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Page créée avec « === Holiday Color Settings === {| class="wikitable" |- style="vertical-align:top;" | 800px | The second part of the screen allows you to define a color for holidays. These colors allow you to view active holidays on the rolling week page. |} === Additional Settings === {| class="wikitable" |- style="vertical-align:top;" | 800px | The last part of the screen allows you to define additional paramet... »
Liam (discussion | contributions)
Bureaucrates
3 506 modifications
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(21 versions intermédiaires par le même utilisateur non affichées)
Ligne 20 : Ligne 20 :
{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:Moreholiday-setting1.png|800px]]
| [[File:Moreholiday-setting1_en.png|800px]]
| The first part of the screen allows you to define a color and abbreviation for each defined type and status.
| The first part of the screen allows you to define a color and abbreviation for each defined type and status.
These colors and abbreviations will be displayed on the rolling weeks page.
These colors and abbreviations will be displayed on the rolling weeks page.
Ligne 32 : Ligne 32 :
{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:Moreholiday-setting2.png|800px]]
| [[File:Moreholiday-setting2_en.png|800px]]
| The second part of the screen allows you to define a color for holidays.
| The second part of the screen allows you to define a color for holidays.
These colors allow you to view active holidays on the rolling week page.
These colors allow you to view active holidays on the rolling week page.
Ligne 39 : Ligne 39 :
{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:Moreholiday-setting3.png|800px]]
| [[File:Moreholiday-setting3_en.png|800px]]
| The last part of the screen allows you to define additional parameters related to the ergonomics and use of the module.
| The last part of the screen allows you to define additional parameters related to the ergonomics and use of the module.
An informational text is associated with each parameter to explain its use, which will also be detailed on the various pages of the documentation.
An informational text is associated with each parameter to explain its use, which will also be detailed on the various pages of the documentation.
Ligne 47 : Ligne 47 :
{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:Moreholiday-menus.png|300px]]
| [[File:Moreholiday-menus_en.png|300px]]
|
|
* A statistics page, presenting dashboards and graphs related to leave management.
* A statistics page, presenting dashboards and graphs related to leave management.
Ligne 56 : Ligne 56 :
{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:Moreholiday-espace.png|700px]]
| [[File:Moreholiday-espace_en.png|700px]]
| This page contains ten spaces, which can be grouped as follows:
| This page contains ten spaces, which can be grouped as follows:
* Grouping lists and the most recently updated holidays
* Grouping lists and the most recently updated holidays
Ligne 63 : Ligne 63 :




