Time Off Wizard
From Subscribe-HR Wiki Help
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=The Time Off Wizard= | =The Time Off Wizard= | ||
| − | The Time Off Wizard allows users to create absence requests. | + | The Time Off Wizard allows users to create leave/absence requests. |
==Time Off Wizard Navigation Functionality== | ==Time Off Wizard Navigation Functionality== | ||
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==How to Trigger The Time Off Wizard== | ==How to Trigger The Time Off Wizard== | ||
| + | |||
| + | You can trigger the Time Off Wizard from the Wizard popup menu | ||
# Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen]. | # Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen]. | ||
| − | # | + | # Click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list. |
| − | # | + | # Scroll down and click on the "Time Off" option then click "Select." |
| − | # | + | |
| − | # | + | ===Time Off – Specify Requestor=== |
| − | # Click "Next". | + | |
| − | + | # <b>Requesting For</b> – click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list. Specify if the time off is for you (“Myself”) or for a “Team member.” | |
| − | + | ||
| − | # | + | ==Time Off – Myself== |
| − | # | + | |
| − | # | + | If you select “Myself” you will be shown a popup window that outlines your current leave balances for the year including: |
| − | # | + | |
| − | # | + | * Annual leave. |
| − | + | * Personal leave. | |
| − | # | + | * Next holidays. |
| − | + | * LSL leave. | |
| − | # | + | Click “Next.” |
| − | + | ||
| + | ===Time Off Myself – Leave Planner=== | ||
| + | |||
| + | The next step is the leave planner, which 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. | ||
| + | |||
| + | # <b>Search</b> – you can use the “Search” dropdown to filter the planner to your team (“Team”) or yourself (“Myself”). | ||
| + | # If by Team, you will have overview over all employees within your Team 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". | ||
| + | Click “Next.” | ||
| + | |||
| + | ===Time Off Myself – Leave Type and Leave Dates=== | ||
| + | |||
| + | # <b>Type of Request</b> – specify the Leave type, e.g. Annual, Compassionate, LSL etc. | ||
| + | # <b>Description</b> – add a Description about the Leave type. | ||
| + | # <b>Start Date</b> – specify the Start Date for the Leave. | ||
| + | # <b>End Date</b> – specify the End Date for the Leave. | ||
| + | # <b>Leave Details</b> – this field will be auto-filled based on previous choices and leave balances available. | ||
| + | # <b>Total Hours</b> – will automatically calculate however you can also adjust this manually should you need to. Click “Next.” | ||
| + | |||
| + | ===Time Off Myself – Authoriser=== | ||
| + | |||
| + | # <b> Authoriser </b> – click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list. Scroll down and specify the appropriate Authoriser. Click “Next.” | ||
| + | # <b>Summary</b> – the final screen for the Time Off Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit your “Time Off” request, click “Submit.” | ||
| + | # <b>Success</b> – if your Time Off has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support. | ||
| + | |||
| + | ==Time Off – Team Member== | ||
| + | |||
| + | If you select “Team Member” you will be shown another dropdown menu that enables you to choose which Team Member you want to Submit Leave for. | ||
| + | # Click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list. | ||
| + | # Scroll down and specify the appropriate Team Member then click "Next." | ||
| + | |||
| + | You will be shown a popup window that outlines your current leave balances for that Team Member for the year including: | ||
| + | |||
| + | * Annual leave. | ||
| + | * Personal leave. | ||
| + | * Next holidays. | ||
| + | * LSL leave. | ||
| + | Click “Next.” | ||
| + | |||
| + | ===Time Off Team Member – Leave Planner=== | ||
| + | |||
| + | The next step is the leave planner, which 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. | ||
| + | |||
| + | # <b>Search</b> – you can use the “Search” dropdown to filter the planner to your team (“Team”) or yourself (“Myself”). | ||
| + | # If by Team, you will have overview over all employees within your Team 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". | ||
| + | Click “Next.” | ||
| + | |||
| + | ===Time Off Team Member – Leave Type and Leave Dates=== | ||
| + | |||
| + | # <b>Type of Request</b> – specify the Leave type, e.g. Annual, Compassionate, LSL etc. | ||
| + | # <b>Description</b> – add a Description about the Leave type. | ||
| + | # <b>Start Date</b> – specify the Start Date for the Leave. | ||
| + | # <b>End Date</b> – specify the End Date for the Leave. | ||
| + | # <b>Leave Details</b> – this field will be auto-filled based on previous choices and leave balances available. | ||
| + | # <b>Total Hours</b> – will automatically calculate however you can also adjust this manually should you need to. Click “Next.” | ||
| + | |||
| + | ===Time Off Team Member – Authoriser=== | ||
| + | |||
| + | # <b> Authoriser </b> – click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list. Scroll down and specify the appropriate Authoriser. Click “Next.” | ||
| + | # <b>Summary</b> – the final screen for the Time Off Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit your “Time Off” request, click “Submit.” | ||
| + | # <b>Success</b> – if your Time Off has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support. | ||
<br><br>[[File:subscribehr_logo.gif]] | <br><br>[[File:subscribehr_logo.gif]] | ||
Revision as of 04:13, 21 June 2021
Contents
The Time Off Wizard
The Time Off Wizard allows users to create leave/absence requests.
