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[IMP] Timesheets: updaed time off
closes odoo/documentation#15872
X-original-commit: 0f92f7d772
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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==========================================
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Create Timesheets upon Time Off Validation
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==========================================
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================
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Time off entries
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================
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Odoo automatically timesheets on project/tasks upon time off requests. This allows for better
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overall control over the validation of timesheets, as it does not leave place for forgetfulness
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and questions after hours that have not been timesheeted by the employee.
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Odoo automatically generates timesheet entries on projects and tasks once a time off request is
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approved. This streamlines timesheet validation by ensuring approved time off is accurately
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reflected in timesheets.
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Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and change the *Project*
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and *Task* set by default, if you like.
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.. _timesheets/config:
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.. image:: time_off/record_time_off.png
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:align: center
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:alt: View of Timesheets setting enabling the feature record time off in Odoo Timesheets
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Configuration
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=============
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Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select or create the
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needed type, and decide if you would like the requests to be validated or not.
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First, activate the :ref:`developer mode <developer-mode>`, then open the **Timesheets** app, and
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navigate to :menuselection:`Configuration --> Settings`. Scroll to the :guilabel:`Time Off` section
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and enable the :guilabel:`Time Off` checkbox. Enabling this option creates timesheet entries for
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validated time off requests and public holidays.
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.. image:: time_off/time_off_types.png
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:align: center
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:alt: View of a time off types form emphasizing the time off requests and timesheets section in
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Odoo Time Off
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Once enabled, two fields appear: :guilabel:`Project` and :guilabel:`Task`. The default selection
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for :guilabel:`Project` is :guilabel:`Internal`, and the default selection for :guilabel:`Task` is
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:guilabel:`Time Off`. These inform Odoo where to log the time off requests, which project, and task.
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These can be modified, if desired, using the drop-down menu.
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| Now, once the employee has requested his time off and the request has been validated (or not,
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depending on the setting chosen), the time is automatically allocated on *Timesheets*, under the
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respective project and task.
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| On the example below, the user requested *Paid Time off* from July 13th to 15th.
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.. note::
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The available options presented vary based on the installed applications.
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.. image:: time_off/time_off_request.png
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:align: center
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:alt: View of the time off request form in Odoo Time Off
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.. tip::
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Time off categories without validation requirements create timesheet records instantly. Requests
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requiring validation creates timesheet entries *after* the time off request is approved.
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Considering that validation is not required, the requested time off is automatically displayed in
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*Timesheets*. If validation is necessary, the time is automatically allocated after the responsible
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person for validating does it so.
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To check if a time off type requires approval, check the :guilabel:`Approvals` section of the
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:ref:`time off type form <time_off/time-off-requests>`.
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.. image:: time_off/timesheets.png
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:align: center
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:alt: Video of timesheets emphasizing the requested time off from the employee in Odoo Timesheets
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Workflow
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========
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Click on the magnifying glass, hovering over the concerned cell, to access all the aggregated data
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on that cell (day), and see details regarding the project/task.
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Once the employee has :doc:`requested time off <../../hr/time_off/request_time_off>`, and the
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request has been validated, if necessary, the time is automatically logged on the **Timesheets**
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app, under the respective project and task.
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.. image:: time_off/timesheet_description.png
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:align: center
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:alt: View of the details of a project/task in Odoo Timeheets
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To view the logged entry, open the **Timesheets** app and navigate to the relevant time period. The
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time off appears in the corresponding field, according to the :ref:`configuration
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<timesheets/config>`.
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To view the timesheet entry details, click the :icon:`fa-search` :guilabel:`(magnifying glass)` icon
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that appears when hovering over the entry, and the detailed timesheet information appears.
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.. example::
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An employee is attending internal training the week of December 15-19, 2025, and logs their time
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in the **Timesheets** app under the `Internal` project, with a task of `Training`. On December
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19, 2025, the employee is home sick, and requests the day off in the **Time Off** app.
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The *time off type* they request is *Sick Time off*, which is configured to **not** require
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validation. The employee's time off request is automatically approved, and is logged in the
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**Timesheets** app, under the `Internal` project, and the `Time Off` task.
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.. image:: time_off/timesheet-sick-time.png
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:alt: A timecard reflecting training hours and sick time off.
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