diff --git a/content/applications/services/timesheets/time_off.rst b/content/applications/services/timesheets/time_off.rst index cdc89769c6..91c6c1715d 100644 --- a/content/applications/services/timesheets/time_off.rst +++ b/content/applications/services/timesheets/time_off.rst @@ -1,46 +1,59 @@ -========================================== -Create Timesheets upon Time Off Validation -========================================== +================ +Time off entries +================ -Odoo automatically timesheets on project/tasks upon time off requests. This allows for better -overall control over the validation of timesheets, as it does not leave place for forgetfulness -and questions after hours that have not been timesheeted by the employee. +Odoo automatically generates timesheet entries on projects and tasks once a time off request is +approved. This streamlines timesheet validation by ensuring approved time off is accurately +reflected in timesheets. -Activate the :ref:`developer mode `, go to *Timesheets*, and change the *Project* -and *Task* set by default, if you like. +.. _timesheets/config: -.. image:: time_off/record_time_off.png - :align: center - :alt: View of Timesheets setting enabling the feature record time off in Odoo Timesheets +Configuration +============= -Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select or create the -needed type, and decide if you would like the requests to be validated or not. +First, activate the :ref:`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 +validated time off requests and public holidays. -.. image:: time_off/time_off_types.png - :align: center - :alt: View of a time off types form emphasizing the time off requests and timesheets section in - 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. +These can be modified, if desired, using the drop-down menu. -| Now, once the employee has requested his time off and the request has been validated (or not, - depending on the setting chosen), the time is automatically allocated on *Timesheets*, under the - 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. -.. image:: time_off/time_off_request.png - :align: center - :alt: View of the time off request form in Odoo Time Off +.. tip:: + 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. -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 + :ref:`time off type form `. -.. image:: time_off/timesheets.png - :align: center - :alt: Video of timesheets emphasizing the requested time off from the employee in Odoo Timesheets +Workflow +======== -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 `, and the request has +been validated, if necessary, the time is automatically logged on the **Timesheets** app, under the +respective project and task. -.. 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 +time off appears in the corresponding field, according to the :ref:`configuration +`. + +To view the timesheet entry details, click the :icon:`fa-search` :guilabel:`(magnifying glass)` icon +that appears when hovering over the entry, and the detailed timesheet information appears. + +.. example:: + An employee is attending internal training the week of December 15-19, 2025, and logs their time + 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 + validaiton. The employee's time off request is automatically approved, and is logged in the + **Timesheets** app, under the `Internal` project, and the `Time Off` task. + + .. image:: time_off/timesheet-sick-time.png + :alt: A timecard reflecting training hours and sick time off. diff --git a/content/applications/services/timesheets/time_off/record_time_off.png b/content/applications/services/timesheets/time_off/record_time_off.png deleted file mode 100644 index a89b8875ef..0000000000 Binary files a/content/applications/services/timesheets/time_off/record_time_off.png and /dev/null differ diff --git a/content/applications/services/timesheets/time_off/time_off_request.png b/content/applications/services/timesheets/time_off/time_off_request.png deleted file mode 100644 index 56d8471282..0000000000 Binary files a/content/applications/services/timesheets/time_off/time_off_request.png and /dev/null differ diff --git a/content/applications/services/timesheets/time_off/time_off_types.png b/content/applications/services/timesheets/time_off/time_off_types.png deleted file mode 100644 index a4b34fa44c..0000000000 Binary files a/content/applications/services/timesheets/time_off/time_off_types.png and /dev/null differ diff --git a/content/applications/services/timesheets/time_off/timesheet-sick-time.png b/content/applications/services/timesheets/time_off/timesheet-sick-time.png new file mode 100644 index 0000000000..b49bbf677b Binary files /dev/null and b/content/applications/services/timesheets/time_off/timesheet-sick-time.png differ diff --git a/content/applications/services/timesheets/time_off/timesheet_description.png b/content/applications/services/timesheets/time_off/timesheet_description.png deleted file mode 100644 index a56bcaa69f..0000000000 Binary files a/content/applications/services/timesheets/time_off/timesheet_description.png and /dev/null differ diff --git a/content/applications/services/timesheets/time_off/timesheets.png b/content/applications/services/timesheets/time_off/timesheets.png deleted file mode 100644 index f7b6c0a147..0000000000 Binary files a/content/applications/services/timesheets/time_off/timesheets.png and /dev/null differ