Odoo 16 Community Book

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Introduction

A timesheet is a data table used to record each employee's working hours. It enables employers to track their employees' time and helps employees understand how much time they have spent on a specific project, thereby encouraging self-accountability. Not only how many hours they work but how quickly they finish the task. This time is manually recorded by entering work hours and details. This software provides an overview of a project's weekly or monthly work status and assists in measuring employee performance.

Any business or organization must accurately track the time its employees spend on tasks and projects. Employees enter the times they start and finish work on a task or project on a timesheet. This information is then used in client billing and payroll processing. In the workplace, they are primarily used for payroll, human resource management, and accounting. These also serve as proof of your work if you don't already have a similar solution in place. When a company uses time wisely, it can meet deadlines, stay within budget, and achieve success. You must be able to keep accurate records in order to do so. As a result, timesheets are critical to the success of any business.

Timesheet Software Guarantees Project billing accuracy, assists you in staying on budget with your projects, Simplifies the payroll calculation process, Streamlines the attendance process, and Aids in future analysis and forecasting.

This book will give you an extensive description of the Odoo 16 Timesheet Module in the Community version. You can install the module from the Odoo ERP Platform without any cost. After installing the Odoo package, you can access the module from the platform, as shown in the screenshot below.

You can see the Module Homepage consists of a dashboard arrangement of previously created Timesheets, as depicted in the below screenshot.

We can add a new Timesheet to the database by clicking on the “NEW” button provided in the upper-left corner of the page, as illustrated in the above screenshot.

Adding New Timesheet

Users can add or create new Timesheet entries using the “Timesheet” menu from the module.

My Timesheets and All Timesheets are the two options available in the Timesheet menu. Timesheets created by your user ID (login person) will be displayed in the "My Timesheets" section. In the "All Timesheets" section, a list of all timesheets created by other users of the system will be displayed.

By clicking the "NEW" button, we can create a new timesheet by entering the timesheet data under the existing timesheet list. The timesheet shows which projects the employees are working on, which tasks they are performing, how many hours they spent on those tasks, and what they accomplished for those tasks.

After creating the new Timesheet, Save the data using the “SAVE” button provided on the page. You can also export all the timesheet files using the “Export all” Icon provided near the NEW button.

Configuration Settings

The administrator can configure their Timesheet Management processes directly within the Module.

You can adjust your Timesheet “Settings” from the “Configuration” Menu of the Module menu bar, as shown in the screenshot below.

The “Configuration” page contains various settings options such as “Time Encoding,” “Timesheets Control,” “Billing,” and “Time-Off.” Let's go over the settings in detail.

Time Encoding - In this Settings option, users can set their “Time Encoding Unit,” which means the time unit that is used in the timesheets to track productivity. Time can be recorded either in ‘Hours’ or ‘Days.’

Timesheet Control - (Employee Reminder and Manager Reminder). Users can configure a recurring email in this section to notify users of timesheets that they still have timesheets to encode. Both managers and employees can use this option. But as of right now, only users of the Enterprise version can access the option.

Billing - You can sell services and invoice the time an employee spent on a particular task by using the Time Billing option found under the Billing tab.

You can click on the ‘Configure your service’ option, which will ask you to save the configuration. The SAVE button edit changes. Odoo will take you to a new window with all configured services on this platform when you click the “SAVE” option, as shown below.

You can Configure new services or settings on the page by clicking on the “NEW” button. So it will lead you to the Product Configuration form, as shown below.

It is also possible to determine the service product's invoicing policy on the timesheet using the product configuration window. This will make it easier for you to create invoices based on the timesheet hours recorded.

Coming back to the settings page, we have another option named “InvoicePolicy.”

Invoice Policy - Selecting the Invoicing Policy option under the Settings menu will allow you to specify which timesheets are taken into account when billing your time. The invoicing policy you set applies to all recorded timesheets or just approved timesheets. This feature is available only if upgraded to the enterprise edition.

Time-Off - In this settings option, users can set the time-off function when employees are on leave or away from work due to Meetings or Training. This function can be done by activating the developer mode and changing the default Project and Task, as shown in the screenshot below.

