[IMP] attendances: fixed typo and added details section
closes odoo/documentation#8068 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
Lara Martini (larm)
parent
89c63cb952
commit
1f1f574615
@ -11,26 +11,26 @@ Attendances
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Odoo's *Attendances* application functions as a time clock. Employees are able to check in and out
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of work using a dedicated device in kiosk mode, while users are also able to check in and out of
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work directly from the database. Managers can quickly see who is available at any given time, and
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create reports to see everyone's hours, and gain insights on which employees are working overtime,
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or checking out of work earlier than expected.
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work directly from the database. Managers can quickly see who is available at any given time, create
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reports to see everyone's hours, and gain insights on which employees are working overtime, or
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checking out of work earlier than expected.
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.. _attendances/access-rights:
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Access Rights
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Access rights
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=============
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It is important to understand how the different access rights affect what users can access in the
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*Attendances* application.
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Every user in the database is always able to access their own information on the dashboard, and can
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Every user in the database is always able to access their own information on the dashboard and can
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check in and out directly from the database. Access to all the other features is determined by
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access rights.
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To see what access rights a user has, navigate to the :menuselection:`Settings application --> Users
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& Companies: Users`, and click on an individual user. The :guilabel:`Access Rights` tab is visible
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by default. Scroll down to the :guilabel:`Human Resources` section to see the setting. For the
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:guilabel:`Attendances` field, the options are either to leave the field blank, or select
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:guilabel:`Attendances` field, the options are either to leave the field blank or select
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:guilabel:`Administrator`.
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If the :guilabel:`Administrator` option is selected, the user has full access to the entire
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@ -39,36 +39,35 @@ enter kiosk mode from the application, access all reporting metrics, and make mo
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settings.
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If left blank, the user can only view their own information on the *Attendances* application
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dashboard, and can view their own personal attendance records under the reporting feature. Everyone
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else's attendance records will be hidden from view on the report. There is no access to either the
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kiosk mode or the configuration menu.
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dashboard and can view their own personal attendance records under the reporting feature. All other
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attendance records are hidden from view on the report. There is no access to either the kiosk mode
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or the configuration menu.
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.. _attendances/approvers:
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Approvers
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---------
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The only other scenario where different information may be accessible in the *Attendances*
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The **only** other scenario where different information may be accessible in the *Attendances*
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application is for approvers. If a user does *not* have administrative rights for the *Attendances*
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application, but they are set as an employee's approver for the *Attendances* application, that user
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will be able to view the attendance records for that specific employee, as well as make
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modifications to that employee's attendance records (when necessary). This applies to all employee's
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the user is listed as the *Attendances* application approver. Approvers are typically managers,
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though this is not necessary.
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is able to view the attendance records for that specific employee, as well as make modifications to
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that employee's attendance records, if necessary. This applies to all employees for whom the user is
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listed as the *Attendances* application approver. Approvers are typically managers, though this is
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not required.
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To see who the attendance approver is for an employee, navigate to the :menuselection:`Employees
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application` and click on the specific employee. Click on the :guilabel:`Work Information` tab, and
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application` and click on the specific employee. Click on the :guilabel:`Work Information` tab,
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scroll to the :guilabel:`Approvers` section, and check the :guilabel:`Attendance` field. The person
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selected will be able to view that employees' attendance records, both on the *Attendances*
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application dashboard as well as in the attendance reports, and make modifications to their
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records.
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selected is able to view that employees' attendance records, both on the *Attendances* application
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dashboard as well as in the attendance reports, and make modifications to their records.
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Configuration
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=============
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There are very few configurations needed in the *Attendances* application. Determining how employees
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check in and out, defining how the kiosks function, and determining how extra hours are computed are
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all set in the Configuration menu. Navigate to the :menuselection:`Attendances application-->
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Few configurations are needed in the *Attendances* application. Determining how employees check in
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and out, defining how the kiosks function, and determining how extra hours are computed are all set
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in the Configuration menu. Navigate to the :menuselection:`Attendances application -->
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Configuration` to access the configuration menu.
