Reporting¶
The Time Off app’s reporting feature lets managers view team time off by employee, type, or remaining balances. This allows managers to see who is taking time off, how much they have used, which types are more commonly used, and how much each employee still has available.
Important
The reporting feature of the Time Off app is only available to users with the correct access rights, typically managers.
By employee¶
Viewing time off by employee helps managers track usage patterns, monitor remaining balances, ensure policy compliance, and plan coverage for upcoming absences. To view a list of employee time off requests, navigate to .
The default report presents the current year’s data in a pivot table, with the months populating the columns, and the employees populating the rows. The report displays the various time off taken by each employee, with a status of either Approved or To Approve, the amount of time off used for each month (the Duration (Days)), and the various totals.
Note
All time off is calculated in days, including time off types configured to be taken in hours.
Odoo automatically converts all time off hours into their day equivalent. For example, two hours
of time off is presented as 0.25 days.
See also
By type¶
Viewing company-wide time off by type can help managers determine if employees are using their time off, which types are used more than others, and can spot any trends. High totals in certain time off types, like sick time off, can indicate health or morale concerns.
To view a graph of all time off, organized by time off type, navigate to . This shows all time off requests with a status of Approved or To Approve in a default bar chart.
Each time off type displays three columns of information:
Allocation: This blue-colored bar indicates the total amount of time off allocated to employees.
Time Off: This red-colored bar indicates the amount of time off requested, including both past and scheduled future time off, for both approved and pending requests.
Balance: This green-colored bar indicates the total balance of unused time off.
Note
If the time off type is configured to not require an allocation, the Allocation column does not appear.
Hover over a column to view the total Duration (Days) and click on a bar to view a detailed list of all the individual records for that bar.
Each request is listed, with the following information displayed: the Employee, Number of Days, Request Type, Start Date, End Date, Status, and the Description.
The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that way. The various options are a (Graph) (the default view), (List), or (Pivot) table.
When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports, and their various options, refer to the reporting documentation.
Balance¶
When some time off types have restrictions, such as rollover rules and balance limits, viewing time off balances can help managers and time off approvers see a high-level overview of time off. If certain employees have time off that will expire soon, they can be infomred and adjust their schedules accordingly.
To view all time off balances for the current year, navigate to . The Balance report shows all time off balances in a default pivot table. The employees populate the rows, while the various time off types populate the columns.
Each time off type displays the Number of Days and Number of Hours remaining for the following:
Left: The remaining amount of time off for the year.
Planned: The amount of time off scheduled for the remainder of the year.
Taken: The amount of time off already taken for the year.
