Difference between revisions of "Module Leaves"
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Warning, a deleted leave is definitively removed with no way to restore it. | Warning, a deleted leave is definitively removed with no way to restore it. | ||
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<youtube width="280">fwU2T6UDCk4</youtube> | <youtube width="280">fwU2T6UDCk4</youtube> | ||
+ | [[Category:HRM]] |
Revision as of 07:25, 17 June 2021
Holiday | |
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Numero/ID of module | |
User doc. of module | This page |
Developer doc. of module | Module Holiday (developer) |
Introduction
With the module Holiday you can make and follow leave requests.
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
Life cycle / Business rules
An expense report follow the following life cycle:
<------------------------------------------------------------\ / | / /---------------------->---------> E-Canceled / / A-Draft --> B-Validated/Waiting approval --> C-Approved | | \ \ <-------------- \ | | ---------------> D-Denied <--| | / / <--------------------------------------------<-------/
- A) Draft status means the leave does not exists yet. Edition is not yet finished.
- B) Status validated means also "waiting for approval". When you validate a leave, an email is sent to the supervisor.
- C) A supervisor with permission "Approve leaves" can approve the leave.
- E) The author of leave can cancel it if status is not yet approved. He can then send it back to draft if he want to resubmit it later.
Create a leave
Validate a leave
To validate a leave, go on its card (you can find record from menu HR - Leave - List).
Then click on button *Validate and submit for approval*. An email will be sent to supervisor of user (or another user if leave creator ask a validation by another approver).
Modify a leave
To modify a leave, go on its card (you can find record from menu HR - Leave - List).
You can edit it if leave has draft status. If not click on action button Back to draft.
Approve/Deny a leave
To approve or deny a leave, go on its card (you can find record from menu HR - Leave - List). Note that user need permission *Approve/Deny leave* to be able to approve or deny a leave.
Delete a leave
To delete a leave, go on its card (you can find record from menu HR - Leave - List . You need permission *Delete leaves* for this. Usually, few people has this permission since deleting is not useful compared to cancel/deny status.
Then click on action button Delete.
Warning, a deleted leave is definitively removed with no way to restore it.
Related videos