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Modes
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@ -81,8 +80,8 @@ Modes
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:guilabel:`Manual Selection`.
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.. important::
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The *Barcode* application **does not** need to be installed in order to use one of the
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Barcode/RFID settings.
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The *Barcode* application **does not** need to be installed to use one of the Barcode/RFID
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settings.
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- :guilabel:`Attendances from Backend`: activate this selection to allow users to check in and out
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directly from the Odoo database. If this is not activated, users must use a kiosk to check in and
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@ -90,62 +89,75 @@ Modes
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.. _attendances/kiosk-settings:
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Kiosk Settings
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Kiosk settings
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--------------
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This section only needs to be configured if employees use kiosks for checking in and out. If kiosks
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are *not* being used, modifying any of these fields will **not** adversely affect the functionality
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of the Attendances application.
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are **not** being used, modifying any of these fields does **not** adversely affect the
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*Attendances* application.
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- :guilabel:`Barcode Source`: this setting appears if either of the two Barcode/RFID selections were
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configured for the :ref:`Kiosk Mode <attendances/kiosk-mode>` setting. Select how barcodes are
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scanned at the kiosk, either with a dedicated barcode :guilabel:`Scanner`, or the device's
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:guilabel:`Front Camera`, or :guilabel:`Back Camera`.
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- :guilabel:`Barcode Source`: this setting appears **only** if either of the two Barcode/RFID
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selections were configured for the :ref:`Kiosk Mode <attendances/kiosk-mode>` setting. Select how
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barcodes are scanned at the kiosk, either with a dedicated barcode :guilabel:`Scanner`, or the
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device's :guilabel:`Front Camera`, or :guilabel:`Back Camera`.
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- :guilabel:`Employee PIN Identification`: activate this option if employees should use a unique PIN
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to check in. PINs are configured on each individual employee record. Refer to the
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:doc:`../hr/employees/new_employee` documentation for more information on setting up PINs.
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- :guilabel:`Display Time`: set the duration (in seconds) the check in and check out confirmation
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screen remains on the kiosk before going back to the main check in screen.
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- :guilabel:`Attendance Kiosk Url`: Odoo generates a unique web address (URL) in order to use a
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device as a kiosk without having to sign in to the Odoo database. When setting up a kiosk device,
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navigate to this unique web address in a web browser to present the Attendances application kiosk.
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- :guilabel:`Attendance Kiosk Url`: Odoo generates a unique web address (URL) to use a device as a
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kiosk without having to sign in to the Odoo database. When setting up a kiosk device, navigate to
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this unique web address in a web browser to present the Attendances application kiosk.
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.. important::
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These kiosk URLs are **not** secured with any type of access code. Anyone who has the URL can
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access the Attendances application kiosk. If the URL is compromised for any reason, such as in
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the event of a security breach, click :guilabel:`Generate a new Kiosk Mode URL`, located
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beneath the link, to generate a new URL and update the kiosk(s) accordingly.
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beneath the link, to generate a new URL and update the kiosk accordingly.
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Extra Hours
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Extra hours
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-----------
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This section specifies how extra time is calculated, including when extra time is counted and what
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time is not logged.
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- :guilabel:`Count of Extra Hours`: enable this box to allow employees to log extra hours beyond
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their set working hours (sometimes referred to as *overtime*). Activating this selection displays
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the following settings as well. If this is not activated, no other configurations appear.
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- :guilabel:`Start From`: the current date is automatically entered in this field. If desired,
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click on this field and use the calendar selector to modify the start date that extra hours will
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be logged.
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- :guilabel:`Tolerance Time In Favor Of Company`: enter the amount of time, in minutes, that will
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*not* count towards an employee's overtime. When an employee checks out, and the extra time
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logged is below the specified minutes, the extra time will *not* be counted as overtime for the
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click on this field and use the calendar selector to modify the start date on which extra hours
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are logged.
