571 lines
28 KiB
Markdown
571 lines
28 KiB
Markdown
|
# New employees
|
||
|
|
||
|
When a new employee is hired, the first step is to create a new employee record. This record is a
|
||
|
centralized place where all important information about the employee is stored, including
|
||
|
{ref}`general information <employees/general-info>`, {ref}`job history and skills
|
||
|
<employees/resume>`, {ref}`various work information <employees/work-info-tab>`, {ref}`personal
|
||
|
details <employees/private-info>`, {ref}`documents <employees/docs>`, and more.
|
||
|
|
||
|
To begin, open the {menuselection}`Employees` app, then click the {guilabel}`New` button in the
|
||
|
upper-left corner. Doing so reveals a blank employee form.
|
||
|
|
||
|
Proceed to fill out the required information, along with any additional details.
|
||
|
|
||
|
```{image} new_employee/new-employee-form.png
|
||
|
:align: center
|
||
|
:alt: Create a new employee form with all fields filled out.
|
||
|
```
|
||
|
|
||
|
:::{note}
|
||
|
The current company phone number and name are populated in the {guilabel}`Work Phone` and
|
||
|
{guilabel}`Company` fields. If the *Appraisals* application is installed, the {guilabel}`Next
|
||
|
Appraisal Date` field is populated with a date six months from the current date.
|
||
|
:::
|
||
|
|
||
|
(employees-general-info)=
|
||
|
|
||
|
## General information
|
||
|
|
||
|
The employee form automatically saves as data is entered. However, the form can be saved manually at
|
||
|
any time by clicking the {guilabel}`Save manually` option, represented by a {guilabel}`(cloud with
|
||
|
an upwards arrow)` icon.
|
||
|
|
||
|
### Required fields
|
||
|
|
||
|
- {guilabel}`Employee's Name`: enter the employee's name.
|
||
|
- {guilabel}`Company`: from the drop-down menu in this field, select the company the new employee
|
||
|
was hired by, or create a new company by typing the name in the field, and clicking
|
||
|
{guilabel}`Create` or {guilabel}`Create and edit...` from the mini drop-down menu that appears.
|
||
|
|
||
|
```{image} new_employee/employee-new.png
|
||
|
:align: center
|
||
|
:alt: A new employee form with the required fields highlighted.
|
||
|
```
|
||
|
|
||
|
### Optional fields
|
||
|
|
||
|
- {guilabel}`Photo`: in the top-right image box of the employee form, click on the {guilabel}`✏️
|
||
|
(pencil)` edit icon to select a photo to upload.
|
||
|
|
||
|
- {guilabel}`Job Position`: enter the employee's job title under their name, or select it from the
|
||
|
{guilabel}`Job Position` field drop-down menu below to have this top field auto-populate. The
|
||
|
{guilabel}`Job Position` field under the employee name can be modified, and does *not* need to
|
||
|
match the selection made in the {guilabel}`Job Position` drop-down menu in the field below.
|
||
|
|
||
|
```{eval-rst}
|
||
|
.. example::
|
||
|
While it is recommended to have the job positions match, the typed-in description in this top
|
||
|
field can contain more specific information than the selected drop-down :guilabel:`Job
|
||
|
Position`, if desired.
|
||
|
|
||
|
For instance, if someone is hired for a sales representative position configured as
|
||
|
:guilabel:`Sales Representative` in the *Recruitment* app, that can be selected in the
|
||
|
drop-down :guilabel:`Job Position` field.
|
||
|
|
||
|
In the typed-in :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name` field,
|
||
|
the position could be more specific, such as `Sales Representative - Subscriptions` if the
|
||
|
employee is focused solely on subscription sales.
|
||
|
|
||
|
.. image:: new_employee/job-description-fields.png
|
||
|
:align: center
|
||
|
:alt: Both job position fields entered but with different information.
|
||
|
```
|
||
|
|
||
|
- {guilabel}`Tags`: select a tag from the drop-down menu to add relevant tags to the employee. Any
|
||
|
tag can be created in this field by typing it in. Once created, the new tag is available for all
|
||
|
employee records. There is no limit to the amount of tags that can be added.
|
||
|
|
||
|
- {guilabel}`Work Contact Information`: enter the employee's {guilabel}`Work Mobile`,
|
||
|
{guilabel}`Work Phone`, {guilabel}`Work Email`, and/or {guilabel}`Company` name, if not already
|
||
|
auto-populated.
