Timesheets in Odoo can be validated by users belonging to the group “Human Resources / Officer”.
However it is frequent for companies allow to employees outside of the Human Resources group to validate timesheet.
Eficent has released a new module that allows a user outside of the Human Resources groups to validate timesheets. A rule is predefined, but it is flexible enough to accept extensions.
At the time when a user submits a timesheet to the Manager, the application determines the validators. Only those validators or employees in the groups of Human Resources (Officer / Manager) are capable of approving the timesheet.
The current rule sets as validators of a timesheet:
- The head of the department that the employee belongs to
- In case that the employee is head of the department, it will attempt to add the head of the parent department instead.
- The employee’s direct manager
The list of validators is visible in the employee’s timesheet.
Peter, John, Melinda and Angela are employees of your company. Find below the department and direct manager assignment:
Find below the departments:
From a security perspective, Peter, John, Melinda belong to the group “Employees”. Angela belongs to the groups “Employees” and “Human Resources / Officer”.
Ell employees complete their timesheets for the week. John completes his timesheet as follows:
As soon as Peter presses the button “Submit to Manager” Melinda and Peter are added as validators of the timesheet. A user in groups “Human Resources / Officer” will be able to view the validators in the timesheet.
When Peter lists the Timesheets to Validate, he sees only the timesheets of the Engineering department, that he is head of.
Peter can list his own timesheet, but cannot approve it, because he is not one of the validators.
Angela can list and validate all employee’s timesheets, even her own.
Angela can also review and change the validators of any timesheet:
The module that implements the features described in this post is available for free under the AGPL license. If you are interested to use this module and seek further assistance, please contact us and we will be happy to provide you with instructions on how to install it.