diff --git a/content/applications/hr/attendances.rst b/content/applications/hr/attendances.rst index 73dbac34b6e..78d54402e4e 100644 --- a/content/applications/hr/attendances.rst +++ b/content/applications/hr/attendances.rst @@ -144,8 +144,7 @@ when extra time is counted and what time is not logged. employee when they check out with a kiosk, or when a user checks out in the database. .. note:: - Approved extra hours can be :ref:`deducted from an approved time off request - `. + Approved extra hours can be deducted from an approved time off request. .. seealso:: - :doc:`attendances/check_in_check_out` diff --git a/content/applications/hr/employees.rst b/content/applications/hr/employees.rst index 2b3d70d7fdb..4ee7362faa0 100644 --- a/content/applications/hr/employees.rst +++ b/content/applications/hr/employees.rst @@ -131,7 +131,7 @@ Extra time off allocation ------------------------- During salary package negotiations, enable the checkbox in this section if additional time off -requests are allowed. When enabled, select the :ref:`Time Off Type ` +requests are allowed. When enabled, select the :doc:`Time Off Type ` created for the additional days using the drop-down menu. The default available options are :guilabel:`Paid Time Off`, :guilabel:`Compensatory Days`, and diff --git a/content/applications/hr/payroll/payroll_localizations/india.rst b/content/applications/hr/payroll/payroll_localizations/india.rst index 9cf5ca654bb..282ba936f15 100644 --- a/content/applications/hr/payroll/payroll_localizations/india.rst +++ b/content/applications/hr/payroll/payroll_localizations/india.rst @@ -268,7 +268,7 @@ Sandwich leave A *sandwich Leave* is a time off policy where weekends and public holidays falling between two applied leave days are also counted as time off. -To enable this on a :ref:`time off types ` navigate to +To enable this on a :doc:`time off type <../../time_off/time_off_types>` navigate to :menuselection:`Time Off app --> Configuration --> Time Off Types`, and click the desired time off type to enable this feature on. Tick the checkbox next to :guilabel:`Sandwich Leave` in the :guilabel:`Configuration` section of the :guilabel:`Time Off Type` form. @@ -290,7 +290,7 @@ on these defined dates. If an employee attempts to request leave on any other date, a validation error will be raised. -To enable this on a :ref:`time off types ` navigate to +To enable this on a :doc:`time off type <../../time_off/time_off_types>` navigate to :menuselection:`Time Off app --> Configuration --> Time Off Types`, and create a new time off type or open an existing one, Tick the checkbox next to :guilabel:`Limited to Optional Holiday` in the :guilabel:`Configuration` section of the :guilabel:`Time Off Type` form. diff --git a/content/applications/hr/payroll/payroll_localizations/saudi_arabia.rst b/content/applications/hr/payroll/payroll_localizations/saudi_arabia.rst index 541126889b8..ef03055c444 100644 --- a/content/applications/hr/payroll/payroll_localizations/saudi_arabia.rst +++ b/content/applications/hr/payroll/payroll_localizations/saudi_arabia.rst @@ -212,8 +212,9 @@ the drop-down space beneath the :guilabel:`Establishment Bank Account` field, an Next, enter the company's :guilabel:`MoL Establishment ID`. This ID number is provided by Saudi Arabia's Ministry of Labor. -Finally, select the :ref:`time off type ` that is used to calculate the -:guilabel:`Annual Leave Balance` set in the :ref:`employee's profile `. +Finally, select the :doc:`time off yype <../../time_off/time_off_types>` that is used to calculate +the :guilabel:`Annual Leave Balance` set in the :ref:`employee's profile +`. Salary structures & structure types ----------------------------------- diff --git a/content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst b/content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst index 04bbea8051a..d91219767db 100644 --- a/content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst +++ b/content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst @@ -206,8 +206,8 @@ Annual remaining leave balance rules Annual remaining leave balance rules are used for calculating the amount to be paid to or taken from the employee based on the number of leave days deserved by the employee during the current year. -The annual leave :ref:`time off type ` is specified using the :guilabel:`Is -Annual Leave` checkbox. +The annual leave :doc:`time off type <../../time_off/time_off_types>` is