Verlof¶
Odoo’s Time Off application serves as a centralized hub for all time-off-related information. This application manages requests, balances, allocations, approvals, and reports.
Users can request time off, and see an overview of their requests and time off balances. Managers can allocate time off to individuals, teams, or the whole company, and approve time off requests.
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.
Notitie
Be advised, only users with specific access rights can see all aspects of the Time Off app.
All users can access the My Time Off and Overview sections of the Time Off app. All other sections require specific access rights.
To better understand how access rights affect the Time Off app, refer to the Nieuwe werknemers document, specifically the section about configuring the Work Information tab.
Zie ook
Configuratie¶
In order to allocate time off to employees, and for employees to request and use their time off, the various time off types must be configured first, then allocated to employees (if allocation is required).
Feestdagen¶
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 . 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:
Name: Enter the name of the holiday.
Company: If in a multi-company database, the current company populates this field by default. It is not possible to edit this field.
Notitie
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
A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an eight hour work day and one hour lunch break.
For a user in New York, with a computer time zone set to Eastern Standard Time, a created public holiday displays a start time of 12:00 PM - 9:00 PM, accounting for the three hour time zone difference.
Similarly, a user located in Los Angeles, with a computer time zone set to Pacific Standard Time, sees a public holiday time as 9:00 AM - 6:00 PM.
Working Hours: If the holiday should only apply to employees who have a specific set of working hours, select the working hours from the drop-down menu. If left blank, the holiday applies to all employees.
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.
Mandatory days¶
Some companies have special days where specific departments, or the entire staff, is required to be present, and time off is not allowed on those specific days.
These types of days are called mandatory days in Odoo. These can be configured to be company-wide, or department specific. When configured, employees in the specified department or company are unable to submit time off requests for these mandatory days.
Create mandatory days¶
No mandatory days are configured in Odoo by default. To create a mandatory day, navigate to .
Click the New button in the top-left corner, and a blank line appears in the list.
Enter the following information on that new line:
Name: Enter the name of the mandatory day.
Company: If in a multi-company database, this field is visible, and the current company populates this field, by default. Using the drop-down menu, select the company the mandatory day is for.
Departments: This column is hidden by default. First, click the (additional options) icon in the top-right corner, next to Color, and then tick the checkbox next to Departments to reveal that column.
Next, select the desired departments from the drop-down menu. Multiple departments can be selected, and there is no limit to the amount of departments that can be added.
If this field is left blank, the mandatory day applies to the entire company.
Start Date: Using the calendar picker, select the date the mandatory day starts.
End Date: Using the calendar picker, select the date the mandatory day ends. If creating a single mandatory day, the end date should be the same as the start date.
Color: If desired, select a color from the available presented options. If no color is desired, select the
No coloroption, 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.
Overzicht¶
To view a color-coded schedule of the user’s time off, and/or of the team managed by them, navigate
to . 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.
Team members are listed alphabetically on individual lines, and their requested time off, regardless of the status (validated or to approve), is visible on the calendar.
Each employee is color-coded. The employee’s color is selected at random, and does not correspond to the type of time off they requested.
The status of the time off is represented by the color detail of the request, either appearing solid (validated) or striped (to approve).
The number of days or hours requested is written on the request (if there is enough space).
At the bottom of the calendar, in the Total line, a bar graph shows how many people are projected to be out on any given day. The number on each individual bar represents the number of employees out for those highlighted days.
Click on a time off entry to view the details for the specific time off entry. The total number of hours or days are listed, along with the start and end time of the time off. To view the details of the time off request in a modal, click the View button.
