[IMP] employees: larm made targeted edits for 16 and updated pics
closes odoo/documentation#5040 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -1,15 +1,14 @@
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==================
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Add a new employee
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==================
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=====================
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Create a new employee
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=====================
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When a new employee is hired, the first step is to create a new employee form. Starting in the
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:menuselection:`Employees` app dashboard, click the :guilabel:`Create` button to create a new
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employee form. Fill out the required information (underlined in bold) and any additional details,
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then click :guilabel:`Save`.
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When a new employee is hired, the first step is to create a new employee record. Starting in the
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:menuselection:`Employees` app dashboard, click the :guilabel:`New` button and a new employee form
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appears. Fill out the required information and any additional details.
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.. image:: new_employee/new-employee-form.png
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:align: center
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:alt: Create a new employee card.
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:alt: Create a new employee form with all fields filled out.
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.. note::
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The current company phone number and name is populated in the :guilabel:`Work Phone` and
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@ -18,6 +17,9 @@ then click :guilabel:`Save`.
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General information
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===================
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The employee form automatically saves as data is entered, but the save manually icon (a could with
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an up arrow inside it) may be clicked at any time to manually save the form.
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Required fields
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---------------
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@ -27,22 +29,50 @@ Required fields
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.. image:: new_employee/employee-new.png
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:align: center
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:alt: Create a new employee card.
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:alt: A new employee form with the required fields highlighted.
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Optional fields
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---------------
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- :guilabel:`Photo`: In the top right image box of the employee card, click on the :guilabel:`✏️
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- :guilabel:`Photo`: In the top right image box of the employee form, click on the :guilabel:`✏️
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(pencil)` edit icon to select a photo to upload.
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- :guilabel:`Job Position`: Enter the employee's job position title.
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- :guilabel:`Job Position`: Enter the employee's job position title under their name, or select the
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job position from the :guilabel:`Job Position` drop-down menu to have this field auto-populate.
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The :guilabel:`Job Position` field under the employee name can be modified and does not need to
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match the selection made in the :guilabel:`Job Position` drop-down.
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.. example::
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It is recommended to have the job positions match, but if desired, the typed-in description in
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this field can contain more information than the selected drop-down job position.
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An example where this may be applicable is if someone is hired for a sales representative
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position configured as :guilabel:`Sales Representative` in the *Recruitment* app, and that is
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selected for the drop-down :guilabel:`Job Position` field.
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In the typed in job position field beneath the employee's name, the position could be more
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specific, such as `Sales Representative - Subscriptions` if the employee is focused solely on
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subscription sales.
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.. image:: new_employee/job-description-fields.png
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:align: center
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:alt: Both job position fields entered but with different information.
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- Tags: Click on a tag in the drop-down menu to add any tags applicable to the employee. Any tag can
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be created in this field by typing it in. Once created, the new tag is available for all employee
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cards. There is no limit to the amount of tags that can be added.
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- Work Contact Information: Enter the employees :guilabel:`Work Mobile`, :guilabel:`Work Phone`,
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records. There is no limit to the amount of tags that can be added.
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- Work Contact Information: Enter the employee's :guilabel:`Work Mobile`, :guilabel:`Work Phone`,
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:guilabel:`Work Email`, and/or :guilabel:`Company` name.
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- :guilabel:`Department`: Select the employee's department from the drop-down menu.
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- :guilabel:`Job Position`: Select the employee's job position from the drop-down menu. Once a
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selection is made, the :guilabel:`Job Position` field beneath the employee's name automatically
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updates to reflect the currently selected job position. These positions are from the
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:doc:`Recruitment <../../hr/recruitment/new_job/>` application, and reflect the currently \
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configured job positions.
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- :guilabel:`Manager`: Select the employee's manager from the drop-down menu.
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- :guilabel:`Coach`: Select the employee's coach from the drop-down menu.
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- :guilabel:`Next Appraisal Date`: This date automatically populates with a date that is computed
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according to the settings configured in the *Appraisals* application. This date can be modified
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using the calendar selector.
