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dwyl / process-handbook

:green_book: Contains our processes, questions and journey to creating a team
GNU General Public License v2.0
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Adds unpaid leave process #137

Closed rub1e closed 5 years ago

rub1e commented 5 years ago

Brief update on how to correctly capture unpaid leave in Xero

ref #136

rub1e commented 5 years ago

Yeah fair point.

I think the best thing to do is to tweak the language here so that it's clear this is what you can do if someone's holiday request needs to be amended retrospectively...

... but change the language in the holiday request process to put the onus on the dwyler to be aware if they'll be going over their allocation (which is displayed ~when they request leave and~ on their payslips)

EDIT: currently this isn't possible as remaining leave isn't displayed when you request leave 🙄 Will see if I can change that in the settings, but if not it'll have to be the responsibility of the approver to put the leave in the right category.

rub1e commented 5 years ago

I'm very confused now - when @Cleop showed me on her account, there was no option to set unpaid leave yourself - I had to change it afterwards

But @SimonLab 's comment shows he can access this category.

And I've just checked and there's no difference in their permissions level.

@Cleop - can you try again to book a holiday and see if you've got the dropdown options like Simon does please?

Cleop commented 5 years ago

@rub1e - I've checked and I now have the 'unpaid' option 👍

rub1e commented 5 years ago

This has been updated to take account of https://github.com/dwyl/process-handbook/pull/137#discussion_r241197994

This PR explains the process from the approver's side, and https://github.com/dwyl/process-handbook/pull/139 explains it from the requester's side, including the putting the onus for booking the correct leave type (holiday vs unpaid leave)