<div lang="fr" dir="ltr" class="mw-content-ltr">
Filtering by period allows you to select vacations for a given period and refresh the data on the space page for that period.
Le filtrage des périodes permet de sélectionner les congés sur une période donnée et d'actualiser les données la page de l'espace sur celle-ci.
* P12: Displays vacation statistics for the previous year
* P12 : Affiche les statistiques sur les congés de l'année précédente
* P3: Displays vacation statistics for the previous quarter
* P3 : Affiche les statistiques sur les congés du trimestre précédent
* P1: Displays vacation statistics for the previous month
* P1 : Affiche les statistiques sur les congés du mois précédent
* All: Displays statistics for all vacations
* Tous : affiche les statistiques sur tous les congés
* 1: Displays vacation statistics for the current month
* 1 : Affiche les statistiques sur les congés du mois en cours
* 3: Displays vacation statistics for the current quarter
* 3 : Affiche les statistiques sur les congés du trimestre en cours
* 12: Displays vacation statistics for the current year
* 12 : Affiche les statistiques sur les congés de l'année en cours
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
== User Summary ==
== Synthèse utilisateur ==
{{Note|To allow access to this page, users must have read permissions |warn}}
{{Note|Pour permettre l'accès à cette page, il avoir les droits d'accès en lecture aux utilisateurs |warn}}
{| class="wikitable"
{| class="wikitable"  
|- style="vertical-align:top;"
|- style="vertical-align:top;"  
| [[File:Moreholiday-synthese_en.png|800px]]
| [[File:Moreholiday-synthese.png|800px]]
| The module displays the native Dolibarr user list with additional columns related to leave management.
| Le module affiche la liste des utilisateurs natives de dolibarr avec des colonnes supplémentaires liées à la gestion des congés.
The first group of columns corresponds to the list of leave types (default and those defined).
Un premier groupe de colonnes correspond à la liste des types de congés (par défaut et ceux définis).  
The value in the column corresponds to the number of days remaining for each leave type.
La valeur dans la colonne correspond au nombre de jours du type de congé restant.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
The second group of columns corresponds to the user's monthly leave for the month.
Le second groupe de colonnes correspond aux congés mensuel de l'utilisateur pour le mois.
It is possible to configure the selectable months in the module configuration (you can define the number of months preceding the current month and the number of months following).
Il est possible de paramétrer les mois sélectionnables dans la configuration du module (on peu définir le nombre de mois précédent le mois en cours et le nombre de mois suivant).
The value in the column corresponds to the number of leaves taken by the employee.
La valeur dans la colonne correspond au nombre de congés pris par le collaborateur.  
|}
|}
==== Détail des congés pris  ====
==== Leave Taken Details ====
{| class="wikitable"  
{| class="wikitable"
|- style="vertical-align:top;"  
|- style="vertical-align:top;"
| [[File:Moreholiday-synthese-popup.png|800px]]
| [[File:Moreholiday-synthese-popup_en.png|800px]]
| En appuyant sur l'icone associé du nombre de congé, il est possible de visualiser le détail des congés pris. Les fenetres de détail ne sont pas modales, il est donc possible d'en ouvrir plusieurs à la fois.
| By clicking on the icon associated with the leave number, you can view the details of the leaves taken. The detail windows are not modal, so it is possible to open several at once.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
Each window presents a table of leave taken by the employee for a given employee and month. The color corresponds to the type and status defined in the module settings.
Chaque fenêtre présente pour un collaborateur et un mois donné présente un tableau les congés pris par le collaborateur. La couleur correspond au type et au statut défini dans le paramétrage du module.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
|}
|}
== Agenda glissant ==
== Sliding Calendar ==
{| class="wikitable"  
{| class="wikitable"
|- style="vertical-align:top;"  
|- style="vertical-align:top;"
| [[File:Moreholiday-slideweek.png|800px]]
| [[File:Moreholiday-slideweek_en.png|800px]]
| Il s'agit de l'écran principal du module qui permet de visualiser l'état des congés collaborateurs sur une période donnée.
| This is the main screen of the module, which allows you to view the status of employee leave over a given period.
L'écran est décomposé en 4 parties :
The screen is divided into four parts:
* Le déplacement sur l'agenda et le filtrage des données de base
* Navigating the calendar and filtering the basic data
* Le filtrage par sélection des types et statut des congés
* Filtering by selecting leave types and status
* La liste des jours fériées de l'année en cours
* List of public holidays for the current year
* La présentation des congés avec en ligne les collaborateurs et en colonne les semaines
* Presentation of leave with employees listed in rows and weeks listed in columns
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
This last part allows you to view the details of the leave, to validate/approve/reject and cancel leave and naturally to create a leave request.
Cette dernière partie permet de visualiser le détail des congés, de valider/approuver/refuser et annuler un congés et naturellement de créer une demande de congé
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
|}
|}
=== Déplacement et filtrage des données de base ===
=== Moving and Filtering Basic Data ===
==== Déplacement et organisation des semaines ====
==== Moving and Organizing Weeks ====
{| class="wikitable"  
{| class="wikitable"
|- style="vertical-align:top;"  
|- style="vertical-align:top;"
| [[File:Moreholiday-navigation.png|400px]]
| [[File:Moreholiday-navigation_en.png|400px]]
| Cette partie permet à la fois de se déplacer dans l'agenda en précisant une semaine de départ et le nombre de semaine que l'on souhaite afficher
| This section allows you to navigate the calendar by specifying a starting week and the number of weeks you want to display.
Les flèches permettent d'avancer ou reculer d'une semaine, mais aussi d'augmenter ou diminuer le nombre de semaines afficher.
The arrows allow you to move forward or backward by one week, as well as increase or decrease the number of weeks displayed.
En appuyant sur l'icone agenda, on revient à la semaine en cours
Clicking the calendar icon returns you to the current week.
il est possible de définir dans le paramétrage du module :  
In the module settings, you can define:
* le décalage de la semaine par défaut (exemple se positionner sur la semaine précédente ou la semaine suivante)
* the default week offset (e.g., to move to the previous or next week)