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.. note::
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After a :guilabel:`Manager` is selected, if the :guilabel:`Coach` field is blank, the selected
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@ -50,8 +80,8 @@ Optional fields
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.. tip::
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To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, :guilabel:`Coach`, or
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:guilabel:`Company`, click the :guilabel:`External Link` button next to the respective selection.
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The :guilabel:`External Link` button opens the selected form, allowing for modifications. Click
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:guilabel:`Company`, click the :guilabel:`Internal Link` arrow next to the respective selection.
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The :guilabel:`Internal Link` arrow opens the selected form, allowing for modifications. Click
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:guilabel:`Save` after any edits are made.
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Additional information tabs
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@ -64,17 +94,20 @@ Resumé
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~~~~~~
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Next, enter the employee's work history in the :guilabel:`Resumé` tab. Each resumé line must be
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entered individually. Click :guilabel:`Create a New Entry`, and the :guilabel:`Create Resumé lines`
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form appears. Enter the following information for each entry.
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entered individually. When creating an entry for the first time, click :guilabel:`Create a new
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entry`, and the :guilabel:`Create Resumé lines` form appears. After an entry is added, the
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:guilabel:`Create a new entry` button is replaced with an :guilabel:`Add` button. Enter the
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following information for each entry.
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.. image:: new_employee/resume-lines.png
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:align: center
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:alt: Add information for the previous work experience in this form.
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:alt: A resumé entry form with all the information populated.
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- :guilabel:`Title`: Type in the title of the previous work experience.
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- :guilabel:`Type`: From the drop-down menu, select either :guilabel:`Experience`,
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:guilabel:`Education`, :guilabel:`Internal Certification`, :guilabel:`Internal Training`, or type
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in a new entry.
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:guilabel:`Education`, :guilabel:`Side Projects`, :guilabel:`Internal Certification`,
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:guilabel:`Completed Internal Training`, or type in a new entry, then click :guilabel:`Create
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"(new entry)"`.
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- :guilabel:`Display Type`: Select either :guilabel:`Classic`, :guilabel:`Certification`, or
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:guilabel:`Course` from the drop-down menu.
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- :guilabel:`Date Start` and :guilabel:`Date End`: Enter the start and end dates for the work
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@ -88,35 +121,37 @@ another resumé line.
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.. note::
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After the new employee form is saved, the current position and company is automatically added to
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the :guilabel:`Resumé` tab as :guilabel:`Experience`, with the end date listed as
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:guilabel:`Current`.
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the :guilabel:`Resumé` tab, with the end date listed as *current*.
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Skills
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~~~~~~
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An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner a resumé line
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is created. Click the :guilabel:`Create a New Entry` button under :guilabel:`Skills` and a
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:guilabel:`Create Skills` form appears. Fill in the information on the form.
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An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner that a resumé
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line is created. When creating a skill for the first time, click the :guilabel:`Create a new entry`
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button under :guilabel:`Skills` and a :guilabel:`Create Skills` form appears. After a skill is
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added, the :guilabel:`Create a new entry` button is replaced with an :guilabel:`Add` button. Enter
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the following information for each skill.
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.. image:: new_employee/create-skills.png
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:align: center
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:alt: Create a new skill for the employee.
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:alt: A skill form with the information filled out.
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- :guilabel:`Skill Type`: Select a :ref:`skill type <employees/skill-types>` by clicking the radio
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button next to the skill type.
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- :guilabel:`Skill`: The corresponding skills associated with the selected :guilabel:`Skill Type`
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appear in a drop-down menu. For example, selecting :guilabel:`Language` as the :guilabel:`Skill
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Type` presents a variety of languages to select from under the :guilabel:`Skills` field. Select
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the appropriate pre-configured skill, or type in a new one.
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- :guilabel:`Skill`: After selecting a :guilabel:`Skill Type`, the corresponding skills associated
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with that selected :guilabel:`Skill Type` appear in a drop-down menu. For example, selecting
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:guilabel:`Language` as the :guilabel:`Skill Type` presents a variety of languages to select from
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under the :guilabel:`Skills` field. Select the appropriate pre-configured skill, or type in a new
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skill, then click :guilabel:`Create "(new skill)"`.
