[ADD] Employees: anning a new employee

closes odoo/documentation#4853

X-original-commit: 547ad6fca5
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/hr.rst

@@ -7,3 +7,4 @@ Human resources
 .. toctree::
 
    hr/attendances
+   hr/employees

content/applications/hr/employees.rst

@@ -0,0 +1,14 @@
+:nosearch:
+:show-content:
+:show-toc:
+
+=========
+Employees
+=========
+
+Odoo *Employees* organizes a company's employee records, contracts, and departments.
+
+.. toctree::
+   :titlesonly:
+
+   employees/new_employee

content/applications/hr/employees/new_employee.rst

@@ -0,0 +1,266 @@
+==================
+Add a new employee
+==================
+
+When a new employee is hired, the first step is to create a new employee form. Starting in the
+:menuselection:`Employees` app default view, click the :guilabel:`Create` button to access a new
+employee form. Fill out the required information (underlined in bold) and any additional details,
+then click :guilabel:`Save`.
+
+.. image:: new_employee/employee-new.png
+   :align: center
+   :alt: Create a new employee card.
+
+.. note::
+   The current company phone number and name is populated in the :guilabel:`Work Phone` and
+   :guilabel:`Company` fields.
+
+General information
+===================
+
+Required fields
+---------------
+
+- :guilabel:`Name`: Enter the employee's name.
+- :guilabel:`Company`: Select the company from the drop-down menu that the new employee is hired by,
+  or create a new company by typing the name in the field.
+- :guilabel:`Working Hours`: In the :guilabel:`Work Information` tab, select the desired
+  :guilabel:`Working Hours` from the drop-down menu.
+
+.. image:: new_employee/working-hours.png
+   :align: center
+   :alt: Working Hours are located in the Work Information tab.
+
+.. 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
+   needs to 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 Times`, and add a new working
+   time or edit an existing one.
+
+   After the new working time is created, set the working hours for the employee.
+
+Optional fields
+---------------
+
+- :guilabel:`Photo`: In the top right image box of the employee card, click on the :guilabel:`✏️
+  (pencil)` edit icon to select a photo to upload.
+- :guilabel:`Job Position`: Enter the employee's job position title.
+- Tags: Click on a tag in the drop-down menu to add any tags applicable 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
+  cards. There is no limit to the amount of tags that can be added.
+- Work Contact Information: Enter the employees :guilabel:`Work Mobile`, :guilabel:`Work Phone`,
+  :guilabel:`Work Email`, and/or :guilabel:`Company` name.
+- :guilabel:`Department`: Select the employee's department from the drop-down menu.
+- :guilabel:`Manager`: Select the employee's manager from the drop-down menu.
+- :guilabel:`Coach`: Select the employee's coach from the drop-down menu.
+
+.. 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:`External Link` button next to the respective selection.
+   The :guilabel:`External Link` button opens the selected form, allowing for modifications. Click
+   :guilabel:`Save` after any edits are made.
+
+Additional information tabs
+===========================
+
+Resumé tab
+----------
+
+Resumé
+~~~~~~
+
+Next, the employee's work history is entered in the :guilabel:`Resumé` tab. Each previous experience
+must be entered individually. Click :guilabel:`Create a New Entry`, and the :guilabel:`Create Resumé
+lines` form appears. Enter the following information, then 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 line.
+
+.. image:: new_employee/resume-lines.png
+   :align: center
+   :alt: Add information for the previous work experience in this form.
+
+- :guilabel:`Name`: Type in the name of the previous work experience.
+- :guilabel:`Type`: From the drop-down menu, select either :guilabel:`Experience`,
+  :guilabel:`Education`, :guilabel:`Internal Certification`, :guilabel:`Internal Training`, or type
+  in a new entry.
+- :guilabel:`Display Type`: Select either :guilabel:`Classic`, :guilabel:`Certification`, or
+  :guilabel:`Course` from the drop-down menu.
+- :guilabel:`Date Start` and :guilabel:`Date End`: Enter the start and end dates for the work
+  experience. To select a date, use the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons
+  to scroll to the desired month, then click on the day to select it.
+- :guilabel:`Description`: Enter any relevant details in the field.
+
+Skills
+~~~~~~
+
+An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner a resumé line
