Overview
Standard Odoo leave approval has one or two fixed steps, which does not fit organisations that need several managers to sign. This module adds a Multi Level Approval validation type on leave types with a list of validators. Each leave request keeps a validation status line per approver with comments. It depends on Time Off and serves HR officers, approvers and employees.
Usage steps
- 1
Define validators
Open the leave validators list and create records linking users. Each has a name and a user. These become the approval chain members.
- Model: hr.holidays.validators
- Fields: Name, User
- 2
Configure the leave type
On the leave type form choose Multi Level Approval as validation and open the Leave validation page. Tick multi level validation and pick the validators. The check is computed from the type.
- Field: Leave Validation = Multi Level Approval
- Field: Validators
- 3
Employee requests leave
The employee creates a leave request of that type. On selection the onchange fills the validator lines. The request shows the list of required approvers.
- Validation Status page on the request
- Validators field
- 4
Approvers approve in turn
Each approver presses Approve on the request, which marks their line and stores the comment. The final approval is applied only when all lines are approved. The leave then moves to validated.
- Button: Approve
- Fields: Approve Status, Comments
- 5
Refuse or reset
An approver can press Refuse to reject the leave, and the draft action resets the statuses. The approval check blocks users who are not in the chain. Chatter keeps the log.
- Button: Refuse
- Only listed validators may act
- 6
Approval Requests menu
A server action and menu Approval Requests list the leaves waiting for the current user. Approvers use it as their inbox. It filters through the request lookup method.
- Menu: Approval Requests
- Filters current user pending
Screens
Illustrative mockups with placeholder data.
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Added by this module
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Added by this module
Roles
| Role |
|---|
| Employee |
| Approver |
| HR Officer / Time Off Manager |
Dependencies
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We can arrange a demo or a trial and answer your questions about Multi-level Leave Approval.