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- :guilabel:`Skill Level`: Pre-defined skill levels associated with the selected :guilabel:`Skill
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Type` appear in a drop-down menu. Select a skill level, then the progress bar automatically
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displays the pre-defined progress for that skill level. Skill levels and progress can be modified
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in the :guilabel:`Skill Level` pop-up form, which is accessed via the :guilabel:`External Link`
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button next to :guilabel:`Skill Level` field.
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Type` appear in a drop-down menu. First, select a :guilabel:`Skill Level`, then the progress bar
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automatically displays the pre-defined progress for that specific skill level. Skill levels and
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progress can be modified in the :guilabel:`Skill Level` pop-up form, which is accessed via the
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:guilabel:`Internal Link` arrow next to :guilabel:`Skill Level` field.
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Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one
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entry to add, or click the :guilabel:`Save & New` button to save the current entry and create
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another skill.
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skill to add, or click the :guilabel:`Save & New` button to save the current entry and immediately
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create a new entry.
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To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ (trash can)` icon to
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delete the entry. Add a new line by clicking the :guilabel:`Add` button next to the corresponding
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@ -124,74 +159,108 @@ section.
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.. _employees/skill-types:
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Skill types
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Skill Types
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***********
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In order to add a skill to an employee's form, the :guilabel:`Skill Types` must be configured. Go to
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:menuselection:`Employees app --> Configuration --> Skill Types` to view the currently configured
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skill types and create new skill types. Click :guilabel:`Create` and a new :guilabel:`Skill Type`
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form appears. Fill out all the details and then click :guilabel:`Save`. Repeat this for all the
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skill types needed.
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:menuselection:`Employees app --> Configuration --> Employee: Skill Types` to view the currently
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configured skill types and create new skill types. Click :guilabel:`New` and a new :guilabel:`Skill
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Type` form appears. Fill out all the details for the new skill type. Repeat this for all the skill
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types needed.
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- :guilabel:`Skill Type`: Enter the name of the skill type. This should be somewhat generic, since
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the specific skills listed will be housed under this category.
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- :guilabel:`Skills`: Click :guilabel:`Add a line` and enter the information for the new skill, then
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repeat for all other needed skills.
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- :guilabel:`Skill Type`: Enter the name of the skill type. This will act as the parent category
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for more specific skills and should be generic.
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- :guilabel:`Skills`: Click :guilabel:`Add a line` and enter the name for the new skill, then repeat
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for all other needed skills.
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- :guilabel:`Levels`: Click :guilabel:`Add a line` and a :guilabel:`Create Levels` form appears.
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Enter the name of the level, and assign a percentage (0-100) for that level. Click :guilabel:`Save
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& New` to save the entry and add another level, or click :guilabel:`Save & Close` to save the
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level and close the form.
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Enter the name of the level, and assign a number for the :guilabel:`Progress` percentage (0-100)
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for that level. Click :guilabel:`Save & New` to save the entry and add another level, or click
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:guilabel:`Save & Close` to save the level and close the form. Once all the levels are entered,
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click the :guilabel:`Save manually` icon at the top of the screen. Next, select a default level
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for this skill type. Click :guilabel:`Set Default` on the line to be the default value. This is
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typically the lowest level, but any level can be set as the default. A check mark appears in the
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:guilabel:`Default Level` column, indicating which level is the default.
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.. example::
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To add a math skill set, enter `Math` in the :guilabel:`Name` field. Next, in the
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:guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Last, in the
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:guilabel:`Levels` field enter `Beginner`, `Intermediate`, and `Expert`, with the
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:guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Then, either click
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:guilabel:`Save & Close` or :guilabel:`Save & New`.
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:guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Then, click :guilabel:`Save
|
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& Close`, then click the :guilabel:`Save manually` icon at the top. Last, click :guilabel:`Set
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Default` on the `Beginner` line to set this as the default skill level.