+is created. Click the :guilabel:`Create a New Entry` button under :guilabel:`Skills` and a
+:guilabel:`Create Skills` form appears. Fill in the information, then 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 immediately create a new entry.
+
+.. image:: new_employee/create-skill.png
+   :align: center
+   :alt: Create a new skill for the employee.
+
+- :guilabel:`Skill Type`: Select from the drop-down menu either :guilabel:`Languages`,
+  :guilabel:`Dev`, :guilabel:`Music`, :guilabel:`Marketing`, or type in a new skill type. After
+  entering the new skill type, an option to :guilabel:`Create` the skill or :guilabel:`Create and
+  Edit` the skill appears. Click :guilabel:`Create and Edit`, and a pop-up for the specific skill
+  type appears. This can also be accessed with the :guilabel:`External Link` button next to the new
+  skill. This form allows for the creation of specific skills and levels. Click :guilabel:`Add a
+  line` and enter the information for the new skill, then repeat for all other added skills. Repeat
+  this process for the :guilabel:`Levels` section. Click :guilabel:`Add a line` to add each level
+  and progress.
+
+  .. image:: new_employee/new-skills.png
+     :align: center
+     :alt: Add a new skill and levels.
+
+  .. example::
+     To add a math skill set, enter `Math` in the :guilabel:`Name` field. In the :guilabel:`Skills`
+     field, enter `Algebra`, `Calculus`, and `Trigonometry`. And, in the :guilabel:`Levels` field
+     enter `beginner`, `intermediate`, and `expert`. Then, either click :guilabel:`Save & Close` or
+     :guilabel:`Save & New`.
+
+- :guilabel:`Skill`: The corresponding skills associated with the 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 one.
+- :guilabel:`Skill Level`: Pre-defined skill levels associated with the selected :guilabel:`Skill
+  Type` appear in a drop-down menu. Select a level or create a new skill level by typing it in.
+- :guilabel:`Progress`: Progress is automatically selected based on the selected :guilabel:`Skill
+  Level`. Skill levels and progress can be modified in the :guilabel:`Skill Type` pop-up form, which
+  is accessed via the :guilabel:`External Link` button next to :guilabel:`Skill Type` field.
+
+To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ (trash can)` delete icon
+to delete the entry. Add a new line by clicking the :guilabel:`ADD` button next to the corresponding
+section.
+
+Work information tab
+--------------------
+
+- :guilabel:`Location`: Select the :guilabel:`Work Address` from the drop-down menu. The
+  :guilabel:`External Link` button opens up the selected company form in a window, and allows for
+  editing. The :guilabel:`Work Location` is where any specific location details should be noted,
+  such as a floor, or building.
+- :guilabel:`Approvers`: Using the drop-down menus, select the employees responsible for approving
+  :guilabel:`Time Off`, :guilabel:`Expenses`, and :guilabel:`Timesheets` for the employee. The
+  :guilabel:`External Link` button opens a form with the approver's :guilabel:`Name`,
+  :guilabel:`Email Address`, :guilabel:`Company`, :guilabel:`Phone`, and :guilabel:`Mobile` fields.
+  These can be modified, if needed. Click :guilabel:`Save` after making any edits.
+- :guilabel:`Schedule`: Select the :guilabel:`Working Hours` (required) and :guilabel:`Timezone` for
+  the employee. The :guilabel:`External Link` button opens up a detailed view of the specific daily
+  working hours. Working hours can be created, modified, or deleted here. Global time off (such as
+  holidays) can be entered in the :guilabel:`Global Time Off` tab. Click :guilabel:`Add a line` to
+  add a new global time off.
+- :guilabel:`Planning`: Click on a planning role from the drop-down menu for both the
+  :guilabel:`Default Planning Role` and the :guilabel:`Planning Roles` fields to add a role. There
+  is no limit to the amount of :guilabel:`Planning Roles` that can be selected for an employee, but
+  there can only be one :guilabel:`Default Planning Role`. The default is the *typical* role that
+  the employee performs, where the :guilabel:`Planning Roles` are *all* the specific roles the
+  employee is able to perform.
+
+  .. image:: new_employee/work-info.png
+     :align: center
+     :alt: Add the work information to the Work Information tab.
+
+Private information tab
+-----------------------
+
+No information in the :guilabel:`Private Information` tab is required, 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:`Marital Status`, :guilabel:`Emergency
