休假¶

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.

配置¶

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).

Time off types¶

To view the currently configured time off types, navigate to Time Off app ‣ Configuration ‣ Time Off Types. The time off types are presented in a list view.

The Time Off app comes with four preconfigured time off types: Paid Time Off, Sick Time Off, Unpaid, and Compensatory Days. These can be modified to suit business needs, or used as-is.

Create time off type¶

To create a new time off type, navigate to Time Off app ‣ Configuration ‣ Time Off Types. From here, click the New button to reveal a blank time off type form.

Enter the name for the particular type of time off in the blank line at the top of the form, such as Sick Time or Vacation. Then, enter the following information on the form.

Time Off Requests section¶

• Approval: select what specific kind of approval is required for the time off type. The options are:

  • No Validation: No approvals are required when requesting this type of time off. The time off request is automatically approved.

  • By Time Off Officer: Only the specified Time Off Officer, set on this form in the Notified Time Off Officer field, is required to approve the time off request. This option is selected, by default.

  • By Employee’s Approver: Only the employee’s specified approver for time off, which is set on the Work Information tab on the employee’s form, is required to approve the time off request.

  • By Employee’s Approver and Time Off Officer: Both the employee’s specified time off approver and the Time Off Officer are required to approve the time off request.

Allocation Requests section¶

• Requires allocation: If the time off must be allocated to employees, select Yes. If the time off can be requested without time off being previously allocated, select No Limit. If No Limit is selected, the following options do not appear on the form.

• Employee Requests: Select Extra Days Requests Allowed if the employee is able to request more time off than was allocated.

  If employees should not be able to make requests for more time off than what was allocated, select the Not Allowed option.

  Example

  Ten days are allocated to the employee for this particular type of time off, and the Extra Days Requests Allowed option is enabled. The employee wants to take a vacation for twelve days. They may submit a request for two additional days, since the Extra Days Requests Allowed option is enabled.

  重要

  It is important to note that requesting additional time off does not guarantee that time off is granted.

• Approval: Select the type of approvals required for the allocation of this particular time off type.

  • Approved by Time Off Officer indicates the Time Off Officer set on this form must approve the allocation.

  • No validation needed indicates that no approvals are required.

Configuration section¶

• Notified Time Off Officer: Select the person who is notified and responsible for approving requests and allocations for this specific type of time off.

• Take Time Off in: Select the format the time off is requested in from the drop-down menu.

  选项有：

  • Day: if time off can only be requested in full day increments (8 hours).

  • Half Day: if time off can only be requested in half day increments (4 hours).

  • Hours: if the time off can be taken in hourly increments.

• Deduct Extra Hours: Enable this option if the time off request should factor in any extra time accrued by the employee.

  Example

  If an employee works two extra hours for the week, and requests five hours of time off, the request would be for three hours, since the two extra worked hours are used first, and deducted from the request.

• Allow To Attach Supporting Document: Enable this option to allow the employee to attach documents to the time off request. This is useful in situations where documentation is required, such as long-term medical leave.

• Kind of Time Off: From the drop-down menu, select the type of time off, either Worked Time or Absence. Worked Time indicates the time off taken counts toward worked time for any type of accrual the employee is working towards, whereas Absence does not count toward any type of accrual.

• Company: If multiple companies are created in the database, and this time off type only applies to one company, select the company from the drop-down menu. If this field is left blank, the time off type applies to all companies in the database. This field only appears in a multi-company database.

Negative Cap section¶

Enable the Allow Negative Cap option if employees are able to request more time off than they currently have, allowing a negative balance. If enabled, an Amount in Negative field appears. In this field, enter the maximum amount of negative time allowed, in days.

Payroll section¶

If the time off type should create 工作条目 in the Payroll app, select the Work Entry Type from the drop-down list.

Timesheets section¶

When an employee takes time off, and is also using timesheets, Odoo creates entries in the Timesheets app for the time off. This section defines how they are entered.

• Project: Select the project the time off type entries appear in.

• Task: Select the task that appears in the timesheet for this time off type. The default options are: Time Off, Meeting, or Training.

Display Option section¶

• Color: Select a color to be used in the Time Off app dashboard.

• Cover Image: Select an icon to be used in the Time Off app dashboard.

Accrual plans¶

Some time off is earned through an accrual plan, meaning that for every specified amount of time an employee works (hour, day, week, etc), they earn or accrue a specified amount of time off.

Create accrual plan¶

To create a new accrual plan, navigate to Time Off app ‣ Configuration ‣ Accrual Plans. Then, click the New button, which reveals a blank accrual plan form.