|
||
|
|
||
|
- {guilabel}`Department`: select the employee's department from the drop-down menu.
|
||
|
|
||
|
- {guilabel}`Job Position`: select the employee's job position from the drop-down menu. Once a
|
||
|
selection is made, the {guilabel}`Job Position` field beneath the {guilabel}`Employee's Name`
|
||
|
field automatically updates to reflect the currently selected job position. These positions are
|
||
|
from the {doc}`Recruitment <../../hr/recruitment/new_job/>` application, and reflect the
|
||
|
currently configured job positions.
|
||
|
|
||
|
- {guilabel}`Manager`: select the employee's manager from the drop-down menu.
|
||
|
|
||
|
- {guilabel}`Coach`: select the employee's coach from the drop-down menu.
|
||
|
|
||
|
- {guilabel}`Next Appraisal Date`: this field is **only** visible if the *Appraisals* application is
|
||
|
installed. The date automatically populates with a date that is computed according to the settings
|
||
|
configured in the *Appraisals* application. This date can be modified using the calendar selector.
|
||
|
|
||
|
:::{note}
|
||
|
After a {guilabel}`Manager` is selected, if the {guilabel}`Coach` field is blank, the selected
|
||
|
manager automatically populates the {guilabel}`Coach` field.
|
||
|
:::
|
||
|
|
||
|
:::{tip}
|
||
|
To make edits to the selected {guilabel}`Department`, {guilabel}`Manager`, {guilabel}`Coach`, or
|
||
|
{guilabel}`Company`, click the {guilabel}`Internal Link` arrow next to the respective selection.
|
||
|
The {guilabel}`Internal Link` arrow opens the selected form, allowing for modifications. Click
|
||
|
{guilabel}`Save` after any edits are made.
|
||
|
:::
|
||
|
|
||
|
## Additional information tabs
|
||
|
|
||
|
(employees-resume)=
|
||
|
|
||
|
### Resumé tab
|
||
|
|
||
|
#### Resumé
|
||
|
|
||
|
Next, enter the employee's work history in the {guilabel}`Resumé` tab. Each resumé line must be
|
||
|
entered individually. When creating an entry for the first time, click {guilabel}`Create a new
|
||
|
entry`, and the {guilabel}`Create Resumé lines` form appears. After an entry is added, the
|
||
|
{guilabel}`Create a new entry` button is replaced with an {guilabel}`Add` button. Enter the
|
||
|
following information for each entry.
|
||
|
|
||
|
```{image} new_employee/resume-lines.png
|
||
|
:align: center
|
||
|
:alt: "A resum\xE9 entry form with all the information populated."
|
||
|
```
|
||
|
|
||
|
- {guilabel}`Title`: type in the title of the previous work experience.
|
||
|
- {guilabel}`Employee`: select the employee from the drop-down menu.
|
||
|
- {guilabel}`Type`: from the drop-down menu, select either {guilabel}`Experience`,
|
||
|
{guilabel}`Education`, {guilabel}`Side Projects`, {guilabel}`Internal Certification`,
|
||
|
{guilabel}`Completed Internal Training`, or type in a new entry, then click {guilabel}`Create
|
||
|
"(Type)"`.
|
||
|
- {guilabel}`Display Type`: from the drop-down menu, choose {guilabel}`Classic` for typical work
|
||
|
experience, {guilabel}`Certification` for experience gained through a certification, or
|
||
|
{guilabel}`Course` for non-certified classes.
|
||
|
- {guilabel}`Duration`: enter the start and end dates for the work experience. To select a date,
|
||
|
click the first empty field to reveal a calendar pop-up window. Proceed to use the {guilabel}`<
|
||
|
(left arrow)` and {guilabel}`> (right arrow)` icons to scroll to the desired month, then click on
|
||
|
the day to select it. Repeat this process to locate and select the end date. When the desired
|
||
|
dates have been selected, click {guilabel}`✔️ Apply`.
|
||
|
- {guilabel}`Description`: enter any relevant details in this field.
|
||
|
|
||
|
Once all the information is entered, click the {guilabel}`Save & Close` button if there is only one
|
||
|
entry to add, or click the {guilabel}`Save & New` button to save the current entry and create
|
||
|
another resumé line.
