Time Off¶
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.
Note
Be advised, only users with specific access rights can see all aspects of the Time Off application.
All users can access the My Time Off and Overview sections of the Time Off application. All other sections require specific access rights.
To better understand how access rights affect the Time Off application, refer to the New employees document, specifically the section about configuring the work information tab.
Configuration¶
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 . The time off types are presented in a list view.
The Time Off application comes with four pre-configured 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 . 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.
Note
The only required fields on the time off type form are the name of the Time Off Type, the Take Time Off In, and the Kind of Time Off. In addition, the Time Off Requests and Allocation Requests sections must be configured.
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.
Important
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.
The options are:
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: select from the drop-down menu the type of time off this is, either Worked Time or Absence. Worked Time indicates that 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.
Example
Sara currently has three days of the time off type Vacation. She is planning a trip that
requires five days of time off.
The Vacation time off type has the Allow Negative Cap option enabled, and the
Amount in Negative is set to five.
These settings allow Sara to submit a request for five days of the Vacation time off type. If
approved, her Vacation time off balance will be negative two (-2) days.
Payroll section¶
If the time off type should create Work entries in the Payroll application, select the Work Entry Type from the drop-down list.
Timesheets section¶
Note
The Timesheets section only appears if the user is in developer mode. Refer to the Developer Mode (debug mode) document for details on how to access the developer mode.
When an employee takes time off, and is also using timesheets, Odoo creates entries in the Timesheets application for the time off. This section defines how they are entered.
Project: select the project that 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 application dashboard.
Cover Image: select an icon to be used in the Time Off application 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.
Example
If an employee accrues a vacation day for every week they work, they would earn 0.2 vacation days for each hour they work. At the end of a forty hour work week, they would earn one whole vacation day (8 hours).
Create accrual plan¶
To create a new accrual plan, navigate to . Then, click the New button, which reveals a blank accrual plan form.
Enter the following information on the form:
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.
Milestone Transition: this selection determines when employees move up to a new milestone. If they qualify to change milestones in the middle of a pay period, select if the employee changes milestones Immediately or After this accrual’s period (after the current pay period).
Important
The Milestone Transition field is only visible after a minimum of two rules have been configured on the accrual plan.
Company: 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. This field only appears in a multi-company database.
Rules¶
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 that 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 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 .
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.
Note
The Company field is hidden by default. To view this field, click the two dots 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 that the holiday starts. 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 to the difference in the time zone, compared to the company’s time zone.
End Date: using the date and time picker, select the date and time that the holiday ends. 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 according to the difference in the time zone, 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 application, this field defines how the work entries for the holiday appear. Select the work entry type from the drop-down menu.
Mandatory days¶
Some companies have special days where specific departments, or the entire staff, is required to be present, and time off is not allowed on those specific days.
These types of days are called mandatory days in Odoo. These can be configured to be company-wide, or department specific. When configured, employees in the specified department or company are unable to submit time off requests for these mandatory days.
Create mandatory days¶
No mandatory days are configured in Odoo by default. To create a mandatory day, navigate to .
Click the New button in the top-left corner, and a blank line appears in the list.
Enter the following information on that new line:
Name: enter the name of the mandatory day.
Company: if in a multi-company database, this field is visible, and the current company populates this field by default. Using the drop-down menu, select the company the mandatory day is for.
Departments: this column is hidden by default. First, click the (optional columns) icon in the top-right corner, next to Colors, and then click the checkbox next to Departments to reveal that column.
Next, select the desired departments from the drop-down menu. Multiple departments can be selected, and there is no limit to the amount of departments that can be added.
If this field is left blank, the mandatory day applies to the entire company.
Start Date: using the calendar picker, select the date the mandatory day starts.
End Date: using the calendar picker, select the date the mandatory day ends. If creating a single mandatory day, the end date should be the same as the start date.
Color: if desired, select a color from the available presented options. If no color is desired, select the
No coloroption, represented by a white box with a red line diagonally across it. The selected color appears on the main Time Off application dashboard, in both the calendar and in the legend.
Allocate time off¶
Once time off types and accrual plans have been configured, the next step is to allocate, or give, time off to employees. This section is only visible to users who have either Time Off Officer or Administrator access rights for the Time Off application.
To create a new allocation, navigate to .