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- :guilabel:`Tolerance Time In Favor Of Company`: enter the amount of time, in minutes, that is
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**not** counted towards an employee's overtime. When an employee checks out, and the extra time
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logged is below the specified minutes, the extra time is **not** counted as overtime for the
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employee.
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- :guilabel:`Tolerance Time In Favor Of Employee`: enter the amount of time, in minutes, that an
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employee is given, that will not adversely affect their attendance if they log less time than
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their working hours. When an employee checks out, and the total time logged for the day is less
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than their specified working hours, and less than this specified grace period, they will not be
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penalized for their reduced hours.
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- :guilabel:`Display Extra Hours`: activate this box to display the extra hours logged by an
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employee when they check out with a kiosk, or when a user checks out in the database.
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employee is given, that does **not** adversely affect their attendance if they log less time
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than their working hours. When an employee checks out, and the total time logged for the day is
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less than their specified working hours and less than this specified grace period, they are
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**not** penalized for their reduced hours.
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.. example::
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A company sets both of the :guilabel:`Tolerance` fields to `15` minutes, and the working
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hours for the entire company is set from 9:00 AM to 5:00 PM. If an employee checks in at 9:00
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AM, and checks out at 5:14 PM, the extra 14 minutes are *not* counted towards their overtime.
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hours for the entire company are set from 9:00 AM to 5:00 PM.
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If an employee checks in at 9:00 AM, and checks out at 5:14 PM, the extra 14 minutes are
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**not** counted towards their overtime.
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If an employee checks in at 9:05 AM, and checks out at 4:55 PM, even though they logged a
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total of 10 minutes less than their full working hours, they will not be penalized for this
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total of 10 minutes less than their full working hours, they are **not** penalized for this
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discrepancy.
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- :guilabel:`Display Extra Hours`: activate this box to display the extra hours logged by an
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employee when they check out with a kiosk, or when a user checks out in the database.
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.. note::
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Employees are still able to log overtime hours even if the :guilabel:`Count of Extra Hours`
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option is not activated. The difference is that when :guilabel:`Count of Extra Hours` is
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activated, the extra hours can be :ref:`deducted from an approved time off request
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<time_off/deduct-extra-hours>`.
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.. _attendances/check-in:
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Check in and out via the database
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@ -169,47 +181,58 @@ Check in
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If the attendance widget circle is red, this indicates the user is not currently checked in. Click
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the :guilabel:`🔴 (red circle)` and the attendance widget appears, displaying a green
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:guilabel:`Check in ->` button.
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:guilabel:`Check in ➡️` button.
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.. image:: attendances/check-in.png
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:align: center
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:alt: Top right main menu with check in button highlighted.
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When the user checks in from the database, the *Attendances* app logs the location details for the
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user, including the IP Address and GPS coordinates.
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.. important::
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For the *Attendances* app to log the location details, the user must allow their computer to
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access their location information.
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If the user has not checked in and out already during the current work day, this button is the only
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visible item in the widget. If the user has previously checked in and out, a :guilabel:`Total today`
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field appears above the button, and the total amount of time that has been logged for the day
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appears beneath that field, in an :guilabel:`XX:XX` (hours:minutes) format.
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appears beneath that field, in an :guilabel:`HH:MM` (hours:minutes) format.
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Click the :guilabel:`Check in ->` button to check in. The :guilabel:`🔴 (red circle)` in the top
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Click the :guilabel:`Check in ➡️` button to check in. The :guilabel:`🔴 (red circle)` in the top
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menu changes to green, and the widget changes appearance as well. The widget updates to reflect that
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the user has checked in, by changing the green :guilabel:`Check in ->` button to a yellow
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:guilabel:`Check out ->` button.
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the user has checked in, by changing the green :guilabel:`Check in ➡️` button to a yellow
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:guilabel:`Check out ➡️` button.
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Click anywhere on the screen to close the attendance widget.
