MoreHoliday/en

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.