* le nombre de semaine à afficher par défaut
* the number of weeks to display by default
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
It is now possible to show/hide the weekday weekends by clicking on the text at the bottom of the table.
Il est enfin possible d'afficher/cacher les week-end de la semaine en cliquant sur le texte en bas du tableau
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
==== Available Filters on Data ====
==== Filtrage disponibles sur les données ====
{| class="wikitable"
{| class="wikitable"  
|- style="vertical-align:top;"
|- style="vertical-align:top;"  
| [[File:Moreholiday-filtrage-donnees_en.png|400px]]
| [[File:Moreholiday-filtrage-donnees.png|400px]]
|
|  
Depending on the permissions of the user accessing this page, it is possible to filter the users you wish to display.
Selon les habilitations de l'utilisateur accédant à cette page, il est possible de filtrer les utilisateurs que l'on souhaite afficher.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
If you have the right to view only your own data and that of your subordinates, you display a checkbox to view them both at the same time or only one person's account.
Si on a le droit de visualiser seulement ses données et celle de ses subalternes, on affiche une case à cocher pour les visualiser à la fois ou seulement le compte d'une personne
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
|-
|-  
| [[File:Moreholiday-filtre-donnees_en.png|400px]]
| [[File:Moreholiday-filtre-donnees.png|400px]]
| If you have permission to view all users, you don't have to select a user from the drop-down list.
| Si on a le droit de visualiser tout les utilisateurs, il n'est pas obligatoire de sélectionner un utilisateur dans la liste déroulante.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
In this case, it is also possible to filter by user category and/or user group.
Il est aussi possible dans ce cas de filtrer selon une catégorie d'utilisateur et/ou un groupe d'utilisateur
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
=== Filtering by Type and Status Selection ===
=== Filtrage par sélection des types et des statuts ===
{| class="wikitable"
{| class="wikitable"  
|- style="vertical-align:top;"
|- style="vertical-align:top;"  
| [[File:Moreholiday-filtre-type-statut_en.png|500px]]
| [[File:Moreholiday-filtre-type-statut.png|500px]]
|
|  
This second table allows you to quickly filter holidays by type and status.
Ce deuxième tableau permet de filtrer rapidement les congés selon leur type et leur statut
* Clicking on the [Type] heading inverts the selection.
* Quand on clique sur le titre [Type] cela inverse la sélection
* Clicking on the green check mark selects all checkboxes.
* Quand on clique sur la coche verte, cela sélectionne toute les cases à cocher
* Clicking on the red cross unchecks all checkboxes.
* Quand on clique sur la croix rouge, cela décoche toute les cases à cocher
* The boxed row and column heading areas invert the selection of the associated checkboxes.
* Les zones de titre de ligne et de colonne encadrées déclenchent une inversion de la sélection des cases à cocher qui lui sont associés
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
=== Viewing and Actions on the Calendar ===
=== Visualisation et actions possibles sur L'agenda ===
{| class="wikitable"
{| class="wikitable"  
|- style="vertical-align:top;"
|- style="vertical-align:top;"  
| [[File:Moreholiday-slideweek-detail_en.png|500px]]
| [[File:Moreholiday-slideweek-detail.png|500px]]
|
|  
Dolibarr's default table format does not include lines to separate columns, but it is possible to add them by defining them in the module's settings.
Le format des tableaux par défaut de dolibarr ne présente pas de lignes pour séparer les colonnes, mais il est possible d'en ajouter en le définissant dans le paramétrage du module.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
The first columns of the table show the employee's identity, the number of hours worked per week defined and access to the employee's leave balance via tooltip.
Les premières colonnes du tableau présente, l'identité du collaborateur, le nombre d'heure de travail par semaine défini et un accès au solde des congés du collaborateur par tooltip.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
The following columns are grouped by week, with the first week showing the month of the week. Public holidays are colored according to the settings.
Les colonnes suivantes sont regroupées par semaine, la première semaine présente le mois de celle-ci. Les jours fériés sont colorées selon le paramétrage défini.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
When a leave is present over a period, it is displayed with the color (and/or an abbreviation) defined according to its type and the defined status.  
Quand un congé est présent sur une période, elle s'affiche avec la couleur (et/ou une abréviation) défini selon son type et le statut défini.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
If the leave period does not start in the morning or end in the afternoon, the area is partially colored.
Si la période de congé ne débute pas un matin ou ne se termine pas un après-midi, la zone est partiellement colorée
|}
|}
==== Visualiser une demande de congé existante ====
==== View an existing leave request ====
{| class="wikitable"  
{| class="wikitable"
|- style="vertical-align:top;"  
|- style="vertical-align:top;"
| [[File:Moreholiday-popup-conge.png|500px]]
| [[File:Moreholiday-popup-conge_en.png|500px]]
| Quand on clique sur une période de congé, un popup apparait présentant son détail.
| When you click on a leave period, a popup appears showing its details.
Il est possible d'avoir plusieurs popup ouvertes à la fois (non modal)
It is possible to have multiple popups open at once (modal).
Selon l'habilitation de l'utilisateur et le statut de la demande de congé il est possible de réaliser diverses actions.
Depending on the user's authorization and the status of the leave request, various actions can be performed.
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
==== Submitting a Leave Request ====
==== Réaliser une demande de congé ====
{| class="wikitable"
{| class="wikitable"  
|- style="vertical-align:top;"
|- style="vertical-align:top;"  
| [[File:Moreholiday-popup-nouveau_en.png|500px]]
| [[File:Moreholiday-popup-nouveau.png|500px]]
| You can create a leave request directly by clicking the icon in the top left corner of a table cell.
| Il est possible de créer une demande de congé directement en cliquant sur l'icone en haut à gauche d'une cellule de tableau
When the popup opens, you pre-enter the user, start date, and end date based on the cell where the icon was clicked.
à l'ouverture du popup, on présaisie l'utilisateur, la date de début et de fin selon la cellule où l'icone a été cliqué.
|}
|}
</div>

