` 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
Expand All @@ -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,
Expand All @@ -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 <time_off/time-off-types>` 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
<time_off/time-off-types>` 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
Expand All @@ -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 <time_off/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.
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