Reporting in Timesheets

Business reporting enables one to examine how the company is performing across all departments critically. Comprehensive reports provide a higher level of insight, allowing business owners and senior management to make informed decisions based on relevant data. This provides a clear picture of the organization's current situation and serves as a guideline for better decision-making and thinking.

Odoo provides a comprehensive reporting function in almost every module of the platform. You can create dynamic data reports about the timesheets recorded in this module based on Employee, Project, Task, and Billing Type using the Reporting menu in the Odoo Timesheets module.

Let's talk about the features and functions of the Timesheet Module's Reporting Menu. You can select the method of Reporting from the dropdown list available in the “REPORTING” menu, as illustrated in the screenshot below.

As you can see from the screenshot, let's go into more detail about each of the options.

Reporting By Employee

Each employee's timesheet for your business will be displayed in the Timesheets By Employee window. On this platform, you can find information about the total number of hours an employee puts in during a specific week or month.

It is also possible to change this window into a Kanban, Pivot, List, or Graphical view using the respective icons provided in the upper right corner of the page.

The analytical report can be added to a spreadsheet using this platform's Pivot view. To obtain accurate data, use the various Measures provided in the window.

The Odoo platform provides different sort and filter options for better data analytics based on various parameters. You can use the “MEASURE” button to change the Report parameters and view the reporting from every possible perspective. You can select the measures from the dropdown list provided in the upper left corner of the page, illustrated in the screenshot below.

Additionally, you can add reports to the Favorites sections and use the various Filter and Group By options to further filter the report data. The “Filter’” option allows us to sort the necessary data according to the available filters, or we can add our own using the "Add Custom Filter" option, as shown in the screenshot below.

Reporting By Projects

The “Reporting” menu's “Timesheets by Project” option shows timesheets based on projects. You can find the number of hours spent on a specific project in the screenshot below. The Kanban, List, Pivot, and Graphical views can all be converted into the Grid view.

Users can change the Analytical Measures, Expand the report view, Flip Axis, and download files using the icons provided on the upper left corner of the page.

You can add more measures by clicking on the “MEASURES” button and selecting the required measure from the dropdown list given, as shown in the screenshot below.

The Odoo Timesheet platform also provides various Sort & Filter options, which can be done by using the respective options such as “Filters,” “Group By,” and “Favorites.” You can see the list of filter options demonstrated in the screenshot below.

Also, use the “Group By” options to group the report data on the basis of Project, Task, Date, Department, Manager, etc., as shown below.

Reporting By Tasks

The “Timesheets by Tasks” option under the “Reporting” menu allows you to create weekly or monthly reports detailing the hours spent on a particular task.

The "MEASURE" option allows you to add Measures, which will change the report data perspective. You can choose the Measures from the dropdown list, as shown in the screenshot below.

Also, you can add filters and retrieve the report data based on the Filters provided in the platform, which is illustrated in the below screenshot. “Group By” and “Favorites” sections are also provided for better data sorting purposes. You can see the various options provided in the “Group By “ sorting method in the screenshot below.

Reporting By Billing Type

Under “Timesheets by Billing Type,” the reports of timesheets based on billing type will be shown. Either a timesheet or a fixed price can be used to invoice your service product. The reports about the time spent on these billing types are shown in the following format on this platform.

You can use the “MEASURE.” button to change the measures of the report view, as shown in the below screenshot.

You can also change the Filters, Group the data, and Add to favorites using the respective option provided on the page.

Reporting By Timesheet/ Attendance

In this Reporting section, you can analyze the system-recorded “Timesheets and Attendance.” The below report view displays both the total number of hours reported on timesheets and attendance for each month as well as the difference between the two. You can also change the report into a Graphical view using the respective icon provided on the upper right corner of the page, as shown in the screenshot below.

You can add the Timesheet Measures by clicking on the “MEASURES” button and change your measure preferences by selecting from the dropdown list provided under the option, as illustrated in the screenshot below.

You can also filter the data as well as add custom filters using the “Filters,” “Group by,” and “Favorites” options, as shown below.

These are the basic options and features offered by the community edition of the Odoo 16 Timesheet Module. Using this comprehensive yet user-friendly platform, you can manage the timesheets and employees for your company with ease.

The application platform guarantees a simple and smooth timesheet management process. For enhanced features and experiences, you can also try the enterprise edition of the module.