specified using the +:guilabel:`Is Annual Leave` checkbox. If enabled, the rule calculates the amount of leave days deserved by the employee up to the current date and subtracts the number of annual leave days taken, and if the result is positive, this means @@ -226,8 +226,8 @@ There are **3 cases** for the employee to have: eligible for **15 days** of this type of leave per calendar year. .. tip:: - The SLI is not mandatory in Odoo but can be done from the setup of the :ref:`time off types - `. + The SLI is not mandatory in Odoo but can be done from the setup of the :doc:`time off types + <../../time_off/time_off_types>`. #. **50% paid sick leave:** Same as the fully paid one, but the employees are eligible for **30 days** from this leave type. These 30 days are counted after the first **15** fully paid days. diff --git a/content/applications/hr/time_off.rst b/content/applications/hr/time_off.rst index cf4d3a0a006..89fd9dd5cab 100644 --- a/content/applications/hr/time_off.rst +++ b/content/applications/hr/time_off.rst @@ -36,200 +36,6 @@ In order to allocate time off to employees, and for employees to request and use various time off types must be configured first, then allocated to employees (if allocation is required). -.. _time_off/time-off-types: - -Time off types --------------- - -To view the currently configured time off types, navigate to :menuselection:`Time Off app --> -Configuration --> Time Off Types`. The time off types are presented in a list view. - -The **Time Off** app comes with four preconfigured time off types: :guilabel:`Paid Time Off`, -:guilabel:`Sick Time Off`, :guilabel:`Unpaid`, :guilabel:`Compensatory Days`, and :guilabel:`Extra -Hours`. These can be modified to suit business needs, or used as-is. - -Create time off type -~~~~~~~~~~~~~~~~~~~~ - -To create a new time off type, navigate to :menuselection:`Time Off app --> Configuration --> Time -Off Types`. From here, click the :guilabel:`New` button to reveal a blank time off type form. - -Enter the name for the particular type of time off in the blank line at the top of the form, such as -`Vacation` or `Bereavement`. Then, enter the following information on the form. - -.. note:: - The only **required** fields on the time off type form are the name of the :guilabel:`Time Off - Type`, the :guilabel:`Take Time Off In`, and the :guilabel:`Kind of Time Off`. In addition, the - :guilabel:`Time Off Requests` and :guilabel:`Allocation Requests` sections **must** be - configured. - -.. _time_off/time-off-requests: - -Time off requests section -************************* - -This section determines how approvals are handled for time off requests for this time off type. - -- :guilabel:`Approval`: select what specific kind of approval is required for the time off type. The - options are: - - - :guilabel:`No Validation`: No approvals are required when requesting this type of time off. The - time off request is automatically approved. - - :guilabel:`By Time Off Officer`: Only the specified :ref:`Time Off Officer - `, set on this form in the :guilabel:`Notified Time Off Officer` - field, is required to approve the time off request. This option is selected, by default. - - :guilabel:`By Employee's Approver`: Only the employee's specified approver for time off, which - is set on the *Work Information* tab on the :ref:`employee's form `, is - required to approve the time off request. - - :guilabel:`By Employee's Approver and Time Off Officer`: Both the employee's :ref:`specified - time off approver ` and the :ref:`Time Off Officer - ` are required to approve the time off request. - -Allocation requests section -*************************** - -This section determines how allocation requests are handled for this time off type. - -- :guilabel:`Requires allocation`: If the time off must be allocated to employees, select - :guilabel:`Yes`. If the time off can be requested without time off being previously allocated, - select :guilabel:`No Limit`. If :guilabel:`No Limit` is selected, the following options do not - appear on the form. -- :guilabel:`Employee Requests`: Select :guilabel:`Extra Days Requests Allowed` if the employee is - able to request more time off than was allocated. - - If employees should **not** be able to make requests for more time off than what was allocated, - select the :guilabel:`Not Allowed` option. - - .. example:: - Ten days are allocated to the employee for this particular type