How to use the Planning Module in Odoo 15 effectively

Every organization comprises employees who are working under various departments on different projects that have multiple tasks. Proper monitoring and guidance need to be given to the employees working on these varieties of tasks. There should be proper planning and schedule for the work so that the work is completed efficiently and effectively so that all the effort put by the employee into the tasks is used for the efficient completion of the task.

The Planning and scheduling work helps the employees to keep track of their work and complete it in time without falling behind deadlines. This also helps in the proper utilization of employees’ work time. This planning and scheduling process can be made much easier with the Odoo planning module. The planning application helps to build employees’ shifts within minutes. The planning application also helps to track their hours. Everything can be done easily and quickly in this one single solution in the Odoo planning module.

Open the planning application from the main menu.

On opening the planning application, the logged-in user can see his schedule. The data is filtered to show the logged-in users’ schedules only by default. It can remove the filter from the search to view his team’s schedule as well. The default schedule is displayed for every week; this type of view can be changed today, month, and year as well, based on the requirement. There are multiple filtering options to view the data that is required by the user, like the open shifts, future shifts, and past shifts. 

There may be different roles of employees working in these shifts. In order to create roles, the user needs to navigate to : 

Configurations > Roles

To create a new role, click on Create.

Select employees who are going to be working in this role. Then we can specify the services provided by this role. specified color in order to identify the schedules of this role in the calendar view. The planning can be filtered based on the roles by grouping the schedule by roles.

To create a new shift user can click on the Add button or go to the specific time in the view and click the Add symbol (+)

Specify the employee who is going to work in this shift, then specify the type of the shift. Provide the time between which the employee is going to work. If this shift is repeated, we can enable the repeat options.

Users can also specify some descriptions of the shift in the notes section. If the current configuration of the shift is needed again in the future user can save it as a template by clicking the Save as template option. Once all this is done, we can save it or publish it so that it is visible to the employees right now. If required, the shift can be sent to the employee by clicking the Send button. The shifts can be edited by clicking on them. All the templates created by the user can be viewed by navigating to:

Configurations > Shift Templates

Using this planning application, the productivity of the employees, efficiency, and quality of work can be increased.

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