diff --git a/content/applications/hr/employees.rst b/content/applications/hr/employees.rst index 68255a2a8..f2ea87124 100644 --- a/content/applications/hr/employees.rst +++ b/content/applications/hr/employees.rst @@ -12,3 +12,4 @@ Odoo *Employees* organizes a company's employee records, contracts, and departme :titlesonly: employees/new_employee + employees/departments diff --git a/content/applications/hr/employees/departments.rst b/content/applications/hr/employees/departments.rst new file mode 100644 index 000000000..a9e7feaf1 --- /dev/null +++ b/content/applications/hr/employees/departments.rst @@ -0,0 +1,151 @@ +=========== +Departments +=========== + +All employees in the *Employees* app fall under specific departments within a company. + +Create new departments +====================== + +To make a new department, navigate to :menuselection:`Employees app --> Departments`, then click +:guilabel:`New` in the top-left to reveal a blank department form. Fill out the following +information on the department form: + +.. image:: departments/department-form.png + :align: center + :alt: The department for with all fields filled out. + +- :guilabel:`Department Name`: enter a name for the department. +- :guilabel:`Manager`: using the drop-down menu, select the department manager. +- :guilabel:`Parent Department`: if the new department is housed within another department (has a + parent department), select the parent department using the drop-down menu. +- :guilabel:`Custom Appraisal Templates`: if employees in this department require a specific + appraisal form that is different from the default appraisal form, tick the checkbox. If this + option is activated, an :guilabel:`Appraisal Templates` tab appears below the form. This field + **only** appears if the *Appraisals* app is installed. +- :guilabel:`Company`: using the drop-down menu, select the company the department is part of. +- :guilabel:`Appraisal Survey`: using the drop-down menu, select the default survey to use for the + department when requesting feedback from employees. This field **only** appears if the + *Appraisals* app is installed, **and** the *360 Feedback* option is enabled in the settings. +- :guilabel:`Color`: select a color for the department. Click the default white color box to display + all the color options. Click on a color to select it. +- :guilabel:`Appraisal Templates` tab: this tab **only** appears if the :guilabel:`Custom Appraisal + Templates` options is activated on the form. Make any desired edits to the appraisal form. The + appraisal form is used for appraisals for all employees within this department. + +After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon to +manually save the changes. When saved, a :guilabel:`Department Organization` chart appears in the +top-right of the department card. + +.. note:: + The form auto-saves while data is entered, however the :guilabel:`Department Organization` chart + does **not** appear until the form is manually saved. If the form is not saved, the + :guilabel:`Department Organization` chart is visible upon opening the department card from the + :guilabel:`Departments` dashboard. + +.. seealso:: + Refer to the :doc:`../appraisals` documentation for more information. + +Departments dashboard +===================== + +To view the currently configured departments, navigate to :menuselection:`Employees app --> +Departments`. All departments appear in a Kanban view, by default, and are listed in alphabetical +order. + +.. image:: departments/departments.png + :align: center + :alt: The departments dashboard view with all the department cards in a Kanban view. + +Kanban view +----------- + +Each department has its own Kanban card on the main :guilabel:`Departments` :icon:`oi-view-kanban` +:guilabel:`(Kanban)` dashboard view, that can display the following information: + +- Department name: the name of the department. +- Company: the company the department is part of. +- :guilabel:`Employees`: the number of employees within the department. +- :guilabel:`Appraisals`: the number of appraisals scheduled for employees in the department. +- :guilabel:`Time Off Requests`: the number of unapproved time off requests for employees in the + department :ref:`awaiting approval ` . This **only** appears if there + are requests to approve. +- :guilabel:`Allocation Requests`: the number of unapproved allocation requests for employees in the + department :ref:`awaiting approval `. This **only** appears if there + are requests to approve. +- :guilabel:`New Applicants`: the number of :ref:`new applicants ` for a position + in this department. This **only** appears if there are new applicants. +- :guilabel:`Expense Reports`: the number of employees in the department with :ref:`open expense + reports to approve `. This **only** appears if there are any expense reports + waiting for approval. +- :guilabel:`Absence`: the number of absences for the current day. +- Color bar: the selected color for the department appears as a vertical bar on the left side of the + department card. + +.. note:: + Click on an alert in a department card, such as :guilabel:`Time Off Requests`, to reveal a list + view