Simplify Employee Leave Processes for Managers with Odoo

Requests for time off and allocation must approved before they can finalized. The type of time off affects whether a request needs one or two approvals, if any. The Odoo leave management section of the Time Off application includes all these settings.

The Odoo leave Management section within the Time Off application is designed with restricted access, allowing visibility only to users with the appropriate permissions to handle time off approvals and allocation requests.

How to Manage Time Off In Odoo18 

Go to Time Off app, then Odoo leave Management, and select Time Off to view time off requests that need approval. This will bring up the All Time Off page.

This page highlights only time off requests from employees to which the user has administrator or time off manager access in the Time Off application.

The All Time Off page’s default filter called Waiting For Me. This filter shows only time off requests that have a status of To Approve or Second Approval and are pending approval for current team members.

There are multiple grouping options under the Status and Department categories on the left side of the All Time Off page. You can use these options to refine the time off requests that displayed.

All, To Approve, and Second Approval are the only available Status choices. This is due to the fact that only approved time-off requests highlighted.

On the left side of the page, under Departments, you’ll find the various departments that the user is part of and oversees staff members within.

If you wish to see the time off requests that have submitted for a particular department, please click on the relevant department listed on the left side of the page. The requests displayed only those that came from the department that was selected previously.

Each request’s status appears by a distinct color and shown in the status column.

The only requests that show up in the list by default are those that indicated in yellow for To Approve and Second Approval.

If the Waiting For Me filter turned off, all statuses displayed. Approved requests will indicated by green, drafts will indicated by blue, and denied requests will indicated by gray.

Click the Approve button at the end of the line for accepting a time off request.

To confirm a time off request that already been approved and wich pending a second confirmation, click the Validate button at the end of the line.

Click the Refuse button at the end of the line to reject a request.

Click the time off request line for more info (except Approve, Validate, and Refuse buttons). This loads the time off request form for a specific reason. User privileges determine the possibility of changes.

To update the request, make any necessary changes to the form. All changes will automatically saved.

Additionally, you can validate, reject, or accept the request using this form. To approve, click the Approve button; to validate, click the Validate button; or to reject, click the Refuse button.

How to Manage Allocations In Odoo18

Navigate to Time Off app – Management Allocations – to view pending approvals. The result is the Allocations page.

Only employees for who the user has administrator or time off officer access rights in the Time Off application will see allocations.

First Approval and My Team are the default filters on the Allocations page. Only employees under the user’s management who are awaiting initial approval will shown by these default filters. Accepted and rejected allocation requests not displayed.

The left side of the Allocations page offers a number of grouping options to help you concentrate on the displayed allocation requests.

There are four status options: All, To Approve, Refused, and Approved. To view only requests with that specific status, click on it.

Click All under the Status heading to see all allocation requests, regardless of status.

Showing allocation requests by department is an additional choice. To view the allocations for a specific department, click on it on the left side of the Allocations page.

Each request’s status is indicated by a distinct color and shown in the status column. Removing the default First Approval filter highlights approved requests in green, rejected requests in gray, and requests to approve in yellow.

Click the Approve button at the end of the line to accept an allocation request. Click the Refuse button to reject a request.

If additional information required, click anywhere on the allocation request line (apart from the Approve or Refuse buttons) to view each request in detail.

According to the user’s rights, the allocation request form that shows up can changed. To update the request, make any necessary changes to the form. All changes will automatically saved.

You can also use this form to approve or deny the request. Click the Approve button to accept the request, and click the Refuse button to reject it. for more details and support, feel free to contact us as your trusted Odoo18 certified Silver partner in UAE we will there for you.