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Odoo 19 Time Off workflow: allocation, request, approval, balance

We are a trading company in Muscat. Our policy gives employees annual leave that builds up every month, and at year end they can carry over only a limited number of unused days to the next year.

Today HR calculates balances manually. How can Odoo 19 Time Off accrue leave monthly and handle the carry-over limit automatically?

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Odoo 19 Time Off supports this with accrual plans. An accrual plan defines how much leave is earned, how often, and what happens to unused days at the carry-over date.

  • In Time Off, go to Configuration and then Accrual Plans, and create a plan for annual leave.
  • Add a milestone that grants the monthly amount, and set the accrual to start immediately or after a probation period.
  • In the plan's carry-over settings, choose the carry-over date, such as the start of the year, and limit the number of days that can be carried over.
  • Create an accrual allocation for each employee, or in bulk by department, linking the annual leave type and the plan.
  • Check the employee's balance after a test period to confirm that the accrued and carried amounts match your policy.

You can also add later milestones that increase the monthly amount after a number of years of service, if your policy rewards seniority.

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