Odoo Approval: HR Extension
by Domiup https://apps.domiup.com/slides/odoo-approval-all-in-one-1$ 69.99
| Required Apps |
Employees (hr)
|
| Included Dependencies | Show |
| Lines of code | 1046 |
| Technical Name |
multi_level_approval_hr |
| License | OPL-1 |
| Website | https://apps.domiup.com/slides/odoo-approval-all-in-one-1 |
| Also available in version | v 13.0 v 12.0 v 14.0 v 15.0 |
Odoo Approval
Live preview is alway available for you to have a look, don't be hesitate !
Using this account: username: demo / password: demo
You can either watch our demo on Youtube
Groups and Record Rules
We create 2 groups to let the user access the approval application, and create 4 record rules in order to protect the privacy.
2 access groups
They are in the application "Approval"
Settings: can create / edit the approval type
User: can create / approve the approval request
Grant one of them to the user
4 record rules
They protect user's privacy:
An employee can only see their requests.
A manager can review and approve employee's request (of his department only).
Admin can see all.
Approval Types
Approval types is displayed from the menu Approval | Dashboard by the Kanban view. Click on the button Create to add a new type, its form looks like below:
Name: it could be a title, or a short summary of your approval type.
Description: you can write a long description to help your employee know which kind of request should be added to this type.
Fields: there are many fields to choose for your approval type. Some are required, some are optional, and some are no need.
Approvers: you can choose a person who can review and approve the request. if his decision is important, set "Type of Approval" is Required. Otherwise, set it as "Optional".
Approval Requests
Could be created by 2 ways: from the approval dashboard, or from the menu Approval | Approvals | My Requests
On approval dashboard
you click on the button "Create New Request" of the block of the approval type you want create request.
From menu My Requests
This menu will shown all requests created by you. You could click on the button "Create" to add a new record as usual.
The form view of the request will look like this
Meaning of
fields:
Title: a
short summary about your request
Request
by: track a person who create
the request
Request Date: track a date you create the request
Type: it's approval type. After choosing it, these fields may be shown (or not, depending on your setting in approval type): Contact, Period, Date, Item, Quantity, Payment, Amount, Location, Reference.
Description: write detail of your request here. It could help your manager make a decision more quickly !
Flow:
When your request looks good, click on the button
"Submit" to send it to your manager (or a person
who's in charge ). its state changes from Draft to
Submitted. And a new tab "Approver (s)" is shown.
Review a request
Login as Financial Manager, you will see 2 new
buttons appear: Approve and Refuse.
If you
refuse, a new popup will show out to ask for the
refused reason.
Tracking
All activities related to this request will be
tracked in a log chatter. It helps you manage the
history.
Approval HR Extension
This extension module allows you to set approver as a special person: a coach, line manager or department manager
New option in approval type
Coach, Line Manager, and Department are set on
employee form view.
If they are missed,
approver will be re-assigned to a person who is set
in column "User"
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