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.. image:: new_employee/math-skills.png
|
||||
:align: center
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:alt: Add new math skills and levels with the skill types form.
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.. image:: new_employee/math-skills.png
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:align: center
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:alt: A skill form for a Math skill type, with all the information entered.
|
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|
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Work information tab
|
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Work Information tab
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--------------------
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The :guilabel:`Work Information` tab is where the employee's specific job related information is
|
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housed. Their working schedule, various roles, who approves their specific requests (time off,
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timesheets, and expenses), and specific work location details are listed here. Enter the following
|
||||
information for the new employee.
|
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The Work Information tab is where the employee's specific job related information is housed. Their
|
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working schedule, various roles, who approves their specific requests (time off, timesheets, and
|
||||
expenses), and specific work location details are listed here. Click on the :guilabel:`Work
|
||||
Information` tab to access this section, and enter the following information for the new employee.
|
||||
|
||||
- :guilabel:`Location`: Select the :guilabel:`Work Address` and :guilabel:`Work Location` from the
|
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corresponding drop-down menus. The work address :guilabel:`External Link` button opens up the
|
||||
selected company form in a window, and allows for editing. The :guilabel:`Work Location` is the
|
||||
specific location details, such as a floor or building. If a new work location is needed, add the
|
||||
location by typing it in the field.
|
||||
- :guilabel:`Approvers`: Using the drop-down menus, select the users 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` and :guilabel:`Timezone` (both
|
||||
required) for the employee. The :guilabel:`External Link` button opens up a detailed view of the
|
||||
specific daily working hours. Working hours can be modified or deleted here. Click
|
||||
:guilabel:`Save` to save any changes.
|
||||
- :guilabel:`Planning`: The :guilabel:`Planning` section affects the *Planning* app, and will only
|
||||
appear if the *Planning* app is installed. 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.
|
||||
- :guilabel:`Location`: Select the :guilabel:`Work Address` from the drop-down menu. To modify the
|
||||
address, hover over the first line (if there are multiple lines) of the address to reveal an
|
||||
:guilabel:`Internal Link` arrow. Click the :guilabel:`Internal Link` arrow to open up the company
|
||||
form, and make any edits. Use the breadcrumb menu to navigate back to the new employee form when
|
||||
done. If a new work address is needed, add the address by typing it in the field, then click
|
||||
:guilabel:`Create (new address)` to add the address, or :guilabel:`Create and edit...` to add the
|
||||
new address and edit the address form.
|
||||
- :guilabel:`Approvers`: In order to see this section, the user must have either
|
||||
:guilabel:`Administrator` or :guilabel:`Officer: Manage all employees` rights set for the
|
||||
:guilabel:`Employees` application. Using the drop-down menus, select the users responsible for
|
||||
approving :guilabel:`Expenses`, :guilabel:`Time Off`, and :guilabel:`Timesheets` for the employee.
|
||||
Hover over any of the selections to reveal the :guilabel:`Internal Link` arrow. Click the
|
||||
:guilabel:`Internal Link` arrow to open a form with the approver's :guilabel:`Name`,
|
||||
:guilabel:`Email Address`, :guilabel:`Company`, :guilabel:`Phone`, :guilabel:`Mobile`, and
|
||||
:guilabel:`Default Warehouse` fields. These can be modified, if needed. Use the breadcrumb menu to
|
||||
navigate back to the new employee form when done.
|
||||
- :guilabel:`Homeworking`: Using the drop-down menu, select the specific location the employee will
|
||||
work from, for each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`,
|
||||
or :guilabel:`Other`. A new location can be typed into the field, then click either
|
||||
:guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add
|
||||
the new location and edit the form. After edits are done, click :guilabel:`Save & Close`, and the
|
||||
new location is added, and populates the field. For days the employee does not work, for example,
|
||||
Saturday and Sunday, leave the field blank (:guilabel:`Unspecified`).
