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Planning

Odoo Planning

Shift schedules and resource plans in one Gantt view, published to employees and linked to time off and payroll.

Planning
Capabilities

What this module handles

Saudi outlet and branch managers rebuild the weekly roster in Excel and WhatsApp every week, rebuild it again for Ramadan, and only find leave conflicts and overtime on the day or on the payslip. Odoo Planning schedules people by employee, role, project or branch with drag and drop, templates and recurrence, publishes shifts to the employee portal, and feeds planned hours to Odoo Payroll or your HR system.

  • Gantt view by employee, role, project, branch or sales order, with drag and drop scheduling.
  • Shift templates and recurring schedules for morning, evening, split and Ramadan patterns.
  • Open shifts published for employees to claim, useful for peak season and part-time staff.
  • Shift swap and unavailability requests from employees, approved by the branch manager in one view.
  • Publish schedules by email or portal in one click, with changes highlighted to affected staff.
  • Approved time off blocks the calendar automatically so nobody is scheduled while on leave.
  • Planned versus actual hours compared through Attendance and Timesheets before payroll runs.
  • Copy last week forward and adjust, instead of starting every roster from a blank sheet.
Saudi ready

Built for how business runs in Saudi Arabia

Schedules and shift names run in Arabic and English, so a Saudi branch manager and a non-Arabic kitchen team read the same roster. Working hour calendars are built around the Labor Law limits of 8 hours per day or 48 per week, with a Ramadan calendar of 6 hours per day for Muslim employees and Friday rest, so the planner is warned before a roster breaks the limit. Shifts are planned per branch so every outlet has its own roster, with hours flowing to payroll and WPS files, and Naqlah, an Odoo Gold Partner in Saudi Arabia, sets up the calendars with your HR team.

Ramadan ready
A second set of templates and a Ramadan working hour calendar are switched on for the month without rebuilding rosters. Evening and night shifts for outlets that open after iftar are planned from templates, not from scratch.

Branch rosters
Each outlet or branch manager plans their own team, and head office sees all branches in one Gantt. Staff can be lent between branches in the same city without separate spreadsheets.

Hours you can pay
Planned hours are compared with actual hours from Attendance before payroll runs, so overtime at 150% of the basic hourly wage is seen when planning, not discovered on the payslip.

How it connects

How does a weekly roster get built and published to staff in Odoo?

1. The manager applies templates
The branch manager copies last week forward or applies shift templates per role, and the system places shifts within the working hour calendar for the period, including Ramadan hours when active.

2. Leave and unavailability are already blocked
Approved requests from Odoo Time Off and employee unavailability already block those slots, so the manager never schedules someone on leave.

3. Shifts are published and claimed
The roster is published to the employee portal and email, open shifts are claimed by available staff, and swap requests are approved by the manager in the same view.

4. Actual hours go to payroll
Attendance records from biometric devices or the Odoo kiosk are compared with the plan, and the resulting hours and overtime flow to payroll through our Jisr, ZenHR or Odoo Payroll integrations.

Implementation

What Naqlah configures in your implementation

  1. Define roles, branches and calendars. We set up roles, branches and working hour calendars, including the Ramadan calendar and weekly rest day, with your HR team.
  2. Build shift templates. Morning, evening, split and seasonal templates with recurrence rules are created per branch and role.
  3. Set portal access and notifications. Employees get portal access to see shifts, claim open shifts and request swaps, with email or other notification channels configured.
  4. Connect Time Off and Attendance. Approved leave blocks the roster and attendance data is linked for planned versus actual comparison.
  5. Map hours to payroll. Planned and actual hours are mapped to Odoo Payroll or exported to Jisr or ZenHR in the format your payroll run needs.
  6. Build reports and train managers. Utilisation, coverage and overtime reports are built, and branch managers are trained on building and publishing rosters.

Timelines depend on the number of branches and the payroll system in use, and Naqlah gives you a clear roadmap in the first consultation.

Who it is for

Companies that get the most from this module

  • Restaurant and coffee chains. Baristas and kitchen staff per outlet with morning, evening and Ramadan night templates aligned to Foodics peak hours.
  • Retail chains. Split shifts, female-only sections and seasonal staff planned per store with head office visibility.
  • Warehouses and fulfilment centres. Picker and packer rosters scaled for Ramadan, White Friday and Founding Day order volumes from Salla and Zid.
  • Support and call centre teams. Coverage by language and hour, including Friday and late evening slots.
  • Agencies and consultancies. People planned on projects and sales orders so utilisation and availability are visible before a new project is accepted.
Before and after

Excel rosters and WhatsApp screenshots vs Odoo Planning

AreaBeforeWith Odoo via Naqlah
RosterExcel sheet rebuilt weekly, shared as a WhatsApp imageGantt per branch with templates and copy forward
Leave conflictsFound on the day when someone does not show upBlocked automatically from approved time off
RamadanRebuilt manually every yearRamadan calendar and templates switched on for the month
Employee viewScreenshot forwarded by the managerPortal with claims and swap requests
OvertimeDiscovered on the payslipSeen when planning, before payroll
Multi-branchSeparate files per outletOne plan, each branch manages its own team
FAQ

Module questions, answered

Everything else, we cover in a free 30-minute consultation.

What does the Odoo Planning module do?
Is it only for shift-based businesses?
Can employees see and swap their shifts?
Does it connect to Time Off and Attendance?
Can we plan Ramadan hours without rebuilding the roster?
Does it work in Arabic?
Related

Modules that work well together

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