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By: Sree

How to Manage Time Off in Odoo 14

Functional Human Resource

A proper leave management system is an essential part of any office or business enterprise. A proper system for leave management will help the management to calculate salary, paid leaves, paid offs, and other leave categories. It will also benefit the employees for clearing their leave applications in a quick way.


Odoo and Time off and how it helps leave management


Odoo ERP helps to manage to leave in an easy way with Time-Off Module. Time off module which provides calendar view and Gantt view help to get a clear picture of leaves taken in a week and a month. Odoo 14 has added a new feature to this by adding the Year tab. This will enable us to calculate the leave taken during a year. 


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Odoo 14 provides two different views of the Time Off calendar. They are given below


Gantt view


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Calendar view


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Odoo makes leave request creation a simple process. In Odoo 14 we can create leave by

clicking My Time off Tab.

 

In the Time Off Dashboard one can see the calendar view of all the leaves availed by an employee.


How to create time off request


You can create a leave request using the Time-Off module. 


You can create a request by the following steps. 


My Time off -> Time off request -> Create


Once you click the create tab a new window will open. There you can select the type of time off or leave. The reason for time off including Doctor's consultation, personal or sick leave can be added while creating. 


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Allocation Request: 


The allocation request is a feature that can be of use to an employee at certain situations. This feature can be used when an employee needs special permission for availing leave. For example, an employee may have only 10 casual leaves a year. If the person wants to take 13 days of leave, he will require special approval. The employee can make use of the Allocation Request Feature for doing this. 


You can use this feature in the following steps,


My Time off -> Allocation request -> Create.


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Allocation requests you to send requests for sanctioning paid or unpaid leave or legal leave.


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It is the type of Time-Off that decides the leave type. This can be set by configuring the leave type. You can do this by clicking,


Time Off-> Configuration-> Time Off Types


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You will get the given window on doing this.

Here, you can create a leave type by checking the required fields. 


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Odoo 14 allows you to specify the leave type and choose the required hours of leave. You can mark it as a full day, half-day, or even mention the hours required. Besides, you can also fix the validity of the request.


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Allocation request management is also possible from this window. 

This will enable the manager to allow the employee's request or manage it the way set by the Time Off Officer. Time off request validation and the approval management by selecting the person responsible for approving the request can also be done. 


Work Entries


Another feature of Odoo 14 Time Off is that it allows work entries.

By clicking the work entry you will find a set of work entry types including generic time off, paid time off, home working, compensatory time off etc. 


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Manager's view


Odoo 14 enables the manager to review the leave applications easily. The manager can view the leave requests and take a decision on it. He can approve or refuse the request. The comment of the manager can also be added. This also enables the manager to report the leave-in pay slips. 


The manager will also be able to get a clear picture of the Time Off request submitted by all employees. Employee name, Time off type, duration and other details can be viewed.


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By employee


The manager can view the leave analysis of all employees. This will help the manager get an idea about the leave pattern of employees. 


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By type


This feature helps to get the mode of time off, leave validation details, allocation validation and other details.


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This will help the user to analyze the types of leave availed by employees.

The Odoo platform provides the user with a time off module where the user can manage the time off for his/ her employees in an effective manner. You can read more about Time Off Requests and Approvals in Odoo from our previous blog


Odoo Blogs Odoo Book - Employee LeavesOdoo Apps



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