|
||
|
|
||
|
:::{note}
|
||
|
After the new employee form is saved, the current position and company is automatically added to
|
||
|
the {guilabel}`Resumé` tab, with the end date listed as `current`.
|
||
|
:::
|
||
|
|
||
|
(employees-skills)=
|
||
|
|
||
|
#### Skills
|
||
|
|
||
|
An employee's skills can be entered in the {guilabel}`Resumé` tab in the same manner that a resumé
|
||
|
line is created.
|
||
|
|
||
|
In order to add a skill to an employee record, the skill types must be configured first. If no skill
|
||
|
types are configured, a {guilabel}`Create new Skills` button appears in the {guilabel}`Skills`
|
||
|
section of the {guilabel}`Resumé` tab. {ref}`Configure the skill types <employees/skill-types>`
|
||
|
before adding any skills to the employee record.
|
||
|
|
||
|
If the skill types are configured, a {guilabel}`Pick a skill from the list` button appears instead.
|
||
|
Click the {guilabel}`Pick a skill from the list` button, and select the following information for
|
||
|
each skill.
|
||
|
|
||
|
```{image} new_employee/select-skills.png
|
||
|
:align: center
|
||
|
:alt: A skill form with the information filled out.
|
||
|
```
|
||
|
|
||
|
- {guilabel}`Skill Type`: select a {ref}`skill type <employees/skill-types>` by clicking the radio
|
||
|
button next to the skill type.
|
||
|
- {guilabel}`Skill`: after selecting a {guilabel}`Skill Type`, the corresponding skills associated
|
||
|
with that selected {guilabel}`Skill Type` appear in a drop-down menu. For example, selecting
|
||
|
{guilabel}`Language` as the {guilabel}`Skill Type` presents a variety of languages to select from
|
||
|
under the {guilabel}`Skills` field. Select the appropriate pre-configured skill, or type in a new
|
||
|
skill, then click {guilabel}`Create "(new skill)"`.
|
||
|
- {guilabel}`Skill Level`: pre-defined skill levels associated with the selected {guilabel}`Skill
|
||
|
Type` appear in a drop-down menu. First, select a {guilabel}`Skill Level`, then the progress bar
|
||
|
automatically displays the pre-defined progress for that specific skill level. Skill levels and
|
||
|
progress can be modified in the {guilabel}`Skill Level` pop-up form, which is accessed via the
|
||
|
{guilabel}`Internal Link` arrow next to {guilabel}`Skill Level` field.
|
||
|
|
||
|
Click the {guilabel}`Save & Close` button if there is only one skill to add, or click the
|
||
|
{guilabel}`Save & New` button to save the current entry and immediately add another skill.
|
||
|
|
||
|
To delete any line from the {guilabel}`Resumé` tab, click the {guilabel}`🗑️ (trash can)` icon to
|
||
|
delete the entry. Add a new line by clicking the {guilabel}`Add` button next to the corresponding
|
||
|
section.
|
||
|
|
||
|
:::{important}
|
||
|
Only users with {guilabel}`Officer: Manage all employees` or {guilabel}`Administrator` rights for
|
||
|
the *Employees* app can add or edit skills.
|
||
|
:::
|
||
|
|
||
|
(employees-skill-types)=
|
||
|
|
||
|
##### Skill types
|
||
|
|
||
|
In order to add a skill to an employee's form, the {guilabel}`Skill Types` must be configured. Go to
|
||
|
{menuselection}`Employees app --> Configuration --> Employee: Skill Types` to view the currently
|
||
|
configured skill types and create new skill types.
|
||
|
|
||
|
:::{note}
|
||
|
The default skill of {guilabel}`Languages` is pre-configured as a skill *type*, but there are no
|
||
|
specific language *skills* listed within that skill type. The {guilabel}`Languages` skill type
|
||
|
must be fully configured before it can be used.
|
||
|
:::
|
||
|
|
||
|
Click {guilabel}`New` and a new {guilabel}`Skill Type` form appears. Fill out all the details for
|
||
|
the new skill type. Repeat this for all the needed skill types.
|
||
|
|
||
|
- {guilabel}`Skill Type`: enter the name of the skill type. This acts as the parent category for
|
||
|
more specific skills and should be generic.