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Check out
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---------
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If the user is checking out for the first time, :guilabel:`Since XX:XX (AM/PM)` appears at the top
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If the user is checking out for the first time, :guilabel:`Since HH:MM (AM/PM)` appears at the top
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of the widget, with the time the user checked in populating the time field. Beneath that line,
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:guilabel:`XX:XX` is displayed, indicating the hours and minutes that have elapsed since checking
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:guilabel:`HH:MM` is displayed, indicating the hours and minutes that have elapsed since checking
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in. As time passes, this value is updated to reflect the hours and minutes that have passed since
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the user checked in.
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If the user has previously checked in and out, additional fields are presented. A :guilabel:`Before
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XX:XX (AM/PM)` field appears in addition to the :guilabel:`Since XX:XX (AM/PM)` field. The time
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HH:MM (AM/PM)` field appears in addition to the :guilabel:`Since HH:MM (AM/PM)` field. The time
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displayed in both of these fields are populated with the most recent check in time, and will match.
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Beneath the :guilabel:`Before XX:XX (AM/PM)` field, the previously logged hours are displayed, in an
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:guilabel:`XX:XX` (hours:minutes) format.
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Beneath the :guilabel:`Before HH:MM (AM/PM)` field, the previously logged hours are displayed, in an
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:guilabel:`HH:MM` (hours:minutes) format.
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In addition, beneath both of these fields, a :guilabel:`Total today` field appears. This field is
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the sum of both the :guilabel:`Before XX:XX (AM/PM)` and :guilabel:`Since XX:XX (AM/PM)` fields, and
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the sum of both the :guilabel:`Before HH:MM (AM/PM)` and :guilabel:`Since HH:MM (AM/PM)` fields, and
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is the total time that will be logged for the user, if they were to log out at that moment.
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As time passes, both the :guilabel:`Since XX:XX (AM/PM)` and :guilabel:`Total today` fields are
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updated live. To check out, click the yellow :guilabel:`Check out ->` button. The attendance widget
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As time passes, both the :guilabel:`Since HH:MM (AM/PM)` and :guilabel:`Total today` fields are
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updated live. To check out, click the yellow :guilabel:`Check out ➡️` button. The attendance widget
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updates again, displaying the :guilabel:`Total today` field with the logged time, and the yellow
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:guilabel:`Check out ->` button changes to a green :guilabel:`Check in ->` button.
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:guilabel:`Check out ➡️` button changes to a green :guilabel:`Check in ➡️` button.
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When the user checks out from the database, the *Attendances* app logs the location details for the
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user. This information is **only** logged if the user allows their computer to access this
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information.
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.. image:: attendances/check-in-database-message.png
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:align: center
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@ -221,7 +244,9 @@ updates again, displaying the :guilabel:`Total today` field with the logged time
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out, the information is stored and appears on the dashboard, including check ins and check outs
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with no time value.
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Kiosk Mode
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.. _attendances/kiosk-mode-entry:
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Kiosk mode
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==========
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Some companies may opt to use a dedicated device (a laptop or desktop PC, a tablet, or a mobile
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@ -229,12 +254,12 @@ phone) for employees to check in and check out from. Kiosk mode is used for thes
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.. important::
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If users check in and out using either a badge or an RFID, then an accessible device in kiosk
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mode **must** be available in order to check in and check out using these two methods.
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mode **must** be available to check in and check out using these two methods.
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Entering kiosk mode is only available for users with specific :ref:`access rights
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<attendances/access-rights>`.
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There are three ways that kiosk mode can be activated:
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Kiosk mode can be activated in three different ways:
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#. Navigate to the :guilabel:`Attendances` application, and click :guilabel:`Kiosk Mode` in the top
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menu. The device then enters kiosk mode.
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@ -252,9 +277,9 @@ There are three ways that kiosk mode can be activated:
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:alt: The Attendances Kiosk URL field in the settings section of the Attendances application.
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As a security measure, once a device is in kiosk mode, it is not possible to exit kiosk mode and go
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back into the database without singing back in. To exit kiosk mode, click the back button in the web
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browser. This logs the user out of the database, and returns to the main log in screen. This
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prevents anyone from accessing the database, adding another layer of security.
