How to Configure Time Off Types In Odoo18

A good approach to handling employee leave issues is through the use of the How to Configure Time Off odoo18 . Through this software, employees can create, submit, send leave requests by email, while leave management approving rejecting the requests can by only authorized users. With Odoo18’s Time-Off module, the users can set up allocations, dashboards, public holidays, activity types, and other such features to simplify the leave management process.

Time-Off Types and Adding a New One

Time-off types comprise categories like volunteer work, personal leave, vacation, and sick leave. In making a time-off request, employees can choose a particular time-off category to which their request pertains.
Time-off types in Odoo 18 by users in the Time-Off module, allowing simple how to Configure Time Off odoo18 of categories for sick time, holidays, or personal time. The system effectively manages and records all employees’ absences. To set up a new time-off type, go to the “Configuration” menu and choose “Time Off Types.”

To change from the dashboard list view to a Kanban view, click the relevant icon in the top right corner of the page. The “Time Off Types” menu displays all created time-off types, organized by “Display Name” and “Approval.”
Odoo 18 offers enhanced searching features “Filter,” “Group By, “Favorites” from the search area at the upper part of the window to easily narrow down one’s search.

To add a new Time-Off Type, click the “New” button. This will bring up a configuration form where you can configure the details of the new time-off type.

the form has several sections, you can scroll down to see all the information. The following section will give a detailed instruction on creating new Time-Off Types.

The form in Odoo 18 contains five tab sections: “TIME OFF REQUESTS,” “ALLOCATION REQUESTS,” “CONFIGURATION,” “NEGATIVE CAP,” and “DISPLAY OPTION.” Each of them provides settings to for efficient time-off management.

TIME OFF REQUESTS Section

⦁ Enter the name of your new time-off type in the first field provided on the form.

⦁ The “TIME OFF REQUESTS” section defines approval requirements

⦁ Selecting “No Validation” removes the need for approvals.

Approval can to either “By Employee Approver” “By Time Off Officer.” Requests can even need two tiers of authorization: by the Employee’s Approver and also by the Time Off Officer.

CONFIGURATION Section

In the “Notified Time Off Officer” field, enter the officer responsible to be notified for approval of time-off requests or assignments.

⦁The “Take Time Off” option allows you to choose between a full day, half-day, or hourly leave.
⦁ Enable the “Deduct Extra Hours” option to account for additional working hours.
⦁ To allow employees to submit supporting documents, check the “Allow To Attach Supporting Document” box.
⦁ The “Kind of Time Off” defines whether the leave working time an absence.

ALLOCATION REQUESTS Section

The “Requires Allocation” option in the ALLOCATION REQUESTS tab determines whether employees must have a predefined time-off allocation submitting a leave request.

Choosing “Yes” indicates that requests for time-off need to have an assigned allocation.

• If no pre-allocation, the setting can’t as “No Limit.”
• If “Yes”section named “Employee Requests” becomes visible wherein users can send a request to get an assignment for themselves, if required.

NEGATIVE CAP Section

The “Allow Negative Cap” option in the Odoo 18 Time-Off module is beneficial for staff members who must take leave in advance. It enables them to apply for and take more time off they have available leave balance.

PAYROLL Section

In Odoo 18, the “Work Entry Type” field can be completed with the help of dropdown menu options. These are Paid Time Off, Attendance, Generic Time Off, Compensatory Time Off, Unpaid, Sick Time Off, and others.

DISPLAY OPTION Section

In Odoo 18, you can customize how the time-off type looks through this section. You can use a display image from the “Cover Image” section pick a display color from the “Color” box. When you are with the customization, don’t forget to save your changes.

As shown in the screenshot below, the newly created Time-Off Type has been successfully added to the dashboard and is now active.

Using the Odoo18 Time-Off module, time-off categories vacation, sick, and personal days can be customized to suit the unique needs of an organization. How to Configure Time Off odoo18 This ensures correct and efficient leave categorization, adding clarity and order to time-off management and enabling simple tracking, approval, and administration of leave requests.