150 lines
7.2 KiB
ReStructuredText
150 lines
7.2 KiB
ReStructuredText
==========
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Management
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==========
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.. _time_off/approvals:
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Time off and allocation requests undergo an approval process before being granted. Requests either
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need one or two approvals, if any, depending on how the specific type of time off is configured. All
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these configurations can be found under the *Management* section of the *Time Off* application.
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Only people who can approve allocation and time off requests have the :guilabel:`Management` section
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visible in the *Time Off* application.
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.. _time_off/manage-time-off:
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Manage time off
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===============
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To view time off requests that need approval, navigate to :menuselection:`Time Off app -->
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Management --> Time Off`. Doing so reveals the :guilabel:`All Time Off` page.
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The only time off requests that are visible on this page belong to employees the user either has
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:guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for in the *Time Off*
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application.
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The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`.
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This filter only presents time off requests that need to be approved for current employees on the
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user's team, with a status of either :guilabel:`To Approve` or :guilabel:`Second Approval`.
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On the left side of the :guilabel:`All Time Off` page, there are various grouping options that can
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be used to narrow down the presented time off requests, located beneath the :guilabel:`Status` and
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:guilabel:`Department` headings.
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Since only time off requests that need to be approved are shown, the only :guilabel:`Status` options
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are :guilabel:`All`, :guilabel:`To Approve`, and :guilabel:`Second Approval`.
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The various departments the user is a member of, and manages employees under, also appear on the
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left side of the page, under :guilabel:`Departments`.
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.. note::
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If there are no requests that fall under one of the status options or departments, that status
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or department is **not** visible on the left-side menu.
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To only display time off requests for specific departments, click on the :guilabel:`Department` on
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the left-hand side of the page. Only requests within the selected department are then presented.
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The status column displays the status of each request, with the status highlighted in a specific
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color.
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The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are highlighted in yellow, and
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are the only ones that appear in the list by default.
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If the `Waiting For Me` filter is removed, all statuses appear.
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:guilabel:`Approved` requests are highlighted in green, :guilabel:`To Submit` (drafts) requests are
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highlighted in blue, and the :guilabel:`Refused` requests are highlighted in gray.
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To approve a time off request, click the :icon:`fa-thumbs-up` :guilabel:`Approve` button at the end
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of the line.
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To validate a time off request that has already been approved, and is waiting on a second approval,
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click the :icon:`fa-check` :guilabel:`Validate` button at the end of the line.
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To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at the far end of the
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line.
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.. image:: management/time-off-requests.png
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:align: center
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:alt: Time off requests with the filter, groupings, and status sections highlighted.
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For more details, click anywhere on the time off request line (except for the :icon:`fa-thumbs-up`
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:guilabel:`Approve`, :icon:`fa-check` :guilabel:`Validate` icon, and :icon:`fa-times`
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:guilabel:`Refuse` buttons). Doing so loads that specific time off request form. Depending on the
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rights of the user, changes can be made.
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To modify the request, make any desired changes to the form. All changes are automatically saved.
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It is also possible to approve, validate, or refuse the request from this form. Click the
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:guilabel:`Approve` button to approve, the :guilabel:`Validate` button to validate, or the
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:guilabel:`Refuse` button to refuse the request.
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.. _time_off/manage-allocations:
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Manage allocations
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==================
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To view allocations that need approval, navigate to :menuselection:`Time Off app --> Management -->
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Allocations`. Doing so reveals the :guilabel:`Allocations` page.
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The user is only presented with allocations for employees they have either :guilabel:`Time Off
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Officer` or :guilabel:`Administrator` access rights for in the *Time Off* application.
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The default filters configured on the :guilabel:`Allocations` page are :guilabel:`My Team` and
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:guilabel:`Active Employee`. These default filters *only* present employees on the user's team (who
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they manage) and active employees. Inactive records are not shown.
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The left side of the :guilabel:`Allocations` page has various grouping options to narrow down the
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presented allocation requests.
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The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`, :guilabel:`Refused`,
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and :guilabel:`Approved`. Click on a specific :guilabel:`Status` to view only requests with that
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specific status.
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To view all allocation requests, regardless of status, click :guilabel:`All` under the
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:guilabel:`Status` heading.
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It is also possible to display allocation requests by department. Click on the desired
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:guilabel:`Department` on the left side of the :guilabel:`Allocations` page, to only present
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allocations for that specific department.
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.. note::
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The groupings on the left side **only** present allocation requests that fall under the default
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filters of :guilabel:`My Team` and :guilabel:`Active Employee`, if those default filters are not
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removed from the :guilabel:`Search...` bar. Only the statuses for allocation requests that fall
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under those filters are presented on the left side.
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For example, if there are no requests with a status of :guilabel:`To Submit`, that status option
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does not appear in the left-hand side of the :guilabel:`Allocations` page.
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All departments for the user's employees appear in the list. If there are no allocation requests
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that fall under that department matching the preconfigured filters, the list is blank.
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It is always possible to remove any of the preconfigured filters, by clicking the
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:icon:`fa-times` :guilabel:`(remove)` icon on the specific filter to remove it.
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The status column displays the status of each request, with the status highlighted in a specific
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color.
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The :guilabel:`To Approve` requests are highlighted in yellow, :guilabel:`Approved` requests are
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highlighted in green, and the :guilabel:`Refused` requests are highlighted in gray.
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To approve an allocation request, click the :icon:`fa-check` :guilabel:`Validate` button at the end
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of the line. To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button.
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.. image:: management/allocations.png
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:align: center
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:alt: Allocations with the filter, groupings, and status sections highlighted.
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If more details are needed, click anywhere on the allocation request line (except for the
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:icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` :guilabel:`Refuse` buttons) to view the
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specific request in detail, via the allocation request form.
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Depending on the rights of the user, changes can be made to the allocation request form that
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appears. To modify the request, make any desired changes to the form. All changes are automatically
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saved.
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It is also possible to approve or refuse the request from this form. Click the :guilabel:`Validate`
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button to approve, or the :guilabel:`Refuse` button to refuse the request.
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