diff --git a/_static/banners/desktop.ini b/_static/banners/desktop.ini new file mode 100644 index 000000000..670ea474e --- /dev/null +++ b/_static/banners/desktop.ini @@ -0,0 +1,2 @@ +[LocalizedFileNames] +employee.png=@employee,0 diff --git a/_static/banners/employee.png b/_static/banners/employee.png new file mode 100644 index 000000000..33bc99e5a Binary files /dev/null and b/_static/banners/employee.png differ diff --git a/applications.rst b/applications.rst index cfc573f63..bee08e901 100644 --- a/applications.rst +++ b/applications.rst @@ -76,6 +76,7 @@ Applications marketing_automation events survey + employees expense/expense studio mobile/firebase diff --git a/conf.py b/conf.py index eee8efbfb..c97271264 100644 --- a/conf.py +++ b/conf.py @@ -313,7 +313,7 @@ LANGUAGES = { 'en': 'English', 'es': 'Spanish', 'fr': 'French', - 'hr': 'Croatian', + 'employees': 'Croatian', 'nl': 'Dutch', 'pt_BR': 'Portuguese (BR)', 'uk': 'Ukrainian', diff --git a/employees.rst b/employees.rst new file mode 100644 index 000000000..a982c65f6 --- /dev/null +++ b/employees.rst @@ -0,0 +1,10 @@ +:banner: banners/employee.png + +========= +Employees +========= + +.. toctree:: + :titlesonly: + + employees/overview diff --git a/employees/overview.rst b/employees/overview.rst new file mode 100644 index 000000000..4691dd116 --- /dev/null +++ b/employees/overview.rst @@ -0,0 +1,9 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/employee_form + overview/directory \ No newline at end of file diff --git a/employees/overview/directory.rst b/employees/overview/directory.rst new file mode 100644 index 000000000..11290029a --- /dev/null +++ b/employees/overview/directory.rst @@ -0,0 +1,73 @@ +================== +Employee Directory +================== + +The Employee Directory allows you to manage all the employees in your Database. From the Directory, you can complete all +the employee's form, create departments and organize your company’s structure... + +Using the Employee Directory +============================ + +From the *Employee Directory*, filter your employees by *Company*, *Department*, *Manager* or simply use the search bar +to find a specific employee. + +.. image:: media/employee-dashboard.png + :align: center + :alt: View of the Employee Directory + +.. tip:: + You can search for old employees by setting the filter to “Archived”. + +Employee Presence +================= + +Manage online presence tools to help better report employee attendance and take actions for employees who are not +present by sending a sms / e-mail reminder / putting a one day leave. Different online presence methods can be set up in the +settings. + +Go to :menuselection:`Employee --> Configuration --> Settings` + +.. image:: media/advanced-settings.png + :align: center + :alt: Advanced presence control + +Pick the best method to track employee presence by criteria that fit your company. + +Presence Control +---------------- +Presence control can be achieved through 4 different methods. You can pick the one that suits your company the most, if +two or more presence control methods are active. Once a user has filled in the requirements for one method he will be +displayed as present. + +Based on attendance: The user is considered *at work* if they're identified in the app **Attendances**. The App +allows each employee to simply *check in* and *check out* with a simple click in the *Database*. With **Attendances** +You can also set up a kiosk were employees could check in and out with a personal pin number or badge you can generate +from each employee form. With this method the exact attendance time for each employee will be recorded in Odoo. + +Based on user status in the system: The user is considered *at work* if he is logged in to your database. This user +stays active as long as he’s connected to the database and for a period of 30 min after he disconnects. + +Advanced Presence Control +------------------------- + +*Based on number of emails sent*: define a number of emails to send for the user to be considered present. Once the user +has reached the number of emails he’s shown as *present* for the rest of the day. If the user does not reach the email +goal his status will be *absent*. + +*Based on IP address*: the user is considered *at work* if they're logged in to the database via a specific IP address. +Every IP address that needs to be checked has to be filled individually in the settings. + +Go to :menuselection:`Employee --> Configuration --> Settings --> Based on IP Address` + +Employee Status +--------------- + +The different presence control methods will impact the status of each employee. + +- **At work** if a user fits one of the criteria defined in the settings (green dot). +- **Absent** if the user is not at work and no time off has been taken (red dot). +- **Off** if a user is on *time off* or if he's finished with the working hours defined in his calendar. + +.. image:: media/employee-status.png + :align: center + :alt: Employee Presence is shown with a colored dot depending on status \ No newline at end of file diff --git a/employees/overview/employee_form.rst b/employees/overview/employee_form.rst new file mode 100644 index 000000000..3e6278974 --- /dev/null +++ b/employees/overview/employee_form.rst @@ -0,0 +1,134 @@ +============= +Employee Form +============= + +The **Employee Form** allows you to collect all the data and information about your employees they are the core of every +Human Resources application. + +Create an employee Form +======================= + +You can **Create** an employee from the employee dashboard or directly from a department. + +.. image:: media/create-employee.png + :align: center + :alt: How to create an employee + +If you have an existing list of employees, you can *Import* them in a CSV or Excel file, to batch import your employees, +use the *Import* button. + +.. note:: + Need help? Check `Contacts & Importing data `_. + +Gathering employee's information +================================ + +The employee form allows you to add tags, a picture and edit information about your employee. +Departments and managers can always be created or edited on the fly. + +.. image:: media/employee-form.png + :align: center + :alt: Empty employee form + +Print +===== + +From the employee form, *Print Badge* to help you manage