Time Off Leave Project Manager / Department Head Approval

by
Odoo

115.29

v 15.0 Third Party 4
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Required Apps Time Off (hr_holidays)
Employees (hr)
Lines of code 147
Technical Name hr_leave_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 12.0 v 14.0 v 13.0
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Required Apps Time Off (hr_holidays)
Employees (hr)
Lines of code 147
Technical Name hr_leave_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 12.0 v 14.0 v 13.0

Employee Leave Request Approval by Project Manager / Department Head

Odoo HR Holidays / Time Off Leave -> Project Manager / Department Head Approval

This app allow Project Manager / Department Head to approve leaves (Time off) requested by Employee. As you know Odoo standard (Out of box) allow Team leader to approve leaves (Time off) but if your business process of leave workflow needs project manager / department head should approve leave first before team leader approve then our app will do job for you. Our app will add new button for Project manager approve on Time off form where project manager set on employee form can approve employee leaves.

Main Features:

  • - Allow you to configure Project Manager / Department Head on Employee form. This person will be responsible to approve employee leaves as Project Manager / Department Head.
  • - Allow you to configure on Time off Types that you want Project Manager / Department Head approval or not for that specific Time off types so if you set checkbox that for all those leaves come under that type will require Project Manager / Department Head approval.
  • Project Manager / Department Head approval will work with three validation options on Time off Types.
    1. Time Off Officer
    2. Team Leader
    3. Team Leader and Time Off Officer
    If you go to Time off Types configuration Odoo standard provide Validation option so our approval will work for above three validation options.
  • Our module does not add any stage in leaves workflow but will work and raise warning if Project Manager / Department Head approval needed but Team leader approve before it then it will raise warning message to Team leader that Project Manager / Department Head approval needed.
  • Team leader and Time off Officer can not press button untill Project Manager / Department Head approved. System will raise warning and ask to contact Project Manager / Department Head for approval first.
  • For more details please see below screenshots & video link.
  • After Odoo 13 version we have changed workflow of approval so it is not same as v12 and previous versions flow.

Validation Options: (Below three sections we try to explain three validation options and its workflow along with Project Manager approval step. Names are sample names to explain process.)

Flow of Time Off Officer (Validation set on Time Off Types)

  • Employee ==> John Mack
    Project Manager/Department Head ==> Johnty Dexter
    Time Off Officer ==> Mitchell John
  • Steps:
  • Employee (John Mack) can make a Leave Request.
  • Project Manager/Department Head (Johnty Dexter) can Approve Leave Request.
  • Time Off Officer (Mitchell John) can Approve Leave Request.

Flow of Team Leader (Validation set on Time Off Types)

  • Employee ==> John Mack
    Project Manager/Department Head ==> Johnty Dexter
    Team Leader ==> Clayton
  • Steps:
  • Employee (John Mack) can make a Leave Request.
  • Project Manager/Department Head (Johnty Dexter) can Approve Leave Request.
  • Team Leader (Clayton) can Approve Leave Request.

Flow of Team Leader and Time Off Officer (Validation set on Time Off Types) List of Sample Users we have used in demostrate on below screens and Video:

  • Employee ==> John Mack
    Project Manager/Department Head ==> Johnty Dexter
    Team Leader ==> Clayton
    Time Off Officer ==> Mitchell John
  • Steps:
  • Employee (John Mack) can make a Leave Request.
  • Project Manager/Department Head (Johnty Dexter) can Approve Leave Request.
  • Team Leader (Clayton) can Approve Leave Request.
  • Time Off Officer (Mitchell John) can Validate Leave Request.

Edition Compatibility:


Enterprise Odoo.sh Community

Project Manager/Department Head field on Employee Form

Project Manager / Department Head Approval checkbox/boolean field added on Time Off Types

Project Manager / Department Head Approval field available for below three validation options:
1. Time Off Officer
2. Team Leader
3. Team Leader and Time Off Officer

Flow of Team Leader and Time Off Officer(Validation of Time Off Types)

Project Manager / Department Head Approval field for Team Leader and Time Off Officer options:

Employee (John Mack) can make a Leave Request - Odoo Standard.

Before approve of Project Manager / Department Head Team Leader can not Approve Leave Request.

Team Leader can not click on Project Manager / Department Head Approve button. Only project manager / department head set on employee form will be allow to click button.

Project Manager/Department Head (Johnty Dexter) can Approve Leave Request.

Team Leader (Clayton) can Approve Leave Request - Odoo Standard.

After Team Leader Approval of Leave Request state Change To Approve to Second Approval

Time Off Officer (Mitchell John) can Validate Leave Request - Odoo Standard.

After Time Off Officer Validate of Leave Request Then Leave Request is Approved.

Flow of Team Leader (Validation of Time Off Types)

Project Manager / Department Head Approval for Team Leader options:

Employee (John Mack) can make a Leave Request - Odoo Standard.

Project Manager/Department Head (Johnty Dexter) can Approve Leave Request.

Team Leader (Clayton) can Approve Leave Request - Odoo Standard.

After Team Leader Approval of Leave Request is Approved.

Flow of Time Off Officer (Validation of Time Off Types)

Project Manager / Department Head Approval for Time Off Officer options:

Employee (John Mack) can make a Leave Request - Odoo Standard.

Project Manager/Department Head (Johnty Dexter) can Approve Leave Request.

Time Off Officer (Mitchell John) can Approve Leave Request - Odoo Standard.

After Time Off Officer Approval of Leave Request is Approved.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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