休假時間¶
Odoo 的休假應用程式是所有休假相關資訊的集中樞紐。此應用程式管理請求、餘額、分配、批核與報表。
使用者可以請求休假,並查看其請求與休假餘額的概覽。管理員可以將休假分配給個人、團隊或整個公司,並批核休假請求。
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.
備註
請注意,只有具備特定存取權限的使用者才能查看休假應用程式的所有功能。
所有使用者都可以存取休假應用程式的我的休假和總覽區段。其他所有區段均需要特定的存取權限。
若要更深入瞭解存取權限如何影響休假應用程式,請參閱新員工文件,特別是關於配置工作資訊分頁的部分。
其他資料
配置¶
为了给员工分配休假时间,并让员工申请和使用休假时间,必须先配置各种休假时间类型,然后再分配给员工(如果需要分配的话)。
休假類型¶
若要查看目前已配置的休假類型,請前往。休假類型會以清單檢視呈現。
The Time Off app comes with four preconfigured time off types: Paid Time Off, Sick Time Off, Unpaid, Compensatory Days, and Extra Hours. These can be modified to suit business needs, or used as-is.
建立休假類型¶
要创建新的休假类型,请导航至 。在这里,点击 新建 按钮,显示空白的休假类型表单。
Enter the name for the particular type of time off in the blank line at the top of the form, such as
Vacation or Bereavement. Then, enter the following information on the form.
備註
请假类型表单中唯一 必填 字段是 休假类型 名称、请假 和 休假种类。此外,还必须配置 休假请求 和 分配请求 部分。
休假申請區段¶
本區段決定此休假類型的休假申請如何處理批核。
批准:选择休假类型需要哪种具体批准。选项包括:
无需验证: 申请此类休假时无需审批。休假申请将自动获得批准。
按休假主管:只有在此表单的 通知休假工作人员 字段中设置的 休假工作人员,才需要批准休假申请。默认情况下选择此选项。
按员工审批者:只有在 员工表单 的 工作信息 标签中设置的员工指定的请假审批者,才需要批准休假申请。
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.
分配申請區段¶
本區段決定此休假類型的分配申請如何處理。
需要分配:如果必须为员工分配休假时间,请选择 是。如果请假无需事先分配,请选择 无限制。如果选择 无限制,下列选项将不出现在表单中。
员工请求:如果员工可以申请比分配时间更多的假期,请选择 允许额外天数申请。
如果员工 不能 申请超出分配时间的假期,请选择 不允许 选项。
Example
为该员工分配了十天这种特殊类型的假期,并启用了 允许额外天数申请 选项。员工想休假 12 天。由于 允许额外天数申请 选项已启用,他们可以提交额外两天的申请。
重要
請務必注意,申請額外休假並不保證該休假會獲得批准。
批核:選擇此特定休假類型分配所需的批核類型。
No Validation: No approvals are required when requesting additional allocations for the time off type. The allocation 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 allocation request. This option is selected, by default.
由員工的批核者:只需由員工指定的休假批核者批准分配申請即可,該批核者是在員工表單上的工作資訊分頁中設定的。
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 allocation request.
配置區段¶
This section determines all other details regarding the time off type, aside from approvals and allocations. This includes how the time off must be taken (hours, half days, or days), if the time off is visible to other users, and how the time off affects the Payroll app.
Notified Time Off Officer: Select the user 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. The options are:
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.
扣除額外時數:若休假申請應計入員工累積的任何額外時間,請啟用此選項。
Example
如果一名员工一周多工作了 2 小时,并申请 5 小时的休假时间,那么申请的休假时间将是 3 小时,因为多工作的两小时已被首先使用,并从申请时间中扣除。
Public Holiday Included: Enable this option if employees must use their own time off balance for public holidays included in a time off request.
Example
The 4th of July is a public holiday in the United States. An employee requests time off for the full business week, including July 4th.
If Public Holiday Included is enabled, the public holiday is included in the employee’s time off request. The employee uses five vacation days.
If Public Holiday Included is disabled, the public holiday is not included in the employee’s time off request. The employee only uses four vacation days.
允许附加证明文件:启用此选项可允许员工在休假申请中附加文件。这在需要文件的情况下非常有用,如长期病假。
休假类型:从下拉菜单中选择休假类型,工作时间 或 缺勤。工作时间 表示休假时间计入工作时间,用于员工正在进行的任何类型的应计工作,而 缺勤 不计入任何类型的应计工作。
公司:如果在数据库中创建了多个公司,而该休假类型只适用于一个公司,则从下拉菜单中选择该公司。如果此字段留空,则休假类型适用于数据库中的所有公司。此字段 仅 出现在多公司数据库中。
負數上限區段¶
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 Maximum Excess Amount 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.