of the requests to approve. This list includes **all** open requests to approve, not just + from the specific department. + +The default view for the :guilabel:`Departments` dashboard is a Kanban view. It is possible to view +the departments in two other forms: a list view and a hierarchy view. + +List view +--------- + +To view the departments in a list view, click the :icon:`fa-align-justify` :guilabel:`(list)` icon +in the top-right corner. The departments appear in a list view, which displays the +:guilabel:`Department Name`, :guilabel:`Company`, :guilabel:`Manager`, :guilabel:`Employees`, +:guilabel:`Parent Department`, and :guilabel:`Color` for each department. + +The departments are sorted alphabetically by :guilabel:`Department Name`, by default. + +.. image:: departments/list.png + :align: center + :alt: The departments presented in a list view. + +.. tip:: + When in list view, departments can be managed in batch by selecting one or multiple record's + checkbox, then select the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu of + actions. + +Hierarchy view +-------------- + +To view the departments in a hierarchy view, click the :icon:`fa-share-alt fa-rotate-90` +:guilabel:`(hierarchy)` icon in the top-right corner. The departments appear in an organizational +chart format, with the highest-level department at the top (typically :guilabel:`Management`), and +all other departments beneath it. All child departments of the first-level child departments are +folded. + +Each department card displays the :guilabel:`Department Name`, the :guilabel:`Manager` (and their +profile image), the :guilabel:`Number of Employees` in the department, and the ability to expand the +department (:guilabel:`Unfold`) if there are child departments beneath it. + +Click the :guilabel:`Unfold` button on a department card to expand it. Once expanded, the +:guilabel:`Unfold` button changes to a :guilabel:`Fold` button. To collapse the department, click +the :guilabel:`Fold` button. Only **one** department *per row* can be unfolded at a time. + +Click anywhere on a department card to open the department form. Click the :guilabel:`(#) Employees` +smart button to view a list of all the employees in that department, including all employees in the +child departments beneath it, organized by individual department. + +.. example:: + In the hierarchy view, if the :guilabel:`(2) Employees` button on the :guilabel:`Management` card + is clicked (the highest-level department card), **all** employees appear in a list view, grouped + by department. This is because **all** departments are children of the :guilabel:`Management` + department. + + If the :guilabel:`(3) Employees` button in the :guilabel:`Sales` department card is clicked, the + employees from the :guilabel:`Sales` department, as well as its two child departments + (:guilabel:`East Coast Territory` and :guilabel:`West Coat Territory`), appear in the list. + + .. image:: departments/hierarchy.png + :align: center + :alt: The departments presented in a hierarchy view. + + .. image:: departments/employee-list.png + :align: center + :alt: The list view of employees for the department that was clicked, including all child + departments. + diff --git a/content/applications/hr/employees/departments/department-form.png b/content/applications/hr/employees/departments/department-form.png new file mode 100644 index 000000000..ab79d504e Binary files /dev/null and b/content/applications/hr/employees/departments/department-form.png differ diff --git a/content/applications/hr/employees/departments/departments.png b/content/applications/hr/employees/departments/departments.png new file mode 100644 index 000000000..95ffbd662 Binary files /dev/null and b/content/applications/hr/employees/departments/departments.png differ diff --git a/content/applications/hr/employees/departments/employee-list.png b/content/applications/hr/employees/departments/employee-list.png new file mode 100644 index 000000000..d68742fb5 Binary files /dev/null and b/content/applications/hr/employees/departments/employee-list.png differ diff --git a/content/applications/hr/employees/departments/hierarchy.png b/content/applications/hr/employees/departments/hierarchy.png new file mode 100644 index 000000000..5342d4b0c Binary files /dev/null and b/content/applications/hr/employees/departments/hierarchy.png differ diff --git a/content/applications/hr/employees/departments/list.png b/content/applications/hr/employees/departments/list.png new file mode 100644 index 000000000..6fe3df7e1 Binary files /dev/null and b/content/applications/hr/employees/departments/list.png differ diff --git a/content/applications/hr/time_off.rst b/content/applications/hr/time_off.rst index cea4aaecc..3fbf79bb8 100644 --- a/content/applications/hr/time_off.rst +++ b/content/applications/hr/time_off.rst @@ -614,6 +614,8 @@ To modify the request, make any desired changes to the form. All changes are aut It is also possible to approve or refuse the request from this form. Click the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button to refuse the request. +.. _time_off/manage-allocations: + Manage allocations ------------------