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back into the database without signing back in. To exit kiosk mode, click the back button in the web
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browser. This logs the user out of the database, and returns to the main log in screen. This adds an
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extra layer of security, preventing anyone from accessing the database.
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Badge
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-----
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@ -294,7 +319,7 @@ ways to quickly find a specific person:
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- :guilabel:`Department`: to quickly filter the presented employees, tap on a department to display
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only those employees that are part of that department. The :guilabel:`Departments` are listed on
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the left side of the screen, and the number at the end of each department indicates how many
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employees are part of the department, and will be displayed when selected.
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employees are part of the department, and is displayed when selected.
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PIN
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~~~
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@ -322,7 +347,7 @@ Confirmation message
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When an employee checks in or out, a confirmation message appears with all the check in or check out
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information. When checking in, a welcome message appears, as well as the date and time of check in.
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An :guilabel:`Hours Previously Today: XX:XX` field also appears, displaying any time already logged
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An :guilabel:`Hours Previously Today: HH:MM` field also appears, displaying any time already logged
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for that employee for the day. If no time has already been logged, the value displayed is `00:00`.
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Beneath the message is an :guilabel:`OK` button. To exit the screen before the preset time in the
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kiosk, tap the :guilabel:`OK` button.
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@ -353,12 +378,12 @@ the :guilabel:`Gantt` button, located next to the :guilabel:`List` button.
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The default view presents the current day's information. To present the information for the
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:guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year`, click on the :guilabel:`Day` button to
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reveal a drop-down, displaying those other options. Select the desired view, and the dashboard will
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update, presenting the selected information. To change the :guilabel:`Day`, :guilabel:`Week`,
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:guilabel:`Month`, or :guilabel:`Year` presented, click the left or right :guilabel:`arrow` buttons
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on either side of the drop-down button. To jump back to a view containing the current day, click the
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:guilabel:`Today` button. The refreshed the dashboard, presenting information containing the current
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day's information.
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reveal a drop-down, displaying those other options. Select the desired view, and the dashboard
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updates, presenting the selected information. To change the :guilabel:`Day`, :guilabel:`Week`,
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:guilabel:`Month`, or :guilabel:`Year` presented, click the :guilabel:`← (left arrow)` or
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:guilabel:`→ (right arrow)` buttons on either side of the drop-down menu. To jump back to a view
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containing the current day, click the :guilabel:`Today` button. This refreshes the dashboard,
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presenting information containing the current day's information.
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In the :guilabel:`Day` view, the column for the current hour is highlighted in yellow. If the
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:guilabel:`Week` or :guilabel:`Month` view is selected, the column for the current day is
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@ -375,13 +400,14 @@ proper :ref:`access rights <attendances/access-rights>` and/or are :ref:`approve
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.. _attendances/filters-groups:
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Filters and Groups
|
||||
Filters and groups
|
||||
------------------
|
||||
|
||||
To filter the results in the dashboard or to present different groups of information, click the
|
||||
drop-down button in the :guilabel:`Search` bar above the dashboard, then select one of the available
|
||||
:guilabel:`Filters` or :guilabel:`Group By` options. There are several pre-configured filters and
|
||||
groups to choose from, as well as an option to create custom ones.
|
||||
To filter the results in the overview dashboard, or to present different groups of information,
|
||||
click the :guilabel:`🔻 (triangle drop down)` button in the right side of the :guilabel:`Search` bar
|
||||
above the dashboard, and select one of the available :guilabel:`Filters` or :guilabel:`Group By`
|
||||
options. There are several pre-configured filters and groups to choose from, as well as an option to
|
||||
create custom ones.
|
||||
|
||||
Filters
|
||||
~~~~~~~
|
||||
@ -419,11 +445,61 @@ The default groups that can be selected are:
|
||||
|
||||
.. _attendances/errors:
|
||||
|
||||
Attendance log details
|
||||
----------------------
|
||||
|
||||
Odoo captures various time and location details when a user checks in and out. The specific details
|
||||
provided are determined by the method the user checked in and out.