「假期」休假類型已啟用允許負數上限選項,且最大超額金額設定為五。
這些設定允許 Sara 提交「假期」休假類型的五天申請。若獲得批准,她的「假期」休假餘額將為負二(-2)天。
薪酬管理區段¶
如果休假类型应在 薪酬管理 应用程序中创建 ./hr/payroll/work_entries,请从下拉列表中选择 工作条目类型。
工时单部分¶
備註
只有当用户处于开发模式时,才会显示 时间表 部分。有关如何进入开发者模式的详细信息,请参阅 开发者模式 文档。
当员工休假并同时使用工时单时,Odoo 会在 工时单 应用程序中创建休假条目。本节定义了如何输入。
项目:选择休假类型条目出现在的项目。
任务:选择此休假类型的工时单中显示的任务。默认选项为:休假、会议 或:guilabel:
培训。
顯示選項部分¶
顏色:選擇要在休假應用程式 Dashboard 中使用的顏色。
封面圖片:選擇要在休假應用程式 Dashboard 中使用的圖示。
假期累積計劃¶
有些休假时间是通过应计计划获得的,也就是说,员工每工作规定的时间(小时、天、周等),就能获得或 应计 规定的休假时间。
Example
如果一名员工每工作一周就可获得一天假期,那么他每工作一小时就可获得 0.2 天假期。在每周工作 40 小时结束时,他们将获得一个完整的休假日(8 小时)。
创建应计计划¶
要创建新的应计计划,请导航至 。然后,点击 新建 按钮,将显示空白的应计计划表格。
請在表單中輸入以下資訊:
名称:输入应计计划名称。
应计增益时间:选择员工开始累积假期的时间,可以是 应计期开始时 或 应计期结束时。
结转时间:选择员工何时收到之前获得的时间。选项包括:
年初:如果累積在即將到來年份的 1 月 1 日展期,請選擇此項。
分配日期:如果累積在時間分配給員工時立即展期,請選擇此項。
其他:如果其他两个选项都不适用,请选择此选项。选择后,将出现 结转日期 字段。使用两个下拉菜单选择日期,一个是日,另一个是月。
基于工作时间:如果根据员工的工作时间决定应计假期,请启用此选项。未被视为工作时间的天数不计入 Odoo 的应计计划。
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), which means they only earn vacation time for the five weekdays they work, not the entire seven day week period.
该员工每周工作 40 小时。根据应计计划,他们每月应获得 4 天假期。
The employee takes five days off using a time off type with the Kind of Time Off set as an Absence. Because the plan grants vacation only for worked time, those five days do not count toward accrual.
因此,該員工當月僅累積三天假期,而不是四天。
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 is available for all companies.
規則¶
必须制定规则,以便员工从应计计划中累积休假时间。
要创建新规则,请点击灰色的 规则 部分中的 新里程碑 按钮,然后会出现 创建里程碑 模式表单。
在表單上填寫以下欄位:
员工累计:在此部分选择已赚取休假时间的参数。
首先,使用下拉菜单选择 天数 或 小时 作为累计时间的增量。
然后,输入所选参数的应计数值。数字格式为
X.XXXX,因此也可以配置部分天数或小时数。最后,使用下拉菜单选择累计时间的频率。默认选项是 每小时、每天、每周、每月两次、每月、每年两次`和 :guilabel:`每年。
根据选择的选项,可能会出现其他字段。例如,如果选择 每月两次,则会出现两个附加字段,以指定里程碑发生的每月的两天。
Cap accrued time: If there is a maximum amount of time the employee can accrue with this plan, enable this option.
When enabled, two additional fields appear to the right of the checkbox. The second field is populated with either Days or Hours, matching the selection made in the Employee Accrue section.
Enter a numerical value in the first field to specify the maximum amount of time that can be accrued, in the specified increments.
Start Accruing: Enter the number and value of the time period that must pass before the employee starts to accumulate time off.
Use the first field to enter a numerical value, then set the second field to the desired time increment (either Days, Months, or Years).
结转时间:选择如何处理未使用的休假时间。选项包括:
None. Accrued time reset to 0: Any unused time off is lost.
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 Hours or Days that can roll over to the following year. The presented time increment is determined by how the Employee Accrue section is configured.
Any time off beyond this parameter is lost.
重要
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.
Milestone cap: Tick this checkbox to set a limit on the total amount of time that can be accrued every calendar year. Enter the total maximum number of Hours or Days the employee can accrue during a year. The presented time increment is determined by how the Employee Accrue section is configured.
If the Carry over field is set to None. Accrued time reset to 0, the Milestone cap field does not appear.
Carry Over Validity: Tick this checkbox to set a time-limit on how long the employee has to use any rolled over time off. First, set the second field to the desired time-period using the drop-down menu, either Days or Months.
Next, enter the maximum number of Days or Months the employee has to use their rolled over time off. After that time period passes, any unused rolled over time will expire.
