การวางแผน¶

Odoo Planning allows you to plan your team's schedule and manage shifts and resources.

Handling your team's planning comes with specific requirements that may vary widely depending on your business needs. The following concepts were introduced in Odoo Planning to meet those needs:

Shifts are dispatched to resources, which can be either human (employees) or material (e.g., equipment). The resources are assigned roles, which allows for organization of work within the team.

Once the initial configuration is done, planning shifts can be done manually or automated by using the Auto Plan feature.

An integration between the Planning and Sales apps allows the linking of sold services to roles and shifts in Planning. Additionally, integration with Project allows dedicating shifts, and thus time and resources, to specific projects.

การกำหนดค่า¶

บทบาท¶

To define the roles your resources perform (e.g., chef, bartender, waiter), go to Planning ‣ Configuration ‣ Roles, then click New, and fill in the Name (e.g., assistant, receptionist, manager). Then, choose the Resources that will perform this role. Resources can be either Employees or Materials.

Property fields and roles¶

Property fields allow you to add custom fields to forms across several Odoo applications. Planning includes the possibility of adding property fields linked to roles to shifts.

หากต้องการสร้างฟิลด์คุณสมบัติ ให้สลับไปยังมุมมองรายการจากกำหนดการใดก็ได้ จากนั้นคลิก ดู บนกะงานที่คุณต้องการแก้ไข หากฟิลด์ หน้าที่ ว่างเปล่า ให้กรอกบทบาทที่ต้องการ จากนั้นคลิกไอคอนรูปเฟืองและเลือก เพิ่มคุณสมบัติ กำหนดค่า ฟิลด์ใหม่ตามความต้องการของคุณ

The property field is linked to the role and is included in the shift form of all shifts performed by this role.

พนักงาน¶

All employees can be included in the planning and assigned shifts.

To adapt the employee's planning settings, go to Planning ‣ Configuration ‣ Employees, and choose the employee for whom you want to edit the settings. Then, go to the Work Information tab.

Two sections of the employee's Work Information tab have an impact on Planning: Schedule (namely, the Working Hours field) and Planning.

Working hours¶

The Working Hours are taken into account when the Allocated Time and its percentage is calculated for shifts. If the Working Hours field is left blank, the employee is considered to be working flexible hours.

To create individual Working Hours, for example, for employees working part-time, click Search more..., then New.

Planning roles¶

Once an employee has one or more Roles:

• When creating a shift for this employee, only the shift templates from the roles chosen in this field are displayed.

• When a schedule is published, the employee is only notified of open shifts for the roles that are assigned to them.

• When auto-assigning open shifts or planning sales orders, the employee is only assigned shifts for the roles assigned to them.

Additionally, when a Default role is defined:

• When creating a shift for the employee, the default role is automatically selected.

• This role also has precedence over the other roles of the employee when auto-assigning open shifts or planning sales orders.

วัสดุ¶

Materials are resources that can be assigned shifts and working hours but are not employees. For example, a construction company could use materials to create shifts for shared machines (e.g., cranes, forklifts).

Similarly to employees, materials can be assigned roles and working time.

Shift templates¶

To create a shift template, click New on any schedule, then fill in the details of the shift. In order for the shift to be saved as a template, tick Save as Template.

Alternatively, you can go to Planning ‣ Configuration ‣ Shift Templates, then click New. Fill in the Start Hour and Shift Duration. The shift’s End Time is then calculated based on the Working Hours, taking into account working time as well as breaks.

Additionally, for each shift template, you can also configure:

• Role: to link the shift to this specific role.

• Project: to keep track of shifts that are dedicated to work on a project.

Planning shifts¶

On opening the Planning app, the users see their own schedule. Users with admin roles can also see Schedule by Resource, Role, Project, or Sales Order, as well as reporting and configuration menus.

The following visual elements are used on the shifts in the schedules:

• Full color: shifts that are planned and published.

• Diagonal stripes: shifts that are planned but have yet to be published.

• Grayed-out background: employees that are on time off.

• Progress bar: currently ongoing shifts with timesheets linked to them.

• Grayed-out shift: when copying shifts, the copied shifts are shown in full color, whereas previously existing shifts are temporarily greyed out. The color changes back to full color or diagonal stripes on the next refresh of the page or by removing the filter.

Create a shift¶

To create a shift, go to any schedule, then click New. In the pop-up window that opens, fill in the following details:

• Templates: If there is one or more templates existing in your database, they are displayed in the upper section of the pop-up window. Once selected, a template prefills the shift form accordingly.

• Resource: Resources can be both employees or materials. If this field is left empty, the shift is considered an open shift.

• Role: Select the role that the resource assigned will be performing. This field is used when auto-planning shifts. Once you select a role, the shift templates associated with it are displayed in the upper section of the pop-up window.

• Project: If the Project app is installed in your database, this field allows you to link the project to the shift is available, allowing you to plan and track shifts dedicated to work on the selected project.

• Sales Order Item: If the Sales app is installed in your database, this field allows you to link a sales order to the shift.

• Repeat: Tick the checkbox and configure the Repeat Every field according to your needs. The following rules apply to recurring shifts:

  • All fields (e.g., Resource, Role, Project) are copied from the original shift except for the date, which is adjusted according to the Repeat Every field.

  • Recurrences are planned but not published.

  • By default, planned shifts are created six months in advance, after which they are created gradually. To change the time frame, activate the Developer mode, then go to Planning ‣ Configuration ‣ Settings and edit the Recurring Shifts.

• Save as Template: When this option is ticked, a shift template is created with the same Start and End hours, Allocated time, Role, and Project.

• Additional note sent to the employee: Click on the field to add a note.

• Date: Choose the date and time of your shift. This is the only mandatory field when creating a shift.

• Allocated time: Is calculated based on the date and the employee’s Working Schedule. See more in Shift Templates.

Click Publish & Save to confirm the shift and send the assigned employee their schedule by email.

Open shifts and auto planning¶

The Auto Plan button allows you to assign Open shifts (shifts with no resource assigned) and create and assign shifts linked to sales orders or project.

The following features have an impact on auto planning:

• Roles: Open shifts are only assigned to resources (employees or materials) that have the corresponding role assigned. It is not possible to use the Auto Plan feature for employee with no roles.

• Default roles: The default role assigned to a resource is given priority over the other roles they have assigned to them.

• Conflicts: Employees or materials cannot be assigned multiple shifts at the same time.

• Time off: The employees’ time off is taken into account, as well as public holidays.

• Company working hours: Are taken into account when assigning shifts to employees or materials.

• Contracts: Employees without an active contract cannot be assigned shifts.

Click Publish to confirm the schedule and notify the employees of their planning.

Switching shifts and unassignment¶

Two features are available to allow employees to make changes to their schedule: switching shifts and unassignment.

Switching shifts¶

Once shifts are planned and published, employees receive an email notification. If an employee wishes to switch a shift, they can click the unwanted shift and click Ask to switch.

The shift remains assigned to the original employee, but in the schedule, a notification informing that the assigned employee would like to switch shifts is visible on the shift.

The shift is then displayed to other employees who share the same role, and if they wish to assign it to themselves, they can click the I take it button.

Unassignment¶

To allow employees to unassign themselves from shifts, go to Planning ‣ Configuration ‣ Settings, then tick the checkbox Allow Unassignment. Then, specify the maximum number of days that the employees can unassign themselves before the shift.

Once shifts are planned and published, employees receive an email notification. If shift unassignment is allowed, the employees can click the I am unavailable button, and the shift reverts to an open shift.