休假時間

Odoo 的 休假 应用程序是所有休假相关信息的集中枢纽。该应用程序可管理申请、余额、分配、审批和报告。

用户可以 申请休假 并查看其申请和休假余额的概览。管理人员可以 为个人、团队或整个公司分配 假期,并 批准 假期申请。

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

请注意,只有具有特定访问权限的用户才能查看 休假 应用程序的所有方面。

所有用户都可以访问 休假 应用程序的 我的休假概览 部分。所有其他部分都需要特定的访问权限。

To better understand how access rights affect the Time Off app, refer to the 新員工 document, specifically the section about configuring the Work Information tab.

其他資料

存取權限

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)。

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 休假应用程序 ‣ 配置 ‣ 应计计划。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:如果应计金额在下一年的 1 月 1 日结转,请选择此选项。

    • 在分配日期:如果应计项目在时间分配给员工后立即滚动,请选择此项。

    • 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.

    As a result, the employee accrues only three vacation days that month instead of four.

  • 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.

填写了所有条目的应计计划表格。
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。

在表格上填写以下字段:

  • 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.

A milestone form with all the entries filled out.

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.

Create public holidays

To create a public holiday, navigate to Time Off app ‣ Configuration ‣ Public Holidays. All currently configured public holidays appear in a default list view.

Click the New button, and a new line appears at the bottom of the list.

Enter the following information on that new line:

  • 名称:输入假期名称。

  • 公司:如果在多公司数据库中,则默认由当前公司填充此字段。**无法**编辑此字段。

    備註

    The Company field is hidden, by default. To view this field, click the (settings adjusts) icon in the top-right corner of the list, to the far-right of the column titles, and activate the Company selection from the drop-down menu that appears.

  • 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.

配置菜单中的公共假期列表。

强制工作日

有些公司规定了一些特殊的日子,要求特定部门或全体员工到岗,在这些特殊的日子里不允许请假。

在 Odoo 中,这些类型的天数被称为 强制天数。这些天可以配置为全公司范围,也可以配置为特定部门。配置后,指定部门或公司的员工将无法提交这些强制工作日的请假申请。

创建强制工作日

默认情况下,Odoo 未配置强制工作日。要创建强制工作日,请导航至 休假应用程序 ‣ 配置 ‣ 强制工作日

点击左上角的 新建 按钮,列表中将出现一行空白。

Enter the following information on that new line:

  • 名称:输入强制工作日的名称。

  • 公司:如果在多公司数据库中,此字段可见,默认情况下,当前公司填充该字段。使用下拉菜单,选择强制工作日所属的公司。

  • Departments:此列默认隐藏。首先,点击右上角 颜色 旁边的 :icon:`oi-settings-adjust`(附加选项)`图标,然后勾选 :guilabel:`部门` 旁边的复选框以显示该列。

    然后,从下拉菜单中选择所需的部门。可以选择多个部门,添加部门的数量没有限制。

    如果该字段留空,则强制工作日适用于整个公司。

  • 开始日期:使用日历选择器,选择强制工作日的开始日期。

  • 结束日期:使用日历选择器,选择强制工作日的结束日期。如果创建单个强制工作日,结束日期应与开始日期相同。

  • Color: If desired, select a color from the available presented options. If no color is desired, select the No color option, represented by a white box with. The selected color appears on the main Time Off app dashboard, in both the calendar and in the legend.

强制工作日,包含三个已配置天数。

概覽

To view a color-coded schedule of the user’s time off, and/or of the team managed by them, navigate to Time Off app ‣ Overview. This presents a calendar with the default filter of My Team, in a quarterly (three month) view.

To change the time period displayed, click on the (time period) button to reveal a drop-down menu. Then, select either Today, This week, This month, This year, or a custom time period, to present the calendar in that corresponding view.

To navigate forward or backward in time, in the selected increment (Month, Week, etc.), click the (left arrow) or (right arrow) buttons to move either forward or backward in that specified amount of time. For example, if Month is selected, the arrows adjust the view by one month.

To return to a view containing the current day, click the (Focus Today) button at any time.

团队成员按字母顺序排列在各行中,他们申请的休假,无论状态如何(已批准待批准),都可以在日历上可见。

每位员工都用颜色编码。员工的颜色是随机选择的,与他们申请的休假类型 对应。

请假状态由申请的详细颜色表示,可以是纯色(已批准),也可以是条纹(待批准)。

申请表上写明申请的天数或小时数(如果有足够的空间)。

在日历底部的 总计 行中,有一个条形图显示了预计有多少人在任意一天外出。每个条形图上的数字代表这些突出显示日子的外出员工人数。

点击请假条目,可查看具体请假条目的详细信息。请假总时数或总天数,以及请假开始和结束时间都会列出。要在模式窗口中查看请假申请的详情,请点击 视图 按钮。

用户团队概览,显示休假申请。