在表格中输入以下信息：

• Name: Enter the accrual plan name.

• Accrued Gain Time: Select when the employee begins to accrue time off, either At the start of the accrual period or At the end of the accrual period.

• Carry-Over Time: Select when the employee received previously earned time. The options are:

  • At the start of the year: Select this if the accrual rolls over on January 1 of the upcoming year.

  • At the allocation date: Select this if the accrual rolls over as soon as time is allocated to the employee.

  • Other: Select this option if neither of the other two options are applicable. When selected, a Carry-Over Date field appears. Select the date using the two drop-down menus, one for the day and one for the month.

• Based on worked time: Enable this option if time off accrual is determined by the employee’s worked hours. Days not considered as worked time do not contribute to the accrual plan in Odoo.

  Example

  An employee is granted time off from an accrual plan configured to accrue one day of vacation for every five days worked. The accrual plan is based on the employee’s worked time (the Based on worked time checkbox is ticked).

  The employee works standard 40-hour weeks. According to the accrual plan, they should earn four vacation days per month.

  The employee takes five days off. The time off type the employee has taken has the Kind of Time Off configured as an Absence.

  Since the accrual plan only grants time off based on the worked time, the employee does not accrue a vacation day for the five days of time off that is considered an absence.

  At the end of the month, the employee accrues only three days, instead of four.

• Milestone Transition: This field is only visible after a minimum of two rules have been configured on the accrual plan. This selection determines when employees move up to a new milestone. If they qualify to change milestones in the middle of a pay period, decide whether the employee changes milestones Immediately or After this accrual’s period (after the current pay period).

• Company: This field only appears in a multi-company database. Using the drop-down menu, select the company the accrual plan applies to. If left blank, the accrual plan can be used for all companies.

规则¶

Rules must be created in order for employees to accrue time off from the accrual plan.

To create a new rule, click the New Milestone button in the gray Rules section, and a Create Milestone modal form appears.

Fill out the following fields on the form:

• Employee accrue: Select the parameters for earned time off in this section.

  First, select either Days or Hours for the increment of accrued time using the drop-down menu.

  Next, enter the numerical amount of the selected parameter that is accrued. The numerical format is X.XXXX, so that partial days or hours can also be configured.

  Last, select how often the time is accrued using the drop-down menu. The default options are Hourly, Daily, Weekly, Twice a month, Monthly, Twice a year, and Yearly.

  Depending on which option is selected, additional fields may appear. For example, if Twice a month is selected, two additional fields appear, to specify the two days of each month the milestone occurs.

• Cap accrued time: If there is a maximum amount of days the employee can accrue with this plan, enable this option.

  When enabled, two additional fields appear beneath it. Select the type of time period from the drop-down menu, either Days or Hours.

  Then, enter a numerical value in the field to specify the maximum amount of time that can be accrued.

• Milestone reached: Enter the number and value of the time period that must pass before the employee starts to accumulate time off. The first value is numerical; enter a number in the first field.

  Then, select the type of time period using the drop-down menu in the second field. The options are: Days, Months, or Years.

• Carry over: select how any unused time off is handled. The options are either:

  • None. Accrued time reset to 0: Any unused time off is gone.

  • All accrued time carried over: All unused time off is rolled over to the next calendar year.

  • Carry over with a maximum: Unused time off is rolled over to the next calendar year, but there is a cap. An Up to field appears if this is selected. Enter the maximum number of Days that can roll over to the following year. Any time off beyond this parameter is lost.

Once the form is completed, click Save & Close to save the Create Milestone form, and close the modal, or click Save & New to save the form and create another milestone. Add as many milestones as desired.

Public holidays¶

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 these days 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 holiday¶

To create a public holiday, navigate to Time Off app ‣ Configuration ‣ Public Holidays.

All currently configured public holidays appear in a 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.

  注解

  The Company field is hidden, by default. To view this field, click the (additional options) 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 according, 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.

