Odoo Planning: Team scheduling and resource allocation integrated with the ERP
Team and resource scheduling
Create and manage work schedules for operations teams, technicians, salespeople, or any group of employees. Odoo Planning integrates with Employees and Timesheets data to control workload, overtime, and personnel cost per shift.
Services Official Odoo module
Why Odoo Planning?
Real results our clients achieve.
Visual calendar schedule
Build and publish work schedules in a weekly or monthly calendar view. Drag shifts to reschedule, copy weeks, and distribute by email or app.
Workload control
View planned hours per employee and identify overload before publishing the schedule. Distribute shifts evenly across the team.
Employees see the schedule in the app
Each employee accesses their work schedule through the Odoo app or portal. Automatic notifications when the schedule is published or changed.
Integrated with Timesheets
Shifts planned in Planning are compared with actual Timesheets hours. Automatically identify absences, delays, and allocation deviations.
Features
What's included in this module.
Team-Based Schedule Creation
Build schedules by department, team, or role. Define shifts with start time, end time, and the position required for each slot.
Schedule Templates
Save standard schedules as templates and reuse them week after week. Ideal for operations with a recurring shift pattern (retail, production, customer service).
Availability Control
Respect time off, vacation, and absences approved in Odoo Time Off. Automatic alerts when scheduling an employee during a vacation period.
Publishing and Notification
Publish the schedule to employees with one click. Automatic email and mobile app notifications informing each person of their shifts.
Planned vs. Actual Hours Report
Comparison between scheduled hours (Planning) and hours actually worked (Timesheets), with deviations by employee and team.
Estimated Personnel Cost
Estimated cost of each schedule calculated based on the hourly cost of each employee. Advance control of personnel cost per shift and period.
Shift Swaps
Employees can request a shift swap through the portal. The manager approves or rejects the swap, with automatic notification to both parties.
Field Service Integration
Schedule field technicians by service area and period. Field Service work orders take into account the availability scheduled in Planning.
Native integrations
Odoo Planning connects natively with other Odoo modules, no external integration.
Why implement with KMEE
KMEE implements Odoo Planning integrated with time tracking, Timesheets, and OCA payroll, creating a complete personnel planning and control cycle (from the schedule to the pay stub) within Odoo.
About KMEEWho it's for
Scenarios where this module delivers the most value.
Retail with Variable Shifts
Weekly schedule of store staff, with workload control, time off, and substitutions to cover absences.
Field Technicians
Allocation of field technicians by region and period, integrated with Field Service for automatic distribution of work orders.
Production with Multiple Shifts
Schedule of operators by production line and shift (morning, afternoon, night), with control of qualifications required for each position.
Contact Center and Customer Service
Schedule of service agents by channel (phone, chat, email) sized by historical volume and service level.
Frequently Asked Questions
Does Odoo Planning respect vacation approved in Time Off?
Yes. Planning automatically checks absences and vacation approved in Odoo Time Off and alerts the manager if they try to schedule an employee during a leave period.
Can employees see the schedule on their phone?
Yes. The Odoo app for iOS and Android includes the Planning module, where each employee sees their shifts, receives change notifications, and can request swaps.
Is it possible to calculate the estimated personnel cost per schedule?
Yes. With the hourly cost registered per employee, Odoo Planning automatically calculates the estimated personnel cost by schedule, shift, and period.
Does Planning integrate with Field Service to schedule technicians?
Yes. The availability scheduled in Planning is taken into account by Field Service when distributing work orders, avoiding the allocation of technicians outside their work shift.
Industries that use it
Complete solutions for your industry.
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