attendances, *Time Off Summaries* to have a summary of each +employee time off schedule and *Individual Accounts* each employee's payroll. + +.. note:: + + *Individual Accounts* are only available in belgian companies + +.. image:: media/print-actions.png + :align: center + :alt: Print actions available on the employee form + +Actions +======= + +The actions menus allows you to *Archive*, *Delete*, *Duplicate*, *Generate tax forms* and *Attestations* for you +employee. + +.. image:: media/actions.png + :align: center + :alt: Actions available on the employee form + +.. note:: + + 281.10 and 281.45 are tax forms for belgian localisations. + +Employee Skill management +========================= + +Under the *Resumé* tab in the employee form, you can keep track of the experiences and skills of your employees. Create +and edit skills and experience by clicking on *Edit* → **Add**. Having that information in the employee's form can help +you find which employees has the specific skill needed for a particular task. +You can also simply delete lines by clicking on the bin icon + +.. image:: media/create-skills.png + :align: center + :alt: Create skills for your employees + +Add Skills +---------- + +You can always create new skills that fit your employee's. When creating a **Skill** you can choose the *Skill Type* to +categorize the kind of skill, create specific **Skill levels**, who will determine your employee progress. +Directly create and edit different *Skill Types*, *Skills* and *Skill Levels* from this form. + +.. image:: media/add-experience.png + :align: center + :alt: Filling skill forms for your employees + +Add Experience +-------------- +The experience and education your employee's have matter and they should be added in the employee form. When adding an +experience, you can create different categories to better show the background of your employees. + +.. image:: media/add-XP.png + :align: center + :alt: Adding experience for your employees + +**Experiences** and **Certifications** are linked to a start date, this allows you to see when exactly a certification +or a course was completed by your employee's. + +.. image:: media/certification.png + :align: center + :alt: Certification + +.. note:: + Certifications are displayed with a trophy icon next to them. + +Work information +---------------- + +Under the *Work Information* tab, you can assign responsibles for the different other app integrations such as +**Time Off**, **Expense** and **Timesheet**. + +.. image:: media/personnal-info.png + :align: center + :alt: Different responsibles for each HR need + +Organization chart +------------------ + +Setting someone as manager in the employee form will generate an organigram, showing the place of the employee in his +team. + +.. image:: media/organization-chart.png + :align: center + :alt: Organigram + +Other tabs include +================== + +**Private Information** is the place gathering the private information about employees such as their private address, +family information, marital status, emergency contacts... + +**HR Settings** with company related information such as their job position, company vehicle, badge ID... + +**Personal Documents**, allowing you to upload documents in image file formats for administrative purposes : ID card +copy, driving licence, SIM card copy.... + + diff --git a/employees/overview/media/actions.png b/employees/overview/media/actions.png new file mode 100644 index 000000000..f7174eaf0 Binary files /dev/null and b/employees/overview/media/actions.png differ diff --git a/employees/overview/media/add-XP.png b/employees/overview/media/add-XP.png new file mode 100644 index 000000000..4e6fb48fc Binary files /dev/null and b/employees/overview/media/add-XP.png differ diff --git a/employees/overview/media/add-experience.png b/employees/overview/media/add-experience.png new file mode 100644 index 000000000..afb2aa2d0 Binary files /dev/null and b/employees/overview/media/add-experience.png differ diff --git a/employees/overview/media/advanced-settings.png b/employees/overview/media/advanced-settings.png new file mode 100644 index 000000000..5f4f70df6 Binary files /dev/null and b/employees/overview/media/advanced-settings.png differ diff --git a/employees/overview/media/certification.png b/employees/overview/media/certification.png new file mode 100644 index 000000000..b7ca99ce9 Binary files /dev/null and b/employees/overview/media/certification.png differ diff --git a/employees/overview/media/create-employee.png b/employees/overview/media/create-employee.png new file mode 100644 index 000000000..c53d308ff Binary files /dev/null and b/employees/overview/media/create-employee.png differ diff --git a/employees/overview/media/create-skills.png b/employees/overview/media/create-skills.png new file mode 100644 index 000000000..f1b829958 Binary files /dev/null and b/employees/overview/media/create-skills.png differ diff --git a/employees/overview/media/employee-dashboard.png b/employees/overview/media/employee-dashboard.png new file mode 100644 index 000000000..12440cc00 Binary files /dev/null and b/employees/overview/media/employee-dashboard.png differ diff --git a/employees/overview/media/employee-form.png b/employees/overview/media/employee-form.png new file mode 100644 index 000000000..34104df53 Binary files /dev/null and b/employees/overview/media/employee-form.png differ diff --git a/employees/overview/media/employee-status.png b/employees/overview/media/employee-status.png new file mode 100644 index 000000000..c5a3b9867 Binary files /dev/null and b/employees/overview/media/employee-status.png differ diff --git a/employees/overview/media/organization-chart.png b/employees/overview/media/organization-chart.png new file mode 100644 index 000000000..7231eabe9 Binary files /dev/null and b/employees/overview/media/organization-chart.png differ diff --git a/employees/overview/media/personnal-info.png b/employees/overview/media/personnal-info.png new file mode 100644 index 000000000..4e3665f9c Binary files /dev/null and b/employees/overview/media/personnal-info.png differ diff --git a/employees/overview/media/print-actions.png b/employees/overview/media/print-actions.png new file mode 100644 index 000000000..d23c5133f Binary files /dev/null and b/employees/overview/media/print-actions.png differ