HRWize allows you to add up to 5 optional or mandatory attachments to time off types by going to:
Administration > HR > Time off Management > Timeoff Types
Select the Edit action under the Actions column for the time off type you would like to enable the attachments option for OR select ‘Add’ to include this in your time off type setup.
Scroll down to Settings section of the time off type edit screen:
The attachments drop down can be set to the following options:
- None – No documents are required when booking this time off type:
- Yes - Optional – Document can be added when booking this time off type but it is not imperative.
- Yes - Mandatory – Documents relating to this time off type must be added in order for this to be approved. The mandatory setting only applies to the first upload field, any fields after are not mandatory:
If the quantity for attachments is left blank, this will default to 0 (i.e no attachments). If more than the quantity of five is entered in the attachment quantity field, the system will default this to 5 documents.
Please Note - All five fields cannot be made to be mandatory. Only the first field can be made mandatory.
Previously, time off requests booked using an unauthorised time off type had the option of adding an attachment by default (no settings were required).
All time off types that were previously set to authorised - NO are still set to what was previously in use so no changes surrounding attachments will be shown for these types.
If you wish to alter this, you can edit the time off type as shown above.
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