Cuti¶
Aplikasi Cuti Odoo berfungsi sebagai pusat terpusat untuk semua informasi terkait cuti. Aplikasi ini mengelola permintaan, saldo, alokasi, persetujuan, dan laporan.
User dapat meminta cuti, dan melihat ikhtisar permintaan dan saldo cuti mereka. Manajer dapat mengalokasikan cuti kepada individu, tim, atau seluruh perusahaan, dan menyetujui permintaan cuti.
Detailed reports can be run to see how much time off (and what kinds of time off) are being used, accrual plans can be created, and public holidays can be set.
Catatan
Harap diperhatikan, hanya user dengan hak akses tertentu yang dapat melihat semua aspek aplikasi Cuti.
Semua user dapat mengakses bagian My Time Off dan Overview dari aplikasi Cuti. Semua bagian lainnya memerlukan hak akses tertentu.
To better understand how access rights affect the Time Off app, refer to the Karyawan baru document, specifically the section about configuring the work information tab.
Konfigurasi¶
In order to allocate time off to employees, and for employees to request and use their time off, the various time off types must be configured first, then allocated to employees (if allocation is required).
Jenis cuti¶
Untuk melihat jenis cuti yang saat ini dikonfigurasi, navigasikan ke . Jenis cuti ditampilkan dalam tampilan daftar.
The Time Off app comes with four preconfigured time off types: Paid Time Off, Sick Time Off, Unpaid, and Compensatory Days. These can be modified to suit business needs, or used as-is.
Buat jenis cuti¶
To create a new time off type, navigate to . From here, click the 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
Sick Time or Vacation. Then, enter the following information on the form.
Catatan
The only required fields on the time off type form are the name of the Time Off Type, the Take Time Off In, and the Kind of Time Off. In addition, the Time Off Requests and Allocation Requests sections must be configured.
Time Off Requests section¶
Approval: select what specific kind of approval is required for the time off type. The options are:
No Validation: No approvals are required when requesting this type of time off. The time off request is automatically approved.
By Time Off Officer: Only the specified Time Off Officer, set on this form in the Notified Time Off Officer field, is required to approve the time off request. This option is selected, by default.
By Employee's Approver: Only the employee's specified approver for time off, which is set on the Work Information tab on the employee's form, is required to approve the time off request.
By Employee's Approver and Time Off Officer: Both the employee's specified time off approver and the Time Off Officer are required to approve the time off request.
Allocation Requests section¶
Requires allocation: If the time off must be allocated to employees, select Yes. If the time off can be requested without time off being previously allocated, select No Limit. If No Limit is selected, the following options do not appear on the form.
Employee Requests: Select 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 Not Allowed option.
Example
Ten days are allocated to the employee for this particular type of time off, and the 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 Extra Days Requests Allowed option is enabled.
Penting
Penting untuk dicatat bahwa meminta cuti tambahan tidak menjamin bahwa cuti akan diberikan.
Approval: Pilih jenis persetujuan yang diperlukan untuk alokasi jenis cuti ini.
Approved by Time Off Officer indicates the Time Off Officer set on this form must approve the allocation.
No validation needed indicates that no approvals are required.
Bagian konfigurasi¶
Notified Time Off Officer: Select the person who is notified and responsible for approving requests and allocations for this specific type of time off.
Take Time Off in: Select the format the time off is requested in from the drop-down menu.
Opsinya adalah:
Day: if time off can only be requested in full day increments (8 hours).
Half Day: if time off can only be requested in half day increments (4 hours).
Hours: if the time off can be taken in hourly increments.
Deduct Extra Hours: Aktifkan opsi ini jika permintaan cuti harus memperhitungkan waktu ekstra yang diperoleh karyawan.
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.
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.
Kind of Time Off: From the drop-down menu, select the type of time off, either Worked Time or Absence. Worked Time indicates the time off taken counts toward worked time for any type of accrual the employee is working towards, whereas Absence does not count toward any type of accrual.
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 Allow Negative Cap option if employees are able to request more time off than they currently have, allowing a negative balance. If enabled, an Amount in Negative 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 Allow Negative Cap option enabled, and the
Amount in Negative is set to five.
Pengaturan ini memungkinkan Sara untuk mengajukan permintaan lima hari untuk jenis cuti Vacation. Jika disetujui, saldo cuti Vacation miliknya akan menjadi negatif dua (-2) hari.
Bagian payroll¶
If the time off type should create Entri-entri kerja in the Payroll app, select the Work Entry Type from the drop-down list.
Timesheets section¶
Catatan
The Timesheets section only appears if the user is in developer mode. Refer to the Mode pengembang (mode debug) 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.
