[IMP] Time Off: added multiple request section
closes odoo/documentation#11552 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@ -11,6 +11,8 @@ Off Officer* or *Administrator* access rights for the **Time Off** application.
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on access rights, refer to the :doc:`access rights <../../general/users/access_rights/>`
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documentation.
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.. _time_off/allocation-form:
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Allocate time off
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=================
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@ -19,7 +21,7 @@ Allocations`.
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This presents a list of all current allocations, including their respective statuses.
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Click :guilabel:`New` to allocate time off, and a blank allocation form appears.
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Click :guilabel:`New` to allocate time off, and a blank :guilabel:`Allocation` form appears.
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After entering a name for the allocation on the first blank field of the form, enter the following
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information:
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@ -74,28 +76,60 @@ information:
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- :guilabel:`Allocation`: Enter the amount of time that is being allocated to the employees. This
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field displays the time in either :guilabel:`Hours` or :guilabel:`Days`, depending on how the
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selected :ref:`Time Off Type <time_off/time-off-types>` is configured.
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- :guilabel:`Mode`: Using the drop-down menu, select how the allocation is assigned. This selection
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determines who receives the time off allocation. The options are :guilabel:`By Employee`,
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:guilabel:`By Company`, :guilabel:`By Department`, or :guilabel:`By Employee Tag`.
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Depending on what is selected for the :guilabel:`Mode`, the field beneath :guilabel:`Mode` is
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labeled either: :guilabel:`Employees`, :guilabel:`Company`, :guilabel:`Department`, or
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:guilabel:`Employee Tag`.
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Using the drop-down menu, indicate the specific employees, company, department, or employee tags
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receiving this time off.
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Multiple selections can be made for either :guilabel:`Employees` or :guilabel:`Employee Tag`.
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Only one selection can be made for the :guilabel:`Company` or :guilabel:`Department`.
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- :guilabel:`Add a reason...`: If any description or note is necessary to explain the time off
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allocation, enter it in this field at the bottom of the form.
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.. image:: allocations/new-allocation.png
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:align: center
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:alt: A new allocation form with all the fields filled out for the annual two week vacation
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granted to all employees.
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Multiple Allocations
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--------------------
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When allocating time off, it is common to allocate time to several employees at once. This is done
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using the :guilabel:`Multiple Requests` feature.
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To allocate time to multiple employees in a single allocation, navigate to :menuselection:`Time Off
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app --> Management --> Allocations`. Then, click the :icon:`fa-gear` :guilabel:`(Actions)` icon in
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the upper-left corner, then click :icon:`fa-users` :guilabel:`Multiple Requests`. This reveals a
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:guilabel:`Multiple Requests` pop-up window.
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This form is identical to the :guilabel:`Allocation` form, with an additional :guilabel:`Mode`
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field. The :guilabel:`Mode` field determines how multiple employees are selected.
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Using the drop-down menu, select one of the following :guilabel:`Modes`:
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- :guilabel:`By Employee`: This option allows for the selection of multiple individual employees
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that are unrelated in terms of department, company, or tags. Selecting this reveals an
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:guilabel:`Employees` field. Select the employees to receive the allocation in the
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:guilabel:`Employees` field. There is no limit to the amount of employees that can be selected.
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- :guilabel:`By Company`: This option allows for the selection of all employees within a specific
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company. Selecting this reveals a :guilabel:`Company` field. Select the :guilabel:`Company` to
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assign the allocation to. Only one company can be assigned in the :guilabel:`Company` field. When
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a company is selected, *all* employees within the company receive the allocation.
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- :guilabel:`By Department`: This option allows for the selection of all employees within a specific
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department. Selecting this reveals a :guilabel:`Department` field. Select the
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:guilabel:`Department` to assign the allocation to. Only one department can be assigned in the
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:guilabel:`Department` field. When a department is selected, *all* employees within the department
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receive the allocation.
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- :guilabel:`By Employee Tag`: This option allows for the selection of all employees with a specific
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tag. Selecting this reveals an :guilabel:`Employee Tag` field. Select the desired
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:guilabel:`Employee Tag` to select all employees with that tag. Only one tag can be assigned in
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the :guilabel:`Employee Tag` field. When a tag is selected, *all* employees with that tag receive
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the allocation.
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Next, select the :guilabel:`Time Off Type` using the drop-down menu. Once a :guilabel:`Time Off
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Type` is selected, the placeholder name, 'Allocation Request', changes to the name of the selected
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:guilabel:`Time Off Type`, including the amount of days. Change the name of the allocation, if
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desired.
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Fill out the remainder of the :ref:`Multiple Requests form <time_off/allocation-form>`, then click
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:guilabel:`Create Allocations` when done.
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.. image:: allocations/multiple-requests.png
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:alt: An allocation request form filled out for sick time for all employees within the sales
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department.
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.. _time_off/request-allocation:
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Request allocation
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@ -120,7 +154,7 @@ Enter the following information on the new allocation request form:
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- :guilabel:`Time Off Type`: Select the type of time off being requested for the allocation from the
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drop-down menu. After a selection is made, the title updates with the time off type.
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- :guilabel:`Validity Period`: By default, the current date populates this field, and it is **not**
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able to be modified. This field **only** appears when requesting an allocatoin from the
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able to be modified. This field **only** appears when requesting an allocation from the
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:guilabel:`My Allocations` view (:menuselection:`Time Off --> My Time --> My Allocations`).
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- :guilabel:`Allocation`: Enter the amount of time being requested in this field. The format is
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presented in either :guilabel:`Days` or :guilabel:`Hours`, depending on how the :guilabel:`Time
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@ -137,6 +171,5 @@ automatically saved as it is entered. However, the form can be saved manually at
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clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon.
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.. image:: allocations/allocation-request.png
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:align: center
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:alt: An allocation request form filled out for an employee requesting an additional week of
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sick time.
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