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[FW][IMP] Time Off: added multiple request section #11567

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69 changes: 51 additions & 18 deletions content/applications/hr/time_off/allocations.rst
Original file line number Diff line number Diff line change
Expand Up @@ -11,6 +11,8 @@ Off Officer* or *Administrator* access rights for the **Time Off** application.
on access rights, refer to the :doc:`access rights <../../general/users/access_rights/>`
documentation.

.. _time_off/allocation-form:

Allocate time off
=================

Expand All @@ -19,7 +21,7 @@ Allocations`.

This presents a list of all current allocations, including their respective statuses.

Click :guilabel:`New` to allocate time off, and a blank allocation form appears.
Click :guilabel:`New` to allocate time off, and a blank :guilabel:`Allocation` form appears.

After entering a name for the allocation on the first blank field of the form, enter the following
information:
Expand Down Expand Up @@ -74,28 +76,60 @@ information:
- :guilabel:`Allocation`: Enter the amount of time that is being allocated to the employees. This
field displays the time in either :guilabel:`Hours` or :guilabel:`Days`, depending on how the
selected :ref:`Time Off Type <time_off/time-off-types>` is configured.
- :guilabel:`Mode`: Using the drop-down menu, select how the allocation is assigned. This selection
determines who receives the time off allocation. The options are :guilabel:`By Employee`,
:guilabel:`By Company`, :guilabel:`By Department`, or :guilabel:`By Employee Tag`.

Depending on what is selected for the :guilabel:`Mode`, the field beneath :guilabel:`Mode` is
labeled either: :guilabel:`Employees`, :guilabel:`Company`, :guilabel:`Department`, or
:guilabel:`Employee Tag`.

Using the drop-down menu, indicate the specific employees, company, department, or employee tags
receiving this time off.

Multiple selections can be made for either :guilabel:`Employees` or :guilabel:`Employee Tag`.

Only one selection can be made for the :guilabel:`Company` or :guilabel:`Department`.
- :guilabel:`Add a reason...`: If any description or note is necessary to explain the time off
allocation, enter it in this field at the bottom of the form.

.. image:: allocations/new-allocation.png
:align: center
:alt: A new allocation form with all the fields filled out for the annual two week vacation
granted to all employees.

Multiple Allocations
--------------------

When allocating time off, it is common to allocate time to several employees at once. This is done
using the :guilabel:`Multiple Requests` feature.

To allocate time to multiple employees in a single allocation, navigate to :menuselection:`Time Off
app --> Management --> Allocations`. Then, click the :icon:`fa-gear` :guilabel:`(Actions)` icon in
the upper-left corner, then click :icon:`fa-users` :guilabel:`Multiple Requests`. This reveals a
:guilabel:`Multiple Requests` pop-up window.

This form is identical to the :guilabel:`Allocation` form, with an additional :guilabel:`Mode`
field. The :guilabel:`Mode` field determines how multiple employees are selected.

Using the drop-down menu, select one of the following :guilabel:`Modes`:

- :guilabel:`By Employee`: This option allows for the selection of multiple individual employees
that are unrelated in terms of department, company, or tags. Selecting this reveals an
:guilabel:`Employees` field. Select the employees to receive the allocation in the
:guilabel:`Employees` field. There is no limit to the amount of employees that can be selected.
- :guilabel:`By Company`: This option allows for the selection of all employees within a specific
company. Selecting this reveals a :guilabel:`Company` field. Select the :guilabel:`Company` to
assign the allocation to. Only one company can be assigned in the :guilabel:`Company` field. When
a company is selected, *all* employees within the company receive the allocation.
- :guilabel:`By Department`: This option allows for the selection of all employees within a specific
department. Selecting this reveals a :guilabel:`Department` field. Select the
:guilabel:`Department` to assign the allocation to. Only one department can be assigned in the
:guilabel:`Department` field. When a department is selected, *all* employees within the department
receive the allocation.
- :guilabel:`By Employee Tag`: This option allows for the selection of all employees with a specific
tag. Selecting this reveals an :guilabel:`Employee Tag` field. Select the desired
:guilabel:`Employee Tag` to select all employees with that tag. Only one tag can be assigned in
the :guilabel:`Employee Tag` field. When a tag is selected, *all* employees with that tag receive
the allocation.

Next, select the :guilabel:`Time Off Type` using the drop-down menu. Once a :guilabel:`Time Off
Type` is selected, the placeholder name, 'Allocation Request', changes to the name of the selected
:guilabel:`Time Off Type`, including the amount of days. Change the name of the allocation, if
desired.

Fill out the remainder of the :ref:`Multiple Requests form <time_off/allocation-form>`, then click
:guilabel:`Create Allocations` when done.

.. image:: allocations/multiple-requests.png
:alt: An allocation request form filled out for sick time for all employees within the sales
department.

.. _time_off/request-allocation:

Request allocation
Expand All @@ -120,7 +154,7 @@ Enter the following information on the new allocation request form:
- :guilabel:`Time Off Type`: Select the type of time off being requested for the allocation from the
drop-down menu. After a selection is made, the title updates with the time off type.
- :guilabel:`Validity Period`: By default, the current date populates this field, and it is **not**
able to be modified. This field **only** appears when requesting an allocatoin from the
able to be modified. This field **only** appears when requesting an allocation from the
:guilabel:`My Allocations` view (:menuselection:`Time Off --> My Time --> My Allocations`).
- :guilabel:`Allocation`: Enter the amount of time being requested in this field. The format is
presented in either :guilabel:`Days` or :guilabel:`Hours`, depending on how the :guilabel:`Time
Expand All @@ -137,6 +171,5 @@ automatically saved as it is entered. However, the form can be saved manually at
clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon.

.. image:: allocations/allocation-request.png
:align: center
:alt: An allocation request form filled out for an employee requesting an additional week of
sick time.
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