Project: Select the project the time off type entries appear in.
Task: Select the task that appears in the timesheet for this time off type. The default options are: Time Off, Meeting, or Training.
Display Option section¶
Color: Pilih warna yang akan digunakan di dashboard aplikasi Time Off.
Cover Image: Pilih ikon yang akan digunakan di dashboard aplikasi Time Off.
Rencana akrual¶
Some time off is earned through an accrual plan, meaning that for every specified amount of time an employee works (hour, day, week, etc), they earn or accrue a specified amount of time off.
Example
If an employee accrues a vacation day for every week they work, they would earn 0.2 vacation days for each hour they work. At the end of a forty hour work week, they would earn one whole vacation day (8 hours).
Create accrual plan¶
To create a new accrual plan, navigate to . Then, click the New button, which reveals a blank accrual plan form.
Masukkan informasi berikut pada formulir:
Name: Enter the accrual plan name.
Accrued Gain Time: Select when the employee begins to accrue time off, either At the start of the accrual period or At the end of the accrual period.
Carry-Over Time: Select when the employee received previously earned time. The options are:
At the start of the year: Pilih ini jika akrual diperpanjang pada 1 Januari tahun mendatang.
At the allocation date: Pilih ini jika akrual diperpanjang segera setelah waktu dialokasikan kepada karyawan.
Other: Select this option if neither of the other two options are applicable. When selected, a Carry-Over Date field appears. Select the date using the two drop-down menus, one for the day and one for the month.
Based on worked time: Enable this option if time off accrual is determined by the employee's worked hours. Days not considered as worked time do not contribute to the accrual plan in Odoo.
Example
An employee is granted time off from an accrual plan configured to accrue one day of vacation for every five days worked. The accrual plan is based on the employee's worked time (the Based on worked time checkbox is ticked).
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. The time off type the employee has taken has the Kind of Time Off configured as an Absence.
Since the accrual plan only grants time off based on the worked time, the employee does not accrue a vacation day for the five days of time off that is considered an absence.
At the end of the month, the employee accrues only three days, instead of four.
Milestone Transition: This field is only visible after a minimum of two rules have been configured on the accrual plan. This selection determines when employees move up to a new milestone. If they qualify to change milestones in the middle of a pay period, decide whether the employee changes milestones Immediately or After this accrual's period (after the current pay period).
Company: This field only appears in a multi-company database. Using the drop-down menu, select the company the accrual plan applies to. If left blank, the accrual plan can be used for all companies.
Aturan¶
Rules must be created in order for employees to accrue time off from the accrual plan.
To create a new rule, click the New Milestone button in the gray Rules section, and a Create Milestone modal form appears.
Isi bidang berikut pada formulir:
Employee accrue: Select the parameters for earned time off in this section.
First, select either Days or Hours for the increment of accrued time using the drop-down menu.
Next, enter the numerical amount of the selected parameter that is accrued. The numerical format is
X.XXXX, so that partial days or hours can also be configured.Last, select how often the time is accrued using the drop-down menu. The default options are Hourly, Daily, Weekly, Twice a month, Monthly, Twice a year, and Yearly.
Depending on which option is selected, additional fields may appear. For example, if Twice a month is selected, two additional fields appear, to specify the two days of each month the milestone occurs.
Cap accrued time: If there is a maximum amount of days the employee can accrue with this plan, enable this option.
When enabled, two additional fields appear beneath it. Select the type of time period from the drop-down menu, either Days or Hours.
Then, enter a numerical value in the field to specify the maximum amount of time that can be accrued.
Milestone reached: Enter the number and value of the time period that must pass before the employee starts to accumulate time off. The first value is numerical; enter a number in the first field.
Then, select the type of time period using the drop-down menu in the second field. The options are: Days, Months, or Years.
Carry over: select how any unused time off is handled. The options are either:
None. Accrued time reset to 0: Any unused time off is gone.
All accrued time carried over: All unused time off is rolled over to the next calendar year.
Carry over with a maximum: Unused time off is rolled over to the next calendar year, but there is a cap. An Up to field appears if this is selected. Enter the maximum number of Days that can roll over to the following year. Any time off beyond this parameter is lost.
Penting
If the Carry over field is set to None. Accrued time reset to 0, that rule overrides the Carry-Over Time set on the accrual plan.
If a company creates an accrual plan, granting employees time off At the start of the accrual period (i.e., the beginning of the year), and sets the Carry-Over Time on the accrual plan to At the start of the year, it allows unused vacation time to rollover to the following year.
