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75 changes: 3 additions & 72 deletions content/applications/hr/time_off.rst
Original file line number Diff line number Diff line change
Expand Up @@ -14,7 +14,7 @@ individuals, teams, or the whole company, and :ref:`approve time off requests

Detailed :doc:`reports <time_off/reporting>` can be run to see how much time off (and what kinds of
time off) are being used, :doc:`accrual plans <time_off/accrual_plans>` can be created, and
:ref:`public holidays <time_off/public-holidays>` can be set.
:doc:`public holidays <time_off/public_holidays>` can be set.

.. note::
Be advised, only users with specific access rights can see all aspects of the **Time Off** app.
Expand All @@ -36,77 +36,6 @@ In order to allocate time off to employees, and for employees to request and use
various :doc:`time off types must be configured <time_off/time_off_types>` first, then
:doc:`allocated <time_off/allocations>` to employees (if allocation is required).

.. _time_off/public-holidays:

Public holidays
---------------

Since holidays vary from country to country, or even city to city, there are no public holidays
preconfigured in Odoo. To observe public or national holidays, and provide extra days off as
holidays to employees, configure the observed public holidays in Odoo.

It is important to configure public holidays in Odoo, so employees are aware of the days they have
off, and do not request time off on days that are already set as a public holiday (non-working
days).

Additionally, all public holidays configured in the **Time Off** app are also reflected in any app
that uses working schedules, such as **Calendar**, **Planning**, **Manufacturing**, and more.

Due to Odoo's integration with other apps that use working schedules, it is considered best practice
to ensure *all* public holidays are configured.

Create public holidays
~~~~~~~~~~~~~~~~~~~~~~

To create a public holiday, navigate to :menuselection:`Time Off app --> Configuration --> Public
Holidays`. All currently configured public holidays appear in a default list view.

Click the :guilabel:`New` button, and a new line appears at the bottom of the list.

Enter the following information on that new line:

- :guilabel:`Name`: Enter the name of the holiday.
- :guilabel:`Company`: If in a multi-company database, the current company populates this field by
default. It is **not** possible to edit this field.

.. note::
The :guilabel:`Company` field is hidden, by default. To view this field, click the
:icon:`oi-settings-adjust` :guilabel:`(settings adjusts)` icon in the top-right corner of the
list, to the far-right of the column titles, and activate the :guilabel:`Company` selection
from the drop-down menu that appears.

- :guilabel:`Start Date`: Using the date and time picker, select the date and time the holiday
starts, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for
the current date. The start time is set according to the start time for the company (according to
the :doc:`working schedules <payroll/working_schedules>`). If the user's computer is set to a
different time zone, the start time is adjusted accordingly, compared to the company's time zone.
- :guilabel:`End Date`: Using the date and time picker, select the date and time the holiday ends,
then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the
current date, and the time is set to the end time for the company (according to the :doc:`working
schedules <payroll/working_schedules>`). If the user's computer is set to a different time zone,
the start time is adjusted accordingly, compared to the company's time zone.

.. example::
A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an eight hour work day
and one hour lunch break.

For a user in New York, with a computer time zone set to Eastern Standard Time, a created
public holiday displays a start time of 12:00 PM - 9:00 PM, accounting for the three hour time
zone difference.

Similarly, a user located in Los Angeles, with a computer time zone set to Pacific Standard
Time, sees a public holiday time as 9:00 AM - 6:00 PM.

- :guilabel:`Working Hours`: If the holiday should only apply to employees who have a specific set
of working hours, select the working hours from the drop-down menu. If left blank, the holiday
applies to all employees.
- :guilabel:`Work Entry Type`: If using the **Payroll** app, this field defines how the :doc:`work
entries <payroll/work_entries>` for the holiday appear. Select the work entry type from the
drop-down menu.

.. image:: time_off/holidays.png
:alt: The list of public holidays in the configuration menu.

Mandatory days
--------------

Expand Down Expand Up @@ -195,6 +124,7 @@ the time off request in a modal, click the :guilabel:`View` button.

.. seealso::
- :doc:`time_off/time_off_types`
- :doc:`time_off/public_holidays`
- :doc:`time_off/allocations`
- :doc:`time_off/accrual_plans`
- :doc:`time_off/request_time_off`
Expand All @@ -206,6 +136,7 @@ the time off request in a modal, click the :guilabel:`View` button.
:titlesonly:

time_off/time_off_types
time_off/public_holidays
time_off/allocations
time_off/accrual_plans
time_off/request_time_off
Expand Down
Binary file removed content/applications/hr/time_off/holidays.png
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58 changes: 58 additions & 0 deletions content/applications/hr/time_off/public_holidays.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,58 @@
===============
Public holidays
===============

Since holidays vary by country, region, and even city, Odoo's **Time Off** app does *not* include
any public holidays by default. To account for public or national holidays, configure the observed
holidays in Odoo so employees can receive the appropriate days off.

Configuring public holidays helps employees clearly see their non-working days and prevents
unnecessary time off requests for dates already designated as holidays.

Public holidays configured in the **Time Off** app are also reflected across other Odoo apps that
use :doc:`working schedules <../payroll/working_schedules>`, including **Calendar**, **Planning**,
**Manufacturing**, and more.

Because of Odoo's integration across these apps, configuring all public holidays is considered best
practice.

Create public holidays
======================

To create a public holiday, navigate to :menuselection:`Time Off app --> Configuration --> Public
Holidays`. All currently configured public holidays appear in a default list view.

Click the :guilabel:`New` button and a new line appears at the bottom of the list.

Enter the following information on that new line:

- :guilabel:`Name`: Enter the name of the holiday.
- :guilabel:`Company`: If in a multi-company database, the current company populates this field by
default. It is **not** possible to edit this field.

.. note::
The :guilabel:`Company` field is hidden, by default. To view this field, click the
:icon:`oi-settings-adjust` :guilabel:`(settings adjusts)` icon in the top-right corner of the
list, to the far-right of the column titles, and activate the :guilabel:`Company` selection
from the drop-down menu that appears.

- :guilabel:`Start Date`: Using the date and time picker, select the date and time the holiday
starts, then click :guilabel:`Apply`. By default, this field is configured for the current date,
with a start time of `12:00 AM`.
- :guilabel:`End Date`: Using the date and time picker, select the date and time the holiday ends,
then click :guilabel:`Apply`. By default, this field is configured for the current date, with an
end time of `11:59 PM`.

.. note::
It is **not** recommended to change the public holiday hours of `12:00 AM` to `11:59 PM`. This
ensures all employees working all shifts receive the public holiday.

- :guilabel:`Working Hours`: If the holiday should only apply to employees who have a specific set
of working hours, select the working hours using the drop-down menu. If left blank, the holiday
applies to all employees.
- :guilabel:`Work Entry Type`: If using the **Payroll** app, this field defines how the :doc:`work
entries <../payroll/work_entries>` for the holiday appear. Select the work entry type using the
drop-down menu.

.. image:: public_holidays/holidays.png
:alt: The list of public holidays in the configuration menu.
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