Aprobaciones de trabajo y horas extras¶
La aplicación Asistencias de Odoo requiere supervisión de la gerencia para asegurar que todas las asistencias registradas sean correctas, sobre todo horas extra y turnos incompletos.
Tablero de gestión¶
Todos los registros de asistencia que requieren aprobación, usualmente debido a registros de trabajo o permisos que no están aprobados se gestionan desde un tablero de gestión centralizado. Vaya a para acceder a este tablero.
El tablero de gestión solo muestra los registros de asistencia de los empleados actuales por aprobar en la vista de lista de manera predeterminada. Esto se debe a los dos filtros predeterminados en la barra de búsqueda, Por aprobar y Empleados activos.
Cada registro de asistencia muestra la siguiente información:
Empleado: El nombre del empleado.
Registro de entrada: La fecha y hora en la que el empleado registró su entrada.
Check Out: The date and time the employee checked out.
Worked Time: The number of worked hours the employee logged.
Worked Extra Hours: The amount of overtime worked.
Extra Hours: The total approved extra hours.
Aprobaciones y rechazos¶
Es posible aprobar y rechazar los registros de asistencia desde el tablero de gestión. Del lado derecho de cada registro aparecerán los botones Aprobar y Rechazar. Haga clic en el botón correspondiente para aprobar o rechazar el registro de asistencia.
Nota
Al aprobar o rechazar registros de asistencia desde el tablero de gestión no es posible ver los detalles del registro de asistencia.
Aprobaciones parciales¶
Es posible aprobar solo una porción de las horas extra aprobadas y no todas. Para ello, haga clic en un registro de asistencia para ver los detalles.
The top half of the record displays the specific check in and check out details, including the method used. The Check In and Check Out information in the top half of the form can be modified, if needed. Click into the desired field, and make any needed changes.
The bottom half of the form contains the Overtime Details tab. This tab lists the overtime rules used to calculate the extra hours, along with the pay rate and status. The extra hours listed in this tab can be modified, allowing for partial overtime approval.
Click into the Extra Hours (encoded) field of the line being modified. Enter the amount
of hours being approved in an HH:MM format, then click Approve at the
end of the line.
After editing and approving the Extra Hours (encoded) field, the status changes to Approved, and the Extra Hours field in the top half of the form updates to display the approved overtime.
Importante
Once partial overtime is approved, it is still possible to deny overtime by clicking the icon next to the Extra Hours field in the top half of the form, or clicking Refuse at the end of the overtime entry in the Overtime Details tab.
Nota
A veces es necesario verificar la ubicación del empleado cuando registre su entrada. En el campo Modo podrá ver el método que haya usado el empleado al momento de registrar su entrada.
The Mode field is not modifiable, as it only logs the method the attendance record was created.
Las opciones posibles son:
Kiosk: The employee physically checked in or out using a kiosk device. The employee was present at the kiosk to check-in.
Systray: The employee checked in or out directly from the database. Depending on the IP Address displayed on the detailed attendance record, the employee’s location at the time of check-in can be determined.
Manual: The record was created manually in the Attendances app. This is typically done by management, to add a missing record.
Convert overtime to time off¶
Some companies allow for the conversion of overtime into time off. To convert all or a portion of overtime into time off, navigate to . Click on the desired attendance record to view the specific attendance details.
In the Overtime Details tab, adjust the amount of overtime being converted to time off in the Extra Hours (encoded) field, if necessary. Next, click the checkbox in the Compensable as Time Off column, indicating the overtime should be converted to time off. Click Approve at the end of the line, and the status changes to Approved, and the Extra Hours field in the top half of the form updates to reflect the approved overtime.
Crear registros de asistencia¶
Cuando es necesario, los usuarios con los permisos de acceso adecuados pueden crear registros de asistencia de forma manual en la aplicación Asistencias. Esto puede ser útil cuando los empleados olvidan registrar su entrada o salida, ya que no pueden crear registros de asistencia de forma retroactiva.
To add a missing attendance record, navigate to . Click the New button in the upper-left corner to open a Create pop-up window. Enter the following information on the form, then click Save & Close:
Employee: Select the employee the record is being created for. The signed-in user populates this field, by default.
Check In: Using the calendar, select the check in date and time, then click Apply. By default, the current date is selected, and the time is set to
12:00:AM.Check Out: Using the calendar, select the check out date and time, then click Apply. By default, the following date is selected, and the time is set to
12:00:AM.Worked Time: This field is automatically populated with the difference from the selected Check In and Check Out times. This field cannot be modified.
Extra Hours: This field is not modifiable as overtime must be approved. This field displays zero (
00:00) by default.