diff --git a/content/applications/hr/time_off.rst b/content/applications/hr/time_off.rst index d165b444a7d..be6183b28a7 100644 --- a/content/applications/hr/time_off.rst +++ b/content/applications/hr/time_off.rst @@ -14,7 +14,7 @@ individuals, teams, or the whole company, and :ref:`approve time off requests Detailed :doc:`reports ` can be run to see how much time off (and what kinds of time off) are being used, :doc:`accrual plans ` can be created, and -:ref:`public holidays ` can be set. +:doc:`public holidays ` can be set. .. note:: Be advised, only users with specific access rights can see all aspects of the **Time Off** app. @@ -36,77 +36,6 @@ In order to allocate time off to employees, and for employees to request and use various :doc:`time off types must be configured ` first, then :doc:`allocated ` to employees (if allocation is required). -.. _time_off/public-holidays: - -Public holidays ---------------- - -Since holidays vary from country to country, or even city to city, there are no public holidays -preconfigured in Odoo. To observe public or national holidays, and provide extra days off as -holidays to employees, configure the observed public holidays in Odoo. - -It is important to configure public holidays in Odoo, so employees are aware of the days they have -off, and do not request time off on days that are already set as a public holiday (non-working -days). - -Additionally, all public holidays configured in the **Time Off** app are also reflected in any app -that uses working schedules, such as **Calendar**, **Planning**, **Manufacturing**, and more. - -Due to Odoo's integration with other apps that use working schedules, it is considered best practice -to ensure *all* public holidays are configured. - -Create public holidays -~~~~~~~~~~~~~~~~~~~~~~ - -To create a public holiday, navigate to :menuselection:`Time Off app --> Configuration --> Public -Holidays`. All currently configured public holidays appear in a default list view. - -Click the :guilabel:`New` button, and a new line appears at the bottom of the list. - -Enter the following information on that new line: - -- :guilabel:`Name`: Enter the name of the holiday. -- :guilabel:`Company`: If in a multi-company database, the current company populates this field by - default. It is **not** possible to edit this field. - - .. note:: - The :guilabel:`Company` field is hidden, by default. To view this field, click the - :icon:`oi-settings-adjust` :guilabel:`(settings adjusts)` icon in the top-right corner of the - list, to the far-right of the column titles, and activate the :guilabel:`Company` selection - from the drop-down menu that appears. - -- :guilabel:`Start Date`: Using the date and time picker, select the date and time the holiday - starts, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for - the current date. The start time is set according to the start time for the company (according to - the :doc:`working schedules `). If the user's computer is set to a - different time zone, the start time is adjusted accordingly, compared to the company's time zone. -- :guilabel:`End Date`: Using the date and time picker, select the date and time the holiday ends, - then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the - current date, and the time is set to the end time for the company (according to the :doc:`working - schedules `). If the user's computer is set to a different time zone, - the start time is adjusted accordingly, compared to the company's time zone. - - .. example:: - A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an eight hour work day - and one hour lunch break. - - For a user in New York, with a computer time zone set to Eastern Standard Time, a created - public holiday displays a start time of 12:00 PM - 9:00 PM, accounting for the three hour time - zone difference. - - Similarly, a user located in Los Angeles, with a computer time zone set to Pacific Standard - Time, sees a public holiday time as 9:00 AM - 6:00 PM. - -- :guilabel:`Working Hours`: If the holiday should only apply to employees who have a specific set - of working hours, select the working hours from the drop-down menu. If left blank, the holiday - applies to all employees. -- :guilabel:`Work Entry Type`: If using the **Payroll** app, this field defines how the :doc:`work - entries ` for the holiday appear. Select the work entry type from the - drop-down menu. - -.. image:: time_off/holidays.png - :alt: The list of public holidays in the configuration menu. - Mandatory days -------------- @@ -195,6 +124,7 @@ the time off request in a modal, click the :guilabel:`View` button. .. seealso:: - :doc:`time_off/time_off_types` + - :doc:`time_off/public_holidays` - :doc:`time_off/allocations` - :doc:`time_off/accrual_plans` - :doc:`time_off/request_time_off` @@ -206,6 +136,7 @@ the time off request in a modal, click the :guilabel:`View` button. :titlesonly: time_off/time_off_types + time_off/public_holidays time_off/allocations time_off/accrual_plans time_off/request_time_off diff --git a/content/applications/hr/time_off/holidays.png b/content/applications/hr/time_off/holidays.png deleted file mode 100644 index e10ffe4e64b..00000000000 Binary files a/content/applications/hr/time_off/holidays.png and /dev/null differ diff --git a/content/applications/hr/time_off/public_holidays.rst b/content/applications/hr/time_off/public_holidays.rst new file mode 100644 index 00000000000..74a2de974cd --- /dev/null +++ b/content/applications/hr/time_off/public_holidays.rst @@ -0,0 +1,58 @@ +=============== +Public holidays +=============== + +Since holidays vary by country, region, and even city, Odoo's **Time Off** app does *not* include +any public holidays by default. To account for public or national holidays, configure the observed +holidays in Odoo so employees can receive the appropriate days off. + +Configuring public holidays helps employees clearly see their non-working days and prevents +unnecessary time off requests for dates already designated as holidays. + +Public holidays configured in the **Time Off** app are also reflected across other Odoo apps that +use :doc:`working schedules <../payroll/working_schedules>`, including **Calendar**, **Planning**, +**Manufacturing**, and more. + +Because of Odoo's integration across these apps, configuring all public holidays is considered best +practice. + +Create public holidays +====================== + +To create a public holiday, navigate to :menuselection:`Time Off app --> Configuration --> Public +Holidays`. All currently configured public holidays appear in a default list view. + +Click the :guilabel:`New` button and a new line appears at the bottom of the list. + +Enter the following information on that new line: + +- :guilabel:`Name`: Enter the name of the holiday. +- :guilabel:`Company`: If in a multi-company database, the current company populates this field by + default. It is **not** possible to edit this field. + + .. note:: + The :guilabel:`Company` field is hidden, by default. To view this field, click the + :icon:`oi-settings-adjust` :guilabel:`(settings adjusts)` icon in the top-right corner of the + list, to the far-right of the column titles, and activate the :guilabel:`Company` selection + from the drop-down menu that appears. + +- :guilabel:`Start Date`: Using the date and time picker, select the date and time the holiday + starts, then click :guilabel:`Apply`. By default, this field is configured for the current date, + with a start time of `12:00 AM`. +- :guilabel:`End Date`: Using the date and time picker, select the date and time the holiday ends, + then click :guilabel:`Apply`. By default, this field is configured for the current date, with an + end time of `11:59 PM`. + + .. note:: + It is **not** recommended to change the public holiday hours of `12:00 AM` to `11:59 PM`. This + ensures all employees working all shifts receive the public holiday. + +- :guilabel:`Working Hours`: If the holiday should only apply to employees who have a specific set + of working hours, select the working hours using the drop-down menu. If left blank, the holiday + applies to all employees. +- :guilabel:`Work Entry Type`: If using the **Payroll** app, this field defines how the :doc:`work + entries <../payroll/work_entries>` for the holiday appear. Select the work entry type using the + drop-down menu. + +.. image:: public_holidays/holidays.png + :alt: The list of public holidays in the configuration menu. diff --git a/content/applications/hr/time_off/public_holidays/holidays.png b/content/applications/hr/time_off/public_holidays/holidays.png new file mode 100644 index 00000000000..e6b39497deb Binary files /dev/null and b/content/applications/hr/time_off/public_holidays/holidays.png differ