|
||
|
|
||
|
- {guilabel}`Skills`: click {guilabel}`Add a line`, and enter the {guilabel}`Name` for the new
|
||
|
skill, then repeat for all other needed skills.
|
||
|
|
||
|
- {guilabel}`Levels`: click {guilabel}`Add a line`, and enter the {guilabel}`Name` of the level.
|
||
|
Next, click into the {guilabel}`Progress` field, and enter a percentage (0-100) for that level.
|
||
|
Repeat for all additional levels, as needed.
|
||
|
|
||
|
- {guilabel}`Default Level`: click the toggle on the level line to set that level as the default.
|
||
|
Typically, the lowest level is set as the default, but any level can be chosen. The toggle turns
|
||
|
green, indicating it is the default level for the skill. Only one level can be set as the default.
|
||
|
|
||
|
```{eval-rst}
|
||
|
.. example::
|
||
|
To add a math skill set, enter `Math` in the :guilabel:`Name` field. Next, in the
|
||
|
:guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Last, in the
|
||
|
:guilabel:`Levels` field enter `Beginner`, `Intermediate`, and `Expert`, with the
|
||
|
:guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Last, click :guilabel:`Set
|
||
|
Default` on the `Beginner` line to set this as the default skill level.
|
||
|
|
||
|
.. image:: new_employee/math-skills.png
|
||
|
:align: center
|
||
|
:alt: A skill form for a Math skill type, with all the information entered.
|
||
|
```
|
||
|
|
||
|
The {guilabel}`Skill Type` form automatically saves as data is entered.
|
||
|
|
||
|
:::{tip}
|
||
|
Once the form is completely filled out, click the {guilabel}`Save manually` button, represented
|
||
|
by a {guilabel}`cloud with an upwards arrow` icon at the top of the screen, and the
|
||
|
{guilabel}`Levels` rearrange in descending order, with the highest level at the top, and the
|
||
|
lowest at the bottom, regardless of the default level and the order they were entered.
|
||
|
:::
|
||
|
|
||
|
(employees-work-info-tab)=
|
||
|
|
||
|
### Work information tab
|
||
|
|
||
|
The {guilabel}`Work Information` tab is where the employee's specific job related information is
|
||
|
found. Their working schedule, various roles, who approves their specific requests (time off,
|
||
|
timesheets, and expenses), their remote work schedule, and specific work location details are listed
|
||
|
here.
|
||
|
|
||
|
Click on the {guilabel}`Work Information` tab to access this section, and enter the following
|
||
|
information for the new employee:
|
||
|
|
||
|
- {guilabel}`Location`: select the {guilabel}`Work Address` from the drop-down menu. To modify the
|
||
|
address, hover over the first line (if there are multiple lines) of the address to reveal an
|
||
|
{guilabel}`Internal Link` arrow. Click the {guilabel}`Internal Link` arrow to open up the company
|
||
|
form, and make any edits.
|
||
|
|
||
|
Use the breadcrumb links to navigate back to the new employee form when done.
|
||
|
|
||
|
If a new work address is needed, add the address by typing it in the field, then click
|
||
|
{guilabel}`Create (new address)` to add the address, or {guilabel}`Create and edit...` to add the
|
||
|
new address and edit the address form.
|
||
|
|
||
|
- {guilabel}`Approvers`: to see this section, the user must have either {guilabel}`Administrator` or
|
||
|
{guilabel}`Officer: Manage all employees` rights set for the *Employees* application. Using the
|
||
|
drop-down menus, select the users responsible for approving an {guilabel}`Expense`, a
|
||
|
{guilabel}`Time Off` request, {guilabel}`Timesheet` entries, and {guilabel}`Attendance` records
|
||
|
for the employee.
|
||
|
|
||
|
Hover over any of the selections to reveal the {guilabel}`Internal Link` arrow.
|
||
|
|
||
|
Click the {guilabel}`Internal Link` arrow to open a form with the approver's {guilabel}`Name`,
|
||
|
{guilabel}`Email Address`, {guilabel}`Company`, {guilabel}`Phone`, {guilabel}`Mobile`, and
|
||
|
{guilabel}`Default Warehouse` fields. These can be modified, if needed.
|
||
|
|
||
|
Use the breadcrumb links to navigate back to the new employee form when done.
