76 lines
3.9 KiB
Markdown
76 lines
3.9 KiB
Markdown
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# Request time off
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Once time off has been allocated to an employee, a request to use it can be submitted.
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Time off can be requested in one of two ways: either from the main *Time Off* application
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{guilabel}`Dashboard` ({menuselection}`Time Off app --> My Time --> Dashboard`), or from the
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{guilabel}`My Time Off` dashboard view ({menuselection}`Time Off app --> My Time --> My Time Off`).
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To create a new request for time off, click the {guilabel}`New` button on either the main *Time Off*
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{guilabel}`Dashboard` or the {guilabel}`My Time Off` dashboard, in the default list view.
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:::{note}
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Both {guilabel}`New` buttons allow the user to request time off, but when requested from the
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{guilabel}`Dashboard`, a {guilabel}`New Time Off` request form appears in a pop-up window. When
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requested from the {guilabel}`My Time Off` list view, the screen navigates to a new time off
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request page, instead.
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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`: select the type of time off being requested from the drop-down menu.
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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.
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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}`Duration`: this field updates automatically once the {guilabel}`Date` section is
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completed. If the {guilabel}`Date` section is modified, this section automatically updates to
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reflect the total time off requested. This field is in either hours or days, depending on how the
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selected {guilabel}`Time Off Type` 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 {guilabel}`Time Off Type` selected
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allows for the attachment of documents. Click the {guilabel}`Attach File` button, and a file
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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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If the request was created from the {guilabel}`Dashboard`, click the {guilabel}`Save & Close` button
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to save the information, and submit the request.
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If the form was completed from the {guilabel}`My Time Off` list view, the information is
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automatically saved as it is entered. However, the form can be saved manually at any time by
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clicking the {icon}`fa-cloud-upload` {guilabel}`(cloud upload)` icon.
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```{image} request_time_off/time-off-request.png
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:align: center
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:alt: A time off request form filled out for an employee home sick for two days with
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: the flu.
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```
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