Dernière version du 10 septembre 2025 à 15:32

Autres langues :
This module improves Dolibarr's native vacation management by adding:
  • a rolling week view of vacations
  • an advanced status of vacations by employee
  • an advanced vacation dashboard

Overview

The MoreHoliday module allows you to intuitively manage vacations in Dolibarr. It is based on native permissions, dictionaries, tables, and data without altering the structure.

The Moreholiday module is installed like any other module and adds additional menus to the Human Resources Management (HRM) area.

Settings

Access the module administration screen from the module list by clicking on the gear icon at the end of the line or the box associated with it. The administration screen is divided into three parts.

Setting colors according to holiday type and status

The first part of the screen allows you to define a color and abbreviation for each defined type and status.

These colors and abbreviations will be displayed on the rolling weeks page.

Leave types can be configured in Dolibarr's native dictionaries

It is possible to define the same color and abbreviation for different types and statuses; it is not mandatory to define an abbreviation or color.

Holiday Color Settings

The second part of the screen allows you to define a color for holidays.

These colors allow you to view active holidays on the rolling week page.

Additional Settings

The last part of the screen allows you to define additional parameters related to the ergonomics and use of the module.

An informational text is associated with each parameter to explain its use, which will also be detailed on the various pages of the documentation.

Application Menu

The module adds three menus to the HR section.

  • A statistics page, presenting dashboards and graphs related to leave management.
  • A user summary page, presenting users, company employees, and information related to their leave.
  • A sliding calendar page, displaying leave entered over a given period.