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 Limitappears in the field if no date is selected.If Accrual Allocation is selected for the Allocation Type, this second field is labeled Run until.
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 (in hours or days).
Mode: using the drop-down menu, select how the allocation is assigned. This selection determines who receives the time off allocation. The options are By Employee, By Company, By Department, or By Employee Tag.
Depending on what is selected for the Mode, this following field is labeled either: Employees, Company, Department, or Employee Tag.
Using the drop-down menu, indicate the specific employees, company, department, or employee tags who are receiving this time off.
Multiple selections can be made for either Employees or Employee Tag.
Only one selection can be made for the Company or Department.
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.
Request time off¶
Once an employee has been allocated time off, a request to use the time off can be submitted. Time off can be requested in one of two ways, either from the dashboard or from the My Time Off view.
To create a new request for time off, click the New button on either the main Time Off Dashboard or the My Time Off list view.
Note
Both New buttons allow the user to request time off, but when requested from the Dashboard, a New Time Off request form appears in a modal. When requested from the My Time Off list view, the screen navigates to a new time off request page, instead.
Enter the following information on the New Time Off request form:
Time Off Type: select the type of time off being requested from the drop-down menu.
Dates: enter the dates that the time off falls under. There are two fields to populate, the start and end dates. Click on either date field and a popover calendar appears.
Click on the start date, then click on the end date. The selected start and end dates are circled, and the dates between them are highlighted (if applicable).
If the time off requested is for a single day, click on the start date, then click the same date again for the end date.
When the correct dates are selected/highlighted, click the Apply button.
The selected dates now populate the two portions of the Dates field.
If the selected Time Off Type is configured to have the time off taken in hours, the following two fields also appear:
Half Day: if the time off request is for a half day, check this box. When this is selected, the second date field disappears, and is replaced with a drop-down menu. From that drop-down menu, select either Morning or Afternoon to indicate which half of the day is being requested.
Custom Hours: if the time off requested is not a whole or half day, check this box. A From and To field appears beneath this option, if selected. Using the drop-down menu, select the start and end time for the time off request.
Duration: this field updates automatically once the Date section is completed. If the Date section is modified, this section automatically updates to reflect the total time off requested. This field is in either hours or days, depending on how the selected Time Off Type is configured.
Description: enter a description for the time off request. This should include any details that managers and approvers may need in order to approve the request.
Supporting Document: this field only appears if the Time Off Type selected allows for the attachments of documents. Click the Attach File button, and a file explorer window appears.
Navigate to the desired files to attach, select them, then click the Open button. The files then appear on the time off request form. Multiple documents can be attached, if necessary.
If the request was created from the Dashboard, click the Save & Close button to save the information and submit the request.
If the form was completed from the My Time Off list view, the information is automatically saved as it is entered. However, the form can be saved manually at any time by clicking the save manually button, represented by a (cloud upload) icon.
Request allocation¶
If an employee has used all their time off, or is going to 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.
Note
Both New buttons open a New Allocation request form, but when requested from the Dashboard, the form appears in a modal. When requested from the My Allocations list view, the screen navigates to a new allocation request page, instead.
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: this field only appears if requesting an allocation with a time off type that has the Take Time Off in field configured to either Day or Half Day. This field does not appear if the Take Time Off in field is set to Hours.
Using the calendar selector, select a start and end date the allocation is valid for. By default, the current date populates the first field, and No Limit populates the second field.
Adjust both of these dates, if desired.
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. This should include any details that managers and approvers may need in order to approve the request.
If the request was created from the Dashboard, click the Save & Close button 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 save manually button, represented by a (cloud upload) icon.
Management¶
Time off and allocation requests typically undergo an approval process before being granted. Requests either need one or two approvals, if any, depending on how the specific type of time off is configured. These are all housed under the Management section of the Time Off application.
Only users who can approve allocation and time off requests have the Management section visible in the Time Off application.
Manage time off¶
To view time off requests that need approval, navigate to . The only time off requests visible on this list are for employees the user has either Time Off Officer or Administrator access rights for in the Time Off application.
The default filter in the Time Off list is Waiting For Me. This only presents time off
requests that need to be approved for current employees on the user’s team, with a status of either
To Approve or Second Approval.
