Asistencias¶
Odoo’s Attendances application functions as a time clock. Employees are able to check in and out of work using a dedicated device in kiosk mode, while users are also able to check in and out of work directly from the database. Managers can see who is available at any given time, create reports to see everyone’s hours, and gain insights on which employees are working overtime, or checking out of work earlier than expected.
Permisos de acceso¶
Understanding access rights is essential to navigating the Attendances application.
Every user in the database is able to check in and out directly from the database, without needing access to the Attendances app. Additionally, all users can access their own attendance records from their employee form in the Employees app.
Access to both the Attendances application, and the various features within the application is determined by access rights.
To see what access rights a user has, navigate to the , and click on an individual user. The Access Rights tab is visible by default. Scroll down to the HUMAN RESOURCES section to view the settings. For the Attendances field, the options are either to leave the field blank or select Administrator.
If the Administrator option is selected, the user has full access to the entire Attendances application, with no restrictions. They can view all employee attendance records, enter Kiosk Mode from the application, access all reporting metrics, and make modifications to the settings. If left blank, the user does not have access to the Attendances application.
Nota
If a user does not have Administrator rights for the Attendances app, they are not able to open the app, even though it appears on the main database dashboard. An Access Error pop-up message appears, stating:
You do not have enough rights to access the fields "attendance_manager_id" on Employee
(hr.employee). Please contact your system administrator.
Users who cannot access the Attendances app can still check in and check out of work within the database, using the (red circle) or (green circle) that are always available at the top of the database.
Aprobadores¶
An approver is a user assigned to review and manage an employee’s attendance records. An approver is typically a manager, though that is not required. Approvers without administrative rights can access and modify attendance records only for the employees they are assigned to. This is the only exception where non-admin users can view records in the Attendances app.
To view who the attendances approver for an employee is, navigate to the and click on the specific employee. Click on the Work Information tab, scroll to the APPROVERS section, and check the Attendance field. The person selected is able to view that employees” attendance records, both on the Attendances application dashboard as well as in the attendance reports, and make modifications to their records.
Configuración¶
Few configurations are needed in the Attendances app. Determining how employees check in and out, defining how the kiosks function, and determining how extra hours are computed are all set in the Configuration menu. Navigate to the to access the configuration menu.
Nota
Any configuration item with an (building) icon is a company-specific configuration. Items without an (building) icon apply to all companies within the database.
Modos¶
Attendances from Backend : activate this feature to allow users to check in and out directly from the Odoo database. If this is not activated, users must use a kiosk to check in and out of work.
Automatic Check-Out : activate this feature to automatically check out employees according to their working schedule, after a buffer of time has passed.
Tolerance: this field appears only when the Automatic Check-Out feature is enabled. Enter the amount of time, in hours, that must elapse after an employee’s working hours have ended, before they are automatically checked out.
Example
With the Automatic Check-Out option enabled, and the Tolerance set to
2.00 hours, an employee checks in to work at 9:00 AM, and forgets to check-out at 5:00 PM. At
7:00 PM, they are automaticlaly checked out.
Absence Management : activate this feature to log any absences that are not associated with a time off request, such as vacation time or sick time, on the attendances report.
Horas extra¶
This section specifies how extra time (sometimes referred to as overtime) is calculated, including when extra time is counted and what time is not logged.
Tiempo de tolerancia a favor de la empresa: escriba la cantidad de tiempo, en minutos, que no se toma en cuenta para las horas adicionales de un empleado. Cuando un empleado registra su salida y el tiempo adicional registrado se encuentra por debajo de los minutos indicados, entonces no cuenta como horas adicionales para el empleado.
Tiempo de tolerancia a favor del empleado: ingrese la cantidad de tiempo, en minutos, que recibirá el empleado y que no afecta de forma negativa a su asistencia si registra menos tiempo del necesario en su horario laboral. Cuando un empleado registra su salida y el tiempo total registrado durante el día es menor que las horas laborales especificadas y menor que el plazo especificado, no se le penalizará por sus horas reducidas.
Example
Una empresa establece ambos campos de tolerancia con
15minutos y las horas laborales de todos los empleados están configuradas de 9:00 AM a 5:00 PM.Si un empleado registra su entrada a las 9:00 AM y se retira a las 5:14 PM, los 14 minutos adicionales no se toman en cuenta para sus horas adicionales.
Si un empleado registra su entrada a las 9:05 AM y se retira a las 4:55 PM, no se le penalizará por este desajuste aunque haya registrado 10 minutos menos de los correspondientes a su jornada laboral completa.
Extra Hours Validation : tick either the radio button next to Automatically Approved to have all extra time automatically approved, or Approved by Manager if all extra time should be reviewed and approved by a manager.
Mostrar horas extra: seleccione esta casilla para mostrar las horas adicionales registradas por un empleado cuando registra su salida en un quiosco o cuando un usuario registra su salida en la base de datos.
Nota
Approved extra hours can be deducted from an approved time off request.
Vista general¶
When entering the Attendances application, the Overview dashboard is presented, containing all the user’s check in and check out information. If the user has the required access rights or is an approver for specific employees, those employeess” check-in and check-out information also appears on the Overview dashboard.