of time off, and the - :guilabel:`Extra Days Requests Allowed` option is enabled. The employee wants to take a - vacation for twelve days. They may submit a request for two additional days, since the - :guilabel:`Extra Days Requests Allowed` option is enabled. - - .. important:: - It is important to note that requesting additional time off does **not** guarantee that time - off is granted. - -- :guilabel:`Approval`: Select the type of approvals required for the allocation of this particular - time off type. - - - :guilabel:`No Validation`: No approvals are required when requesting additional allocations for - the time off type. The allocation request is automatically approved. - - :guilabel:`By Time Off Officer`: Only the specified :ref:`Time Off Officer - `, set on this form in the :guilabel:`Notified Time Off Officer` - field, is required to approve the allocation request. This option is selected, by default. - - :guilabel:`By Employee's Approver`: Only the employee's specified approver for time off, which - is set on the *Work Information* tab on the :ref:`employee's form `, is - required to approve the allocation request. - - :guilabel:`By Employee's Approver and Time Off Officer`: Both the employee's :ref:`specified - time off approver ` and the :ref:`Time Off Officer - ` are required to approve the allocation request. - -Configuration section -********************* - -This section determines all other details regarding the time off type, aside from approvals and -allocations. This includes how the time off must be taken (hours, half days, or days), if the time -off is visible to other users, and how the time off affects the **Payroll** app. - -.. _`time_off/time-off-officer`: - -- :guilabel:`Notified Time Off Officer`: Select the user who is notified and responsible for - approving requests and allocations for this specific type of time off. -- :guilabel:`Take Time Off in`: Select the format the time off is requested in from the drop-down - menu. The options are: - - - :guilabel:`Day`: if time off can only be requested in full day increments (8 hours). - - :guilabel:`Half Day`: if time off can only be requested in half day increments (4 hours). - - :guilabel:`Hours`: if the time off can be taken in hourly increments. - - .. _`time_off/deduct-extra-hours`: - -- :guilabel:`Deduct Extra Hours`: Enable this option if the time off request should factor in any - extra time accrued by the employee. - - .. example:: - If an employee works two extra hours for the week, and requests five hours of time off, the - request would be for three hours, since the two extra worked hours are used first, and deducted - from the request. - -- :guilabel:`Public Holiday Included`: Enable this option if public holidays should be included in - time off requests. - - .. example:: - An employee in the United States requests time off for the week of July 4th, for a total of - five days. Since the 4th of July is a holiday in the United States, the time off request is - automatically modified to use four vacation days and one public holiday, instead of five - vacation days. That is because the holiday is included, and the user does not need to use their - own vacation time for a public holiday. - - This option reduces extra work for users, enabling them to make only one time off request for - the entire week, instead of making two separate requests, one for the days *before* the - holiday, and another one for the days *after* the holiday. - -- :guilabel:`Allow To Attach Supporting Document`: Enable this option to allow the employee to - attach documents to the time off request. This is useful in situations where documentation is - required, such as long-term medical leave. -- :guilabel:`Kind of Time Off`: From the drop-down menu, select the type of time off, either - :guilabel:`Worked Time` or :guilabel:`Absence`. :guilabel:`Worked Time` indicates the time off - taken counts toward worked time for any type of accrual the employee is working towards, whereas - :guilabel:`Absence` does not count toward any type of accrual. -- :guilabel:`Company`: If multiple companies are created in the database, and this time off type - only applies to one company, select the company from the drop-down menu. If this field is left - blank, the time off type applies to all companies in the database. This field **only** appears in - a multi-company database. - -Negative cap section -******************** - -Enable