The left side of the screen has various grouping options to narrow down the presented time off requests. Since only time off requests that need to be approved are shown, the only status options are All, To Approve, and Second Approval. The various departments the user is a member of, and manages employees under, also appear on the left side of the screen, under Departments.
Note
If there are no requests that fall under one of the status options or departments, that status or department is not visible on the left-side menu.
To display time off requests for specific departments only, click on the Department on the left-hand side. Only requests within the selected department are then presented.
The status column displays the status of each request, with the status highlighted in a specific color.
The To Approve and Second Approval requests are highlighted in yellow and
are the only ones that appear in the list by default. If the Waiting For Me filter is removed,
then all statuses appear. Approved requests are highlighted in green, To
Submit (drafts) requests are highlighted in blue, and the Refused requests are
highlighted in gray.
To approve a time off request, click the 👍 Approve button at the end of the line. To validate a time off request that has already been approved, and is waiting on a second approval, click the ✔️ Validate button at the end of the line. To refuse a request, click the ✖️ Refuse button at the far end of the line.
For more details, click anywhere on the time off request line (except for the 👍 Approve, ✔️ Validate, and ✖️ Refuse buttons) to load the time off request form. Depending on the rights of the user, changes can be made.
To modify the request, make any desired changes to the form. All changes are automatically saved.
It is also possible to approve or refuse the request from this form. Click the Approve button to approve, or the Refuse button to refuse the request.
Manage allocations¶
To view allocations that need approval, navigate to . The only allocations visible on this list are for employees the user has either Time Off Officer or Administrator access rights for in the Time Off application.
The default filters that are configured to be in place when navigating to the Allocations list are My Team and Active Employee. This only presents employees on the user’s team (who they manage) and active employees. Inactive users are not shown.
The left side of the screen has various grouping options to narrow down the presented allocation requests.
The Status options are To Approve, Refused, and Approved. Click on a specific Status to view only requests with that status. To view all allocation requests, click All.
It is also possible to display allocation requests by department. Click on the Department in the left side of the screen to only present allocations for that specific department.
Note
The groupings on the left side only present allocation requests that fall under the default filters of My Team and Active Employee. Only the statuses for allocation requests that fall under those filters are presented on the left side.
For example, if there are no requests with a status of To Submit, that status option does not appear in the left-hand side.
All departments for the user’s employees appear in the list. If there are no allocation requests that fall under that department matching the pre-configured filters, the list is blank.
It is always possible to remove any of the pre-configured filters, by clicking the ✖️ (remove) icon on the specific filter to remove it.
The status column displays the status of each request, with the status highlighted in a specific color.
The To Approve requests are highlighted in yellow, Approved requests are highlighted in green, and the Refused requests are highlighted in gray.
To approve an allocation request, click the ✔ Validate button at the end of the line. To refuse a request, click the ✖️ Refuse button.
If more details are needed, click anywhere on the allocation request line (except for the ✔ Validate and ✖️ Refuse buttons) to view the request in detail.
Depending on the rights of the user, changes can be made to the allocation request form that appears. To modify the request, make any desired changes to the form. All changes are automatically saved.
It is also possible to approve or refuse the request from this form. Click the Validate button to approve, or the Refuse button to refuse the request.
Overview¶
To view a color-coded schedule of the user’s time off, and/or of the team managed by them, navigate
to . This presents a calendar with the default filter of
My Team, in a month view.
To change the time period displayed, click on the Month button to reveal a drop-down menu. Then, select either Day, Week, or Year to present the calendar in that corresponding view.
To navigate forward or backward in time, in the selected increment (Month, Week, etc.), click the ← (left arrow) or → (right arrow) to move either forward or backward in that specified amount of time.
For example, if Month is selected, the arrows adjust the view by one month.
To return to a view containing the current day, click the Today button at any time.
Team members are listed alphabetically on individual lines, and their requested time off, regardless of the status (validated or to approve), is visible on the calendar.
Each employee is color-coded. The employee’s color is selected at random, and does not correspond to the type of time off they requested.
The status of the time off is represented by the color detail of the request, either appearing solid (validated) or striped (to approve).
The number of days or hours requested is written on the request (if there is enough space).
At the bottom of the calendar, in the Total line, a bar graph shows how many people are projected to be out on any given day. The number on each individual bar represents the number of employees out for those highlighted days.
