Managing Time Off/Leave Request Boxes

Manage your time Off/leave request boxes from within the Time Off/Leave Management area.

• Each box can contain multiple time off/leave requests and time off/leave requests can be added to multiple boxes.
• Each user maintains their own time Off/leave request boxes
  Users can only see the boxes that they have created.
• You can store both a label and a note against each time Off/leave request in the box.
• You can create a task list with each time Off/leave request having it's own done/not done status.

Creating a new box (without items)

1. Navigate to the 'Time Off/Leave' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Request Boxes' section.
   • You can also click/press the 'New' button.
4. Once the view has loaded click/press 'New'.
5. Enter the name of the box.
6. Enter a label for the box (optional)
   This is used when filtering the list of boxes.
7. Select the box type.
8. Enter any notes (optional).
9. Click/press the 'Save & Close' button.

Creating a new box (with items)

1. Navigate to the 'Time Off/Leave' area using the system menu.
2. Search for the relevant records.
3. Click/press the 'Selected Requests' button near the top left of your screen.
   • This will be under 'Advanced' if your using a mobile/tablet device.
4. Select the 'Create New Box' option.
5. Once the view has loaded click/press 'New'.
6. Enter the name of the box.
7. Enter a label for the box (optional)
   This is used when filtering the list of boxes.
8. Select the box type.
9. Enter any notes (optional).
10. Review the list of time Off/leave requests that you've selected.
11. Click/press the 'Save & Close' button.

Updating an existing box

1. Navigate to the 'Time Off/Leave' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Request Boxes' section.
4. Once the view has loaded find the box you wish to update.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the down arrow next to the 'View' button and select 'Edit Details'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Deleting a box

1. Navigate to the 'Time Off/Leave' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Request Boxes' section.
4. Once the view has loaded find the box you wish to delete.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the down arrow next to the 'View' button and select 'Delete'.
6. When prompted, click/press the 'Delete' button on the confirmation dialog.

Emptying a box

1. Navigate to the 'Time Off/Leave' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Request Boxes' section.
4. Once the view has loaded find the box you wish to empty.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the down arrow next to the 'View' button and select 'Empty'.
6. When prompted, click/press the 'Empty' button on the confirmation dialog.

Adding time Off/leave requests to a box

1. Navigate to the 'Time Off/Leave' area using the system menu.
2. Search for the relevant records.
3. Click/press the 'Selected Requests' button near the top left of your screen.
   • This will be under 'Advanced' if your using a mobile/tablet device.
4. Select the 'Add To Box' option.
5. Once the view has loaded find the relevant box and click/press 'Select'.

Updating a time Off/leave request box item

1. Navigate to the 'Time Off/Leave' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Request Boxes' section.
4. Once the view has loaded find the box that contains the item you wish to update.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the 'View' button.
6. Once the box has loaded find the time Off/leave request box item that you wish to update
   • You can use the filter to find the specific time Off/leave request; this will the request date, status, type and label.
7. Click/press the the 'Edit' button.
8. Make the required changes.
9. Click/press the 'Save & Close' button.

Removing time Off/leave requests from a box

1. Navigate to the 'Time Off/Leave' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Time Off/Leave Boxes' section.
4. Once the view has loaded find the box that contains the item you wish to remove.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the 'View' button.
6. Once the box has loaded find the time Off/leave that you wish to remove
   • You can use the filter to find the specific time Off/leave; this will check the request date, status, type and label.
7. Click/press the down arrow next to the 'Edit' button and select 'Remove'.