[ADD] Time Off: Moving TO request to new doc
closes odoo/documentation#9482
X-original-commit: 59ba096ee2
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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:show-content:
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========
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Time Off
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========
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@ -5,9 +7,10 @@ Time Off
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Odoo's *Time Off* application serves as a centralized hub for all time-off-related information. This
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application manages requests, balances, allocations, approvals, and reports.
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Users can :ref:`request time off <time_off/request-time-off>`, and see an overview of their requests
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and time off balances. Managers can :ref:`allocate time off <time_off/allocate>` to individuals,
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teams, or the whole company, and :ref:`approve time off requests <time_off/manage-time-off>`.
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Users can :doc:`request time off <../hr/time_off/request_time_off>`, and see an overview of their
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requests and time off balances. Managers can :ref:`allocate time off <time_off/allocate>` to
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individuals, teams, or the whole company, and :ref:`approve time off requests
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<time_off/manage-time-off>`.
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Detailed :ref:`reports <time_off/reporting>` can be run to see how much time off (and what kinds of
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time off) are being used, :ref:`accrual plans <time_off/accrual-plans>` can be created, and
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@ -493,75 +496,6 @@ information:
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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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.. _time_off/request-time-off:
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Request time off
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================
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Once an employee has been allocated time off, a request to use the time off can be submitted. Time
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off can be requested in one of two ways, either from the :ref:`dashboard <time_off/dashboard>` or
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from the :ref:`My Time Off <time_off/my-time-off>` view.
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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` 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 modal. When requested
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from the :guilabel:`My Time Off` list view, the screen navigates to a new time off request page,
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instead.
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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 the time off requested is 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/highlighted, 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, check this box. When this is
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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, check this box.
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A :guilabel:`From` and :guilabel:`To` field appears beneath this option, if selected. Using the
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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 in order 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 attachments 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 to attach, select them, then click the :guilabel:`Open` button. The
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files then appear on the time off request form. Multiple documents 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 *save manually* button, represented by a :guilabel:`(cloud upload)` icon.
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.. image:: 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 the flu.
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.. _time_off/request-allocation:
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Request allocation
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@ -846,12 +780,13 @@ Time off that has been validated appears in a solid color (in the color specifie
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to be approved appear with white stripes in the color. Refused time off requests have a colored line
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through the dates.
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New time off requests can be made from the dashboard. Click the :guilabel:`New` button at the top of
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the dashboard, and a :ref:`New Time Off <time_off/request-time-off>` modal appears.
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New time off requests can be made from the :guilabel:`Dashboard`. Click the :guilabel:`New` button
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at the top of the dashboard, and a :doc:`New Time Off <../hr/time_off/request_time_off>` pop-up
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window appears.
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New allocation requests can also be made from the dashboard. Click the :guilabel:`New Allocation
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Request` button at the top of the dashboard to request more time off, and a :ref:`New Allocation
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<time_off/request-allocation>` modal appears.
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New allocation requests can also be made from the :guilabel:`Dashboard`. Click the :guilabel:`New
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Allocation Request` button at the top of the :guilabel:`Dashboard` to request more time off, and a
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:ref:`New Allocation <time_off/request-allocation>` modal appears.
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.. image:: time_off/dashboard.png
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:align: center
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@ -869,8 +804,8 @@ The list includes the following information for each request: the :guilabel:`Tim
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:guilabel:`Description`, :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Duration`, and the
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:guilabel:`Status`.
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A new time off request can be made from this view. Click the :guilabel:`New` button to :ref:`request
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time off <time_off/request-time-off>`.
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A new time off request can be made from this view. Click the :guilabel:`New` button to :doc:`request
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time off <../hr/time_off/request_time_off>`.
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.. _time_off/my-allocations:
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@ -958,5 +893,13 @@ top-right corner of the page to view the data in that way. The various options a
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:guilabel:`Graph` (the default view), :guilabel:`List`, or :guilabel:`Pivot` table.
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When a selection has been made, additional options appear for that particular selection. For more
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detailed information on the reports and their various options, refer to the :doc:`reporting
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detailed information on the reports, and their various options, refer to the :doc:`reporting
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<../essentials/reporting>` documentation.
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.. seealso::
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:doc:`time_off/request_time_off`
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.. toctree::
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:titlesonly:
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time_off/request_time_off
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70
content/applications/hr/time_off/request_time_off.rst
Normal file
70
content/applications/hr/time_off/request_time_off.rst
Normal file
@ -0,0 +1,70 @@
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================
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Request time off
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================
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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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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 the flu.
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