How to Create Time Off Request in Odoo 18 Time Off
- 1. How to Create Time Off Request in Odoo 18 Time Off Enterprise
- 2. Enterprise Odoo 18 provides an efficient way to manage employee leave through the Time Off module. Employees can easily submit requests, and managers can approve or reject them based on company policies. Introduction
- 3. Enterprise Time off can be requested in one of two ways: either from the main Time Off application Dashboard (Time Off app ‣ My Time ‣ Dashboard), or from the My Time Off dashboard view (Time Off app ‣ My Time ‣ My Time Off). To create a new request for time off, click the New button on either the main Time Off Dashboard or the My Time Off dashboard, in the default list view.
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- 6. Enterprise 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.
- 7. Enterprise 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 only requesting time off 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, click the Apply button. The selected dates now populate the two portions of the Dates field.
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- 9. Enterprise ● 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 to approve the request.
- 10. Enterprise ● Supporting Document: This field only appears if the Time Off Type selected allows for the attachment of documents. Click the Attach File button, and a file explorer window appears. ● Navigate to the desired files that should be attached, 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.
- 11. Enterprise Once the time off is created the respective user can approve it by clicking the approve button.
- 12. Enterprise To view time off requests that need approval, navigate to Time Off app ‣ Management ‣ Time Off. The only time off requests that are visible on this page belong to employees the user either has Time Off Officer or Administrator access rights for in the Time Off application.
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- 14. Enterprise If the Waiting For Me filter is removed, 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.
- 15. Enterprise 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.
- 16. Enterprise It is also possible to approve, validate, or refuse the request from the form view as well. Click the Approve button to approve, the Validate button to validate, or the Refuse button to refuse the request.
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- 18. Enterprise By following these steps, employees can easily request time off, and managers can efficiently handle approvals in Odoo 18.
- 19. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com