Posted in OpenERP, OpenERP 7.0

OpenERP : Roster Management Module


As we know OpenERP is such a strong and wide ERP and we can perform unbelievable implementation in it.
We have implemented a concept called ‘Roster Management’ which is mainly creating recurrent tasks of employees for certain projects and periods.

For any organization, it mainly require to define public holidays according to their country and region.

Public Holiday
Public Holiday

There is leave request by an employee which is already approved.

OpenERP Leave Request
OpenERP Leave RequestGenerate Task

This is an important form for creating recurrent task.

Create Recurrent Task
Create Recurrent Task

Let’s check fields details here.

Cancel Leave – It will create task for employee and cancel employee leaves which are already approved and send an email to that particular employee also.

No Employee – It will create tasks without assigning any particular employee.

Start Date – This date will consider for starting date of creating task and check for employee leaves those already approved.

End Date – This date will consider for ending date of created task and check for employee leaves those already approved.

Start Time / End Time – Consider it for Task creation

Day Length – Sometimes task may span in more than 1 days. Default value is Zero.

Recurrency Period – Daily / Weekly / Monthly

After click on Generate button, it will open following window. It will display Public Holidays as well as employee approved leaves. By default, it will not create any task for those dates which include in both sections. It will create task on holiday or leave if user remove it manually from list.

Generate Task
Generate Task

As you can see in following screen, there is no task created for 12, 13 and 15 date.

Recurrent Task
Recurrent Task

It is sending an email like below in case of employee leave has been cancel.

Cancel Leave Email
Cancel Leave Email

Employee’s cancelled leave

Refused Leave
Refused Leave

This menu display all tasks those start and end in current week. It consider week from Monday To Sunday.

Current Week Task
Current Week Task

There is a facility to send an email or print tasks for employee for particular period.

Task by Employee
Task by Employee

It is sending list of tasks in PDF file as a attachment to each employee on their working email address.

Task Email
Task Email

It is also possible to print in PDF report.

Employee Task Report
Employee Task Report

For monthly option we can have following:
– Date of Month
– Day of Month

Task Date
Task Date
Monthly Task
Monthly Task

For weekly task creation, we have this following screen.

Weekly Task
Weekly Task

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Author:

Specialised in OpenERP/CRM Solutions, software development, Web development, E commerce solutions & other open source solutions.

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