The Attendance dashboard allows switching between (Gantt) and (List) views, and selecting a period to analyze. The current period is automatically highlighted in yellow for real-time attendance records, while the (Focus Today) button instantly returns the dashboard to the present date.
Nota
Any entries that have errors appear in red, indicating they need to be resolved by a user with the proper access rights and/or are approvers for the employees with the errors.
Filtros y grupos¶
Sometimes, attendance officers and managers need to view specific records, such as all automatic checkouts to determine which employees chronically forget to check-out, or by department, to determine which team is working the most overtime.
For these cases, use the search bar to select a Filters or Group By, or combine these both to present the desired information.
Ver también
High-value filters¶
Filter |
Common use case |
|---|---|
At Work |
Verify employees still on-site before shutting down the building for the night, or to perform a head count. |
Errores |
View all errors to correct them prior to payroll processing. |
Automatically Checked-Out |
Perform an audit to determine employees who chronically forget to check-out of work. |
Date |
Limit results to a specific pay-period or audit window. |
Active/Archived Employees |
Switch between current staff and former employees when auditing historical data. |
Insightful groupings¶
Group by |
When it helps |
|---|---|
Empleado |
Review individual attendance records during a 1:1 meeting. |
Department |
Compare staffing levels and working hours to determine over-working and under-working teams. |
Manager |
Determine where attendance follow-up questions can be directed to for an employee. |
Method |
Spot trends in attendance methods to potentially resolve hardware issues. |
Date (Day/Week/Month) |
Identify absenteeism spikes or seasonal patterns. |
Detalles del registro de asistencia¶
Odoo records both the time and location for every check-in and check-out, with fields varying by the method used. These detailed attendance logs can confirm where an employee was on any given work day. This can be useful for companies with hybrid working schedules, who may need to perform audits to ensure proper compliance.
El registro detallado de asistencia incluye la siguiente información:
Detalles principales¶
Empleado: el nombre del empleado.
Entrada: la fecha y hora en que el empleado registró su entrada.
Check Out: the date and time the employee checked out. This only appears if the employee has checked out.
Worked Time: the total amount of time the employee logged for the day, across multiple check-ins and outs. In an hour and minute format (HH:MM).
Worked Extra Hours: approved overtime (shows only when present for the employee).
Extra Hours: unpaid overtime hours worked beyond the expected working schedule (the Worked Time minus the approved Worked Extra Hours.
Detalles de entrada y salida¶
La siguiente información aparece en la sección de Entrada y en la de Salida.
Mode: attendance submission method. Can be Systray, Kiosk, or Manual entry.
IP Address: the device’s IP address used to log in or out.
Navegador: el navegador web que el empleado utilizó para registrar su entrada o salida.
Localisation: the city and country associated with the computer’s IP address.
GPS Coordinates: the specific coordinates when the user logged in or out. To view the specific coordinates on a map, click the View on Maps button beneath the GPS Coordinates. This opens a map in a new browser tab, with the specific location pointed out.
Attendance errors¶
Entries that contain an error appear on the overview dashboard in red. In the (Gantt) view, the entry appears with a red background. If in the (List) view, the entry text appears in red.
An error occurs when an employee has checked in but not checked out within 24 hours, or when a single check-in period exceeds 16 hours.
Para solucionar el error es necesario modificar o eliminar la entrada de asistencia. Haga clic en la entrada para abrir una ventana emergente con los detalles de esa entrada en específico. Para modificar la información de Entrada o Salida, haga clic en el campo Entrada o Salida y aparecerá un selector de calendario. Haga clic en la fecha deseada y después use el selector de hora ubicado abajo del calendario para seleccionar la hora específica de la entrada. Haga clic en Aplicar cuando la información sea correcta.
Cuando toda la información en la ventana emergente es correcta, haga clic en Guardar y cerrar. La entrada aparecerá en color gris en lugar de rojo cuando ya no tenga errores.
To delete an entry, click the red Delete button on the pop-up window instead of making modifications to the entry.
Reportes¶
Haga clic en la sección Reporte ubicada en el menú superior para visualizar los reportes de asistencia. El reporte predeterminado muestra la información de asistencia de cada empleado durante los últimos 3 meses en un gráfico de línea.
The default view is a Graph. To view the data in a pivot table, click the Pivot Table button on the top-right of the report. To switch back to the graph view, click the Graph button, located next to the Pivot Table button.
Para visualizar otra información, ajuste los filtros y grupos de la misma manera que en el tablero de Información general.
Los datos pueden visualizarse en un gráfico de barras, gráfico de línea, gráfico circular, gráfico apilado o en orden descendente o ascendente. Haga clic en el botón correspondiente para cambiar la vista a cualquiera de estos gráficos, se encuentran arriba del gráfico.
Para cambiar las medidas, haga clic en el botón Medidas y seleccione una con el menú desplegable.
También es posible insertar el reporte en una hoja de cálculo. Haga clic en el botón Insertar en hoja de cálculo, aparecerá una ventana emergente, allí seleccione la hoja de cálculo deseada y haga clic en Confirmar.
