How to Manage Allocations in Odoo 18 Time Off
- 1. How to Manage Allocations in Odoo 18 Time Off Enterprise
- 2. Enterprise Allocations in Odoo 18 Time Off allow you to assign a specific amount of time off (leave) to an employee. These allocations can be used to track and manage leave entitlements for employees, such as vacation days, sick leave, etc. Here's a detailed guide to managing allocations in the Time Off module. Introduction
- 3. Enterprise Configuring Time Off Types Time off types define the various categories of leave an organization offers, such as Paid Time Off, Sick Leave, or Unpaid Leave. To set these up: Navigation: Go to Time Off app Configuration Time Off Types. → →
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- 5. Enterprise Creating a New Time Off Type: ● Click the New button to open a blank form. ● Enter the Name (e.g., "Vacation" or "Sick Leave"). ● Configure settings under sections like Time Off Requests, Allocation Requests, and Configuration. ● Specify approval requirements, allocation rules, and whether supporting documents are needed.
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- 7. Enterprise Creating Accrual Plans Accrual plans automate the process of employees earning time off based on specific criteria, such as hours worked. To create an accrual plan: ● Navigation: Go to Time Off app Configuration Accrual Plans. → →
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- 9. Enterprise Setting Up a New Accrual Plan: ● Click the New button to open a new form. ● Provide a Name for the plan (e.g., "Annual Leave Accrual"). ● Define when time is accrued (start or end of the period) and carry-over rules. ● Add Rules to specify accrual rates, caps, and milestones.
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- 11. Enterprise Managing Allocation Requests Allocation requests involve assigning specific amounts of time off to employees, either upon request or as part of company policy. To manage these requests: Navigate to Time Off app Management Allocations. → →
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- 13. Enterprise Click new to create a new allocation and fill the details such as Time off type, select the allocation type(regular allocation/accural allocation), validity period, allocation in no of days and optionally add note.
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- 15. Enterprise Now the manager can approve or refuse the request from this form. Click the Validate button to approve, or the Refuse button to refuse the request.
- 16. Enterprise Managing allocations in Odoo 18 helps track leave, automate accruals, and ensure smooth HR processes. This is how allocations are managed in Odoo 18 Time Off.
- 17. 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