Timesheet billing rates and leaderboard

Odoo’s Timesheets app allows you to set personalized billing rate targets for employees. In addition to billing rate targets, a leaderboard can be enabled to motivate employees and gamify their experience. The leaderboard displays the billable and total time logged by employees, and can be enhanced with motivational tips.

Billing rate indicators

Configurare

To enable billing rate indicators, navigate to Timesheets ‣ Configuration ‣ Settings, then enable Billing Rate Indicators, and click Save.

To set up the targets, click Set employee billable time targets, access the employee form that you wish to edit, navigate to the Settings tab, then encode the monthly Billing Time Target in hours or days, depending on the Encoding Method selected in the Timesheets Settings.

Notă

Once the Billing Rate Indicators have been enabled, you can also set the employees» Monthly Billing Time Target directly from the Employees app.

Using the billing rate indicators

Once enabled, the billing rate indicators are displayed in the upper right corner of the My Timesheets menu in Kanban, grid, and list views for all users. The monthly amount of time logged by the user is displayed in the following format: logged billable time / billable time target. The percentage of completion of the billing rate target is also displayed, highlighted in red if the user falls below the target and in green once the target is reached.

Below the billing rate indicators, the total monthly amount of time logged by the user is also displayed.

Billing rate indicators.

Billing rate leaderboard

Configurare

After the monthly billing time targets have been enabled, Odoo offers the possibility of activating a billing rate leaderboard in order to motivate employees and enhance workplace transparency.

To enable the billing rate leaderboard, navigate to Timesheets ‣ Configuration ‣ Settings, activate Billing Rate Leaderboard, then click Save.

Using the billing rate leaderboard

The billing rate leaderboard is then displayed in the upper right corner of the My Timesheets view, next to the billing rate indicators. It displays the current top three performers who have logged the highest percentage of their allocated billing hours.

It also shows the amount of time logged by the signed-in user in the format: logged billable time / billable time target, as well as the total time logged.

Clicking on the area of the top three performers opens the leaderboard for all team members. Use the drop-down menu in the upper left corner to switch between the Billing Rate Leaderboard and the Total Time Leaderboard, which displays the total time logged by team members across billable and internal projects.

Billing rate leaderboard.

Leaderboard tips

Daily motivational tips, displayed on the right side of the leaderboard, enhance the billing rate and total time leaderboard. The tips are randomly selected and change daily.

To create or edit existing tips, navigate to Timesheets ‣ Configuration ‣ Tips, then click New or double-click a tip’s text.