Scheduling Made Easy: Planning and Time Off
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This document discusses planning and time off management apps that allow companies to more efficiently manage their workforce, provide autonomy and clarity to employees, and integrate with other apps like time off, employees, and project management. It highlights how the planning app can save time, enforce collaboration, and improve employee satisfaction, and how the time off app allows employees to quickly request and be approved for time off while keeping track of time off for all employees.
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Scheduling Made Easy: Planning and Time Off
- 2. Planning
- 3. With great planning comes great execution!
- 4. Manage your workforce in a more efficient way.
- 5. Give more autonomy and clarity to your employees.
- 6. Save time, enforce collaboration and improve employee satisfaction.
- 7. Planning is integrated with other apps such as: Time Off Employees Project
- 8. Let’s see how Planning works!
- 9. Time Off
- 10. Manage time off for all!
- 11. Request time off and get approved quickly by the responsible party.
- 12. Keep track, report and analyze all your employees’ time off.
- 13. Let’s see Time Off in action!
- 14. Don’t forget: All these apps can be used on the go.
- 15. “For every minute spent in organizing, an hour is earned” - Benjamin Franklin.
- 16. Thank You
Editor's Notes
- Welcome Odooers
- I am going to do a demo, but first I would like to tell you what makes Planning so great. As you know, Planning came out on Odoo 13. It’s been around only for one year. Planning is an app to organize the schedule of your employees And for Odoo 14, we have added some features and improvements that make the UX and funcionality even better.
- We all know with proper planning and preparation, the outcome is much better.
- How do we do this? Odoo Planning helps you to create schedules, assign shifts and create reports.
- With Planning, it’s really easy to share the schedules with your employees. They will be able to see their shifts, take open shifts, inform when they are unavailable This way everybody will be on the same page and mistakes will be avoided.
- Planning App and Odoo in general are built in a way that helps you to be more efficient, do things faster and smoother. For example, it’s very quick to replicate shifts from previous weeks and employees will be able to chat with each other, helping collaboration between them. Odoo Planning empowers your employees, improving their satisfaction and their productivity.
- Remember this app is also integrated with more apps, increase Planning funcionality and scope > more powerful
- Jump into the demo! Overview > different menus and views Show quickly how to create shifts Create type of roles and shifts (for example from 6 am-2 pm and 2 pm-10 pm). Create shifts, drag them, drop them. Duplicate shifts using Ctlr Put a shift at the Open shift Two shifts for same employee > conflict notification (top left corner is red) Mention why shifts are striped. Publish them > striped is gone Show Calendar view Optional: show the app from an employee profile (how the employee would see the shifts, take open shifts or inform they will be unavailable at the time of the assigned shift - you can remove that option from them). Assign an open shift to a different employee and mention that the top left corner is orange because we have not published it yet. Integration with Time Off: the days on which an employee is on time off + global time off are greyed in the gantt and calendar views, so you can plan accordingly > use this as a stepping stone to introduce Time Off.
- App that has been around for a while. It was called Leaves before and renamed into Time Off. Dependencies with any paid, but Payroll needs Time Off.
- Useful for the employee, their managers and HR.
- Easy to request and get approved. Select the days > manager or HR will get a notification. Whole proccess just a couple clicks.
- Managers and HR will be available to keep track of who is available and who is Out of the Office. They will be able to get reports and analyze all this data.
- Useful for employees, Managers and HR General Overview, dashboard Different views Create a request Show Petitions from employees, explain information, approve it Show second approval as HR Manager Configuration: Time Off Types > edit and show options Create Time Off for all your employees. Show reporting options. User filters, group by X, views, etc.
- We have the perfect solution to apply this quote into real life.