[IMP] Attendances - Updates to main doc

closes odoo/documentation#16113

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
larm-odoo
2026-01-26 13:11:06 -05:00
parent 11465441ed
commit 2d2f197fa4
4 changed files with 41 additions and 41 deletions

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@@ -26,27 +26,22 @@ determined by access rights.
To see what access rights a user has, navigate to the :menuselection:`Settings app --> Users &
Companies --> Users`, and click on an individual user. The :guilabel:`Access Rights` tab is visible
by default. Scroll down to the :guilabel:`HUMAN RESOURCES` section to view the settings. For the
:guilabel:`Attendances` field, the options are either to leave the field blank or select
:guilabel:`Administrator`.
by default. Scroll down to the *Human Resources* section to view the settings. For the
:guilabel:`Attendances` field, the following options appear:
If the :guilabel:`Administrator` option is selected, the user has full access to the entire
**Attendances** application, with no restrictions. They can view all employee attendance records,
enter *Kiosk Mode* from the application, access all reporting metrics, and make modifications to the
settings. If left blank, the user does **not** have access to the **Attendances** application.
.. note::
If a user does **not** have :guilabel:`Administrator` rights for the **Attendances** app, they
are **not** able to open the app, even though it appears on the main database dashboard. An
:guilabel:`Access Error` pop-up message appears, stating:
`You do not have enough rights to access the fields "attendance_manager_id" on Employee
(hr.employee). Please contact your system administrator.`
Users who cannot access the **Attendances** app can still :doc:`check in and check out
<../hr/attendances/check_in_check_out>` of work within the database, using the :icon:`fa-circle`
:guilabel:`(red circle)` or :icon:`fa-circle` :guilabel:`(green circle)` that are always
available at the top of the database.
- :guilabel:`No`: The user does **not** have access to the **Attendances** application, and is
**not** able to open the app, even though it appears on the main database dashboard. An *Access
Error* pop-up message appears when the application is clicked. The user can only check in and out
of the database either through an :ref:`attendance kiosk <attendances/kiosk-mode-entry>` or the
:doc:`attendance icon <attendances/check_in_check_out>` in the top-right corner of the Odoo
database, which is visible at all times, in every application).
- :guilabel:`Officer: Manage all attendances`: The user has full access to all employee attendance
records, including the ability to modify and create records, but does **not** have access to the
configuration menu and settings.
- :guilabel:`Administrator`: The user has full access to the entire **Attendances** application,
with no restrictions. They can view all employee attendance records, enter :ref:`kiosk mode
<attendances/enable-kiosk-mode>` from the application, access all :doc:`reporting
<attendances/attendance_reporting>` metrics, and make modifications to the settings.
.. _attendances/approvers:
@@ -58,47 +53,50 @@ typically a manager, though that is not required. Approvers without administrati
and modify attendance records **only** for the employees they are assigned to. This is the only
exception where non-admin users can view records in the **Attendances** app.
To view who the attendance approver for an employee is, navigate to the :menuselection:`Employees
application` and click on the specific employee. Click on the :guilabel:`Work Information` tab,
scroll to the :guilabel:`APPROVERS` section, and check the :guilabel:`Attendance` field. The person
selected is able to view that employee's attendance records, both on the **Attendances** application
dashboard as well as in the attendance reports, and make modifications to their records.
To view the attendance approver for an employee, navigate to the :menuselection:`Employees`
application and click on the specific employee. Click on the :guilabel:`Settings` tab, scroll to the
*Approvers* section, and check the :guilabel:`Attendance` field. The person selected is able to view
that employee's attendance records, both on the **Attendances** application dashboard as well as in
the attendance reports, and make modifications to their records.
Configuration
=============
Few configurations are needed in the **Attendances** app. Determining how employees check in and
out, defining how the kiosks function, and determining how extra hours are computed are all set in
the Configuration menu. Navigate to the :menuselection:`Attendances application --> Configuration`
to access the configuration menu.
out, defining how the kiosks function, and determining how extra hours are computed are all
configured in the settings menu. Navigate to the :menuselection:`Attendances app --> Configuration
--> Settings` to access the settings menu.
.. note::
Any configuration item with a :icon:`fa-building-o` :guilabel:`(building)` icon is a
company-specific configuration. Items without an :icon:`fa-building-o` :guilabel:`(building)`
icon apply to all companies within the database.
company-specific configuration. Items without a :icon:`fa-building-o` :guilabel:`(building)` icon
apply to all companies within the database.
.. _attendances/modes:
Modes
-----
This section specifies how employees log in and out, and how absences are handled.
- :guilabel:`Attendances from Backend` :icon:`fa-building-o`: Activate this feature to allow users
to check in and out directly from the Odoo database. If this is not activated, users must use a
kiosk to check in and out of work.
- :guilabel:`Automatic Check-Out` :icon:`fa-building-o`: Activate this feature to automatically
check out employees according to their working schedule, after a buffer of time has passed.
- :guilabel:`Tolerance`: This field appears only when the :guilabel:`Automatic Check-Out`
:icon:`fa-building-o` feature is enabled. Enter the amount of time, in hours, that must elapse
after an employee's working hours have ended, before they are automatically checked out.
check out employees according to their working schedule, after a buffer of time has passed. When
enabled, a :guilabel:`Tolerance` field appears below this option. Enter the amount of time, in
hours, that must elapse after an employee's working hours have ended, before they are
automatically checked out.
.. example::
With the :guilabel:`Automatic Check-Out` option enabled, and the :guilabel:`Tolerance` set to
`2.00` hours, an employee checks in to work at 9:00 AM and forgets to check out at 5:00 PM. At
7:00 PM, they are automatically checked out.
.. example::
With the :guilabel:`Automatic Check-Out` option enabled, and the :guilabel:`Tolerance` set to
`2.00` hours, an employee checks in to work at 9:00 AM and forgets to check out at 5:00 PM. At
7:00 PM, they are automatically checked out.
- :guilabel:`Absence Management` :icon:`fa-building-o`: Activate this feature to log any absences
that are not associated with a time off request, such as vacation time or sick time, on the
:doc:`attendance report <attendances/attendance_reporting>`.
:doc:`attendance report <attendances/attendance_reporting>`. This does **not** apply for employees
with a flexible working schedule.
Extra Hours
-----------

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@@ -26,8 +26,8 @@ The columns presented are:
- :guilabel:`Balance`: The difference between the *approved* overtime, and the *total* overtime
worked.
To present different information, adjust the :ref:`filters and groups <attendances/filters-groups>`
in the same way as in the :guilabel:`Overview` dashboard.
To present different information, adjust the filters and groups in the same way as in the
:guilabel:`Overview` dashboard.
.. image:: attendance_ reporting/reporting.png
:alt: The default report view, with all the optional view buttons highlighted.

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@@ -77,6 +77,8 @@ out with kiosks.
event of a security breach, click :icon:`fa-refresh` :guilabel:`Generate new URL`, located
beneath the link, to generate a new URL, and update the kiosk, accordingly.
.. _attendances/enable-kiosk-mode:
Kiosk mode
==========