Managing holidays - freelance dwylers

[rub1e]

It would be ideal to manage all freelancers and PAYE dwylers in the same system (Xero), but since we would have to pay to for accounts for everyone, we have decided to adopt HR.my for managing freelancer holidays.

Below are the processes for booking and approving/managing freelancer holidays.

[rub1e]

For freelancers

• Get login details from @rub1e or someone similar

• Log in

• Hit the leave nav button and hit application (screenshot)

• Hit the ➕ under Transaction to open a new holiday request (screenshot)

• In the holiday request box, the first field - entitled leave has only one option (TIMEOFF), so just select that (screenshot)

• Now fill in the dates (don't worry about hours, just get the dates done) and press OK (screenshot)

• Your holiday request has been submitted! If you're feeling super-helpful, give @rub1e or @iteles a nudge on gitter just so it's on our radar immediately.

[rub1e]

For admins

• Note that your login is an employer account, so log in accordingly (screenshot)

• Hit the leave nav button and select planner/schedule (screenshot)

• Behold! All the info on upcoming holidays is right there! (Note that the handy visual leave planner calendar will only display one month at a time

• Holiday requests appear in the leave pending approval section at the bottom. (screenshot)

• Now simply double-click on each row to open the request, and the only thing you need to do is change the dropdown from pending approval to approved (depending on your mood) and hit OK (screenshot)

[iteles]

@rub1e Assigning this back to you until there is a PR to review, the above looks good :+1:

FYI These things that need reviewing often get lost in issues. Let's put them straight into PRs where we can have in-line comments please 😊

[rub1e]

This was continued in a PR per https://github.com/dwyl/hq/issues/491#issuecomment-412058908

PR has been merged so this can be closed