How to Configure Time Off Types in Odoo 17

CelineGeorge1 761 views 15 slides Jul 03, 2024
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About This Presentation

Now we can take look into how to configure time off types in odoo 17 through this slide. Time-off types are used to grant or request different types of leave. Only then the authorities will have a clear view or a clear understanding of what kind of leave the employee is taking.


Slide Content

How to Configure Time Off Types in Odoo 17 Enterprise

Introduction Enterpr ise Now we can take look into how to configure time off types in odoo 17 through this slide.

Enterprise Time-off types are used to grant or request different types of leave. Only then the authorities will have a clear view or a clear understanding of what kind of leave the employee is taking. Configuring time off types is very easy within the time off module in Odoo 17, for that go to configuration, there is an option called time off types.

Enterprise From the Time Off Type menu, we can see all the time off types we created earlier. From here you can configure the time of type and we can use it inside the allocation requests. We configure the Time of Type by clicking on the New button.

Enterprise Now we are going to create a new time off type, firstly we need to clearly specify the type of leave through its name such as Sick Leave, Personal Day ...etc.

Enterprise And then we have a section called 'Time Off Requests', from here we can specify who will approve the time off to this particular time off type.

Enterprise Next you have the allocation request, here we can specify whether this thing requires allocation or not. If yes we can choose yes, otherwise we can choose No limit means the time off requests can be taken without any prior allocation.

Enterprise Under the employee request you can see the option Extra days request allowed that means the user can request an allocation for himself. If you choose not allowed, the user cannot request an allocation

Enterprise In approval you have two options, first one is approved by time off officer means employee request has to be approved by time off officer manually. The second is that No Validation needed. In this case, the employee's application will be approved automatically.

Enterprise In the configuration section, there is a 'Notified Time of Officer' option. We can select Time Off Officers who will be notified to approve the allocation of time off request. If empty, no one will be notified.

Enterprise From 'Take time off' option we can select time off options like day, half day and Hours. The 'Deduct Extra Hours' option can be enabled to deduct extra hours of attendance when this type of leave is sanctioned. By enabling 'Allow attachment of supporting document', we will be able to attach any supporting document while taking this type of leave.

Enterprise The 'Kind of time off' is the distinction between work time and absence which are used to the computation of Accural's plan rate. We can choose it either Absence or Worked time as the Kind of Time off.

Enterprise Then we have another option 'Allow Negative Cap'. If checked, users request can exceed the allocated days and balance can go in negative. If you want that to happen then you can check it and we can specify the maximum level of negative days this kind off time can reach in the 'Amount in Negative' field.

Enterprise In Payroll section there is option to set work entry type and work entry type can be selected from the options. From display information we can select color and cover image to time off type.

For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com