Automatic Monthly Leave Allocation | Carry-Forward Time Off Rules

42.83 €

Odoo Version
- Odoo 18
- Odoo 19

Support Demo Customization

Automatic Monthly Leave Allocation

Automatically allocate monthly time off to eligible employees, carry forward unused balances with configurable limits, and enforce company policy by employee type and probation - natively inside Odoo Time Off.

Key Features

Everything required to automate monthly time-off allocation.

Automatic Monthly Allocation

Set Day of Month

Issue leave balances automatically on a configurable day of each month (1–28). Only employees with an open contract on the run date are considered.

Carry-Forward Management

Unused Balance Rules

Roll unused days into the next month per time-off type. Set a maximum carry-forward cap, or use 0 for unlimited unused days.

Employee Type Policy

Allocate only to ticked types: employee, worker, student, trainee, contractor, or freelancer.

Probation Control

Optionally withhold monthly allocation until probation ends or HR resolves it.

Yearly Reset

Wipe carried-forward balances on a configurable reset month and day each leave year.

Scheduled Cron

A daily scheduled action runs allocation and carry-forward on the configured company day.

Run Allocation Now

Trigger the monthly run immediately from scheduled actions when you need to test or catch up.

Per Leave Type Rules

Define monthly days, carry-forward, and max cap independently for each time-off type.

Contract Eligibility

Only active employees with an open contract on the allocation date receive monthly leave.

Carry Forward Logs

Track carried, consumed, and remaining days per employee with active, consumed, or expired states.

Run History

Audit every monthly run with date, year, month, and allocation count - once per company per month.

Group Wizard Guard

The group allocation wizard warns about ineligible employees and skips them instead of aborting the batch.

Multi-Company

Configuration, rules, logs, and run history are company-scoped with dedicated record rules.

Auto-Approved Allocations

Monthly allocations are created for the current month and approved automatically after each successful run.

Feature Deep Dive

Explore the step-by-step visual workflow and technical specifications.

Monthly Allocation Walkthrough

A visual tour of installation, allocation settings, eligibility, scheduled runs, carry-forward, and audit logs.

1. Install from Apps

Search for Automatic Monthly Leave Allocation in Apps and activate the module under Human Resources.

Install Automatic Monthly Leave Allocation

2. Open Time Off

The module extends the native Time Off app, so allocation stays inside the standard HR workflow.

3. Allocation Settings Menu

Open Time Off → Configuration → Monthly Allocation to reach Allocation Settings, Carry Forward Logs, and Run History.

4. Company Allocation Policy

Set the monthly allocation day, yearly carry-forward reset, probation behaviour, and which employee types receive leave.

5. Leave Allocation Rules

Configure monthly days, carry-forward, and max carry per time-off type. Changes apply on the next scheduled run.

6. Eligible Employees

Allocation considers active employees from the Employees app who have an open contract on the run date.

7. Employee Type on Contract

Employee type on the Payroll / contract tab drives eligibility when you restrict allocation to selected types.

Employee type used for allocation eligibility

8. Scheduled Action

A daily cron on Monthly Leave Allocation Rule runs _cron_monthly_allocate_leaves() and allocates only on the configured day.

9. Run Manually

Use Run Manually on the scheduled action to test allocation immediately without waiting for the next daily trigger.

Run leave allocation scheduled action manually

10. Allocations Menu

Review generated allocations under Time Off → Management → Allocations, including New Group Allocation.

11. Approved Monthly Allocations

Eligible employees receive approved regular allocations with amount and current balance visible at a glance.

12. Current-Month Validity

Each monthly allocation is valid from the run date through month-end, with days granted according to the rule.

13. Half-Day Time Off

Taken leaves, including half days, reduce unused balance so carry-forward calculations stay accurate.

14. Time Off Usage Overview

All Time Off shows approved requests and remaining balances across employees after allocation and usage.

15. Next-Month Carry-Forward

On the next monthly run, unused days are carried forward and added to the new allocation according to the rule.

16. Reset Day Behaviour

When the scheduler runs on or after the configured reset day, carried-forward balances are wiped and allocation continues from the base rule.

17. Allocation Run History

Review every completed monthly run with date, year, month, and how many allocations were created.

18. Carry Forward Logs

Inspect carried, consumed, and remaining days per employee, including carry date and state.

Version 19.0.1.0.0

Initial Odoo 19 release of Automatic Monthly Leave Allocation. Automates recurring time-off allocation with carry-forward rules, eligibility policy, and audit logs inside Time Off.

Key Enhancements

Company-scoped allocation day, yearly reset, probation, and employee-type policy.
Per time-off type monthly days with optional carry-forward and max cap.
Daily scheduled action plus manual run for testing.
Carry-forward logs and allocation run history.
Group allocation wizard skips ineligible employees instead of aborting the batch.

Release History

v19.0.1.0.0

Stable release. Brings automatic monthly leave allocation and carry-forward policy natively inside Odoo Time Off.

Does it work with standard Time Off?

Yes. It extends hr_holidays and creates regular hr.leave.allocation records that employees use like any other allocation.

Can I limit carry-forward days?

Yes. Enable carry-forward on a rule and set a maximum. Use 0 for unlimited unused days carried to the next month.

Can I exclude workers or probation employees?

Yes. Untick employee types you do not want to allocate, and optionally disable allocation during probation.

Can I run allocation immediately?

Yes. Use Run Manually on the scheduled action, or Run Monthly Allocation Now from the rules list. Each company can run only once per month.

What happens on the yearly reset day?

On the first allocation run on or after the configured reset month and day, carried-forward balances are wiped and allocation continues from the base monthly days.

Is it multi-company?

Yes. Configuration, rules, carry-forward logs, and run history are all company-scoped with record rules.

Built for Efficiency

Automate Leave Allocation
Without Spreadsheets

Stop issuing monthly balances by hand. Configure company policy once and let the scheduled action allocate time off, carry unused days, and keep a complete audit trail.

Need Custom Workflows?

Talk to echoBitz About Your Strategy

If you need help customizing leave policy, probation rules, accrual logic, or extending allocation for specific HR requirements, our certified engineering team is ready to assist.

Implementation Customization Support