the :guilabel:`Allow Negative Cap` option if employees are able to request more time off than -they currently have, allowing a negative balance. If enabled, an :guilabel:`Maximum Excess Amount` -field appears. In this field, enter the maximum amount of negative time allowed, in days. - -.. example:: - Sara currently has three days of the time off type `Vacation`. She is planning a trip that - requires five days of time off. - - The `Vacation` time off type has the :guilabel:`Allow Negative Cap` option enabled, and the - :guilabel:`Maximum Excess Amount` is set to five. - - These settings allow Sara to submit a request for five days of the `Vacation` time off type. If - approved, her `Vacation` time off balance will be negative two (-2) days. - -.. image:: time_off/time-off-type-form-top.png - :alt: The top half of the time off type form, with all the information filled out for sick time - off. - -Payroll section -*************** - -If the time off type should create :doc:`../hr/payroll/work_entries` in the **Payroll** app, select -the :guilabel:`Work Entry Type` from the drop-down list. - -Timesheets section -****************** - -.. note:: - The :guilabel:`Timesheets` section only appears if the user is in developer mode. Refer to the - :ref:`developer-mode` document for details on how to access the developer mode. - -When an employee takes time off, and is also using timesheets, Odoo creates entries in the -**Timesheets** app for the time off. This section defines how they are entered. - -- :guilabel:`Project`: Select the project the time off type entries appear in. -- :guilabel:`Task`: Select the task that appears in the timesheet for this time off type. The - default options are: :guilabel:`Time Off`, :guilabel:`Meeting`, or :guilabel:`Training`. - -Display option section -********************** - -- :guilabel:`Color`: Select a color to be used in the **Time Off** app dashboard. -- :guilabel:`Cover Image`: Select an icon to be used in the **Time Off** app dashboard. - -.. image:: time_off/time-off-type-form-bottom.png - :alt: The lower half of the time off type form, with all the information filled out for sick time - off. - .. _time_off/accrual-plans: Accrual plans @@ -278,7 +84,7 @@ Enter the following information on the form: The employee works standard 40-hour weeks. According to the accrual plan, they should earn four vacation days per month. - The employee takes five days off using a :ref:`time off type ` with + The employee takes five days off using a :doc:`time off type ` with the :guilabel:`Kind of Time Off` set as an :guilabel:`Absence`. Because the plan grants vacation only for worked time, those five days do not count toward accrual. @@ -569,6 +375,7 @@ the time off request in a modal, click the :guilabel:`View` button. :alt: Overview of the user's team, with time off requests shown. .. seealso:: + - :doc:`time_off/time_off_types` - :doc:`time_off/allocations` - :doc:`time_off/request_time_off` - :doc:`time_off/my_time` @@ -578,6 +385,7 @@ the time off request in a modal, click the :guilabel:`View` button. .. toctree:: :titlesonly: + time_off/time_off_types time_off/allocations time_off/request_time_off time_off/my_time diff --git a/content/applications/hr/time_off/allocations.rst b/content/applications/hr/time_off/allocations.rst index a50385ce85d..4f2d2eef658 100644 --- a/content/applications/hr/time_off/allocations.rst +++ b/content/applications/hr/time_off/allocations.rst @@ -5,7 +5,7 @@ Allocations Allocations are amounts of time off given to employees, either granted immediately or earned as the employee works, through an accrual plan. -Once :ref:`time off types ` and :ref:`accrual plans +Once :doc:`time off type <../time_off/time_off_types>` and :ref:`accrual plans ` have been configured, the next step is to *allocate*, or give, time off to employees. @@ -56,7 +56,7 @@ information: field is labeled :guilabel:`Run until`. - :guilabel:`Allocation`: Enter the amount of time that is being allocated to the employees. This field displays the time in either :guilabel:`Hours` or :guilabel:`Days`, depending on how the - selected :ref:`Time Off Type ` is configured. + selected :doc:`Time Off Type <../time_off/time_off_types>` is configured. - :guilabel:`Employee`: Using the drop-down menu, select the employee being allocated the time off. - :guilabel:`Add a reason...