|
||
|
|
||
|
:::{important}
|
||
|
The users that appear in the drop-down menu for the {guilabel}`Approvers` section **must** have
|
||
|
*Administrator* rights set for the corresponding human resources role.
|
||
|
|
||
|
To check who has these rights, go to {menuselection}`Settings app --> Users --> → Manage
|
||
|
Users`. Then, click on an employee, and check the {guilabel}`Human Resources` section of the
|
||
|
{guilabel}`Access Rights` tab.
|
||
|
|
||
|
- In order for the user to appear as an approver for {guilabel}`Expenses`, they **must** have
|
||
|
either {guilabel}`Team Approver`, {guilabel}`All Approver`, or {guilabel}`Administrator` set
|
||
|
for the {guilabel}`Expenses` role.
|
||
|
- In order for the user to appear as an approver for {guilabel}`Time Off`, they **must** have
|
||
|
either {guilabel}`Officer:Manage all Requests` or {guilabel}`Administrator` set for the
|
||
|
{guilabel}`Time Off` role.
|
||
|
- In order for the user to appear as an approver for {guilabel}`Timesheets`, they **must** have
|
||
|
either {guilabel}`Manager`, {guilabel}`Officer:Manage all contracts`, or
|
||
|
{guilabel}`Administrator` set for the {guilabel}`Payroll` role.
|
||
|
:::
|
||
|
|
||
|
- {guilabel}`Remote Work`: use the drop-down menu to select the default location the employee works
|
||
|
from each day of the week. The default options are {guilabel}`Home`, {guilabel}`Office`, or
|
||
|
{guilabel}`Other`.
|
||
|
|
||
|
A new location can be typed into the field, then click either {guilabel}`Create (new location)` to
|
||
|
add the location, or {guilabel}`Create and edit...` to add the new location and edit the form.
|
||
|
|
||
|
After edits are done, click {guilabel}`Save & Close`, and the new location is added, and populates
|
||
|
the field.
|
||
|
|
||
|
Leave the field blank ({guilabel}`Unspecified`) for non-working days like Saturday and Sunday.
|
||
|
|
||
|
:::{note}
|
||
|
It is also possible to add or modify work locations by navigating to {menuselection}`Employees
|
||
|
app --> Configuration --> Employee: Work Locations`. To modify a location, click on an existing
|
||
|
location, then make any changes on the form.
|
||
|
|
||
|
Click {guilabel}`New` to create a new location, then enter the following information on the
|
||
|
form. All fields are **required**.
|
||
|
|
||
|
- {guilabel}`Work Location`: enter the name for the location. This can be as general or as
|
||
|
specific, as needed, such as `Home` or `Building 1, Second Floor`, respectfully.
|
||
|
- {guilabel}`Work Address`: using the drop-down menu, select the address for the location.
|
||
|
- {guilabel}`Cover Image`: click on the icon to select it for the {guilabel}`Cover Image`.
|
||
|
Options are a {guilabel}`house` icon, an {guilabel}`office building` icon, and a
|
||
|
{guilabel}`GPS location marker` icon.
|
||
|
- {guilabel}`Company`: using the drop-down menu, select the company the location applies to.
|
||
|
The current company populates this field, by default.
|
||
|
|
||
|
```{image} new_employee/location.png
|
||
|
:align: center
|
||
|
:alt: A new work location form with all fields filled out.
|
||
|
```
|
||
|
:::
|
||
|
|
||
|
- {guilabel}`Schedule`: select the {guilabel}`Working Hours` and {guilabel}`Timezone` for the
|
||
|
employee. The {guilabel}`Internal Link` arrow opens a detailed view of the specific daily working
|
||
|
hours. Working hours can be modified or deleted here.
|
||
|
|
||
|
:::{note}
|
||
|
{guilabel}`Working Hours` are related to a company's working schedules, and an Employee
|
||
|
**cannot** have working hours that are outside of a company's working schedule.
|
||
|
|
||
|
Each individual working schedule is company-specific. So, for multi-company databases, each
|
||
|
company needs to have its own working schedules set.
|
||
|
|
||
|
If an employee's working hours are not configured as a working schedule for the company, new
|
||
|
working schedules can be added, or existing working schedules can be modified.
|
||
|
|
||
|
Working hours can be modified in the *Payroll* application, where they are referred to as
|
||
|
{guilabel}`Working Schedules`.