Click on a time off entry to view the details for the specific time off entry. The total number of hours or days are listed, along with the start and end time of the time off. To view the details of the time off request in a modal, click the View button.
My time¶
The My Time section of the Time Off application contains the time off dashboard, as well as the user’s time off requests and allocations.
Dashboard¶
All users have access to the time off dashboard, which is the default view in the Time Off application. The dashboard can also be accessed at any point in the application by navigating to .
The current year is displayed, and the current day is highlighted in red.
To change the view, click on the Year button to reveal a drop-down menu. Then, select either Day, Week, or Month to present the calendar in that corresponding view.
To change the presented dates, click the ← (left arrow) or → (right arrow) icons to the left of the Year button. The calendar view adjusts in increments of the presented view.
For example, if Year is selected, the arrows adjust the view by one year.
To change the view at any point to a view that includes the current date, click the Today button.
Above the calendar view is a summary of the user’s time off balances. Every time off type that has been allocated appears in its own summary box. Each summary lists the type of time off, the corresponding icon, the current available balance (in hours or days), and an expiration date (if applicable).
To view the full details of a time off balance, click the ? (question mark) icon at the end of the (DAYS/HOURS) AVAILABLE on the time off summary. The complete details are presented in a popover window, including the Allocated time, future Accrual time, Approved time off scheduled, Planned time off, and the currently Available time off.
A user is also able to see how much time off they will have accrued in the future. On the right side of the time off summary blocks, there is a Balance at the (date) field. Click on the date, and a calendar selector popover appears.
The current date is the default date selected. Navigate to the desired date, and Odoo displays the time off balances the user will have on that date. This takes into account all time off currently planned and approved. To return to the current date, click the Today button to the right of the date field.
On the right side of the calendar, the various time off types are displayed, with their corresponding colors. The Legend explains how the various statuses for time off requests are presented.
Time off that has been validated appears in a solid color (in the color specified in the Time Off Type section above the Legend). Time off requests that still need to be approved appear with white stripes in the color. Refused time off requests have a colored line through the dates.
New time off requests can be made from the dashboard. Click the New button at the top of the dashboard, and a New Time Off modal appears.
New allocation requests can also be made from the dashboard. Click the New Allocation Request button at the top of the dashboard to request more time off, and a New Allocation modal appears.
My time off¶
To view a list of all the user’s time off requests, navigate to . Here, all time off requests, both past and present, appear in a list view.
The list includes the following information for each request: the Time Off Type, Description, Start Date, End Date, Duration, and the Status.
A new time off request can be made from this view. Click the New button to request time off.
My allocations¶
To view a list of all the user’s allocations, navigate to . All allocations and requested allocations appear in a list view.
The information presented on the My Allocations page includes: the Time Off Type, Description, Amount, Allocation Type, and Status.
A new allocation request can be made from this view, as well. Click the New button to request an allocation.
Reporting¶
The reporting feature allows users to view time off for their team, either by employee or type of time off. This allows users to see which employees are taking time off, how much time off they are taking, and what time off types are being used.
Any report can be added to a spreadsheet through the Insert in Spreadsheet button that appears in the top-left of a report. If the Documents application is installed, an option to add the report to a spreadsheet appears. If not, the report can be added to a Dashboard.
By employee¶
To view a report of employee time off requests, navigate to .
The default report presents the current year’s data in a list view, displaying all the employees in alphabetical order. Each employee’s line is collapsed by default. To expand a line, click anywhere on the line.
The view expands, and has the time off requests organized by time off type. Click anywhere on a time off type line to expand it, and view all the individual time off requests that fall under that type.
The information shown in the list includes: the Employee name, Number of Days off requested, the Start Date, End Date, Status, and Description.
The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that specific way. The various options are a List (the default view), Graph, Pivot table, or Calendar view.
When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports and their various options, refer to the reporting documentation.
By type¶
To view a list of all time off, organized by time off type, navigate to . This shows all time off requests in a default bar chart.
Hover over a bar to view the Duration (Days) of that specific time off type.
Click on a bar to go to a detailed list view of all the time off requests for that time off type.
Each request is listed, with the following information displayed: the Employee, Number of Days, Request Type, Start Date, End Date, Status, and the Description.
The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that way. The various options are a Graph (the default view), List, or Pivot table.
When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports and their various options, refer to the reporting documentation.