`: If any description or note is necessary to explain the time off allocation, enter it in this field at the bottom of the form. diff --git a/content/applications/hr/time_off/request_time_off.rst b/content/applications/hr/time_off/request_time_off.rst index cf0070b35ac..77627b0d31f 100644 --- a/content/applications/hr/time_off/request_time_off.rst +++ b/content/applications/hr/time_off/request_time_off.rst @@ -63,11 +63,11 @@ Enter the following information on the :guilabel:`New Time Off` request form: - :guilabel:`Requested (Days/Hours)`: This field updates automatically once the :guilabel:`Date` section is completed. If the :guilabel:`Date` section is modified, this section automatically updates to reflect the total time off requested. This field is in either hours or days, depending - on how the selected :ref:`Time Off Type ` is configured. + on how the selected :doc:`Time Off Type <../time_off/time_off_types>` is configured. - :guilabel:`Description`: Enter a description for the time off request. This should include any details that managers and approvers may need to approve the request. -- :guilabel:`Supporting Document`: This field **only** appears if the :ref:`Time Off Type - ` selected allows for the attachment of documents. Click the +- :guilabel:`Supporting Document`: This field **only** appears if the :doc:`Time Off Type + <../time_off/time_off_types>` selected allows for the attachment of documents. Click the :icon:`fa-paperclip` :guilabel:`Attach File` button, and a file explorer window appears. Navigate to the desired files that should be attached, select them, then click The diff --git a/content/applications/hr/time_off/time-off-type-form-bottom.png b/content/applications/hr/time_off/time-off-type-form-bottom.png deleted file mode 100644 index d8c4da8e8c1..00000000000 Binary files a/content/applications/hr/time_off/time-off-type-form-bottom.png and /dev/null differ diff --git a/content/applications/hr/time_off/time-off-type-form-top.png b/content/applications/hr/time_off/time-off-type-form-top.png deleted file mode 100644 index f80a48d83e2..00000000000 Binary files a/content/applications/hr/time_off/time-off-type-form-top.png and /dev/null differ diff --git a/content/applications/hr/time_off/time_off_types.rst b/content/applications/hr/time_off/time_off_types.rst new file mode 100644 index 00000000000..ad8928cdfd4 --- /dev/null +++ b/content/applications/hr/time_off/time_off_types.rst @@ -0,0 +1,198 @@ +============== +Time off types +============== + +One of the first things that requires configuration in the **Time Off** app are the time off types. + +When employees request time off, they must specify the *type* of time off they are requesting, such +as sick time, vacation time, etc. The time off type determines several things, including *how* the +request is made (hours, half days, or days), and how it is :ref:`approved +`. + +To view the currently configured time off types, navigate to :menuselection:`Time Off app --> +Configuration --> Time Off Types`. The time off types are presented in a list view. + +The **Time Off** app comes with six preconfigured time off types: :guilabel:`Paid Time Off`, +:guilabel:`Sick Time Off`, :guilabel:`Unpaid`, :guilabel:`Compensatory Days`, :guilabel:`Extra Time +Off`, and :guilabel:`Extra Hours`. These can be modified to suit business needs, or used as-is. + +Create time off type +==================== + +To create a new time off type, navigate to :menuselection:`Time Off app --> Configuration --> Time +Off Types`. From here, click the :guilabel:`New` button to reveal a blank *Time Off Type* form. +Then, enter the following information on the form. + +.. note:: + The only **required** configurations on the time off type form are the following fields: + + - :guilabel:`Time Off Type` + - :guilabel:`Duration Type` + - :guilabel:`Count as` + - :guilabel:`Approval` + +General information section +--------------------------- + +This section outlines the high-level information for the time off type. Enter the following +information at the top of the form: + +- :guilabel:`Time Off Type`: Enter the name for the particular type of time off, such as `Vacation` + or `Bereavement`. +- :guilabel:`Duration Type`: Select the format the time off is requested in by clicking the + corresponding radio button. The options are: + + - :guilabel:`Day`: Time off can only be requested in full-day increments (8 hours). + - :guilabel:`Half Day`: Time off can only be requested in half-day increments (4 hours). + - :guilabel:`Hours`: Time off can be taken in hourly increments. + +- :guilabel:`Count as`: Using the drop-down menu, select whether the time off type is counted toward + accrual plans. Select :guilabel:`Worked Time` if the time off *does* count, select + :guilabel:`Absence` if it does *not* count toward any type of accrual. +- :guilabel:`Notify HR`: Select the user who is notified and responsible for approving requests and + allocations for this specific type of time off. If this field is left blank, no one is notified. +- :guilabel:`Company`: If :doc:`multiple companies are created in the database + <../../general/companies/multi_company>`, and this time off type only applies to one company, + select the company from the drop-down menu. If this field is left blank, the time off type applies + to all companies in the database. This field **only** appears in a multi-company database. +- :guilabel:`Country`: If multiple countries are associated with the database, and this time off + type is restricted to one country, select the country from the drop-down menu. If this field is + left blank, the time off type applies to all countries. This field **only** appears in a + multi-country database. + +.. image:: time_off_types/top-half-to-type.png + :alt: The top half of the time off type form, with all the generic information populated. + +.. _time_off/time-off-requests: + +Time off requests section +------------------------- + +This section determines how approvals are handled for time off requests for this time off type. + +Select what specific kind of :guilabel:`Approval` is required for the time off type. The options +are: + + - :guilabel:`None Needed`: No approvals are required when requesting this type of time off. The + time off request is automatically approved. + - :guilabel:`By Time Off Officer`: Only the specified time off officer, set on this form in the + :guilabel:`Notify HR` field, is required to approve the time off request. This option is + selected by default. + - :guilabel:`By Employee's Approver`: Only the employee's specified approver for time off, which + is configured in the *Settings* tab of the :ref:`employee's form `, is + required to approve the time off request. + - :guilabel:`By Employee's Approver and Time Off Officer`: Both the employee's :ref:`specified + time off approver ` and the time off officer are required to approve the + time off request. + +Allocation requests section +--------------------------- + +This section determines how allocation requests are handled for this time off type. + +- :guilabel:`Requires allocation`: If the time off must be allocated to employees, enable the + checkbox. If the time off can be requested without time off being previously allocated, uncheck + the box. If unchecked, no other options appear in the *Allocation Requests* section. +- :guilabel:`Allow Employee Requests`: Check the checkbox if the employee should be able to request + more time off than was allocated. + + If employees should **not** be able to make requests for more time off than what was allocated, + leave the box unchecked. + + .. example:: + Ten days are allocated to the employee for this particular type of time off, and the + :guilabel:`Allow Employee Requests` option is enabled. The employee wants to take a vacation + for twelve days. They may submit a request for two additional days, since the :guilabel:`Allow + Employee Requests` option is enabled. + + .. important:: + It is important to note that requesting additional time off does **not** guarantee that time + off is granted. + +- :guilabel:`Approval`: Select the type of approvals required for the allocation of this particular + time off type. + + - :guilabel:`None Needed`: No approvals are required when requesting additional allocations for + the time off type. The allocation request is automatically approved. + - :guilabel:`By Time Off Officer`: Only the specified time off officer, set on this form in the + :guilabel:`Notify HR` field, is required to approve the allocation request. This option is + selected, by default. + - :guilabel:`By Employee's Approver`: Only the employee's specified approver for time off, which + is set on the *Work Information* tab on the :ref:`employee's form `, is + required to approve the allocation request. + - :guilabel:`By Employee's Approver and Time Off Officer`: Both the employee's :ref:`specified + time off approver ` and the time off officer are required to approve + the