[ADD] employee: create new documentation
2
_static/banners/desktop.ini
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[LocalizedFileNames]
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employee.png=@employee,0
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BIN
_static/banners/employee.png
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@ -76,6 +76,7 @@ Applications
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marketing_automation
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marketing_automation
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events
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events
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survey
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survey
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employees
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expense/expense
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expense/expense
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studio
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studio
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mobile/firebase
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mobile/firebase
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2
conf.py
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'en': 'English',
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'en': 'English',
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'es': 'Spanish',
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'es': 'Spanish',
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'fr': 'French',
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'fr': 'French',
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'hr': 'Croatian',
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'employees': 'Croatian',
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'nl': 'Dutch',
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'nl': 'Dutch',
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'pt_BR': 'Portuguese (BR)',
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'pt_BR': 'Portuguese (BR)',
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'uk': 'Ukrainian',
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'uk': 'Ukrainian',
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10
employees.rst
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:banner: banners/employee.png
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=========
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Employees
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=========
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.. toctree::
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:titlesonly:
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employees/overview
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9
employees/overview.rst
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/employee_form
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overview/directory
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73
employees/overview/directory.rst
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==================
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Employee Directory
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==================
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The Employee Directory allows you to manage all the employees in your Database. From the Directory, you can complete all
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the employee's form, create departments and organize your company’s structure...
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Using the Employee Directory
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============================
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From the *Employee Directory*, filter your employees by *Company*, *Department*, *Manager* or simply use the search bar
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to find a specific employee.
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.. image:: media/employee-dashboard.png
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:align: center
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:alt: View of the Employee Directory
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.. tip::
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You can search for old employees by setting the filter to “Archived”.
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Employee Presence
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=================
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Manage online presence tools to help better report employee attendance and take actions for employees who are not
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present by sending a sms / e-mail reminder / putting a one day leave. Different online presence methods can be set up in the
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settings.
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Go to :menuselection:`Employee --> Configuration --> Settings`
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.. image:: media/advanced-settings.png
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:align: center
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:alt: Advanced presence control
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Pick the best method to track employee presence by criteria that fit your company.
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Presence Control
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----------------
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Presence control can be achieved through 4 different methods. You can pick the one that suits your company the most, if
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two or more presence control methods are active. Once a user has filled in the requirements for one method he will be
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displayed as present.
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Based on attendance: The user is considered *at work* if they're identified in the app **Attendances**. The App
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allows each employee to simply *check in* and *check out* with a simple click in the *Database*. With **Attendances**
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You can also set up a kiosk were employees could check in and out with a personal pin number or badge you can generate
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from each employee form. With this method the exact attendance time for each employee will be recorded in Odoo.
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Based on user status in the system: The user is considered *at work* if he is logged in to your database. This user
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stays active as long as he’s connected to the database and for a period of 30 min after he disconnects.
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Advanced Presence Control
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-------------------------
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*Based on number of emails sent*: define a number of emails to send for the user to be considered present. Once the user
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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
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goal his status will be *absent*.
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*Based on IP address*: the user is considered *at work* if they're logged in to the database via a specific IP address.
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Every IP address that needs to be checked has to be filled individually in the settings.
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Go to :menuselection:`Employee --> Configuration --> Settings --> Based on IP Address`
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Employee Status
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---------------
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The different presence control methods will impact the status of each employee.
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- **At work** if a user fits one of the criteria defined in the settings (green dot).
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- **Absent** if the user is not at work and no time off has been taken (red dot).
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- **Off** if a user is on *time off* or if he's finished with the working hours defined in his calendar.
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.. image:: media/employee-status.png
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:align: center
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:alt: Employee Presence is shown with a colored dot depending on status
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134
employees/overview/employee_form.rst
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=============
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Employee Form
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=============
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The **Employee Form** allows you to collect all the data and information about your employees they are the core of every
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Human Resources application.
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Create an employee Form
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=======================
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You can **Create** an employee from the employee dashboard or directly from a department.
