Time Off Wizard

Revision as of 03:08, 17 June 2021

Time Off Wizard Navigation Functionality

There are multiple navigation options available to you throughout the "Folders" in the Time Off Wizard. These navigation options are outlined below.

1. START - The "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - To View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - Select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - Allows you to create a New Record within a particular Wizard (where relevant).
5. Create - Allows you to 'save' a New Record you've created.
6. Edit - Allows you to Edit a Record.
7. Save - Allows you to Save a Record.
8. Delete - Allows you to Delete a Record.
9. Previous - Allows you to go Back one step.
10. Clear - Allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - Allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - Allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - A Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - To to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - On the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

Time Off Wizard

The Time Off Wizard allows users to create absence requests.

1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
2. Select "Time Off" from the dropdown and click "Select".
3. You will then be able to select whether you are requesting for yourself (by selecting "Myself") or a member from your team (by selecting "Team Member"). If you select "Team Member", a "Name" dropdown will appear allowing you to select the appropriate employee that the absence request is for.
4. Click "Next".
5. The next step will allow you to review the employee's leave balances and how much has been used throughout the current year. This includes their annual leave, personal leave and LSL leave. It will also specify whether they already have any approved leave requests coming up.
6. Click "Next".
7. The next step is the leave planner and allows managers and employees to have vision over leave taken by other team members. This tool will help the leave requester understand if the timing of their leave request is appropriate and whether or not they need to coordinate with a team member. You can filter the planner to your department or yourself.
   If by department, you will have overview over all employees within your department and you can further break down the planner by selecting the appropriate month and year via the "Month" dropdown and the "Year" dropdown respectively.
   If you are filtering to your own profile, the leave planner will display leave taken by you on the planner. You can further break this down further by selecting the appropriate "Year".
8. Click "Next".
9. In the next step, you will have to enter in details of your request. Select the leave type (e.g. Annual Leave). Once a type has been selected, your current balance will appear below the dropdown field.
10. Enter in a description for the request in the "Description". E.g. Family holiday.
11. Enter in the date the leave will start in the "Start Date".
12. Enter in the date the leave will end in the "End Date".
13. The "Total Hours" will automatically calculate however you can also adjust this manually should you need to.
14. Click "Next"
15. The next step will allow you to select the approver. This will automatically populate with the employee's manager.
16. Click "Next"
17. The final step allows the user to review the information that has just been entered in.
18. When ready, click "Submit".