强制工作日¶

有些公司规定了一些特殊的日子，要求特定部门或全体员工到岗，在这些特殊的日子里不允许请假。

在 Odoo 中，这些类型的天数被称为 强制天数。这些天可以配置为全公司范围，也可以配置为特定部门。配置后，指定部门或公司的员工将无法提交这些强制工作日的请假申请。

创建强制工作日¶

默认情况下，Odoo 未配置强制工作日。要创建强制工作日，请导航至 休假应用程序 ‣ 配置 ‣ 强制工作日。

点击左上角的 新建 按钮，列表中将出现一行空白。

Enter the following information on that new line:

• 名称：输入强制工作日的名称。

• 公司：如果在多公司数据库中，此字段可见，默认情况下，当前公司填充该字段。使用下拉菜单，选择强制工作日所属的公司。

• Departments：此列默认隐藏。首先，点击右上角 颜色 旁边的 :icon:`oi-settings-adjust`(附加选项)`图标，然后勾选 :guilabel:`部门` 旁边的复选框以显示该列。

  然后，从下拉菜单中选择所需的部门。可以选择多个部门，添加部门的数量没有限制。

  如果该字段留空，则强制工作日适用于整个公司。

• 开始日期：使用日历选择器，选择强制工作日的开始日期。

• 结束日期：使用日历选择器，选择强制工作日的结束日期。如果创建单个强制工作日，结束日期应与开始日期相同。

• 颜色：如果需要，从可用的选项中选择一种颜色。如果不需要颜色，请选择 “无颜色” 选项，该选项由一个带有对角红线的白色框表示。所选颜色显示在 休假 应用程序主仪表板的日历和图例中。

概述¶

要查看用户休假和/或其管理的团队的彩色编码时间表，请导航至 休假应用程序 ‣ 概览。这将以月份视图显示一个日历，默认筛选器为 “我的团队”。

要更改显示的时间段，请点击 月 按钮以显示下拉菜单。然后，选择 日、周`或 :guilabel:`年，即可在相应视图中显示日历。

要按时间向前或向后导航，请按选定的增量（月、周 等），点击 ←（左箭头） 或 → (右箭头） 在指定的时间内向前或向后移动。

例如，如果选择 月，箭头会将视图调整一个月。

要返回包含当前日期的视图，请随时点击 今天 按钮。

团队成员按字母顺序排列在各行中，他们申请的休假，无论状态如何（已批准 或 待批准），都可以在日历上可见。

每位员工都用颜色编码。员工的颜色是随机选择的，与他们申请的休假类型 不 对应。

请假状态由申请的详细颜色表示，可以是纯色（已批准），也可以是条纹（待批准）。

申请表上写明申请的天数或小时数（如果有足够的空间）。

在日历底部的 总计 行中，有一个条形图显示了预计有多少人在任意一天外出。每个条形图上的数字代表这些突出显示日子的外出员工人数。

点击请假条目，可查看具体请假条目的详细信息。请假总时数或总天数，以及请假开始和结束时间都会列出。要在模式窗口中查看请假申请的详情，请点击 视图 按钮。

报表¶

报告功能允许用户按员工或请假类型查看其团队的休假情况。这样，用户就可以查看哪些员工正在休假、休假时间长短以及休假类型。

在:icon:fa-area-chart (图表) 或 :guilabel:`(枢纽)`视图中，任何报告都可以通过报告左上角的 插入电子表格 按钮添加到电子表格中。

按员工¶

要查看员工休假申请报告，请导航至 休假应用程序 ‣ 报告 ‣ 按员工筛选。

默认报告以列表视图显示当年数据，按字母顺序显示所有员工。默认情况下，每个雇员的资料行都已折叠。要展开某一行，请点击该行的任意位置。

视图展开后，休假申请按休假类型排列。点击休假类型行的任意位置，可展开该行，查看该类型下的所有休假申请。

列表中显示的信息包括：员工 姓名、休假天数、开始日期、结束日期、状态 和:guilabel:描述。

报告还可以以其他方式显示。点击页面右上角相应的按钮选项，就能以该特定方式查看数据。各种选项包括 (列表) 或默认视图、 (图表)、 (枢纽) 表格或 :guilabel:`(日历)`视图。

选择一项后，会出现针对该特定选择的附加选项。有关报告及其各种选项的更多详细信息，请参阅:doc:报告 <../essentials/reporting> 说明文档。

按类型¶

要查看按休假类型分类的所有休假列表，请导航至 休假应用程序 ‣ 报告 ‣ 按类型筛选。这将以默认条形图显示所有休假请求。

将鼠标悬停在条形图上可查看该特定休假类型的 持续时间 (天数)。

单击某个条形图可进入详细列表，查看该请假类型的所有请假申请。

每个请求都会列出，并显示以下信息：员工、天数、请求类型、开始日期、结束日期、状态`和:guilabel:`描述。

报告还可以以其他方式显示。点击页面右上角相应的按钮选项，就能以这种方式查看数据。各种选项包括:icon:fa-area-chart （图表）`（默认视图）、:icon:`oi-view-list （列表） 或 （透视图） 表格。

选择一项后，会出现该选择的其他选项。有关报告及其各种选项的详细信息，请参阅 报告 说明文档。