2025-02-27 18:56:07 +07:00
|
|
|
# Salary attachment report
|
2024-09-20 04:33:01 +07:00
|
|
|
|
|
|
|
*Salary attachments* in Odoo refer to a portion of an employee's earnings that are designated for
|
|
|
|
a specific purpose, both voluntary and involuntary. These can include contributions to a retirement
|
|
|
|
plan, repayment of a loan, wage garnishments, or child support.
|
|
|
|
|
|
|
|
Voluntary salary attachments, such as repaying a loan, or contributing to a charity on a monthly
|
|
|
|
basis, are considered *Assignments of Salary* in Odoo. Salary attachments that are required, such as
|
|
|
|
a lawsuit settlement repayment, or repaying a tax lien, are considered *Attachments of Salary* in
|
|
|
|
Odoo. Child support payments have their own category, and are simply referred to as *Child Support*
|
|
|
|
in Odoo.
|
|
|
|
|
2025-02-27 18:56:07 +07:00
|
|
|
To view this report, navigate to {menuselection}`Payroll app --> Reporting --> Salary Attachment
|
|
|
|
Report`. The {guilabel}`Salary Attachment Report` shows all deductions or allocations per employee,
|
2024-09-20 04:33:01 +07:00
|
|
|
organized by payslip, in a default pivot table. The default filter is the end of the current year
|
2025-02-27 18:56:07 +07:00
|
|
|
({guilabel}`Payslip End Date: (year)`). The employees populate the rows, while the various
|
2024-09-20 04:33:01 +07:00
|
|
|
deductions populate the columns, organized by type of deduction, and further grouped by individual
|
|
|
|
payslip.
|
|
|
|
|
|
|
|
The default report contains **all** payslips for the current year, so the report typically contains
|
|
|
|
a large number of columns. This could make it difficult to view all the data at once, as the report
|
|
|
|
may be very wide and require scrolling to view all the data.
|
|
|
|
|
|
|
|
To view a condensed version of salary attachments, and have all the salary attachment columns
|
2025-02-27 18:56:07 +07:00
|
|
|
visible on one page, click the {icon}`fa-minus-square-o` {guilabel}`Total` icon at the top of the
|
2024-09-20 04:33:01 +07:00
|
|
|
report, above the various payslips.
|
|
|
|
|
|
|
|
This presents the salary attachments for the current year, and only displays three columns,
|
2025-02-27 18:56:07 +07:00
|
|
|
{guilabel}`Attachment of Salary`, {guilabel}`Assignment of Salary`, and {guilabel}`Child Support.`
|
2024-09-20 04:33:01 +07:00
|
|
|
|
|
|
|
Each entry displays the total amount paid for each specific type of salary attachment, for each
|
|
|
|
employee.
|
|
|
|
|
2025-02-27 18:56:07 +07:00
|
|
|
```{image} salary_attachment/salary-attachment.png
|
|
|
|
:alt: The Attachment of Salary report that shows all salary garnishments in a condensed
|
|
|
|
: view.
|
|
|
|
```
|
2024-09-20 04:33:01 +07:00
|
|
|
|
2025-02-27 18:56:07 +07:00
|
|
|
The report can be downloaded as an XLSX file, or {doc}`inserted into a spreadsheet
|
2024-09-20 04:33:01 +07:00
|
|
|
<../../productivity/spreadsheet/insert>` using the corresponding buttons at the top.
|
|
|
|
|
2025-02-27 18:56:07 +07:00
|
|
|
Click the {guilabel}`Measures` button to reveal the options of what data is displayed.
|
|
|
|
{guilabel}`Assignment of salary`, {guilabel}`Attachment of salary`, and {guilabel}`Child support`
|
|
|
|
are all selected and visible, by default, while the {guilabel}`Count` option is not.
|
2024-09-20 04:33:01 +07:00
|
|
|
|
2025-02-27 18:56:07 +07:00
|
|
|
Click an option to either show or hide that particular metric. A {icon}`fa-check`
|
|
|
|
{guilabel}`(checkmark)` icon indicates the data is visible.
|
2024-09-20 04:33:01 +07:00
|
|
|
|
2025-02-27 18:56:07 +07:00
|
|
|
## Compare to previous year
|
2024-09-20 04:33:01 +07:00
|
|
|
|
2025-02-27 18:56:07 +07:00
|
|
|
The {guilabel}`Salary Attachment Report` can be compared to the report for the previous time period
|
2024-09-20 04:33:01 +07:00
|
|
|
or the previous year.
|
|
|
|
|
2025-02-27 18:56:07 +07:00
|
|
|
To view these comparisons, click the {icon}`fa-caret-down` {guilabel}`(down arrow)` icon in the
|
|
|
|
search bar, then click either {guilabel}`Payslip End Date: Previous Period` or {guilabel}`Payslip
|
|
|
|
End Date: Previous Year`, beneath the {icon}`fa-adjust` {guilabel}`Comparison` column.
|
2024-09-20 04:33:01 +07:00
|
|
|
|
|
|
|
The report updates and displays the current time period values, and the previous time period values,
|
2025-02-27 18:56:07 +07:00
|
|
|
as well as the {guilabel}`Variation` between the two, in a percentage.
|
|
|
|
|
|
|
|
```{image} salary_attachment/comparison-attachment.png
|
|
|
|
:alt: The salary attachment report modified to compare to the previous year.
|
|
|
|
```
|
2024-09-20 04:33:01 +07:00
|
|
|
|