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.. image:: media/create-employee.png
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:align: center
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:alt: How to create an employee
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If you have an existing list of employees, you can *Import* them in a CSV or Excel file, to batch import your employees,
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use the *Import* button.
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.. note::
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Need help? Check `Contacts & Importing data <https://www.odoo.com/slides/slide/contacts-and-importing-data-609?fullscreen=1>`_.
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Gathering employee's information
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================================
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The employee form allows you to add tags, a picture and edit information about your employee.
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Departments and managers can always be created or edited on the fly.
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.. image:: media/employee-form.png
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:align: center
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:alt: Empty employee form
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Print
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=====
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From the employee form, *Print Badge* to help you manage attendances, *Time Off Summaries* to have a summary of each
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employee time off schedule and *Individual Accounts* each employee's payroll.
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.. note::
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*Individual Accounts* are only available in belgian companies
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.. image:: media/print-actions.png
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:align: center
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:alt: Print actions available on the employee form
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Actions
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=======
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The actions menus allows you to *Archive*, *Delete*, *Duplicate*, *Generate tax forms* and *Attestations* for you
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employee.
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.. image:: media/actions.png
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:align: center
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:alt: Actions available on the employee form
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.. note::
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281.10 and 281.45 are tax forms for belgian localisations.
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Employee Skill management
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=========================
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Under the *Resumé* tab in the employee form, you can keep track of the experiences and skills of your employees. Create
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and edit skills and experience by clicking on *Edit* → **Add**. Having that information in the employee's form can help
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you find which employees has the specific skill needed for a particular task.
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You can also simply delete lines by clicking on the bin icon
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.. image:: media/create-skills.png
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:align: center
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:alt: Create skills for your employees
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Add Skills
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----------
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You can always create new skills that fit your employee's. When creating a **Skill** you can choose the *Skill Type* to
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categorize the kind of skill, create specific **Skill levels**, who will determine your employee progress.
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Directly create and edit different *Skill Types*, *Skills* and *Skill Levels* from this form.
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.. image:: media/add-experience.png
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:align: center
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:alt: Filling skill forms for your employees
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Add Experience
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--------------
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The experience and education your employee's have matter and they should be added in the employee form. When adding an
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experience, you can create different categories to better show the background of your employees.
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.. image:: media/add-XP.png
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:align: center
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:alt: Adding experience for your employees
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**Experiences** and **Certifications** are linked to a start date, this allows you to see when exactly a certification
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or a course was completed by your employee's.
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.. image:: media/certification.png
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:align: center
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:alt: Certification
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.. note::
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Certifications are displayed with a trophy icon next to them.
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Work information
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----------------
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Under the *Work Information* tab, you can assign responsibles for the different other app integrations such as
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**Time Off**, **Expense** and **Timesheet**.
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.. image:: media/personnal-info.png
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:align: center
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:alt: Different responsibles for each HR need
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Organization chart
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------------------
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Setting someone as manager in the employee form will generate an organigram, showing the place of the employee in his
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team.
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.. image:: media/organization-chart.png
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:align: center
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:alt: Organigram
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Other tabs include
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==================
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**Private Information** is the place gathering the private information about employees such as their private address,
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family information, marital status, emergency contacts...
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**HR Settings** with company related information such as their job position, company vehicle, badge ID...
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**Personal Documents**, allowing you to upload documents in image file formats for administrative purposes : ID card
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copy, driving licence, SIM card copy....
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employees/overview/media/actions.png
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employees/overview/media/add-XP.png
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employees/overview/media/add-experience.png
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employees/overview/media/advanced-settings.png
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employees/overview/media/certification.png
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employees/overview/media/create-employee.png
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employees/overview/media/create-skills.png
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employees/overview/media/employee-dashboard.png
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employees/overview/media/employee-form.png
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employees/overview/media/employee-status.png
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employees/overview/media/organization-chart.png
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employees/overview/media/personnal-info.png
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employees/overview/media/print-actions.png
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