+Contact`, :guilabel:`Education`, :guilabel:`Citizenship`, :guilabel:`Dependant`, and :guilabel:`Work
+Permit` information is entered. Fields are entered either using a drop-down menu, clicking a check
+box, or typing in the information.
+
+- :guilabel:`Private Contact`: Enter the :guilabel:`Address` for the employee. The selection can be
+  made with the drop-down menu. If the information is not available, type in the name for the new
+  address. To edit the new address, click the :guilabel:`External Link` button to open the address
+  form. On the address form, enter the necessary details, then click :guilabel:`Save`. Some other
+  information in the :guilabel:`Private Contact` section may auto-populate, if the address is
+  already listed in the drop-down menu.
+- :guilabel:`Marital Status`: Select either :guilabel:`Single`, :guilabel:`Married`,
+  :guilabel:`Legal Cohabitant`, :guilabel:`Widower`, or :guilabel:`Divorced` from the drop-down
+  menu.
+- :guilabel:`Emergency Contact`: Type in the name and phone number of the employee's emergency
+  contact.
+- :guilabel:`Education`: Select the highest level of education completed by the employee from the
+  :guilabel:`Certificate Level` drop-down menu. 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:`Citizenship`: This section houses all the information relevant to the citizenship of
+  the employee. Some selections use a drop-down menu, as does the :guilabel:`Nationality (Country)`,
+  :guilabel:`Gender`, and :guilabel:`Country of Birth` sections. The :guilabel:`Date of Birth` uses
+  a calendar module 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`,
+  :guilabel:`Passport No`, and :guilabel:`Place of Birth` fields. If the employee is
+  :guilabel:`Disabled` or a :guilabel:`Nonresident`, click the check box next to the respective
+  fields.
+- :guilabel:`Dependant`: If the employee has any dependants, that information is entered here. Type
+  in the number of children the employee has, and check the boxes next to :guilabel:`Disabled
+  Children` and/or :guilabel:`Other Dependent People` if applicable.
+- :guilabel:`Work Permit`: If the employee has a work permit, enter the information in this section.
+  Type in the :guilabel:`Visa No` and/or :guilabel:`Work Permit No` in the corresponding fields.
+  Using the calendar module, select the :guilabel:`Visa Expire Date` to enter the expiration date.
+
+.. image:: new_employee/private-info.png
+   :align: center
+   :alt: Add the private information to the Private Information tab.
+
+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`: If applicable, select a :guilabel:`Related User`, :guilabel:`Job Position`,
+  and :guilabel:`Language` with the drop-down menus. Type in the :guilabel:`Registration Number of
+  the Employee`, and the :guilabel:`NIF Country Code` if available.
+- :guilabel:`Fleet`: If the employee has access to a company car, enter the :guilabel:`Mobility
+  Card` information here.
+- :guilabel:`Timesheets`: Enter the employee's cost per hour in a $XX.XX format. This is factored in
+  when the employee is working at a work center. This value affects the employee's pay, and may also
+  affect manufacturing costs for a product, if the value of the manufactured product is not a fixed
+  amount.
+- :guilabel:`Attendance`: This section may only appear for Belgian companies. Enter the
+  :guilabel:`INSZ or BIS` number if applicable. :guilabel:`Badge ID` and a :guilabel:`PIN Code` can
+  be entered here, if the employee needs/has one. Click :guilabel:`Generate` next to the
+  :guilabel:`Badge ID` to create a badge ID.
+
+.. image:: new_employee/hr-settings.png
+   :align: center
+   :alt: Enter any information prompted in the HR Settings tab for the employee.
+
+Personal documents tab
+----------------------
+
+The :guilabel:`Personal Documents` tab is only displayed for certain countries. If this tab is not
+visible, it is not applicable to the company's location.
+
+Add a file for the employee's :guilabel:`ID Card Copy`, :guilabel:`Driving License`,
+:guilabel:`Mobile Subscription Invoice`, :guilabel:`SIM Card Copy`, and :guilabel:`Internet
+Subscription Invoice` by clicking the :guilabel:`Upload Your File` button next to the corresponding
+field. File types that can be accepted are :file:`.jpg`, :file:`.png`, and :file:`.pdf`.
+
+.. image:: new_employee/personal.png
+   :align: center
+   :alt: Upload personal documents for the employee in the Personal Documents tab, either a jpg,
+         png, or pdf.