allocation request. + +.. image:: time_off_types/allocation-section.png + :alt: The allocation section all filled out for a new time off type. + +Configuration section +--------------------- + +This section determines all other details regarding the time off type, aside from approvals and +allocations. + +- :guilabel:`Ignore Public Holidays`: Enable this option if public holidays should *not* be included + in time off requests. + + .. example:: + An employee in the United States requests time off for the week of July 4th, for a total of + five days. Since the 4th of July is a holiday in the United States, the time off request is + automatically modified to use four vacation days and one public holiday, instead of five + vacation days. That is because the holiday is ignored, and the user does not need to use their + own vacation time for a public holiday. + + This option reduces extra work for users, enabling them to make only one time off request for + the entire week, instead of making two separate requests, one for the days *before* the + holiday, and another one for the days *after* the holiday. + +- :guilabel:`Hide On Dashboard`: Enable this option if this type o time off should *not* appear on + the dashboard. +- :guilabel:`Require Supporting Document`: Enable this option if the employee **must** attach + documents to the time off request. This is useful in situations where documentation is required, + such as long-term medical leave or jury duty. +- :guilabel:`Deduct Extra Hours`: Enable this option if the time off request should factor in any + extra time accrued by the employee. + + .. example:: + If an employee works two extra hours for the week, and requests five hours of time off, the two + extra worked hours are counted toward the request. As a result, the time off request only uses + three hours of the employee's accrual. + +- :guilabel:`Eligible for Accrual Rate`: Enable this checkbox if the time off type is included when + calculating worked time for an accrual plan. This is enabled by default. +- :guilabel:`Allow Request on Top`: Enable this checkbox if the employee can request additional time + off, stacked on top of this time off type. + +Negative cap section +-------------------- + +Enable the :guilabel:`Allow Negative Cap` option if employees should be able to request more time +off than they currently have, allowing a negative balance. If enabled, an :guilabel:`up to` field +appears. In this field, enter the maximum amount of negative time allowed, in days. + +.. example:: + Sara currently has three days of the `Vacation` time off type. She is planning a trip that + requires five days of time off. + + The `Vacation` time off type has the :guilabel:`Allow Negative Cap` option enabled, and the + :guilabel:`Maximum Excess Amount` is set to five. + + These settings allow Sara to submit a request for five days of the `Vacation` time off type. If + approved, her `Vacation` time off balance will be negative two (-2) days. + +Payroll section +--------------- + +If the time off type should create :doc:`../../hr/payroll/work_entries` in the **Payroll** app, +specify the :guilabel:`Work Entry Type` from the drop-down list. + +Display option section +---------------------- + +- :guilabel:`Color`: Select a color to be used in the **Time Off** app dashboard. +- :guilabel:`Cover Image`: Select an icon to be used in the **Time Off** app dashboard. + +.. image:: time_off_types/display.png + :alt: The lower half of the time off type form, with the color and icon selected. diff --git a/content/applications/hr/time_off/time_off_types/allocation-section.png b/content/applications/hr/time_off/time_off_types/allocation-section.png new file mode 100644 index 00000000000..4cf4103aad7 Binary files /dev/null and b/content/applications/hr/time_off/time_off_types/allocation-section.png differ diff --git a/content/applications/hr/time_off/time_off_types/display.png b/content/applications/hr/time_off/time_off_types/display.png new file mode 100644 index 00000000000..c00f260abb5 Binary files /dev/null and b/content/applications/hr/time_off/time_off_types/display.png differ diff --git a/content/applications/hr/time_off/time_off_types/top-half-to-type.png b/content/applications/hr/time_off/time_off_types/top-half-to-type.png new file mode 100644 index 00000000000..24b42cc6ef0 Binary files /dev/null and b/content/applications/hr/time_off/time_off_types/top-half-to-type.png differ