Planning is one of the most important aspects of any company operation. Planning is the process of determining a direction and the actions that must be taken in order to attain the organization's goals and objectives. The company's performance is reflected in the effectiveness of planning. As a result, it is critical to plan the business's shifts. Maintaining the company's day-to-day operations is a wonderful strategy to ensure efficient planning management. Manual planning is not error-free, and it lacks coordination, which is critical for the organization's smooth operation. Many businesses now use the ERP (Enterprise Resource Planning) system to organize and schedule their operations. You can effortlessly plan and manage your activities using the system.
Odoo ERP features a number of benefits. They help you save time and money, and data is sent across several departments and saved in a single source using a centralized database. Odoo assists you in producing better analytics and reporting, which leads to increased productivity.
Odoo 14 contains a full module dedicated to job scheduling and organization. Previously, Project App had a planning feature. We receive Planning as a new module in Odoo 14. The Planning module in Odoo has a number of benefits.
Let's have a look at the benefits of the Odoo 14 Planning module in this blog.
Management of schedules
The key benefit of the Planning module is that it allows you to see the entire employee schedule from the dashboard. Scheduling is an important aspect of the planning process. It enables you to effortlessly manage the process of reaching goals. Because each schedule is organized in a calendar format, it is easier to see and remember the time and date of each one. You may see each employee's schedule as well as the schedules for various specific roles and projects. This will provide you an overview of each project, as well as how much each role contributed to the project and responsibilities they were assigned. The total number of shifts per day is listed at the bottom of each day.
Open Shift Management
Open shifts occur when an employee is unable to complete the schedule he or she has prepared, and another employee is able to complete the assignment. When the employee who developed the assignment is unable to complete it for a variety of reasons, such as a lack of resources or an emergency, open shift assists other employees in completing the task. Employees can establish an open shift in the Odoo 14 Planning module, and other employees can take it over and make the necessary modifications to the schedule by clicking on it and finishing the assignment.
Creation of new shifts
In the Planning module, creating new schedules is a breeze. By clicking the ADD button, you will be taken to a form page where you must fill in details such as Shift Template, name of the employee who will be taking the shift, Role of the employee, name of the Project, Task assigned, name of the Company, Date (including start and end dates), Allocated Time in percentage, and Allocated Hours. You can also specify whether the shift is a one-time or recurring assignment, as well as when and how many weeks the shift must be repeated. You can also include other shift-related notifications. You can save and publish the schedule after you've finished filling out the form.
Organizing your planning
In the Odoo 14 Planning module, you may manage your own planning and create timetables. Your schedule is presented on the screen when you click the My Planning page, and you can get a calendar view of your shifts. At the end of each day, the total number of shifts is displayed. By hovering the cursor over the shift, you can see important details like the start and end dates and times of the shift, the assigned hours, if you were replaced by another employee, and if the schedule was changed after it was published. All of this keeps you informed about your shifts.
The schedules are displayed in a calendar format, allowing you to quickly locate the shift's dates and times. You can also receive a more in-depth look at each day. Each day, week, month, and year's shifts can be seen. This aids in the preparation of strategies and the scheduling of work. You can even send the staff a schedule that includes the day and hour.
Eliminates Miscommunication and Contradictions
When planning is done normally, the biggest issue that occurs is the possibility of miscommunication. However, with Odoo's Planning module, you can avoid the possibility of misinterpretation because the employee's task and responsibility are clearly stated in the schedule. Another issue is that when manually organizing shifts, the shifts may conflict, and one person may be assigned to more than one shift. The shifts in Odoo 14 explicitly specify the authorized time and date, which eliminates the problem of conflict. In brief, the Planning module solves the problem of misunderstanding and inconsistency.
By selecting the Reporting option, you can get a full analysis of the planning you've done so far. You may simply examine the work that has been done to achieve the objective using measures like Allocated hours, Allocated Time in percentage, Effective Hours, Number of Working Days, Progress, and Count. Filters can also be used to display the analysis of certain locations. By selecting the INSERT IN SPREADSHEET option from the module, the examined data may be readily loaded into the spreadsheet.
Configuration of the settings
You may change the parameters and allow employees to unassign themselves from shifts in the planning module. Another benefit is the ability to manage and create Roles in the database. You can assign staff to certain jobs and give them additional responsibilities within the company. You can also make shift templates to aid in the completion of the new shift form. You may easily add the shift's duration hours and start time with the help of shift templates. You can choose the shift template you want to use while filling out the form, and the timings will be filled immediately. You can customize the existing shift templates to meet your company's needs.
In a nutshell, the Planning module assists you in helping and making the task of scheduling work easier. The Planning module assists you in organizing your work schedules and achieving your goals by scheduling tasks, sending them to staff, and assigning them roles.