分配

Allocations are amounts of time off given to employees, either granted immediately or earned as the employee works, through an accrual plan.

一旦配置了 休假类型 和 累积计划，下一步就是 分配 或给员工放假。

只有拥有 休假* 应用程序的 **休假负责人* 或 **管理员* 访问权限的用户才能看到 **休假 应用程序的 **分配* 页面。有关访问权限的更多信息，请参阅 访问权限 说明文档。

分配休假时间

要创建新分配，请导航至 休假应用程序 ‣ 管理 ‣ 分配。

这将显示当前所有分配的列表，包括各自的状态。

点击 新建 分配休假时间，会出现空白的 分配 表格。

在表格第一个空白栏输入分配名称后，输入以下信息：

• Name: Enter a name for the allocation, typically containing the type of time off, and the period of time it is available (example: Annual Vacation Time Off - 2025).

• 休假类型：使用下拉菜单，选择分配给员工的休假类型。

• Allocation Type: Select how the allocation is granted. Choose Regular Allocation if the time off is given immediately, or Accrual Allocation if the time off is earned through an accrual plan.

• Accrual Plan: If Accrual Allocation is selected for the Allocation Type, the Accrual Plan field appears. Using the drop-down menu, select the accrual plan associated with the allocation. An accrual plan is required when using the Accrual Allocation type.

• 有效期/开始日期：如果 分配类型 选择了 定期分配，此字段的标签为 有效期。如果 分配类型 选择了:guilabel:应计分配，此字段的标签为 开始日期。

  默认情况下，当前日期会填入第一个日期字段。要选择其他日期，请点击预填充日期，弹出日历窗口。导航到所需的分配开始日期，然后点击日期进行选择。

  If the allocation expires, select the expiration date in the next date field. If the time off does not expire, leave the second date field blank.

  如果选择 应计分配 作为 分配类型，则第二个字段的标签为 运行至。

• Allocation: Enter the amount of time that is being allocated to the employees. This field displays the time in either Hours or Days, depending on how the selected Time Off Type is configured.

• Employee: Using the drop-down menu, select the employee being allocated the time off.

• Add a reason…: If any description or note is necessary to explain the time off allocation, enter it in this field at the bottom of the form.

Accrual start date behavior

If the Start Date is in the middle of an accrual period, Odoo adjusts it to the start or end of that period based on the Accrued Gain Time entered on the accrual plan.

Example

• At the start of the accrual period: A Start Date of 06/16/25 applies from 06/01/25

• At the end of the accrual period: A Start Date of 06/18/25 applies from 07/01/25

Automatic adjustments on the start date to either the begining or end of an accural period ensures accruals align with the defined period boundaries, rather than the exact date entered.

Multiple requests

When allocating time off, it is common to allocate time to several employees at once. This is done using the Multiple Requests feature.

To allocate time to multiple employees in a single allocation, navigate to Time Off app ‣ Management ‣ Allocations. Then, click the (Actions) icon in the upper-left corner, then click Multiple Requests. This reveals a Multiple Requests pop-up window.

This form is identical to the Allocation form, with an additional Mode field. The Mode field determines how multiple employees are selected.

Using the drop-down menu, select a Mode from one of the following options:

• By Employee: This option allows for the selection of multiple individual employees that are unrelated in terms of department, company, or tags. Selecting this reveals an Employees field. Select the employees to receive the allocation in the Employees field. There is no limit to the amount of employees that can be selected.

• By Company: This option allows for the selection of all employees within a specific company. Selecting this reveals a Company field. Select the Company to assign the allocation to. Only one company can be assigned in the Company field. When a company is selected, all employees within the company receive the allocation.

• By Department: This option allows for the selection of all employees within a specific department. Selecting this reveals a Department field. Select the Department to assign the allocation to. Only one department can be assigned in the Department field. When a department is selected, all employees within the department receive the allocation.

• By Employee Tag: This option allows for the selection of all employees with a specific tag. Selecting this reveals an Employee Tag field. Select the desired Employee Tag to select all employees with that tag. Only one tag can be assigned in the Employee Tag field. When a tag is selected, all employees with that tag receive the allocation.

Next, select the Time Off Type using the drop-down menu. Once a Time Off Type is selected, the placeholder name, ‘Allocation Request’, changes to the name of the selected Time Off Type, including the amount of days. Change the name of the allocation, if desired.

Fill out the remainder of the Multiple Requests form, then click Create Allocations when done.

Example

A company hosts an annual picnic, including a raffle. There are five raffle prizes for a free vacation day, which must be redeemed by the end of the year. The winners of this raffle all have the tag Raffle Winner - 2025 Employee Picnic Prize added to their employee profiles.

The time off officer creates multiple allocations, and configures the Multiple Requests form as follows:

The name for the allocation is Vacation Day - Raffle Prize - 2025 Picnic. The Mode is set to By Employee Tag, and the Tag identified is Raffle Winner - 2025 Employee Picnic Prize.

The Time Off Type is set to Vacation Time Off, with the Allocation Type set to Regular Allocaiton, since the time off is given up front, and is not earned.

The Validity Period is set to 07/18/2025 12/31/2025, since the compnay picnic was that day, and the earned vacation day expires at the end of the year.

The Allocation is set to 1.00 Days, and A bonus vacation day won at the annual Company Picnic. appears in the details at the bottom.

Request allocation

如果员工已用完所有休假时间，或休假时间即将用完，他们可以申请额外的时间分配。申请分配的方式有两种，一种是通过 仪表板 视图，另一种是通过 我的分配 视图。

要创建新的分配请求，请点击 休假 主仪表板上的 新分配请求 按钮，或 我的分配 列表视图中的 新 按钮。这两个按钮都会打开一个新的分配申请表。

注解

Both options open a new allocation request form, but when requested from the Dashboard, the form appears in a pop-up window, and the Validity Period field does not appear.

When requested from the My Allocations list view, the screen navigates to a new allocation request page, instead of presenting a pop-up window.

在新分配申请表中输入以下信息：

• Time Off Type: Using the drop-down menu, select the type of time off being requested for the allocation. After a selection is made, the title updates with the time off type.

• Validity Period: By default, the current date populates this field, and it is not able to be modified. This field only appears when requesting an allocation from the My Allocations view (Time Off ‣ My Time ‣ My Allocations).

• 分配：在此字段中输入请求的时间量。根据 休假类型 配置，格式为 天数 或 小时 。该字段填入后，分配请求的名称将更新为包含请求的时间量。

• 添加理由…：在此字段中输入分配请求的说明。其中应包括审批人审批请求时可能需要的任何详细信息。

如果申请是从 仪表板 创建，请点击 新建分配 弹出窗口上的 保存并关闭 按钮，保存信息并提交申请。

If the form was completed from the My Allocations list view, the information is automatically saved as it is entered.