Then, the company adds rules to the accrual plan, allocating five days of vacation, annually, on the first of the year (one week of vacation allocated on January 1st).
If the Carry over field is set to None. Accrual time reset to 0 on the Create Milestone pop-up for, any unused vacation time does not carry over, even though on the Accrual Plan form, the Carry-Over Time is set to At the start of the year.
The carry over set on the rule takes precedence over the carry over set on the accrual plan form.
Once the form is completed, click Save & Close to save the Create Milestone form, and close the modal, or click Save & New to save the form and create another milestone. Add as many milestones as desired.
Tanggal merah¶
To observe public or national holidays, and provide extra days off as holidays to employees, configure the observed public holidays in Odoo.
It is important to configure these days in Odoo, so employees are aware of the days they have off, and do not request time off on days that are already set as a public holiday (non-working days).
Additionally, all public holidays configured in the Time Off app are also reflected in any app that uses working schedules, such as Calendar, Planning, Manufacturing, and more.
Due to Odoo's integration with other apps that use working schedules, it is considered best practice to ensure all public holidays are configured.
Create public holiday¶
To create a public holiday, navigate to .
All currently configured public holidays appear in a list view.
Click the New button, and a new line appears at the bottom of the list.
Masukkan informasi berikut pada baris baru tersebut:
Name: Masukkan nama hari libur.
Company: Jika dalam database multi-perusahaan, perusahaan saat ini mengisi field ini secara default. Tidak mungkin untuk mengedit field ini.
Catatan
The Company field is hidden, by default. To view this field, click the (additional options) icon in the top-right corner of the list, to the far-right of the column titles, and activate the Company selection from the drop-down menu that appears.
Start Date: Using the date and time picker, select the date and time the holiday starts, then click Apply. By default, this field is configured for the current date. The start time is set according to the start time for the company (according to the working schedules). If the user's computer is set to a different time zone, the start time is adjusted according, compared to the company's time zone.
End Date: Using the date and time picker, select the date and time the holiday ends, then click Apply. By default, this field is configured for the current date, and the time is set to the end time for the company (according to the working schedules). If the user's computer is set to a different time zone, the start time is adjusted accordingly, compared to the company's time zone.
Example
A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an eight hour work day and one hour lunch break.
For a user in New York, with a computer time zone set to Eastern Standard Time, a created public holiday displays a start time of 12:00 PM - 9:00 PM, accounting for the three hour time zone difference.
Similarly, a user located in Los Angeles, with a computer time zone set to Pacific Standard Time, sees a public holiday time as 9:00 AM - 6:00 PM.
Working Hours: If the holiday should only apply to employees who have a specific set of working hours, select the working hours from the drop-down menu. If left blank, the holiday applies to all employees.
Work Entry Type: If using the Payroll app, this field defines how the work entries for the holiday appear. Select the work entry type from the drop-down menu.
Hari wajib¶
Beberapa perusahaan memiliki hari khusus di mana departemen tertentu, atau seluruh staf, diwajibkan hadir, dan cuti tidak diizinkan pada hari-hari tertentu tersebut.
Jenis hari seperti ini disebut hari wajib di Odoo. Ini dapat dikonfigurasi untuk seluruh perusahaan, atau khusus departemen. Ketika dikonfigurasi, karyawan di departemen atau perusahaan yang ditentukan tidak dapat mengajukan permintaan cuti untuk hari wajib ini.
Buat hari wajib¶
Tidak ada hari wajib yang dikonfigurasi di Odoo secara default. Untuk membuat hari wajib, navigasikan ke .
Klik tombol New di pojok kiri atas, dan baris kosong muncul di daftar.
Masukkan informasi berikut pada baris baru tersebut:
Name: Masukkan nama hari wajib.
Company: Jika dalam database multi-perusahaan, field ini terlihat, dan perusahaan saat ini mengisi field ini secara default. Menggunakan menu drop-down, pilih perusahaan untuk hari wajib tersebut.
Departments: Kolom ini disembunyikan secara default. Pertama, klik ikon (additional options) di pojok kanan atas, di sebelah Color, lalu centang kotak di sebelah Departments untuk menampilkan kolom tersebut.
Selanjutnya, pilih departemen yang diinginkan dari menu drop-down. Beberapa departemen dapat dipilih, dan tidak ada batasan jumlah departemen yang dapat ditambahkan.
Jika field ini dibiarkan kosong, hari wajib berlaku untuk seluruh perusahaan.
Start Date: Menggunakan pemilih kalender, pilih tanggal dimulainya hari wajib.
