Draft:Video Presentation (Dolibarr features) - Leaves

From Dolibarr ERP CRM Wiki
Jump to navigation Jump to search

(Draft page, no need to be translated)

Story board for Module Leaves:

Video Title: Leave Requests in Dolibarr

Voice Over Visuals in the Video
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr. Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)
Prerequisites
Activate the module Leaves from menu Home - Setup - Modules Go on menu Home - Setup - Modules, scroll to Leave module and show you can switch on/off the module.


Grant permission on the modules for the user.

For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"

Open the record of the current user, tab Permissions and show the list of permissions for the Leave module.
Title Slide: Applying for Leave
The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees. Click on the HRM menu. Click on the "Leave" menu to show the list view appearing.
Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module. Click on the menu item.
The current leave balance is displayed at the top for your reference. Zoom in and show the leave balance count.
Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate. Choose the user.
Choose the type of leave that you want to apply for. Choose the type. Note that you can define several types of leave from the setup pages of application.
Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave. Choose the dates.
Choose the user who will approve your leave. Choose the user.
You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request. Fill in a description and submit the form.
The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button. Click the linked files tab. Then, return to the main tab and click Validate and submit the leave request.
Title Slide: Approval Workflow
Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard. Show the dashboard of the supervisor and click on the "Leave Request" which is awaiting action.
The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. Once a leave is approved, the remaining number of available days can be automatically updated. Show the leave request which was created in the previous step being approved by the supervisor or administrator.
Title Slide: Viewing Leaves & Updating the Leave Balance
Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as Draft, awaiting approval, approved, canceled and refused. Show the list views of leaves.
Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance. Note that if you setup several types of leaves with different counters, you may have several columns with different values on this page. Click on balance of leave. Show the leave balance being updated for an employee.
Monthly statement gives a graphical birds eye view of all the leaves based on a month and year of choice. Click on Monthly statement and choose a month and year to view the report.
Change logs capture and provide details of any changes made to the leave balance of any employee. Click on View Change logs and show the list.
There is a plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your leaves, define default or mandatory values, and you can use the export module to export the leaves database.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).


Storyboard in French


SNO English Text Translation in the French Language
1 Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr. Bienvenue dans ce tutoriel vidéo sur le logiciel Dolibarr ERP et CRM. Dans cette vidéo, nous allons voir comment utiliser le module de gestion des congés dans Dolibarr.
2 Prerequisites Pré-requis
3 Activate the module Leaves from menu Home -> Setup -> Modules Activer le module Congés du menu Accueil -> Configuration -> Modules
4 Grant permission on the modules for the user. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions". Accorder à l'utilisateur les autorisations sur le module. Pour des informations plus avancées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".
5 Applying for Leave Demander un congé
6 The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees. Le module "Congé" est disponible sous le menu GRH et est utile pour gérer les demandes de congé des employés.
7 Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module. Les employés peuvent demander des congés en cliquant sur le menu "Nouveau". L'option de menu est disponible à condition que l'utilisateur ait l'autorisation appropriée pour le module "Congé".
8 The current leave balance is displayed at the top for your reference. Le solde de congés actuel est affiché en haut à titre de référence.
9 Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate. Choisissez l'utilisateur pour lequel la demande de congé est déposée. Si vous êtes un chef d'équipe ou un administrateur, vous pourrez choisir un utilisateur qui est votre subordonné.
10 Choose the type of leave that you want to apply for. Choisissez le type de congé pour lequel vous souhaitez déposer une demande.
11 Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave. Choisissez une date de début et une date de fin ainsi que les demi-journées au cas où vous ne demanderiez pas un jour de congé complet.
12 Choose the user who will approve your leave. Choisissez l'utilisateur qui approuvera votre congé parmi ceux autorisés.
13 You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request. Vous pouvez utiliser le champ de description pour fournir toute information supplémentaire. Cliquez sur le bouton "Créer une demande de congé" pour enregistrer la demande de congé.
14 The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button. La demande de congé est maintenant à l'état de brouillon. Le menu des "Fichiers joints" vous permet d'ajouter des pièces jointes si nécessaire. Une fois que vous avez terminé, soumettez votre demande de congé en cliquant sur le bouton "Valider".
15 Approval Workflow Flux de travail d'approbation
16 Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard. Les demandes de congé ainsi créées et soumises pour approbation seront en attente d'une action dans le tableau de bord des responsables hiérarchiques ou de l'administrateur concernés.
17 The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. Once a leave is approved, the available leave is automatically updated. Le supérieur hiérarchique ou l'administrateur peut maintenant examiner la demande de congé et prendre les mesures appropriées, telles que l'approbation ou le refus. Une fois qu'un congé est approuvé, le solde de congé disponible est automatiquement mis à jour.
18 Viewing Leaves & Updating the Leave Balance Consultation des congés et mise à jour du solde des congés
19 Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as draft, awaiting approval, approved, canceled and refused. Utilisez les menus appropriés pour consulter la liste des congés. Ils peuvent être révisés en fonction du statut de chaque congé, comme par exemple Brouillon, En attente d'approbation, Approuvé, Annulé et Refusé.
20 Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance. Les administrateurs ou responsables RH peuvent cliquer sur "Solde des congés" pour examiner le solde des congés disponibles pour chaque employé. Pour mettre à jour manuellement le solde de congés de n'importe quel employé, il suffit de remplir les jours, d'ajouter une note si nécessaire et de cliquer sur "Mettre à jour" pour mettre à jour le solde de congés.
21 Note that if you setup several types of leaves with different counters, you may have several columns with different values on this page. Notez que si vous configurez plusieurs types de congés avec des compteurs différents, vous pouvez avoir plusieurs colonnes avec des valeurs différentes sur cette page.
22 Monthly statement gives a graphical birds-eye view of all the leaves based on a month and year of choice. Le relevé mensuel donne une vue d'ensemble graphique de tous les congés sur la base d'un mois et d'une année au choix.
23 Change logs capture and provide details of any changes made to the leave balance of any employee. Le journal des modifications enregistre et fournit le détail de toute modification apportée au solde de congés de tout employé.
24 There is also plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your leaves, define default or mandatory values, and you can use the export module to export the leaves database. De nombreuses autres fonctionnalités peuvent être activées à partir de la configuration. Ainsi, comme la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos congés, définir des valeurs par défaut ou obligatoires, et vous pouvez utiliser le module d'exportation pour exporter la base de données des congés.
25 Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.