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[IMP] Timesheets: updaed time off #15815
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| Hi @meval1006 - this is ready for a peer review whenever - no rush! |
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Hi @larm-odoo , good job on the page. Made some minor edits and suggestions.
| | ||
| 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 <time_off/request_time_off>`, and the request has |
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This doc link is wrong. Prompted an error. Could you verify with a make fast?
| 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 click the :guilabel:`Time Off` checkbox. Enabling this option creates timesheet entries for |
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| and click the :guilabel:`Time Off` checkbox. Enabling this option creates timesheet entries for | |
| and check or enable the :guilabel:`Time Off` checkbox. Enabling this option creates timesheet entries for |
Suggestion based on our recent style guide meeting.
| 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. |
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| :guilabel:`Time Off`. These inform Odoo where to log the time off requests, which project and task. | |
| :guilabel:`Time Off`. These inform Odoo where to log the time off requests, which project, and task. |
Edit suggestion
| respective project and task. | ||
| | On the example below, the user requested *Paid Time off* from July 13th to 15th. | ||
| .. note:: | ||
| The available options presented varies based on the installed applications. |
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| The available options presented varies based on the installed applications. | |
| The available options presented vary based on the installed applications. |
| 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 required approval, check the :guilabel:`Approvals` section of the |
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| To check if a time off type required approval, check the :guilabel:`Approvals` section of the | |
| To check if a time off type requires approval, check the :guilabel:`Approvals` section of the |
| Time off requests for time off types that do **not** require validation create timesheet entries | ||
| once the employee requests time off. If a time off request requires approval, the timesheet entry | ||
| is created **after** the time off request is approved by the relevant managers. |
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I would rewrite this section, as it is slightly confusing due to the repetition of 'time off'. Perhaps something like:
Select a time off category without validation requirements to create a timesheet record instantly. For requests requiring validation, the timesheet entry is created after the time off request is approved by the relevant managers.
| .. 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 |
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| To view the logged entry, open the **Timesheets** app, and navigate to the relevant time period. The | |
| To view the logged entry, open the **Timesheets** app and navigate to the relevant time period. The |
| 19, 2025, the employee is home sick, and requests the day off in the **Time Off** app. | ||
| | ||
| The *time off type* they requets is *Sick Time off*, which is configured to **not** require | ||
| validaiton. The employee's time off request is automatically approved, and is logged in the |
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| validaiton. The employee's time off request is automatically approved, and is logged in the | |
| validation. The employee's time off request is automatically approved, and is logged in the |
| 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 requets is *Sick Time off*, which is configured to **not** require |
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| The *time off type* they requets is *Sick Time off*, which is configured to **not** require | |
| The *time off type* they request is *Sick Time off*, which is configured to **not** require |

Requested to update this doc on this task card.
This is the documentation task card..
Time Off requests can be automatically logged onto a Time Sheet - this was previously unclear.