Phân bổ

Once time off types and accrual plans have been configured, the next step is to allocate, or give, time off to employees.

The Allocations page of the Time Off app is only visible to users who have either Time Off Officer or Administrator access rights for the Time Off application. For more information on access rights, refer to the access rights documentation.

Allocate time off

To create a new allocation, navigate to Time Off app ‣ Management ‣ Allocations.

This presents a list of all current allocations, including their respective statuses.

Click New to allocate time off, and a blank Allocation form appears.

After entering a name for the allocation on the first blank field of the form, enter the following information:

• Time Off Type: Using the drop-down menu, select the type of time off that is being allocated to the employees.

• Allocation Type: Select either Regular Allocation or Accrual Allocation. If the allocation is not based on an accrual plan, select Regular Allocation.

• Accrual Plan: If Accrual Allocation is selected for the Allocation Type, the Accrual Plan field appears. Using the drop-down menu, select the accrual plan with which the allocation is associated. An accrual plan must be selected for an Accrual Allocation.

• Validity Period/Start Date: If Regular Allocation is selected for the Allocation Type, this field is labeled Validity Period. If Accrual Allocation is selected for the Allocation Type, this field is labeled Start Date.

  The current date populates the first date field, by default. To select another date, click on the pre-populated date to reveal a popover calendar window. Navigate to the desired start date for the allocation, and click on the date to select it.

  If the allocation expires, select the expiration date in the next date field. If the time off does not expire, leave the second date field blank. No Limit appears in the field if no date is selected.

  If Accrual Allocation is selected for the Allocation Type, this second field is labeled Run until.

  Quan trọng

  If the Start Date entered is in the middle of a period of time, such as the middle of the month, Odoo applies the allocation to the beginning or end of the period, depending on the Accrued Gain Time entered on the accrual plan (either At the start of the accrual period, or At the end of the accrual period) instead of the specific date entered.

  For example, an allocation is created, and references an accrual plan that grants time At the start of the accrual period, monthly, on the first of the month.

  On the allocation form, the Allocation Type is set to Accrual Allocation, and the Start Date entered is 06/16/24.

  Odoo’s Time Off app retroactively applies the allocation to the beginning of the time period entered in the Start Date.

  Therefore, this allocation accrues time from 06/01/24, rather than 06/16/24.

  Additionally, if on the accrual form, the allocation references an accrual plan that grants time `At the end of the accrual period, the allocation accrues time from 7/01/24 rather than 6/18/24.

• Allocation: Enter the amount of time that is being allocated to the employees. This field displays the time in either Hours or Days, depending on how the selected Time Off Type is configured.

• Add a reason...: If any description or note is necessary to explain the time off allocation, enter it in this field at the bottom of the form.

Multiple Allocations

When allocating time off, it is common to allocate time to several employees at once. This is done using the Multiple Requests feature.

To allocate time to multiple employees in a single allocation, navigate to Time Off app ‣ Management ‣ Allocations. Then, click the (Actions) icon in the upper-left corner, then click Multiple Requests. This reveals a Multiple Requests pop-up window.

This form is identical to the Allocation form, with an additional Mode field. The Mode field determines how multiple employees are selected.

Using the drop-down menu, select one of the following Modes:

• By Employee: This option allows for the selection of multiple individual employees that are unrelated in terms of department, company, or tags. Selecting this reveals an Employees field. Select the employees to receive the allocation in the Employees field. There is no limit to the amount of employees that can be selected.

• By Company: This option allows for the selection of all employees within a specific company. Selecting this reveals a Company field. Select the Company to assign the allocation to. Only one company can be assigned in the Company field. When a company is selected, all employees within the company receive the allocation.

• By Department: This option allows for the selection of all employees within a specific department. Selecting this reveals a Department field. Select the Department to assign the allocation to. Only one department can be assigned in the Department field. When a department is selected, all employees within the department receive the allocation.

• By Employee Tag: This option allows for the selection of all employees with a specific tag. Selecting this reveals an Employee Tag field. Select the desired Employee Tag to select all employees with that tag. Only one tag can be assigned in the Employee Tag field. When a tag is selected, all employees with that tag receive the allocation.

Next, select the Time Off Type using the drop-down menu. Once a Time Off Type is selected, the placeholder name, ‘Allocation Request’, changes to the name of the selected Time Off Type, including the amount of days. Change the name of the allocation, if desired.

Fill out the remainder of the Multiple Requests form, then click Create Allocations when done.

Request allocation

If an employee has used all their time off, or will run out of time off, they can request an allocation for additional time. Allocations can be requested in one of two ways, either from the Dashboard or the My Allocations view.

To create a new allocation request, click either the New Allocation Request button on the main Time Off dashboard, or the New button in the My Allocations list view. Both buttons open a new allocation request form.

Ghi chú

Both options open a new allocation request form, but when requested from the Dashboard, the form appears in a pop-up window, and the Validity Period field does not appear. When requested from the My Allocations list view, the screen navigates to a new allocation request page, instead of presenting a pop-up window.

Enter the following information on the new allocation request form:

• Time Off Type: Select the type of time off being requested for the allocation from the drop-down menu. After a selection is made, the title updates with the time off type.

• Validity Period: By default, the current date populates this field, and it is not able to be modified. This field only appears when requesting an allocation from the My Allocations view (Time Off ‣ My Time ‣ My Allocations).

• Allocation: Enter the amount of time being requested in this field. The format is presented in either Days or Hours, depending on how the Time Off Type is configured. Once this field is populated, the name of the allocation request is updated to include the amount of time being requested.

• Add a reason...: Enter a description for the allocation request in this field. This should include any details that approvers may need to approve the request.

If the request was created from the Dashboard, click the Save & Close button on the New Allocation pop-up window to save the information and submit the request.

If the form was completed from the My Allocations list view, the information is automatically saved as it is entered. However, the form can be saved manually at any time by clicking the (cloud upload) icon.