| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) • Leaves (hr_holidays) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 468 |
| Technical Name |
kz_approval_payslip_batch |
| License | LGPL-3 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) • Leaves (hr_holidays) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 468 |
| Technical Name |
kz_approval_payslip_batch |
| License | LGPL-3 |
Multi approval flows for Payslip Batch,
Multi level approval for Payslip Batch for odoo12.
This module provides functions to define multi-level approvals for payslip batch so the payslip batch can be reviewed and approved before it is closed.
User can define many approval flows as they want, in each flow, user can assign approvers who need to review and approve the payslip batch in sequence.
User can select which approval flow will be used for this payslip batch then submit. The approvers will notified by email to approve the batch.
The approver can approve or reject the batch. After all approvers approved, the payslip batch changes to approved status and then can be closed.
Main Features:
- User can define as many as approval flows for payslip batch for different approval purpose. User can select the suitable approval flow when create payslip batch.
- Each approval flow can have multi approvers defined in sequence which decide their approval sequence.
- Can select two action options for approver: 1)Required, 2)For Info Only.
- The approver can be set to any user or some kind of specific role like: line manager, coach, department manager.
- Approval flow is optional for the payslip batch, if no approval flow selected, payslip batch will not go through approval process.
New Module Added:
- Approval Flow
- Define approval flows for payslip batch
User Roles:
- Approval Flow Manager : can create, edit, delete approval flows.
- Payroll Manager: can approve or reject payslip batch.
Usage of Module:
After install, go to Settings->Users, add Approval Flow 'Manager' role to the users you want.
Login as user who has Approval Flow Manager role, go to Approval Flow App. You can see there is already approval type 'Payslips Run' defined.
In Approval Flow, click 'Create', put approval flow name, select Approval Type to 'Payslip Run'. Set 'Approver' or 'Special User' who you want to review and approve the payslip batch. Set 'Type of Action': 'Required' meas the approver needs to approve or reject the batch. 'For Info Only' means the user only gets email notification when the batch approved or rejected.
Login as payroll requester, create a payslip batch. Select Approval Flow. Click 'Submit' button. If no approval flow select, there will be no 'Submit' button.
A new page 'Approval Status' will show, list the approvers defined in the Approvel Flow.
Login as demo2 to review the payslip batch, demo2 should have Payroll Manager access to access the batch.
Click Edit, then click the line of demo2 in 'Approval Status' page, put review comments, then save it. Click 'Approve' or 'Refuse' button to approve or reject the batch. If approved, the owner will change to next approver. Notification email will send to next approver.
If refused, the batch will change to status of Refused, notification email will send to the requester, the requester can change the batch to draft, change it and resubmit.
Login as demo3, repeat the same approval steps till the btch is finally approved. Email notification will send to requester for finally approved. The last owner: Marc Demo no need to approve the batch, he will get email notificatoin when the batch is finally approved.
The requester go to the approved batch and click 'Close' button to close it.
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