[IMP] Time Off: Updating Request Time Off

Author: larm-odoo

content/applications/hr/employees/new_employee.rst

@@ -258,6 +258,8 @@ this section to be visible.
   add the location, or :guilabel:`Create and edit...` to add the location, assign a :guilabel:`Work
   Address`, and a :guilabel:`Cover Image`.
 
+.. _employees/approvers:
+
 APPROVERS
 ---------
 

content/applications/hr/time_off.rst

@@ -63,6 +63,8 @@ Enter the name for the particular type of time off in the blank line at the top
    :guilabel:`Time Off Requests` and :guilabel:`Allocation Requests` sections **must** be
    configured.
 
+.. _time_off/time-off-requests:
+
 Time off requests section
 *************************
 
@@ -123,7 +125,6 @@ This section determines how allocation requests are handled for this time off ty
     time off approver <employees/work-info-tab>` and the :ref:`Time Off Officer
     <time_off/time-off-officer>` are required to approve the allocation request.
 
-
 Configuration section
 *********************
 

content/applications/hr/time_off/request_time_off.rst

@@ -2,25 +2,41 @@
 Request time off
 ================
 
-Once time off has been allocated to an employee, a request to use it can be submitted.
+When employees wish to take time off, they first submit a time off request through the **Time Off**
+application. Once their request has been submitted, it is then reviewed by either the employee's
+manager or their time off officer (depending on who the employee's :ref:`time off approver is
+<employees/approvers>`).
 
-Time off can be requested in one of two ways: either from the main *Time Off* application
-:guilabel:`Dashboard` (:menuselection:`Time Off app --> My Time --> Dashboard`), or from the
-:guilabel:`My Time Off` dashboard view (:menuselection:`Time Off app --> My Time --> My Time Off`).
+.. note::
+   If the time off type the employee is requesting :ref:`does not require approval
+   <time_off/time-off-requests>`, the time off is automatically approved, and does not need to be
+   reviewed.
 
-To create a new request for time off, click the :guilabel:`New` button on either the main *Time Off*
-:guilabel:`Dashboard` or the :guilabel:`My Time Off` dashboard, in the default list view.
+Submit time off request
+=======================
 
-.. note::
-   Both :guilabel:`New` buttons allow the user to request time off, but when requested from the
-   :guilabel:`Dashboard`, a :guilabel:`New Time Off` request form appears in a pop-up window. When
-   requested from the :guilabel:`My Time Off` list view, the screen navigates to a new time off
-   request page, instead.
+To request time off, click the :guilabel:`New` button in the top-left corner of the **Time Off** app
+dashboard, and a :guilabel:`New Time Off` pop-up form loads.
+
+Fill out the :ref:`fields on the form <time_off/fields>`, and then click :guilabel:`Save & Close` to
+submit the request.
+
+.. tip::
+   Requesting time off can be done either form the main **Time Off** app dashboard, or by navigating
+   to :menuselection:`Time Off --> My Time --> My Time Off`, and clicking :guilabel:`New`.
+
+.. image:: request_time_off/new-time-off.png
+   :alt: A time off request for three hours of vacation time off.
+
+.. _time_off/fields:
+
+Time off fields
+---------------
 
 Enter the following information on the :guilabel:`New Time Off` request form:
 
-- :guilabel:`Time Off Type`: select the type of time off being requested from the drop-down menu.
-- :guilabel:`Dates`: enter the dates that the time off falls under. There are two fields to
+- :guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off being requested.
+- :guilabel:`Dates`: Enter the dates that the time off falls under. There are two fields to
   populate: the start and end dates. Click on either date field and a popover calendar appears.
 
   Click on the start date, then click on the end date. The selected start and end dates are circled,
@@ -36,35 +52,27 @@ Enter the following information on the :guilabel:`New Time Off` request form:
   If the selected :guilabel:`Time Off Type` is configured to have the time off taken in hours, the
   following two fields also appear:
 
-  - :guilabel:`Half Day`: if the time off request is for a half day, tick this checkbox. When this
+  - :guilabel:`Half Day`: If the time off request is for a half day, tick this checkbox. When this
     is selected, the second date field disappears, and is replaced with a drop-down menu. From that
     drop-down menu, select either :guilabel:`Morning` or :guilabel:`Afternoon` to indicate which
-    half of the day is being requested.
-  - :guilabel:`Custom Hours`: if the time off requested is not a whole or half day, tick this
+    half of the day is being requested off.
+  - :guilabel:`Custom Hours`: If the time off requested is not a whole or half day, tick this
     checkbox. If selected, a :guilabel:`From` and :guilabel:`To` field appears beneath this option.
     Using the drop-down menu, select the start and end time for the time off request.
 
-- :guilabel:`Duration`: this field updates automatically once the :guilabel:`Date` section is
-  completed. If the :guilabel:`Date` section is modified, this section automatically updates to
-  reflect the total time off requested. This field is in either hours or days, depending on how the
-  selected :guilabel:`Time Off Type` is configured.
-- :guilabel:`Description`: enter a description for the time off request. This should include any
+- :guilabel:`Requested (Days/Hours)`: This field updates automatically once the :guilabel:`Date`
+  section is completed. If the :guilabel:`Date` section is modified, this section automatically
+  updates to reflect the total time off requested. This field is in either hours or days, depending
+  on how the selected :ref:`Time Off Type <time_off/time-off-types>` is configured.
+- :guilabel:`Description`: Enter a description for the time off request. This should include any
   details that managers and approvers may need to approve the request.
-- :guilabel:`Supporting Document`: this field only appears if the :guilabel:`Time Off Type` selected
-  allows for the attachment of documents. Click the :guilabel:`Attach File` button, and a file
-  explorer window appears.
+- :guilabel:`Supporting Document`: This field **only** appears if the :ref:`Time Off Type
+  <time_off/time-off-types>` selected allows for the attachment of documents. Click the
+  :icon:`fa-paperclip` :guilabel:`Attach File` button, and a file explorer window appears.
 
   Navigate to the desired files that should be attached, select them, then click The
   :guilabel:`Open` button. The files then appear on the time off request form. Multiple documents
   can be attached, if necessary.
 
-If the request was created from the :guilabel:`Dashboard`, click the :guilabel:`Save & Close` button
-to save the information, and submit the request.
-
-If the form was completed from the :guilabel:`My Time Off` list view, the information is
-automatically saved as it is entered. However, the form can be saved manually at any time by
-clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon.
-
 .. image:: request_time_off/time-off-request.png
-   :align: center
-   :alt: A time off request form filled out for an employee home sick for two days with the flu.
+   :alt: A time off request form filled out for an employee home sick with the flu.