|
||
|
|
||
|
For more information on how to create or modify {guilabel}`Working Schedules` in the *Payroll*
|
||
|
application, refer to the {doc}`../../hr/payroll` documentation.
|
||
|
:::
|
||
|
|
||
|
- {guilabel}`Planning`: select a role from the drop-down menu for both the {guilabel}`Roles` and
|
||
|
the {guilabel}`Default Role` fields. If the {guilabel}`Default Role` is selected as a role, it is
|
||
|
automatically added to the list of {guilabel}`Roles`.
|
||
|
|
||
|
:::{important}
|
||
|
The users that appear in the drop-down menu for the {guilabel}`Approvers` section **must** have
|
||
|
*Administrator* rights set for the corresponding human resources role.
|
||
|
|
||
|
To check who has these rights, go to {menuselection}`Settings app --> Users --> → Manage Users`.
|
||
|
Click on an employee, and check the {guilabel}`Human Resources` section of the {guilabel}`Access
|
||
|
Rights` tab.
|
||
|
|
||
|
- In order for the user to appear as an approver for {guilabel}`Expenses`, they **must** have
|
||
|
either {guilabel}`Team Approver`, {guilabel}`All Approver`, or {guilabel}`Administrator` set
|
||
|
for the {guilabel}`Expenses` role.
|
||
|
- In order for the user to appear as an approver for {guilabel}`Time Off`, they **must** have
|
||
|
either {guilabel}`Officer` or {guilabel}`Administrator` set for the {guilabel}`Time Off` role.
|
||
|
- In order for the user to appear as an approver for {guilabel}`Timesheets`, they **must** have
|
||
|
either {guilabel}`Manager`, {guilabel}`Officer`, or {guilabel}`Administrator` set for the
|
||
|
{guilabel}`Payroll` role.
|
||
|
:::
|
||
|
|
||
|
:::{note}
|
||
|
{guilabel}`Working Hours` are related to a company's working times, and an employee **cannot**
|
||
|
have working hours that are outside of a company's working times.
|
||
|
|
||
|
Each individual working time is company-specific. So, for multi-company databases, each company
|
||
|
**must** have its own working hours set.
|
||
|
|
||
|
If an employee's working hours are not configured as a working time for the company, new working
|
||
|
times can be added, or existing working times can be modified.
|
||
|
|
||
|
To add or modify a working time, go to the {menuselection}`Payroll app --> Configuration -->
|
||
|
Working Schedules`. Then, either add a new working time by clicking {guilabel}`New`, or edit an
|
||
|
existing one by selecting a {guilabel}`Working Time` from the list to modify it.
|
||
|
|
||
|
Refer to the {ref}`Working schedules <payroll/working-times>` section of the payroll
|
||
|
documentation for specific details on creating and editing working schedules.
|
||
|
|
||
|
After the new working time is created, or an existing one is modified, the {guilabel}`Working
|
||
|
Hours` can be set on the employee form. In the {guilabel}`Schedule` section of the
|
||
|
{guilabel}`Work Information` tab, select the employee's working hours using the drop-down menu.
|
||
|
:::
|
||
|
|
||
|
(employees-private-info)=
|
||
|
|
||
|
### Private information tab
|
||
|
|
||
|
No information in the {guilabel}`Private Information` tab is required to create an employee,
|
||
|
however, some information in this section may be critical for the company's payroll department. In
|
||
|
order to properly process payslips and ensure all deductions are accounted for, the employee's
|
||
|
personal information should be entered.
|
||
|
|
||
|
Here, the employee's {guilabel}`Private Contact`, {guilabel}`Family Status`, {guilabel}`Emergency`
|
||
|
contact, {guilabel}`Education`, {guilabel}`Work Permit`, and {guilabel}`Citizenship` information is
|
||
|
entered. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the
|
||
|
information.
|
||
|
|
||
|
- {guilabel}`Private Contact`: enter the {guilabel}`Private Address`, {guilabel}`Email`, and
|
||
|
{guilabel}`Phone` for the employee. Then, enter the employee's {guilabel}`Bank Account Number`
|
||
|
using the drop-down menu.
|
||
|
|
||
|
If the bank is not already configured (the typical situation when creating a new employee), enter
|
||
|
the bank account number, and click {guilabel}`Create and edit..`. A {guilabel}`Create Bank Account
|
||
|
Number` form loads. Fill in the necessary information, then click {guilabel}`Save & Close`.
