[ADD] employee: create new documentation

This commit is contained in:
Amando Sanchez Falcon (ams) 2020-04-30 11:28:09 +02:00
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@ -76,6 +76,7 @@ Applications
marketing_automation marketing_automation
events events
survey survey
employees
expense/expense expense/expense
studio studio
mobile/firebase mobile/firebase

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@ -313,7 +313,7 @@ LANGUAGES = {
'en': 'English', 'en': 'English',
'es': 'Spanish', 'es': 'Spanish',
'fr': 'French', 'fr': 'French',
'hr': 'Croatian', 'employees': 'Croatian',
'nl': 'Dutch', 'nl': 'Dutch',
'pt_BR': 'Portuguese (BR)', 'pt_BR': 'Portuguese (BR)',
'uk': 'Ukrainian', 'uk': 'Ukrainian',

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employees.rst Normal file
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:banner: banners/employee.png
=========
Employees
=========
.. toctree::
:titlesonly:
employees/overview

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employees/overview.rst Normal file
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========
Overview
========
.. toctree::
:titlesonly:
overview/employee_form
overview/directory

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==================
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 companys 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 hes 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 hes 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

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=============
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 <https://www.odoo.com/slides/slide/contacts-and-importing-data-609?fullscreen=1>`_.
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....

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