If the Carry over field is set to None. Accrued time reset to 0, the Carry Over Validity field does not appear.
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.
Example
This milestone form is configured so the employee earns five days a year. They start to earn this time yearly, on January 1st.
The employee can never accrue more than 120 days of time off with this accrual plan. Anytime they have 120 days banked, they will stop accruing more time off.
Additionally, they can roll over up to 100 days of time off to the next year, and they have three months to use that rollover time.
Note that due to the Capped accrued time of 120 days, the employee cannot carry over any time off that exceeds 120 days in total.
公眾假期¶
Since holidays vary from country to country, or even city to city, there are no public holidays preconfigured in Odoo. 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 public holidays 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.
建立公眾假期¶
要建立公眾假期,請前往。所有目前配置的公眾假期會顯示在預設清單檢視中。
Click the New button, and a new line appears at the bottom of the list.
在該新資料行中輸入以下資訊:
名稱:輸入假期的名稱。
公司:如果在多公司資料庫中,目前公司會預設填入此欄位。**無法**編輯此欄位。
備註
預設情況下,公司欄位是隱藏的。要檢視此欄位,請按一下欄位標題最右側右上角的 (設定調整)圖示,然後從出現的下拉選單中啟用公司選項。
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 accordingly, 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
位于旧金山的一家公司的工作时间为上午 9:00 至下午 6:00,每天工作 8 小时,午休 1 小时。
对于电脑时区设置为东部标准时间的纽约用户来说,创建的公共节假日显示的开始时间为中午 12:00 至晚上 9:00,其中包含三小时的时差。
同样,一个位于洛杉矶的用户,其计算机时区设置为太平洋标准时间,公共假日时间是上午 9:00 - 下午 6:00。
工作时间:如果假期只适用于有特定工作时间的员工,请从下拉菜单中选择工作时间。如果留空,则假期适用于所有员工。
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.
必須上班日¶
有些公司有特殊日子,特定部門或全體員工必須出勤,這些特定日子不允許休假。
這些類型的日子在 Odoo 中稱為必須上班日。這些日子可以配置為全公司或特定部門。配置後,指定部門或公司的員工無法提交這些必須上班日的休假申請。
建立必須上班日¶
Odoo 預設未配置任何必須上班日。要建立必須上班日,請前往。
按一下左上角的新增按鈕,清單中會出現一個空白資料行。
在該新資料行中輸入以下資訊:
名稱:輸入強制休假日的名稱。
公司:如果在多公司資料庫中,此欄位會顯示,預設情況下會填入目前公司。使用下拉選單選擇強制休假日適用的公司。
部門:此欄預設為隱藏。首先,按一下右上角顏色旁邊的(其他選項)圖示,然後勾選部門旁邊的勾選方塊以顯示該欄。
接著從下拉選單中選擇所需的部門。可以選擇多個部門,加入的部門數量沒有限制。
如果此欄位留空,強制休假日適用於整個公司。
開始日期:使用日曆選擇器選擇強制休假日的開始日期。
結束日期:使用日曆選擇器選擇強制休假日的結束日期。如果建立單日強制休假日,結束日期應與開始日期相同。
顏色:如果需要,從可用選項中選擇一種顏色。如果不需要顏色,選擇「無顏色」選項(以白色方塊表示)。所選顏色會出現在休假應用程式主 Dashboard 的日曆和圖例中。
概覽¶
若要檢視使用者及/或其管理團隊的假期色彩編碼時間表,請前往。這會顯示一個日曆,預設篩選條件為「我的團隊」,以季度(三個月)檢視顯示。
若要變更顯示的時間期間,按一下(時間期間)按鈕以顯示下拉選單。然後選擇今天、本週、本月、今年或自訂時間期間,以該相應檢視呈現日曆。
若要在所選增量(月、週等)中向前或向後瀏覽時間,按一下(向左箭頭)或(向右箭頭)按鈕以在指定的時間量中向前或向後移動。例如,如果選擇了月,箭頭會將檢視調整一個月。
若要返回包含當天的檢視,隨時按一下(聚焦今天)按鈕。
團隊成員按字母順序列在各個資料行上,無論狀態如何(已驗證*或*待核准),他們的休假請求都會在日曆上顯示。
每位員工都有色彩編碼。員工的顏色是隨機選擇的,*不*對應於他們請求的休假類型。
休假的狀態由請求的顏色細節表示,顯示為實心(已驗證)或條紋(待核准)。
請求的天數或小時數會寫在請求上(如果有足夠的空間)。
在日曆底部的總計行中,長條圖顯示任何特定日期預計有多少人休假。每個長條上的數字代表在這些突顯日期中休假的員工人數。
按一下休假記項以檢視特定休假記項的詳細資訊。會列出總小時數或天數,以及休假的開始和結束時間。若要在對話框中檢視休假請求的詳細資訊,請按一下檢視按鈕。