Module Leaves

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Holiday
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 Cog circle.svg at end of 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.

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