假期管理

你可以使用 hr_holidays 模块来管理员工假期，这个模块的安装配置向导如下图所示：

hr_holidays模块安装配置向导

员工请假可以使用菜单 人力资源 ‣ 假期 ‣ 准假申请 来实现。

请假申请由员工建立，并由他们的主管来审核。一旦申请被审核通过，它就会自动出现在员工的日程表上。 你可以定义多种准假方式（如有薪假期，病假等）然后分别进行管理。

OpenERP 为高效的假期管理流程提供了如下的功能：

• 帮助你管理假期及假期申请。

• Synchronisation with an internal agenda (use of crm) is possible: in order to automatically create a case when a holiday request is accepted, you have to link the holidays status to a case section.

• 你可以根据你的假期类型设置不同的颜色，如“病假”可以在报表中显示为红色。

• An employee can request for more days off, by making a new Allocation Request through Human Resources ‣ Holidays ‣ Allocation Requests.

使用菜单 人力资源‣报表‣假期‣假期分析 可以查看假期统计报表。

定义不同的休假类型

你可以定义不同的请假类型，便于员工区分其请假申请。定义一个新的请假类型，点击菜单 人力资源 ‣ 设置 ‣ 假期 ‣ 请假类型，然后点击 新建 按钮。

请假类型表单

你可以设置如下的信息：

• 请假类型 : 请假类型的名称。

• 报表中的颜色 : 请假摘要报表中显示的颜色。

• 会议: 如果你选择了一个会议，一旦此申请被审核通过，日历中就会创建一个事件。

• 二次审核 : 如果勾选此项，则此类型的申请均需要做二次审核。

• 允许不顾限制 : 如果勾选此项，则此类型的申请中，员工享受的假期可以超过最大的限制值。

完成信息输入后，请点击 保存 按钮。

管理假期申请和批准

An employee can request for leave from Human Resources ‣ Holidays ‣ Leave Requests. In a new Leave Requests form, you may enter the following:

• Description : Reason for leave.

• Leave Category : Either By Employee or By Employee Category.

• Employee : If leave category is By Employee, you must select an employee who places this request.

• Category : If leave category is By Employee Category, you must select an employee category which places this request.

• Leave Type: Select a pre-defined type of leave.

• Start Date : Leave start date.

• End Date : Leave end date.

• Number of Days : It is calculated based on the Start Date and the End Date.

Leave Requests form

The employee can click Confirm to make the leave request available to his manager for approval. The employee’s manager can find leave requests awaiting approval by navigating to Human Resources ‣ Holidays ‣ Leave Requests and clicking Clear and To Approve filter button. The manager can select a pending request to open its form view and click Refuse to reject the request or Approve to accept the request. If the selected leave type has Apply Double Validation set to True, then another action by a second manager will be required to give the request its final state, from Waiting Second Approval to either Approved or Refused.

跟踪前面的请假

Previous holidays can be tracked in a number of ways in OpenERP. You can get a report of leave requests by all users from Human Resources ‣ Holidays ‣ Leave Requests. Click Clear and then Validated to see a list of all approved leave requests. To see refused requests, click Clear and see the records marked with the colour red.

To see previous allocation requests, navigate to Human Resources ‣ Holidays ‣ Allocation Requests and follow the same procedure as above.

Through Human Resources ‣ Holidays ‣ Leaves Summary, you can track previous leaves as well as allocation requests in the same manner, but only for the currently logged in user. By default, you can see the requests grouped by leave type.

Human Resources ‣ Reporting ‣ Holidays ‣ Leaves Analysis will give you the statistical report of leaves and allocations grouped by employee and leave type. To see all requests without grouping, click Clear.

All the above statistical reports are enhanced by various filters and groupings to assist you in your search for required information. You can filter requests by their State (Validated, To Confirm, To Approve), Employee, Department and Leave Type. You can also view requests placed in This Month. You can group by Employee, Manager, Department, Type and State.

Leaves Analysis statistical report

To get an overview of leaves by department, go to Human Resource ‣ Reporting ‣ Holidays ‣ Leaves by Department. You may select a From date, a Leave Type (Validated, Confirmed or Both Validated and Confirmed) and select at least one department. Click Print to generate a PDF report based on your specifications.

Leaves by Department PDF report

允许员工输入他们自己的分配请求

To be able to request leaves at all, an employee must be allocated some leaves which he can avail of. Usually the management makes an allocation of leaves for its employees. But, for instance, when an employee has been working on an exceptional basis on weekends, he might be entitled to extra leaves. In such a case, the employee himself can be allowed to place a request for allocation, which can then be approved or rejected by his manager. If approved, the employee can request leaves based on the type and limit of this allocation too.

Leave allocations can be requested from Human Resources ‣ Holidays ‣ Allocation Requests. In its form view you can fill the following details:

• 描述 : 所请求的名称。

• Allocation Category : Either By Employee or By Employee Category.

• Employee : If allocation category is By Employee, you must select an employee for whom this allocation is made.

• Category : If allocation category is By Employee Category, you must select an employee category for whom this allocation is made.

• Leave Type : Select a pre-defined leave type.

• Number of Days : The number of days requested for allocation.

• Reasons : Specify the reason of request.

The remaining fields are read-only and will acquire details once the request has been accepted or rejected. The employee can click Confirm to send the allocation request to his manager. The state of the request will now be Waiting Approval.

Allocation Requests form

The manager will then find this request in his list of allocation requests. He can then either click Refuse to reject the request or click Approve to accept the request.