Feature: "Time off"

[evereq]

Our contractors are always working on a free schedule, so this feature only for employees.

Our employees normally just take days off and don't need to request time off in advance, but they do need a place where to report such days off, best if in an "immutable" way (i.e. so when holiday recorded, it's not possible to remove it). In addition, for some specific employees (on high critical roles/projects) or teams, we will need to have a request for approval for time off.

Also, such a feature should manage official holidays or some custom company/team-wide holidays, when multiple employees get days off. We think it will be very useful to manage all such information on a single page.

So we need to have "Time Off Policy" to which it is possible to add Employees (using some combobox with multi-select, like "tags") or add Teams. The policy should have following properties:

• Name
• Requires approval (checkbox)
• Paid (checkbox) There should be one "Default Policy", which set "Requires approval" to false, but Paid to true. It should be some "Time Off Settings" page where such policies created/edited/deleted/archived. The link to such "Time Off Settings" page should be added to the "Time Off" page described below (e.g. as "Settings" icon)

Next, there should be a main page "Time Off" (add to Menu above "Help" item), which will use settings from site header for Employee / Period (so it shows days off for specific employee or for all employees in specific period or for all periods, etc, same as Expenses or Income pages). That page will show Grid with the following columns:

• Employee (avatar / name)
• Description (will display Holiday name if the record is a holiday)
• Policy (e.g. "Default")
• Start (date)
• End (date)
• Request Date (the date when a day off request or Holiday record was created)
• Status ("Requested", "Approved", "Denied").

On that page, we should have a button "Request Days Off" which will show a popup with the following:

• Employee dropdown (should be auto-selected in the dropdown, if site header Employee selector has it set). Note: in DB it should allow select of multiple employees for such record, because of Holidays support, see below)
• Policy dropdown (by default should be "Default" policy described above).
• 2 input boxes for "From" and "To" dates (in a single line, with calendar selector)
• we will support only full day off, so no time selectors needed
• Description (for the reason why time off taken, optional)
• Buttons "Save" and "Cancel"

Another button "Add Holidays" which will allow adding Holiday for specific employees / team members OR all employees (not recurring, just one-time entry). It will show a popup with the following fields:

• Holiday name (Combobox with a predefined list of national holidays, which also allows entering a name manually). It will store data in the same field as "Description" for Time Off record.
• Holiday From Date and Holiday To Date input boxes (on a single line). If the holiday name was selected from a predefined list of national holidays, such input boxes should contain values set. If holiday name was entered manually, both From and To Dates should be day today.
• Employees combobox (support multi-select as "tags"), which allows selecting employees for holidays or Teams (in the future). By default should select a single employee if it selected in Employee Selector in the site header.
• Policy dropdown (by default should be "Default" policy described above).
• we will support only full day off for Holidays, so no time selectors needed
• Buttons "Save" and "Cancel"

In the page Grid, if the record was created with status "Requested", there should be actions (as icons in the last column in Grid) to "Approve" or "Deny". In addition, action to "Delete" needed.

In addition, above Grid, we should have a checkbox for "Display Holidays" (checked by default), which if selected, makes Grid display holidays taken by employees. Otherwise, only Days Off are displayed in the Grid.

Above Grid, we should also place additional filters "Requested", "Approved", "Denied", "All" to filter days off / holidays records.

So, both Days Off and Holidays can be displayed/managed in a single page. They also should be stored in the same DB table, because basically the difference between Holidays and Days Off is that holidays usually related to multiple employees and can be some official dates (for that we will need to have another table "OfficialHolidays" which store official holidays in specific country, so we can use Company Country settings to filter holidays list)

[evereq]

@AlexTasev can you check what is implemented from the ticket description and list here what is not implemented yet? Plus maybe add some screenshots/videos for features which implemented already. Thank you!

[AlexTasev]

Currently we have implemented ""Time Off Settings" page where admin can manage "Time off Policy" - create, edit, delete. On the "Time off" main page, the header is implemented with corresponding buttons: "Request Days Off" / "Add Holidays", filters: "Requested", "Approved", "Denied", "All" and checkbox for "Display Holidays". Currently the selected Date, Employee and Organization are available in the component.

https://www.screencast.com/t/aVElYbLauPvK

TODO:

1. "Time Off" Grid with the following columns:

• Employee (avatar / name)
• Description (will display Holiday name if the record is a holiday)
• Policy (e.g. "Default")
• Start (date)
• End (date)
• Request Date (the date when a day off request or Holiday record was created)
• Status ("Requested", "Approved", "Denied")

2. "Request Days Off" button which show a popup with the following:

• Employee dropdown (should be auto-selected in the dropdown, if site header Employee selector has it set). Note: in DB it should allow select of multiple employees for such record, because of Holidays support, see below)
• Policy dropdown (by default should be "Default" policy described above).
• 2 input boxes for "From" and "To" dates (in a single line, with calendar selector)
• Description (for the reason why time off taken, optional)
• Buttons "Save" and "Cancel"

3. "Add Holidays" button show a popup with the following fields:

• Holiday name (Combobox with a predefined list of national holidays, which also allows entering a name manually). It will store data in the same field as "Description" for Time Off record.
• Holiday From Date and Holiday To Date input boxes (on a single line). If the holiday name was selected from a predefined list of national holidays, such input boxes should contain values set. If holiday name was entered manually, both From and To Dates should be day today.
• Employees combobox (support multi-select as "tags"), which allows selecting employees for holidays or Teams (in the future). By default should select a single employee if it selected in Employee Selector in the site header.
• Policy dropdown (by default should be "Default" policy described above)
• Buttons "Save" and "Cancel"

if the record was created with status "Requested", there should be actions (as icons in the last column in Grid) to "Approve" or "Deny". In addition, action to "Delete" needed.

[AlexTasev]

via Hubstaff User: Aleksandar Tasev

Project: Gauzy Platform - https://app.hubstaff.com/projects/681079 Date Range: 07/09/20 - 07/10/20 Work session total: 0:47:10 Billable: No

Grand total: 24:26:54

[AlexTasev]

Time off demo: https://www.screencast.com/t/DuuJ3tjHM6Bv

[AlexTasev]

via Hubstaff User: Aleksandar Tasev

Project: Gauzy Platform - https://app.hubstaff.com/projects/681079 Date Range: 07/13/20 - 07/13/20 Work session total: 1:01:49 Billable: No

Grand total: 25:28:43