There are multiple navigation options available to you throughout the Time Off Wizard. These navigation options are outlined below.
- 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.
- 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.'
- Select - Select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
- Create New - Allows you to create a New Record within a particular Wizard (where relevant).
- Create - Allows you to 'save' a New Record you've created.
- Edit - Allows you to Edit a Record.
- Save - Allows you to Save a Record.
- Delete - Allows you to Delete a Record.
- Previous - Allows you to go Back one step.
- 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.
- Submit - Allows you to Submit the data or Record/s you've added into a Wizard.
- 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.
- 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.
- 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.
- 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).
How to Trigger The Time Off Wizard
You can trigger the Time Off Wizard from the Wizard popup menu
- Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
- Click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list.
- Scroll down and click on the "Time Off" option then click "Select."
Time Off – Specify Requestor
- Requesting For – click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list. Specify if the time off is for you (“Myself”) or for a “Team member.”
Time Off – Myself
If you select “Myself” you will be shown a popup window that outlines your current leave balances for the year including:
- Annual leave.
- Personal leave.
- Next holidays.
- LSL leave.
Click “Next.”
Time Off Myself – Leave Planner
The next step is the leave planner, which 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.
- Search – you can use the “Search” dropdown to filter the planner to your team (“Team”) or yourself (“Myself”).
- If by Team, you will have overview over all employees within your Team 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". Click “Next.”
Time Off Myself – Leave Type and Leave Dates
- Type of Request – specify the Leave type, e.g. Annual, Compassionate, LSL etc.
- Description – add a Description about the Leave type.
- Start Date – specify the Start Date for the Leave.
- End Date – specify the End Date for the Leave.
- Leave Details – this field will be auto-filled based on previous choices and leave balances available.
- Total Hours – will automatically calculate however you can also adjust this manually should you need to. Click “Next.”
Time Off Myself – Authoriser
- Authoriser – click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list. Scroll down and specify the appropriate Authoriser. Click “Next.”
- Summary – the final screen for the Time Off Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit your “Time Off” request, click “Submit.”
- Success – if your Time Off has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.
Time Off – Team Member
If you select “Team Member” you will be shown another dropdown menu that enables you to choose which Team Member you want to Submit Leave for.
- Click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list.
- Scroll down and specify the appropriate Team Member then click "Next."
You will be shown a popup window that outlines your current leave balances for that Team Member for the year including:
- Annual leave.
- Personal leave.
- Next holidays.
- LSL leave.
Click “Next.”
Time Off Team Member – Leave Planner
The next step is the leave planner, which 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.
- Search – you can use the “Search” dropdown to filter the planner to your team (“Team”) or yourself (“Myself”).
- If by Team, you will have overview over all employees within your Team 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". Click “Next.”
Time Off Team Member – Leave Type and Leave Dates
- Type of Request – specify the Leave type, e.g. Annual, Compassionate, LSL etc.
- Description – add a Description about the Leave type.
- Start Date – specify the Start Date for the Leave.
- End Date – specify the End Date for the Leave.
- Leave Details – this field will be auto-filled based on previous choices and leave balances available.
- Total Hours – will automatically calculate however you can also adjust this manually should you need to. Click “Next.”
Time Off Team Member – Authoriser
- Authoriser – click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list. Scroll down and specify the appropriate Authoriser. Click “Next.”
- Summary – the final screen for the Time Off Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit your “Time Off” request, click “Submit.”
- Success – if your Time Off has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.