|
||||
|
||||
.. image:: new_employee/work-info.png
|
||||
:align: center
|
||||
:alt: Add the work information to the Work Information tab.
|
||||
.. note::
|
||||
It is also possible to add or modify work locations by navigating to :menuselection:`Employees
|
||||
app --> Configuration --> Employee: Work Locations`. Click :guilabel:`New` to create a new
|
||||
location, then enter the details on the form. To modify a location, click on an existing
|
||||
location, then make any changes on the form.
|
||||
|
||||
- :guilabel:`Schedule`: Select the :guilabel:`Working Hours` and :guilabel:`Timezone` for the
|
||||
employee. The :guilabel:`Internal Link` arrow opens up a detailed view of the specific daily
|
||||
working hours. Working hours can be modified or deleted here.
|
||||
|
||||
.. note::
|
||||
Working hours can also be modified in the *Payroll* application, where they are referred to as
|
||||
:guilabel:`Working Schedules`. For more information on how to create or modify
|
||||
:guilabel:`Working Schedules` in Payroll, refer to the :doc:`../../hr/payroll` documentation.
|
||||
|
||||
- :guilabel:`Planning`: Click on a role from the drop-down menu for both the :guilabel:`Roles` and
|
||||
the :guilabel:`Default Role` fields to add a role. There is no limit to the amount of
|
||||
:guilabel:`Roles` that can be selected for an employee, but there can only be one
|
||||
:guilabel:`Default Role`. The default role is the *typical* role that the employee performs, where
|
||||
the :guilabel:`Roles` are *all* the specific roles the employee is able to perform. The
|
||||
:guilabel:`Default Role` must be selected as a :guilabel:`Role`, if not, when the
|
||||
:guilabel:`Default Role` is selected, that role is automatically added to the list of
|
||||
:guilabel:`Roles`.
|
||||
|
||||
.. tip::
|
||||
The :guilabel:`Planning` section affects the *Planning* app, and will only appear if the
|
||||
*Planning* app is installed. When planning work in the *Planning* app, employees can only be
|
||||
scheduled for specific work that corresponds to their selected roles. For example, only an
|
||||
employee with a *Functional Tester* role can be assigned to perform any activity that requires a
|
||||
*Functional Tester*.
|
||||
|
||||
.. important::
|
||||
The users that appear in the drop-down menu for the :guilabel:`Approvers` section must have
|
||||
*Administrator* rights set for the corresponding human resources role. To check who has these
|
||||
rights, go to :menuselection:`Settings app --> Users --> Manage Users`. Click on an employee, and
|
||||
check the :guilabel:`Human Resources` section of the :guilabel:`Access Rights` tab.
|
||||
rights, go to :menuselection:`Settings app --> Users --> → Manage Users`. Click on an employee,
|
||||
and check the :guilabel:`Human Resources` section of the :guilabel:`Access Rights` tab.
|
||||
|
||||
- In order for the user to appear as an approver for :guilabel:`Expenses`, they must have either
|
||||
:guilabel:`Team Approver`, :guilabel:`All Approver`, or :guilabel:`Administrator` set for the
|
||||
@ -214,125 +283,129 @@ information for the new employee.
|
||||
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.
|
||||
After the new working time is created, or an existing one is modified, select the employee's
|
||||
working hours using the drop-down menu in the :guilabel:`Schedule` section of the
|
||||
:guilabel:`Work Information` tab.
|
||||
|
||||
Private 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.
|
||||
No information in the :guilabel:`Private Information` tab is required to create an employee,
|
||||
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.
|
||||
Here, the employee's :guilabel:`Private Contact`, :guilabel:`Education`, :guilabel:`Work Permit`,
|
||||
:guilabel:`Family Status`, :guilabel:`Emergency` contact, and :guilabel:`Citizenship` information is
|
||||
entered. Fields are entered either using a drop-down menu, activating a check box, or typing in the
|
||||
information.