|
||
|
|
||
|
Next, select the employee's preferred {guilabel}`Language` from the drop-down menu. Then enter the
|
||
|
{guilabel}`Home-Work Distance` in the field. This field is only necessary if the employee is
|
||
|
receiving any type of commuter benefits.
|
||
|
|
||
|
Lastly, enter the employee's license plate information in the {guilabel}`Private Car Plate` field.
|
||
|
|
||
|
- {guilabel}`Family Status`: select the current {guilabel}`Marital Status` using the drop-down menu,
|
||
|
either {guilabel}`Single`, {guilabel}`Married`, {guilabel}`Legal Cohabitant`, {guilabel}`Widower`,
|
||
|
or {guilabel}`Divorced`. If the employee has any dependent children, enter the {guilabel}`Number
|
||
|
of Dependent Children` in the field.
|
||
|
|
||
|
- {guilabel}`Emergency`: type in the {guilabel}`Contact Name` and {guilabel}`Contact Phone` number
|
||
|
of the employee's emergency contact in the respective fields.
|
||
|
|
||
|
- {guilabel}`Education`: select the highest level of education completed by the employee from the
|
||
|
{guilabel}`Certificate Level` drop-down menu. Default options include {guilabel}`Graduate`,
|
||
|
{guilabel}`Bachelor`, {guilabel}`Master`, {guilabel}`Doctor`, or {guilabel}`Other`.
|
||
|
|
||
|
Type in the {guilabel}`Field of Study`, and the name of the {guilabel}`School` in the respective
|
||
|
fields.
|
||
|
|
||
|
- {guilabel}`Work Permit`: if the employee has a work permit, enter the information in this section.
|
||
|
Type in the {guilabel}`Visa No` (visa number), and/or {guilabel}`Work Permit No` (work permit
|
||
|
number) in the corresponding fields.
|
||
|
|
||
|
Using the calendar selector, select the {guilabel}`Visa Expiration Date`, and/or the
|
||
|
{guilabel}`Work Permit Expiration Date`, to enter the expiration date(s).
|
||
|
|
||
|
If available, upload a digital copy of the {guilabel}`Work Permit` document. Click
|
||
|
{guilabel}`Upload your file`, navigate to the work permit file in the file explorer, and click
|
||
|
{guilabel}`Open`.
|
||
|
|
||
|
- {guilabel}`Citizenship`: this section contains all the information relevant to the citizenship of
|
||
|
the employee. Some fields use a drop-down menu, as the {guilabel}`Nationality (Country)`,
|
||
|
{guilabel}`Gender`, and {guilabel}`Country of Birth` fields do.
|
||
|
|
||
|
The {guilabel}`Date of Birth` uses a calendar selector to select the date. First, click on the
|
||
|
name of the month, then the year, to access the year ranges. Use the {guilabel}`< (left)` and
|
||
|
{guilabel}`> (right)` arrow icons, navigate to the correct year range, and click on the year.
|
||
|
Next, click on the month. Last, click on the day to select the date.
|
||
|
|
||
|
Type in the information for the {guilabel}`Identification No` (identification number),
|
||
|
{guilabel}`Passport No` (passport number), and {guilabel}`Place of Birth` fields.
|
||
|
|
||
|
Lastly, if the employee is **not** a resident of the country they are working in, activate the
|
||
|
checkbox next to the {guilabel}`Non-resident` field.
|
||
|
|
||
|
:::{note}
|
||
|
Depending on the localization setting, other fields may be present. For example, for the United
|
||
|
States, a {guilabel}`SSN No` (Social Security Number) field is present.
|
||
|
:::
|
||
|
|
||
|
(employees-hr-settings)=
|
||
|
|
||
|
### HR settings tab
|
||
|
|
||
|
This tab provides various fields for different information, depending on the country the company is
|
||
|
located. Different fields are configured for different locations, however some sections appear
|
||
|
regardless.
|
||
|
|
||
|
- {guilabel}`Status`: select an {guilabel}`Employee Type` and, if applicable, a {guilabel}`Related
|
||
|
User`, with the drop-down menus. The {guilabel}`Employee Type` options include
|
||
|
{guilabel}`Employee`, {guilabel}`Student`, {guilabel}`Trainee`, {guilabel}`Contractor`, or
|
||
|
{guilabel}`Freelancer`.
