Overview
HR must hand attendance data to payroll and management in spreadsheet form. This module adds a wizard where the user picks a period and employees and gets an Excel file. It extends the Attendances app with a report menu. The benefit is a ready attendance sheet without exporting and filtering manually.
Usage steps
- 1
Open the report menu
The user opens the Attendance report menu under Attendances. A wizard form named Attendance Report opens. It is a transient model.
- Menu: Attendance Report
- Model: employee.attendance.report
- 2
Choose the period
The user fills From Date and To Date. If From Date is later than To Date a validation error appears. The period limits the attendance lines exported.
- Fields: From Date, To Date
- Date order validated
- 3
Select employees
The Employee field accepts many employees. If none is selected the report can cover the available records. A message is raised when nothing matches.
- Field: Employee (many)
- Error when no data
- 4
Print the Excel file
The Print button runs action_print_xlsx and the JS handler for the xlsx report type downloads the file. Cancel closes the wizard. The file lists attendance per employee.
- Buttons: Print, Cancel
- Report type: xlsx
Screens
Illustrative mockups with placeholder data.
Roles
| Role |
|---|
| Attendance officer |
| HR manager |
Dependencies
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