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larm-odoo
51e2a3f3ce [IMP] Timesheets: updaed time off
closes odoo/documentation#15870

X-original-commit: 0f92f7d772
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2025-12-31 17:46:35 +00:00
7 changed files with 47 additions and 35 deletions

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

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