Case study · Odoo

HR, attendance, leave and payroll rules on Odoo for a professional-services firm

Attendance on paper, leave by message and payroll worked out in a spreadsheet. We set up the people side of Odoo so the month-end payroll comes from the same records the managers approve during the month.

The client

A professional-services firm. We do not name clients on this site; we are happy to talk about the work in detail on a call.

What needed to change

Attendance and leave kept in registers and chat messages.
Expense claims handed in on paper and re-entered.
Payroll worked out by hand from all of the above.

What we built

No.PartWhat it means in practice

01AttendanceCheck-in and check-out recorded in Odoo, with a view for managers to see who is in.

02LeaveLeave types and allowances set up, requests and approvals in the system, balances always current.

03ExpensesClaims submitted with the receipt, approved by the manager, and posted to the books.

04Payroll rulesSalary rules set up so pay is worked out from attendance and approved leave instead of a spreadsheet.

05TasksWork tracked as projects and tasks, so time and assignments are visible in the same place as the people records.

How it runs now

Managers approve attendance, leave and expenses during the month, and payroll is prepared from those records at month-end.

Built with: Odoo Employees, Attendances, Time Off, Expenses, Payroll, Project.

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