MoreHoliday Area

This page contains ten spaces, which can be grouped as follows:
  • Grouping lists and the most recently updated holidays
  • Graphs to visualize holiday activity
  • Action spaces to filter by period or filter the display of holidays in the native list


Filtering by period allows you to select vacations for a given period and refresh the data on the space page for that period.

  • P12: Displays vacation statistics for the previous year
  • P3: Displays vacation statistics for the previous quarter
  • P1: Displays vacation statistics for the previous month
  • All: Displays statistics for all vacations
  • 1: Displays vacation statistics for the current month
  • 3: Displays vacation statistics for the current quarter
  • 12: Displays vacation statistics for the current year

User Summary

To allow access to this page, users must have read permissions
The module displays the native Dolibarr user list with additional columns related to leave management.

The first group of columns corresponds to the list of leave types (default and those defined). The value in the column corresponds to the number of days remaining for each leave type.

The second group of columns corresponds to the user's monthly leave for the month. It is possible to configure the selectable months in the module configuration (you can define the number of months preceding the current month and the number of months following). The value in the column corresponds to the number of leaves taken by the employee.

Leave Taken Details

By clicking on the icon associated with the leave number, you can view the details of the leaves taken. The detail windows are not modal, so it is possible to open several at once.

Each window presents a table of leave taken by the employee for a given employee and month. The color corresponds to the type and status defined in the module settings.

Sliding Calendar

This is the main screen of the module, which allows you to view the status of employee leave over a given period.

The screen is divided into four parts:

  • Navigating the calendar and filtering the basic data
  • Filtering by selecting leave types and status
  • List of public holidays for the current year
  • Presentation of leave with employees listed in rows and weeks listed in columns

This last part allows you to view the details of the leave, to validate/approve/reject and cancel leave and naturally to create a leave request.

Moving and Filtering Basic Data

Moving and Organizing Weeks

This section allows you to navigate the calendar by specifying a starting week and the number of weeks you want to display.

The arrows allow you to move forward or backward by one week, as well as increase or decrease the number of weeks displayed. Clicking the calendar icon returns you to the current week. In the module settings, you can define:

  • the default week offset (e.g., to move to the previous or next week)
  • the number of weeks to display by default

It is now possible to show/hide the weekday weekends by clicking on the text at the bottom of the table.

Available Filters on Data

Depending on the permissions of the user accessing this page, it is possible to filter the users you wish to display.

If you have the right to view only your own data and that of your subordinates, you display a checkbox to view them both at the same time or only one person's account.

If you have permission to view all users, you don't have to select a user from the drop-down list.

In this case, it is also possible to filter by user category and/or user group.

Filtering by Type and Status Selection

This second table allows you to quickly filter holidays by type and status.

  • Clicking on the [Type] heading inverts the selection.
  • Clicking on the green check mark selects all checkboxes.
  • Clicking on the red cross unchecks all checkboxes.
  • The boxed row and column heading areas invert the selection of the associated checkboxes.

Viewing and Actions on the Calendar

Dolibarr's default table format does not include lines to separate columns, but it is possible to add them by defining them in the module's settings.

The first columns of the table show the employee's identity, the number of hours worked per week defined and access to the employee's leave balance via tooltip.

The following columns are grouped by week, with the first week showing the month of the week. Public holidays are colored according to the settings.

When a leave is present over a period, it is displayed with the color (and/or an abbreviation) defined according to its type and the defined status.

If the leave period does not start in the morning or end in the afternoon, the area is partially colored.

View an existing leave request

When you click on a leave period, a popup appears showing its details.

It is possible to have multiple popups open at once (modal). Depending on the user's authorization and the status of the leave request, various actions can be performed.

Submitting a Leave Request

You can create a leave request directly by clicking the icon in the top left corner of a table cell.

When the popup opens, you pre-enter the user, start date, and end date based on the cell where the icon was clicked.

Récupérée de « https://wiki.patas-monkey.com/index.php?title=MoreHoliday/en&oldid=7507 »