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Planning To Work Entry

Create Work Entry on posted planning
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ODOO'S FUNCTION

Planning schedules cannot be automatically converted into Work Entries. Users are required to manually input or generate work entries to record the actual hours worked.

CLUEDOO'S FUNCTION

1️⃣ Automatically generates work entry from planning schedules.

2️⃣ Based on the planning record, the system uses the correct work entry type (e.g., Normal Hours, Overtime).

3️⃣ Allows overlapping work entries.

WORK ENTRIES FROM WORKING SCHEDULE

1. Head into Employees > Choose any employees that you want this linking to work with 



Under Payroll > Contract Overview > set up a contract 






Schedule > Work Entry Source, choose Planning


2. Head to Planning > New to add a new planning schedule 

Fill in the Resource and Date > Save

3. Split the schedule into working hours


4. Publish > Choose which employee to publish the planning > Publish & Send
5. Go to Payroll > Work Entries > You can find the Work Entries linked to the Planning of the employee
Open a work entry > the Work Entry Type is inherited from the working schedule

Employee's working schedule

WORK ENTRIES FROM TIME OFF

Create a time off > Go to list view and choose the time off you just created > Actions > Generate Planning

Go back to Planning > You will see the time off has been added to the schedule

After the time off has been approved/validated  > Publish the planning > Go to Work Entries, you can find the Work Entries linked to the Planning of the employee

Open a work entry > the Work Entry Type is inherited from the time off

WORK ENTRIES FROM PUBLIC HOLIDAYS

If there is a public holiday but the employee still works during that time, the planning will not show after you split because it splits based on the working schedule

But it will still show in your Work Entries after you publish the planning with the correct Work Entry Type

Notes:

1. Users are able to create an overlap work entry in the same interval. For example, you can schedule two different plans during the same time period. This feature also allows the time-off work entry to be created despite the overlap.

2.  When splitting time slots, the system will automatically select the work entry type based on the employee’s Working Hours (e.g., Home Working, Overtime Hours, etc.,) instead of always defaulting to 'Attendance'.