Compensatory Time Off Allocation
Automate task of allocating compensatory time-off from payslip
| : V13 |
| Environment: Enterprise |
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo's Payroll is a convenient tool to process work entries and create payslips for employees. However, Odoo has not developed a feature for companies with compensatory time-off policies. The process of allocating time-off in recognition of overtime has to be done manually.
CLUEDOO'S FUNCTIONS
Cluedoo adds an additional feature to automate the task of allocating compensatory time-off.
CLUEDOO RECOMMENDATION
Install on 100% of your database for companies with compensatory time-off policies.
HOW TO USE THIS MODULE
Key set-up
Step 1: Configure rules for compensatory time-off
1. On Payroll/Configuration/Rules, create a new rule.
2. Fill out rule name.
3. Choose Category: Basic.
4. The rule's code needs to be unique.
5. Fill out sequence to define the rule's placement on the payslip.
6. Choose a salary structure.
7. Check "Compensatory Time Off" checkbox.
Conditions: To decide condition for rule to appear on Payslips
Example of condition:
- Based on: Python Expression
- Python condition:
V16:
result = worked_days.WORK300 and worked_days.WORK300.number_of_days or False
#Rule only appears on the payslip when there is entry type of Extra Hour and/or number of days of Extra Hours is set
V17:
result = 'WORK300' in worked_days and worked_days['WORK300'].number_of_days or False
Computation:
Please note that the quantity of Compensatory Time-off allocation equals the quantity of the rule on the Salary Computation tab of the Payslip.
Example of configuration:
- Amount type: Python Code
- Python Code:
V16:
result_qty = worked_days.WORK300.number_of_days #Set quantity of rule = number of days of Extra Hours entry type on Worked Days & Inputs tab of Payslip
result_rate =100.00 #Set ratio of rule
result = 0 #Set amount of rule
V17:
result_qty = worked_days['WORK300'].number_of_days
result_rate =100.00
result = 0
Save
Step 2: Set up Time-off type for allocation
1. Go to Time-off -> Configuration -> Time Off Type.
Click on intended time-off type.
2. Check "Is Compensatory Time Off" checkbox
Note: If there are more than one Time Off Types set as Compensatory Time Off, the system will pick the first one on the list.
3. Save
.
Register work entries and generate your payslip
1. Go to Payroll -> Work Entries -> Work Entries
2. Register work entries.
For example: Employee Anita Oliver worked 4 hours of Extra Hours on Aug 5th.
3. Click on "Generate Payslips" button to generate the payslip of all employees for the current period.
.
Result:
1. A batch of payslips is generated. Click on the smart button to open the payslip list and choose Anita Oliver's payslip.
2. On the Worked Days & Inputs tab, the Number of Days of Extra Hours is recorded. This is the Odoo Standard.
.
3. On the Salary Computation tab, the Comp timeoff rule line has:
- Quantity computed per Python Code, equal to the number of days of Extra Hours entry type on the Worked Days & Inputs tab.
- "Comp. Time Off" checkbox auto-checked.
Note: User can uncheck this checkbox in case they do not intend to allocate time-off.
Confirm the payslip and allocate time-off
Action: On Payslip, click on "Create draft entry" button.
Result:
The payslip is confirmed and a draft allocation is generated. Click on on it:
- Duration of allocation equals quantity of "Comp timeoff" rule on payslip.
- Time-off Type is shown as previously set-up.
.