|
||||
|
||||
- :guilabel:`Private Contact`: Enter the personal :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`
|
||||
name for the new address. To edit the new address, click the :guilabel:`Internal Link` arrow to
|
||||
open the address form. On the address form, enter or edit the necessary details. Some other
|
||||
information in the :guilabel:`Private Contact` section may auto-populate, if the address is
|
||||
already listed in the drop-down menu.
|
||||
|
||||
Some other information in the :guilabel:`Private Contact` section may auto-populate, if the
|
||||
address is already listed in the drop-down menu.
|
||||
Enter the employee's :guilabel:`Email` address and :guilabel:`Phone` number in the respective
|
||||
fields. Next, enter the employee's :guilabel:`Bank Account Number` using the drop-down menu. If
|
||||
the bank is not already configured (the typical situation when creating a new employee) enter the
|
||||
bank account number, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account
|
||||
Number` form loads. Fill in the information, then click :guilabel:`Save & Close`.
|
||||
|
||||
Next, enter the employee's :guilabel:`Email` address and :guilabel:`Phone` number in the
|
||||
corresponding fields.
|
||||
|
||||
Select the employee's preferred :guilabel:`Language` from the drop-down menu.
|
||||
|
||||
Enter the employee's :guilabel:`Bank Account Number` using the drop-down menu. If the bank is not
|
||||
already configured (the typical situation when creating a new employee) enter the bank account
|
||||
number, and click :guilabel:`Create and Edit`. A :guilabel:`Create: Bank Account Number` for
|
||||
appears. Fill in the information, then click :guilabel:`Save`.
|
||||
|
||||
Finally, enter the :guilabel:`Home-Work Distance` in the field. This field is only necessary if
|
||||
the employee is receiving any type of commuter benefits.
|
||||
|
||||
- :guilabel:`Marital Status`: Select either :guilabel:`Single`, :guilabel:`Married`,
|
||||
:guilabel:`Legal Cohabitant`, :guilabel:`Widower`, or :guilabel:`Divorced` from the drop-down
|
||||
menu.
|
||||
- :guilabel:`Emergency`: Type in the name and phone number of the employee's emergency contact.
|
||||
Then, select the employee's preferred :guilabel:`Language` from the drop-down menu. Next, enter
|
||||
the :guilabel:`Home-Work Distance` in the field. This field is only necessary if the employee is
|
||||
receiving any type of commuter benefits. Lastly, enter the employee's license plate information in
|
||||
the :guilabel:`Private Car Plate` field.
|
||||
- :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
|
||||
- :guilabel:`Work Permit`: If the employee has a work permit, enter the information in this section.
|
||||
Type in the :guilabel:`Visa No` (visa number) and/or :guilabel:`Work Permit No` (work permit
|
||||
number) in the corresponding fields. Using the calendar selector, select the :guilabel:`Visa
|
||||
Expire Date` and/or the :guilabel:`Work Permit Expiration Date` to enter the expiration date(s).
|
||||
If available, upload a digital copy of the work permit document. Click :guilabel:`Upload Your
|
||||
File`, navigate to the work permit file in the file explorer, and click :guilabel:`Open`.
|
||||
- :guilabel:`Family Status`: Select the current :guilabel:`Marital Status` using the drop-down menu,
|
||||
either :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`,
|
||||
or :guilabel:`Divorced`. If the employee has any dependent children, enter the :guilabel:`Number
|
||||
of Dependent Children` in the field.
|
||||
- :guilabel:`Emergency`: Type in the :guilabel:`Contact Name` and :guilabel:`Contact Phone` number
|
||||
of the employee's emergency contact in the respective fields.
|
||||
- :guilabel:`Citizenship`: This section contains all the information relevant to the citizenship of
|
||||
the employee. Some fields use a drop-down menu, as the :guilabel:`Nationality (Country)`,
|
||||
:guilabel:`Gender`, and :guilabel:`Country of Birth` fields do. The :guilabel:`Date of Birth` uses
|
||||
a calendar selector 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.
|
||||
- :guilabel:`Dependant`: If the employee has any children, enter the :guilabel:`Number of Children`
|
||||
in the field.