End Date: Menggunakan pemilih kalender, pilih tanggal berakhirnya hari wajib. Jika membuat satu hari wajib, tanggal akhir harus sama dengan tanggal mulai.
Color: If desired, select a color from the available presented options. If no color is desired, select the
No coloroption, represented by a white box with a red line diagonally across it. The selected color appears on the main Time Off app dashboard, in both the calendar and in the legend.
Gambaran Umum¶
To view a color-coded schedule of the user's time off, and/or of the team managed by them, navigate
to . This presents a calendar with the default filter of
My Team, in a month view.
To change the time period displayed, click on the Month button to reveal a drop-down menu. Then, select either Day, Week, or Year to present the calendar in that corresponding view.
To navigate forward or backward in time, in the selected increment (Month, Week, etc.), click the ← (left arrow) or → (right arrow) to move either forward or backward in that specified amount of time.
For example, if Month is selected, the arrows adjust the view by one month.
To return to a view containing the current day, click the Today button at any time.
Anggota tim terdaftar secara alfabetis pada baris individual, dan cuti yang mereka minta, terlepas dari statusnya (divalidasi atau untuk disetujui), terlihat di kalender.
Setiap karyawan dikodekan dengan warna. Warna karyawan dipilih secara acak, dan tidak sesuai dengan jenis cuti yang mereka minta.
Status cuti diwakili oleh detail warna permintaan, baik tampak solid (divalidasi) atau bergaris (untuk disetujui).
Jumlah hari atau jam yang diminta ditulis pada permintaan (jika ada cukup ruang).
Di bagian bawah kalender, pada baris Total, grafik batang menunjukkan berapa banyak orang yang diproyeksikan cuti pada hari tertentu. Nomor pada setiap batang individual mewakili jumlah karyawan yang cuti untuk hari-hari yang disorot.
Klik entri cuti untuk melihat detail entri cuti tertentu. Total jumlah jam atau hari terdaftar, bersama dengan waktu mulai dan akhir cuti. Untuk melihat detail permintaan cuti dalam modal, klik tombol Lihat.
Laporan¶
The reporting feature allows users to view time off for their team, either by employee or type of time off. This allows users to see which employees are taking time off, how much time off they are taking, and what time off types are being used.
Any report can be added to a spreadsheet, when in either the (Graph) or (Pivot) view, through the Insert in Spreadsheet button that appears in the top-left of the report.
Catatan
Jika aplikasi Dokumen terinstal, opsi untuk menambahkan laporan ke spreadsheet akan muncul. Jika tidak, laporan dapat ditambahkan ke Dashboard.
Berdasarkan karyawan¶
To view a report of employee time off requests, navigate to .
Laporan default menampilkan data tahun berjalan dalam tampilan daftar, menampilkan semua karyawan dalam urutan abjad. Setiap baris karyawan diciutkan secara default. Untuk membuka baris, klik di mana saja pada baris tersebut.
Tampilan diperluas, dan memiliki permintaan cuti yang diatur berdasarkan jenis cuti. Klik di mana saja pada baris jenis cuti untuk memperluasnya, dan lihat semua permintaan cuti individual yang termasuk dalam jenis tersebut.
Informasi yang ditampilkan dalam daftar meliputi: nama Karyawan, Jumlah Hari cuti yang diminta, Tanggal Mulai, Tanggal Akhir, Status, dan Deskripsi.
Laporan juga dapat ditampilkan dengan cara lain. Klik tombol opsi yang sesuai di sudut kanan atas halaman untuk melihat data dengan cara tertentu. Berbagai opsi adalah (Daftar), atau tampilan default, (Grafik), tabel (Pivot), atau tampilan (Kalender).
When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports and their various options, refer to the reporting documentation.
Berdasarkan jenis¶
To view a list of all time off, organized by time off type, navigate to . This shows all time off requests in a default bar chart.
Arahkan kursor ke batang untuk melihat Durasi (Hari) dari jenis cuti spesifik tersebut.
Klik pada batang untuk membuka tampilan daftar terperinci dari semua permintaan cuti untuk jenis cuti tersebut.
Setiap permintaan terdaftar, dengan informasi berikut yang ditampilkan: Karyawan, Jumlah Hari, Jenis Permintaan, Tanggal Mulai, Tanggal Akhir, Status, dan Deskripsi.
Laporan juga dapat ditampilkan dengan cara lain. Klik tombol opsi yang sesuai di sudut kanan atas halaman untuk melihat data dengan cara tersebut. Berbagai opsi adalah (Grafik) (tampilan default), (Daftar), atau tabel (Pivot).
When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports, and their various options, refer to the reporting documentation.
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