|
||||
|
||||
To view the specific check in and/or check out details for an employee, click on an individual entry
|
||||
in the overview dashboard.
|
||||
|
||||
A detailed attendance log for the user appears in a pop-up window. To close the detailed attendance
|
||||
log, click the :guilabel:`Save & Close` button in the bottom-left corner of the form.
|
||||
|
||||
The detailed attendance log contains the following information:
|
||||
|
||||
Main details
|
||||
~~~~~~~~~~~~
|
||||
|
||||
- :guilabel:`Employee`: the name of the employee.
|
||||
- :guilabel:`Check In`: the date and time the employee checked in.
|
||||
- :guilabel:`Check Out`: the date and time the employee checked out. This only appears if the
|
||||
employee has checked out.
|
||||
- :guilabel:`Worked Hours`: the total amount of time the employee logged for the day, in an hour and
|
||||
minute format (HH:MM). This value calculates all the checks in and check outs for the day, if the
|
||||
employee checked in and out multiple times.
|
||||
- :guilabel:`Extra Hours`: any extra hours the employee logged that is beyond their expected working
|
||||
hours.
|
||||
|
||||
Check in/check out details
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
The following information appears for both the :guilabel:`Check In` and :guilabel:`Check Out`
|
||||
sections.
|
||||
|
||||
- :guilabel:`Mode`: the method with which the attendance information was gathered.
|
||||
:guilabel:`Systray` is displayed if the employee logged in and out :ref:`directly from the
|
||||
database <attendances/check-in>`, :guilabel:`Manual` is displayed if the employee logged in and
|
||||
out :ref:`using an attendance kiosk <attendances/kiosk-mode-entry>`.
|
||||
- :guilabel:`IP Address`: the IP address for the computer the employee used to log in or out.
|
||||
- :guilabel:`Browser`: the web browser the employee used to log in or out.
|
||||
- :guilabel:`Localization`: the city and country associated with the computer's IP address.
|
||||
- :guilabel:`GPS Coordinates`: the specific coordinates when the user logged in or out. To view the
|
||||
specific coordinates on a map, click the :guilabel:`→ View on Maps` button beneath the
|
||||
:guilabel:`GPS Coordinates`. This opens a map in a new browser tab, with the specific location
|
||||
pointed out.
|
||||
|
||||
.. image:: attendances/details.png
|
||||
:align: center
|
||||
:alt: The detailed information for an attendance entry.
|
||||
|
||||
Errors
|
||||
------
|
||||
|
||||
Entries that contain an error appear on the dashboard in red. In the :guilabel:`Gantt view`, the
|
||||
entry appears with a red background. If in the :guilabel:`List view`, the entry text appears in red.
|
||||
Entries that contain an error appear on the overview dashboard in red. In the :guilabel:`Gantt
|
||||
view`, the entry appears with a red background. If in the :guilabel:`List view`, the entry text
|
||||
appears in red.
|
||||
|
||||
An error typically occurs when an employee has checked in but has not checked out within the last
|
||||
24 hours, or when an employee has a check in and check out period spanning over 16 hours.
|
||||
|
||||
BIN
content/applications/hr/attendances/details.png
Normal file
BIN
content/applications/hr/attendances/details.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 34 KiB |
@ -79,6 +79,8 @@ Time off requests section
|
||||
- :guilabel:`Half Day`: if time off can only be requested in half day increments (4 hours).
|
||||
- :guilabel:`Hours`: if the time off can be taken in hourly increments.
|
||||
|
||||
.. _`time_off/deduct-extra-hours`:
|
||||
|
||||
- :guilabel:`Deduct Extra Hours`: tick this box if the time off request should factor in any extra
|
||||
time accrued by the employee
|
||||
|
||||
|
||||
Loading…
Reference in New Issue
Block a user