|
||||
- :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` and/or the :guilabel:`Work
|
||||
Permit Expiration Date` to enter the expiration date(s). If available, upload a digital copy of
|
||||
the work permit document. Click :guilabel:`Upload Your File`, navigate to the work permit file in
|
||||
the file explorer, and click :guilabel:`Open`.
|
||||
on the day to select the date. Type in the information for the :guilabel:`Identification No`
|
||||
(identification number, :guilabel:`Passport No` (passport number), and :guilabel:`Place of Birth`
|
||||
fields. Last, if the employee is not a resident of the country they are working in, activate the
|
||||
check box next to the :guilabel:`Non-resident` field.
|
||||
|
||||
.. image:: new_employee/private-info.png
|
||||
:align: center
|
||||
:alt: Add the private information to the Private Information tab.
|
||||
|
||||
HR settings 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`: Select an :guilabel:`Employee Type` and, if applicable, a :ref:`Related User
|
||||
<employees/related-user>`, with the drop-down menus.
|
||||
- :guilabel:`Payroll`: Select the :guilabel:`Current Contract` and :guilabel:`Job Position` from the
|
||||
drop-down menus. If applicable, enter the :guilabel:`Registration Number` in this section.
|
||||
- :guilabel:`Previous Employer`: This section appears only for Belgian companies, and will not be
|
||||
visible for other locations. These are days that will be paid to the new employee. Enter any
|
||||
:guilabel:`Simple Holiday Pay to Recover`, :guilabel:`Number of Days to recover`, and
|
||||
:guilabel:`Recovered Simple Holiday Pay` from a previous employer, for both N and N-1 categories.
|
||||
- :guilabel:`Previous Occupations`: This section appears ony for Belgian companies, and will not be
|
||||
visible for other locations. Click :guilabel:`Add a line` to enter information for each previous
|
||||
occupation. Enter the number of :guilabel:`Months`, the :guilabel:`Amount`, and the
|
||||
:guilabel:`Occupational Rate` in the corresponding fields. Click the :guilabel:`🗑️ (trash can)`
|
||||
icon to delete a line.
|
||||
- :guilabel:`Attendance/Point of Sale`: The employee's :guilabel:`Badge ID` and :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.
|
||||
- :guilabel:`Application Settings`: If applicable, enter the :guilabel:`Fleet Mobility Card` number.
|
||||
Enter the employee's cost per hour in a $XX.XX format. This is factored in when the employee is
|
||||
working at a :doc:`work center
|
||||
- :guilabel:`Status`: Select an :guilabel:`Employee Type` and, if applicable, a :guilabel:`Related
|
||||
User`, with the drop-down menus. The :guilabel:`Employee Type` options include
|
||||
:guilabel:`Employee`, :guilabel:`Student`, :guilabel:`Trainee`, :guilabel:`Contractor`, or
|
||||
:guilabel:`Freelancer`.
|
||||
|
||||
.. important::
|
||||
Employees do not also need to be users. *Employees* do **not** count towards the Odoo
|
||||
subscription billing, while *Users* **do** count towards billing. If the new employee should also
|
||||
be a user, the user must be created. After the :guilabel:`User` is created and saved, the new
|
||||
user will appear in the :guilabel:`Related User` field.
|
||||
|
||||
After the employee is created, create the user. Click the :guilabel:`⚙️ (gear)` icon, then click
|
||||
:guilabel:`Create User`. A :guilabel:`Create User` form appears. Type in the :guilabel:`Name` and
|
||||
:guilabel:`Email Address`, and then select the :guilabel:`Company` from the drop-down menu. Click
|
||||
:guilabel:`Save` after the information is entered, and the employee record is automatically
|
||||
updated with the newly created user populating the :guilabel:`Related User` field.
|
||||
|
||||
Users can also be created manually. For more information on how to manually add a user, refer to
|
||||
the :doc:`../../general/users/manage_users` document.
