Prezențe¶
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.
Drepturi de acces¶
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.
Notă
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.
Aprobatori¶
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.
Configurare¶
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.
Notă
Any configuration item with an (building) icon is a company-specific configuration. Items without an (building) icon apply to all companies within the database.
Moduri¶
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.
Ore suplimentare¶
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.
Timp de toleranță în favoarea companiei: introduceți durata de timp, în minute, care nu este luată în considerare pentru orele suplimentare ale unui angajat. Când un angajat face check-out, iar timpul suplimentar înregistrat este sub minutele specificate, timpul suplimentar nu este socotit ca ore suplimentare pentru angajat.
Timp de toleranță în favoarea angajatului: introduceți timpul, în minute, acordat unui angajat, care nu îi afectează în mod negativ prezența dacă înregistrează mai puțin timp decât orele de lucru. Când un angajat efectuează check-out, iar timpul total înregistrat pentru o zi este mai mic decât orele de lucru specificate și mai mic decât această perioadă de grație specificată, acesta nu este penalizat pentru orele reduse.
Example
O companie setează ambele câmpuri Toleranță la
15minute, iar orele de lucru pentru întreaga companie sunt setate de la 9:00 la 17:00.Dacă un angajat se înregistrează la ora 9:00 și pleacă la ora 17:14, cele 14 minute suplimentare sunt nu luate în considerare pentru orele suplimentare.
Dacă un angajat se înregistrează la ora 9:05 și face check-out la ora 16:55, chiar dacă a înregistrat un total de 10 minute mai puțin decât programul complet de lucru, nu este penalizat pentru această discrepanță.
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.
Afișează orele suplimentare: activați această casetă pentru a afișa orele suplimentare înregistrate de un angajat când face check-out cu un chioșc sau când un utilizator efectuează check-out în baza de date.
Notă
Approved extra hours can be deducted from an approved time off request.
Imagine de ansamblu¶
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.
Notă
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.
Filtre și grupuri¶
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.
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. |
Erori |
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 |
|---|---|
Angajat |
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. |
Detaliile jurnalului de prezență¶
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.
Jurnalul detaliat de prezență conține următoarele informații:
Detalii principale¶
Angajat: numele angajatului.
Check In: data și ora la care angajatul s-a înregistrat.
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.
Detalii de check-in/check-out¶
Următoarele informații apar atât pentru secțiunile Check In, cât și pentru Check Out.
Mode: attendance submission method. Can be Systray, Kiosk, or Manual entry.
IP Address: the device’s IP address used to log in or out.
Browser: browserul web folosit de angajat pentru a se conecta sau a se deconecta.
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.
Pentru a remedia eroarea, înregistrarea de prezență trebuie modificată sau ștearsă. Faceți clic pe intrare pentru a afișa o fereastră pop-up care conține detaliile pentru respectiva intrare. Pentru a modifica informațiile Check In și/sau Check Out, faceți clic pe câmpul Check In sau Check Out și apare un selector de calendar. Faceți clic pe data dorită, apoi utilizați selectorul de timp de sub calendar pentru a selecta ora specifică pentru intrare. Când informațiile sunt corecte, faceți clic pe Aplicați.
Când toate informațiile din fereastra pop-up sunt corecte, faceți clic pe Salvați și închideți. Când intrarea nu mai are o eroare, intrarea apare cu gri în loc de roșu.
To delete an entry, click the red Delete button on the pop-up window instead of making modifications to the entry.
Raportare¶
Pentru a vizualiza rapoartele de prezență, faceți clic pe Raportare în meniul de sus. Raportul implicit afișează informațiile despre prezența fiecărui angajat pentru ultimele 3 luni, într-o Diagramă linii.
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.
Pentru a prezenta informații diferite, ajustați filtrele și grupurile în același mod ca în tabloul de bord Prezentare generală.
Datele pot fi prezentate fie într-o Diagramă cu bare, Diagramă cu linii, Diagrama circulară, Diagramă stivuită sau în Descendent sau : guilabel:Ordine crescătoare. Pentru a schimba vizualizarea la oricare dintre aceste diagrame, faceți clic pe butonul corespunzător de deasupra diagramei afișate.
Pentru a modifica Măsuri, faceți clic pe butonul Măsuri și selectați măsura dorită din meniul derulant.
Raportul poate fi inserat și într-o foaie de calcul. Faceți clic pe butonul Insert in Spreadsheet și apare o fereastră pop-up. Selectați foaia de calcul dorită și faceți clic pe Confirmați.
