Briefly introduce the concept of leave management.
Example: “Managing employee leaves can be challenging for HR teams. Odoo 19 offers a robust Leave Management system that makes allocation, approval, and tracking seamless.
Understanding Leave Allocation in Odoo 19
Explain what leave allocation is: the process of assigning a certain number of leave days to employees.
Types of allocations in Odoo 19:
Manual Allocation – For exceptions like new joiners, policy adjustments.
Automatic Allocation – Based on contracts, work anniversaries, or rules.
Highlight why proper allocation is important (avoiding leave misuse, ensuring accurate payroll).
Configuring Leave Types
Go to Employees → Leaves → Configuration → Leave Types
Leave Type Name: e.g., “Casual Leave”, “Sick Leave”
Allocation Mode: Number of days per year/month
Approval Required: Yes/No
Carry Over: Whether unused leaves can be carried to next year
Leave Type
Allocation Mode
Days
Approval Required
Carry Over
CL
Yearly
12
Yes
No
SL
Yearly
10
Yes
Yes
This is the “Leave Types” page under Configuration → Leaves in Odoo 19.
It lists all the different types of leaves your company has, like:
Casual Leave
Sick Leave
Maternity Leave
Bereavement Leave
Key columns explained:
Allocation Mode: Determines how leave is given – per year, fixed, or manually.
Number of Days: The number of leave days an employee gets.
Approval Required: Whether manager approval is needed for this leave type.
Carry Over: Whether unused leave can be carried to the next year.
Purpose: This screen is where HR defines the rules for all leave types before allocating them to employees.
Manual Leave Allocation
Explain when HR might need manual allocation:
New employees joining mid-year
Special leaves like maternity or bereavement
Correcting discrepancies
Step-by-step:
Go to Leaves → My Team Leaves → Allocations
Click Create
Select Employee, Leave Type, Number of Days
Confirm allocation
Automatic Leave Allocation Using Rules
Odoo 19 supports Automated Leave Allocation based on Contract
Steps:
Define Leave Allocation Rules in configuration
Link rules to contracts (e.g., “Probation Employees – 2 SL + 2 CL”)
Allocation happens automatically on contract confirmation or anniversary
Benefits:
Reduces HR workload
Ensures compliance with company policy
Approving & Tracking Leaves
Explain leave request workflow:
Employee submits leave
Manager approves or refuses
Allocation balance automatically updated
How to view leave history: Leaves → Reporting → Leave Analysis
Conclusion
Odoo 19's Leave Management system provides a comprehensive and flexible solution for managing employee leave allocations efficiently. By offering both manual and automatic allocation methods, it caters to diverse organizational needs—from handling exceptional cases like new joiners and policy adjustments to automating routine allocations based on contracts and employment rules.
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