Plan within contracts

This page is for planners. With the SmartERP Planning - Contracts bridge installed, Planning warns about shifts that are not fully inside an employee's contract period and keeps automatic planning inside contracts.

What counts as a contract#

Planning looks at the employee's contracts that Odoo treats as valid: those that are Running or Expired, and new contracts that are marked ready (green status). Cancelled contracts and new contracts that are not ready do not count.

Two groups are planned normally and never warned:

• employees who have never had a contract;
• people whose employee type is not Employee or Student, such as trainees, contractors and freelancers.

What Planning does with contracts#

• Allocated time and automatic planning. Odoo already treats time outside a valid contract as non-working time. So allocated time, Auto Plan, Plan with Template and broadcasts never count or choose that time. Auto Plan reports shifts it could not fill as "nobody qualified is under contract".
• Warning on the shift. A shift shows one of these alerts, in the shift form and on the card:
  • "Outside Name's contract (starts date)." – the shift is before the first contract.
  • "Outside Name's contract (ended date)." – the shift is after the last contract.
  • "Outside Name's contract." – there is no contract that covers it.
  • "Part of this shift is outside Name's contract." – the shift starts inside and ends outside, or the reverse.
• Filter and marker. The filter Outside Contract finds such shifts, and the bar shows a document icon. The filter looks at shifts that ended in the last 90 days or are still to come.
• When you drop a shift on a person, Planning lists the same message among the problems.
• When an employee takes a shift outside their contract, Planning refuses with the contract message. Contract gaps block self-service, while time off only warns.

Check a period#

1. Open Planning → Schedule → By Resource for the period.
2. Apply the filter Outside Contract.
3. For each shift, move it inside the contract, give it to someone else, or extend the contract in Employees → Contracts.

Next#

• Plan around time off
• Resolve shift warnings