|
||||
|
||||
- :guilabel:`Payroll`: If applicable, enter the :guilabel:`Registration Number of the Employee` in
|
||||
this section. The :guilabel:`Attestation (N-1)` and :guilabel:`Attestation (N)` sections appear
|
||||
only for Belgian companies, and will not be visible for other locations. These sections log the
|
||||
days that will be paid to the new employee. Enter any :guilabel:`Amount to recover`,
|
||||
:guilabel:`Number of days`, and :guilabel:`Recovered Amount` of :guilabel:`Holiday Attest (year) -
|
||||
Simple Holiday Pay from previous employer to recover in (year)`, for both N and N-1 categories.
|
||||
For the :guilabel:`Holiday Attest (year) - Previous occupation for Double Holiday Pay Recovery in
|
||||
(year)` section, click :guilabel:`Add a line`, and enter the number of :guilabel:`Months`, the
|
||||
:guilabel:`Amount`, and :guilabel:`Occupation Rate`. Repeat for all entries. Click the
|
||||
:guilabel:`🗑️ (trash can)` icon to delete a line.
|
||||
- :guilabel:`SD WORX`: Enter the employee's seven digit :guilabel:`SDWorx code` in this field, if
|
||||
applicable.
|
||||
- :guilabel:`Attendance/Point of Sale/Manufacturing`: The employee's :guilabel:`PIN Code` and
|
||||
:guilabel:`Badge ID` can be entered here, if the employee needs/has one. Click
|
||||
:guilabel:`Generate` next to the :guilabel:`Badge ID` to create a badge ID. The :guilabel:`PIN
|
||||
Code` is used to sign in and out of the *Attendance* app kiosk, and a :abbr:`POS (Point Of Sale)`
|
||||
system.
|
||||
- :guilabel:`Application Settings`: Enter the employee's :guilabel:`Hourly Cost` in a XX.XX format.
|
||||
This is factored in when the employee is working at a :doc:`work center
|
||||
<../../inventory_and_mrp/manufacturing/management/using_work_centers>`. This value affects the
|
||||
manufacturing costs for a product, if the value of the manufactured product is not a fixed amount.
|
||||
This value does not affect the *Payroll* application. If applicable, enter the :guilabel:`Fleet
|
||||
Mobility Card` number.
|
||||
|
||||
.. image:: new_employee/hr-settings.png
|
||||
:align: center
|
||||
:alt: Enter any information prompted in the HR Settings tab for the employee.
|
||||
|
||||
.. _employees/related-user:
|
||||
|
||||
.. important::
|
||||
Employees do not also need to be users. An employee does **not** count towards billing, while
|
||||
*Users* **do** count towards billing. If the new employee should also be a user, the user must
|
||||
be created.
|
||||
|
||||
In the :guilabel:`Related User` field, type in the name of the user to add, then click
|
||||
:guilabel:`Create and Edit...`. A :guilabel:`Create: Related User` form appears. Type in the
|
||||
:guilabel:`Name`, :guilabel:`Email Address`, and then select the :guilabel:`Company` from the
|
||||
drop-down menu. Click :guilabel:`Save` after the information is entered. Once the record is
|
||||
saved, the new user appears in the :guilabel:`Related User` field.
|
||||
|
||||
Documents
|
||||
=========
|
||||
|
||||
All documents associated with an employee are stored in the *Documents* app. The number of documents
|
||||
associated with the employee appear in the :guilabel:`Documents` smart button on the employee form.
|
||||
Click on the smart button, and all the documents appear. For more information on the *Documents*
|
||||
app, refer to the :doc:`Documents documentation </applications/finance/documents>`.
|
||||
All documents associated with an employee are stored in the :guilabel:`Documents` app. The number of
|
||||
documents associated with the employee appear in the :guilabel:`Documents` smart button above the
|
||||
employee record. Click on the smart button, and all the documents appear. For more information on
|
||||
the :guilabel:`Documents` app, refer to the :doc:`../../finance/documents` documentation.
|
||||
|
||||
.. image:: new_employee/documents.png
|
||||
:align: center
|
||||
|
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