|
||
|
|
||
|
:::{important}
|
||
|
Employees do **not** also need to be users. *Employees* do **not** count towards the Odoo
|
||
|
subscription billing, while *Users* **do** count towards billing. If the new employee should
|
||
|
also be a user, the user **must** be created.
|
||
|
|
||
|
After the employee is created, click the {guilabel}`⚙️ (gear)` icon, then click
|
||
|
{guilabel}`Create User`. A {guilabel}`Create User` form appears.
|
||
|
|
||
|
Type in the {guilabel}`Name` and {guilabel}`Email Address`. Next, select the
|
||
|
{guilabel}`Company` from the drop-down menu.
|
||
|
|
||
|
Then, enter the {guilabel}`Phone` and {guilabel}`Mobile` numbers in the respective fields.
|
||
|
|
||
|
If a photo is available, click the {guilabel}`Edit` icon (which appears as a {guilabel}`✏️
|
||
|
(pencil)` icon) in the lower-left corner of the image box, which is located in the top-right
|
||
|
corner of the form.
|
||
|
|
||
|
A file explorer pops up. Navigate to the file, then click {guilabel}`Open` to select it.
|
||
|
Finally, click {guilabel}`Save` after all the information is entered, and the employee record
|
||
|
is automatically updated with the newly-created user populating the {guilabel}`Related User
|
||
|
field`.
|
||
|
|
||
|
Users can also be created manually. For more information on how to manually add a user, refer
|
||
|
to the {doc}`../../general/users/` document.
|
||
|
:::
|
||
|
|
||
|
- {guilabel}`Attendance/Point of Sale/Manufacturing`: the employee's {guilabel}`PIN Code` and
|
||
|
{guilabel}`Badge ID` can be entered here, if the employee needs/has one. Click
|
||
|
{guilabel}`Generate` next to the {guilabel}`Badge ID` to create a badge ID.
|
||
|
|
||
|
The {guilabel}`PIN Code` is used to sign in and out of the *Attendance* app kiosk, and a
|
||
|
{abbr}`POS (Point Of Sale)` system.
|
||
|
|
||
|
- {guilabel}`Payroll`: if applicable, enter the {guilabel}`Registration Number of the Employee` in
|
||
|
this section.
|
||
|
|
||
|
Depending on the localization setting, the other items that appear in this field vary based on
|
||
|
location. In addition, other sections may appear in this tab based on location. It is recommended
|
||
|
to check with the payroll and/or accounting departments to ensure this section, as well as any
|
||
|
other sections relating to payroll that may appear, are filled in correctly.
|
||
|
|
||
|
- {guilabel}`Application Settings`: enter the employee's {guilabel}`Billing Time Target` for the
|
||
|
billing rate leader board in the *Timesheets* application. Next, enter the {guilabel}`Hourly Cost`
|
||
|
in a XX.XX format. This is factored in when the employee is working at a {doc}`work center
|
||
|
<../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`.
|
||
|
|
||
|
If applicable, enter the {guilabel}`Fleet Mobility Card` number.
|
||
|
|
||
|
:::{note}
|
||
|
Manufacturing costs are added to the costs for producing a product, if the value of the
|
||
|
manufactured product is **not** a fixed amount. This cost does **not** affect the *Payroll*
|
||
|
application.
|
||
|
:::
|
||
|
|
||
|
```{image} new_employee/hr-settings.png
|
||
|
:align: center
|
||
|
:alt: Enter any information prompted in the HR Settings tab for the employee.
|
||
|
```
|
||
|
|
||
|
(employees-docs)=
|
||
|
|
||
|
## Documents
|
||
|
|
||
|
All employee-related documents are stored in the *Documents* app. The number of associated documents
|
||
|
is displayed in the {guilabel}`Documents` smart button above the employee record. Click on the smart
|
||
|
button to access all documents.
|
||
|
|
||
|
Refer to {doc}`documentation <../../productivity/documents>` on the *Documents* app for more
|
||
|
information.
|
||
|
|
||
|
```{image} new_employee/documents.png
|
||
|
:align: center
|
||
|
:alt: All uploaded documents associated with the employee appear in the documents smart-button.
|
||
|
```
|
||
|
|