You can manage leaves taken by employees using the hr_holidays module. The configuration wizard to install this module is shown below:
Using the menu Human Resources ‣ Holidays ‣ Leave Requests an employee can request a leave.
Leaves requests can be recorded by employees and validated by their managers. Once a leave request is validated, it appears automatically in the agenda of the employee. You can define several allocation types (paid holidays, sickness, etc.) and manage allocations per type.
OpenERP can provide the following features for efficient holiday management process:
It helps you to manage leaves and leave requests.
Synchronisation with an internal agenda (use of crm) is possible: in order to automatically create a case when a holiday request is accepted, you have to link the holidays status to a case section.
You can set up colour preferences according to your leave type, for example, Sick Leave should be red in reports.
An employee can request for more days off, by making a new Allocation Request through Human Resources ‣ Holidays ‣ Allocation Requests.
The statistical report for leaves can be seen using the Human Resources ‣ Reporting ‣ Holidays ‣ Leaves Analysis menu.
Define different leave types¶
You can define various leave types which can be availed of by an employee during a request for leave. To define a new leave type, navigate to Human Resources ‣ Configuration ‣ Holidays ‣ Leave Type and click New.
You can configure the following information:
Leave Type : A name for the leave type.
Colour in Report : A colour that will be used in the leaves summary report.
Meeting : If you select a meeting, once a leave is validated, an event will be created in the calendar.
Apply Double Validation : If True, then the request will require a second validator.
Allow to Override Limit : If True, the employee will be allowed to take more leaves than the maximum limit.
After entering the leave type information, click Save.
Manage Holiday requests and approvals¶
An employee can request for leave from Human Resources ‣ Holidays ‣ Leave Requests. In a new Leave Requests form, you may enter the following:
Description : Reason for leave.
Leave Category : Either By Employee or By Employee Category.
Employee : If leave category is By Employee, you must select an employee who places this request.
Category : If leave category is By Employee Category, you must select an employee category which places this request.
Leave Type: Select a pre-defined type of leave.
Start Date : Leave start date.
End Date : Leave end date.
Number of Days : It is calculated based on the Start Date and the End Date.
The employee can click Confirm to make the leave request available to his manager for approval. The employee's manager can find leave requests awaiting approval by navigating to Human Resources ‣ Holidays ‣ Leave Requests and clicking Clear and To Approve filter button. The manager can select a pending request to open its form view and click Refuse to reject the request or Approve to accept the request. If the selected leave type has Apply Double Validation set to True, then another action by a second manager will be required to give the request its final state, from Waiting Second Approval to either Approved or Refused.
Track previous Holiday requests¶
Previous holidays can be tracked in a number of ways in OpenERP. You can get a report of leave requests by all users from Human Resources ‣ Holidays ‣ Leave Requests. Click Clear and then Validated to see a list of all approved leave requests. To see refused requests, click Clear and see the records marked with the colour red.
To see previous allocation requests, navigate to Human Resources ‣ Holidays ‣ Allocation Requests and follow the same procedure as above.
Through Human Resources ‣ Holidays ‣ Leaves Summary, you can track previous leaves as well as allocation requests in the same manner, but only for the currently logged in user. By default, you can see the requests grouped by leave type.
Human Resources ‣ Reporting ‣ Holidays ‣ Leaves Analysis will give you the statistical report of leaves and allocations grouped by employee and leave type. To see all requests without grouping, click Clear.
All the above statistical reports are enhanced by various filters and groupings to assist you in your search for required information. You can filter requests by their State (Validated, To Confirm, To Approve), Employee, Department and Leave Type. You can also view requests placed in This Month. You can group by Employee, Manager, Department, Type and State.
To get an overview of leaves by department, go to Human Resource ‣ Reporting ‣ Holidays ‣ Leaves by Department. You may select a From date, a Leave Type (Validated, Confirmed or Both Validated and Confirmed) and select at least one department. Click Print to generate a PDF report based on your specifications.
Allow employees to enter their own allocation requests¶
To be able to request leaves at all, an employee must be allocated some leaves which he can avail of. Usually the management makes an allocation of leaves for its employees. But, for instance, when an employee has been working on an exceptional basis on weekends, he might be entitled to extra leaves. In such a case, the employee himself can be allowed to place a request for allocation, which can then be approved or rejected by his manager. If approved, the employee can request leaves based on the type and limit of this allocation too.
Leave allocations can be requested from Human Resources ‣ Holidays ‣ Allocation Requests. In its form view you can fill the following details:
Description : A name for the request.
Allocation Category : Either By Employee or By Employee Category.
Employee : If allocation category is By Employee, you must select an employee for whom this allocation is made.
Category : If allocation category is By Employee Category, you must select an employee category for whom this allocation is made.
Leave Type : Select a pre-defined leave type.
Number of Days : The number of days requested for allocation.
Reasons : Specify the reason of request.
The remaining fields are read-only and will acquire details once the request has been accepted or rejected. The employee can click Confirm to send the allocation request to his manager. The state of the request will now be Waiting Approval.
The manager will then find this request in his list of allocation requests. He can then either click Refuse to reject the request or click Approve to accept the request.