diff --git a/content/applications/hr.rst b/content/applications/hr.rst index aa9b28ada..626f727c5 100644 --- a/content/applications/hr.rst +++ b/content/applications/hr.rst @@ -7,3 +7,4 @@ Human resources .. toctree:: hr/attendances + hr/employees diff --git a/content/applications/hr/employees.rst b/content/applications/hr/employees.rst new file mode 100644 index 000000000..68255a2a8 --- /dev/null +++ b/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 diff --git a/content/applications/hr/employees/new_employee.rst b/content/applications/hr/employees/new_employee.rst new file mode 100644 index 000000000..590937ba2 --- /dev/null +++ b/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. diff --git a/content/applications/hr/employees/new_employee/create-skill.png b/content/applications/hr/employees/new_employee/create-skill.png new file mode 100644 index 000000000..2be9862cb Binary files /dev/null and b/content/applications/hr/employees/new_employee/create-skill.png differ diff --git a/content/applications/hr/employees/new_employee/employee-new.png b/content/applications/hr/employees/new_employee/employee-new.png new file mode 100644 index 000000000..e216fcc43 Binary files /dev/null and b/content/applications/hr/employees/new_employee/employee-new.png differ diff --git a/content/applications/hr/employees/new_employee/employee-resume.png b/content/applications/hr/employees/new_employee/employee-resume.png new file mode 100644 index 000000000..cba8c5ddb Binary files /dev/null and b/content/applications/hr/employees/new_employee/employee-resume.png differ diff --git a/content/applications/hr/employees/new_employee/hr-settings.png b/content/applications/hr/employees/new_employee/hr-settings.png new file mode 100644 index 000000000..26aacc2fe Binary files /dev/null and b/content/applications/hr/employees/new_employee/hr-settings.png differ diff --git a/content/applications/hr/employees/new_employee/new-skills.png b/content/applications/hr/employees/new_employee/new-skills.png new file mode 100644 index 000000000..c7a6f56da Binary files /dev/null and b/content/applications/hr/employees/new_employee/new-skills.png differ diff --git a/content/applications/hr/employees/new_employee/personal.png b/content/applications/hr/employees/new_employee/personal.png new file mode 100644 index 000000000..620157c10 Binary files /dev/null and b/content/applications/hr/employees/new_employee/personal.png differ diff --git a/content/applications/hr/employees/new_employee/private-info.png b/content/applications/hr/employees/new_employee/private-info.png new file mode 100644 index 000000000..079212ac9 Binary files /dev/null and b/content/applications/hr/employees/new_employee/private-info.png differ diff --git a/content/applications/hr/employees/new_employee/resume-lines.png b/content/applications/hr/employees/new_employee/resume-lines.png new file mode 100644 index 000000000..062e27b47 Binary files /dev/null and b/content/applications/hr/employees/new_employee/resume-lines.png differ diff --git a/content/applications/hr/employees/new_employee/work-info.png b/content/applications/hr/employees/new_employee/work-info.png new file mode 100644 index 000000000..6a2abcba9 Binary files /dev/null and b/content/applications/hr/employees/new_employee/work-info.png differ diff --git a/content/applications/hr/employees/new_employee/working-hours.png b/content/applications/hr/employees/new_employee/working-hours.png new file mode 100644 index 000000000..3d17f55e7 Binary files /dev/null and b/content/applications/hr/employees/new_employee/working-hours.png differ