Time Off Fundamentals¶
Estimated Time: 15 minutes Audience: All Employees Prerequisite: Odoo login
Course Overview¶
| Lesson | Topic | Time |
|---|---|---|
| 1 | Requesting Time Off | 8 min |
| 2 | Approvals & Balances | 7 min |
After completing these lessons, you'll be able to request time off and check your remaining balances.
Lesson 1: Requesting Time Off (8 min)¶
Learning Objectives¶
- Submit a time off request in Odoo
- Know the different types of time off
- Check the status of your request
Time Off Types¶
| Type | Description |
|---|---|
| Paid Time Off (PTO) | Vacation and personal days — accrued balance |
| Sick Leave | For illness or medical appointments |
| Unpaid Leave | Time off without pay |
Submitting a Request¶
- Open the Time Off app from the Odoo menu
- Click New Request
- Select the Time Off Type (PTO, Sick, etc.)
- Set the Start Date and End Date
- Add a Description (optional but helpful for your manager)
- Click Confirm
Your request is sent to your manager for approval.
Request Early
Submit PTO requests as far in advance as possible. This gives your manager time to plan coverage and increases the chance of approval.
Checking Request Status¶
Your requests show one of these statuses:
| Status | Meaning |
|---|---|
| Draft | Not yet submitted |
| Confirmed | Submitted, waiting for manager approval |
| Approved | Manager approved — you're all set |
| Refused | Manager denied — check with them for details |
View all your requests in Time Off > My Time Off.
Lesson 2: Approvals & Balances (7 min)¶
Learning Objectives¶
- Check your remaining time off balance
- Understand how balances are calculated
- Know the approval process
Checking Your Balance¶
- Open the Time Off app
- Your current balances are displayed on the dashboard
- Each time off type shows: Allocated (total), Used, Remaining
Accrual Schedules
PTO may accrue over time (e.g., a few hours per pay period). Your balance updates automatically as time accrues.
The Approval Process¶
- Managers receive an email and Odoo notification when you submit a request
- They can approve or refuse from the notification or the Time Off app
- You receive a notification when the decision is made
- Approved time off appears on the company calendar
For Managers: Approving Requests¶
- Open the Time Off app
- Go to Approvals (or check your inbox notification)
- Review the request: dates, type, employee's remaining balance
- Click Approve or Refuse
- If refusing, add a reason so the employee understands
Check Coverage Before Approving
Before approving time off, check whether other team members are already off on those dates. Avoid approving overlapping time off that would leave the team short-staffed.
What's Next?¶
- Read the full Time Off Guide for detailed reference
- Check your current balances in the Time Off app
- Submit any upcoming time off requests
Quick Reference¶
| Task | Steps |
|---|---|
| Request time off | Time Off > New Request > Select type > Set dates > Confirm |
| Check your balance | Time Off > Dashboard |
| View your requests | Time Off > My Time Off |
| Approve a request (managers) | Time Off > Approvals > Approve/Refuse |
| View team calendar | Time Off > Calendar view |