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79 lines
3.9 KiB
ReStructuredText
79 lines
3.9 KiB
ReStructuredText
================
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Request time off
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================
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When employees wish to take time off, they first submit a time off request through the **Time Off**
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application. Once their request has been submitted, it is then reviewed by either the employee's
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manager or their time off officer (depending on who the employee's :ref:`time off approver is
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<employees/approvers>`).
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.. note::
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If the time off type the employee is requesting :ref:`does not require approval
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<time_off/time-off-requests>`, the time off is automatically approved, and does not need to be
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reviewed.
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Submit time off request
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=======================
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To request time off, click the :guilabel:`New` button in the top-left corner of the **Time Off** app
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dashboard, and a :guilabel:`New Time Off` pop-up form loads.
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Fill out the :ref:`fields on the form <time_off/fields>`, and then click :guilabel:`Save & Close` to
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submit the request.
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.. tip::
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Requesting time off can be done either form the main **Time Off** app dashboard, or by navigating
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to :menuselection:`Time Off --> My Time --> My Time Off`, and clicking :guilabel:`New`.
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.. image:: request_time_off/new-time-off.png
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:alt: A time off request for three hours of vacation time off.
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.. _time_off/fields:
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Time off fields
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---------------
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Enter the following information on the :guilabel:`New Time Off` request form:
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- :guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off being requested.
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- :guilabel:`Dates`: Enter the dates that the time off falls under. There are two fields to
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populate: the start and end dates. Click on either date field and a popover calendar appears.
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Click on the start date, then click on the end date. The selected start and end dates are circled,
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and the dates between them are highlighted (if applicable).
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If only requesting time off for a single day, click on the start date, then click the same date
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again for the end date.
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When the correct dates are selected, click the :guilabel:`Apply` button.
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The selected dates now populate the two portions of the :guilabel:`Dates` field.
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If the selected :guilabel:`Time Off Type` is configured to have the time off taken in hours, the
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following two fields also appear:
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- :guilabel:`Half Day`: If the time off request is for a half day, tick this checkbox. When this
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is selected, the second date field disappears, and is replaced with a drop-down menu. From that
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drop-down menu, select either :guilabel:`Morning` or :guilabel:`Afternoon` to indicate which
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half of the day is being requested off.
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- :guilabel:`Custom Hours`: If the time off requested is not a whole or half day, tick this
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checkbox. If selected, a :guilabel:`From` and :guilabel:`To` field appears beneath this option.
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Using the drop-down menu, select the start and end time for the time off request.
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- :guilabel:`Requested (Days/Hours)`: This field updates automatically once the :guilabel:`Date`
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section is completed. If the :guilabel:`Date` section is modified, this section automatically
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updates to reflect the total time off requested. This field is in either hours or days, depending
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on how the selected :ref:`Time Off Type <time_off/time-off-types>` is configured.
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- :guilabel:`Description`: Enter a description for the time off request. This should include any
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details that managers and approvers may need to approve the request.
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- :guilabel:`Supporting Document`: This field **only** appears if the :ref:`Time Off Type
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<time_off/time-off-types>` selected allows for the attachment of documents. Click the
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:icon:`fa-paperclip` :guilabel:`Attach File` button, and a file explorer window appears.
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Navigate to the desired files that should be attached, select them, then click The
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:guilabel:`Open` button. The files then appear on the time off request form. Multiple documents
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can be attached, if necessary.
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.. image:: request_time_off/time-off-request.png
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:alt: A time off request form filled out for an employee home sick with the flu.
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