[IMP] payroll: made targeted edits for 16

closes odoo/documentation#7132

X-original-commit: ec18f20bf5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/hr/payroll.rst

@@ -34,6 +34,18 @@ Any country-specific localizations are set up in the :guilabel:`Localization` se
 during the creation of the database. It is not recommended to alter the localization settings unless
 specifically required.
 
+.. note::
+   Odoo can handle a multi-company configuration. This is generally done when there is a main
+   company or office location, such as a headquarters, and there are other offices/branches around
+   the country or globe, that fall under that main company or headquarters. In Odoo, each company,
+   including the headquarters, would be setup as their own company/branch using the multi-company
+   method.
+
+   Each individual company can have a different localization setting configured for that specific
+   company, since company locations can vary and be located anywhere in the world, where rules and
+   laws differ. For more information on companies refer to :doc:`this documentation
+   <../general/users/companies>` on setting up companies.
+
 .. _payroll/work-entries-config:
 
 Work entries
@@ -55,39 +67,45 @@ the *Timesheets* application, a :guilabel:`Work Entry Type` needs to be selected
 database.
 
 To view the current work entry types available, go to :menuselection:`Payroll --> Configuration -->
-Work Entry Types`.
+Work Entries --> Work Entry Types`.
 
-Each work entry type has a code to aid in the creation of payslips, and ensure all taxes and fees
+Each work entry type has a code to aid in the creation of payslips, and to ensure all taxes and fees
 are correctly entered.
 
 .. image:: payroll/work-entry-types.png
    :align: center
-   :alt: List of all work entry types currently available.
+   :alt: List of all work entry types currently available for use, with the payroll code and color.
 
 New work entry type
 ~~~~~~~~~~~~~~~~~~~
 
-To create a new work entry type, click the :guilabel:`Create` button. Enter the information on the
+To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` button, and enter the
-form:
+information for the following sections on the form.
+
+General information section
+***************************
 
 - :guilabel:`Work Entry Type Name`: The name should be short and descriptive, such as `Sick Time` or
   `Public Holiday`.
-- :guilabel:`Code`: This code appears with the work entry type on timesheets and payslips. Since the
+- :guilabel:`Payroll Code`: This code appears with the work entry type on timesheets and payslips.
-  code is used in conjunction with the *Accounting* application, it is advised to check with the
+  Since the code is used in conjunction with the *Accounting* application, it is advised to check
-  accounting department for a code to use.
+  with the accounting department for a code to use.
-- :guilabel:`Sequence`: The sequence determines the order that the work entry is computed in the
+- :guilabel:`DMFA code`: This code is used to identify :abbr:`DMFA (De Multifunctionele Aangifte)`
-  payslip list.
+  entries on a corresponding DMFA report. The DMFA report is a quarterly report that Belgian-based
-- Check boxes: If any of the items in the list applies to the work entry, check off the box by
+  companies are required to submit for social security reporting purposes. This report states the
-  clicking it. If :guilabel:`Time Off` is checked off, a :guilabel:`Time Off Type` field appears.
+  work done by the employees during the quarter, as well as the salaries paid to those employees.
-  This field has a drop-down menu to select the specific type of time off, or a new type of time off
+- :guilabel:`External Code`: This code is used for exporting data to a third-party payroll service.
-  can be entered.
+  Check with the third-party being used in order to determine the :guilabel:`External Code` to enter
+  for the new work entry type.
+- :guilabel:`SDWorx code`: This code is only for companies that use SDWorx, a payroll service
+  provider.
+- :guilabel:`Color`: Select a color for the particular work entry type.
 
-.. image:: payroll/new-work-entry.png
+Display in payslip section
-   :align: center
+**************************
-   :alt: New work entry type form.
 
-- :guilabel:`Rounding`: The rounding method determines how timesheet entries are displayed on the
+- :guilabel:`Rounding`: The rounding method selected determines how quantities on timesheet entries
-  payslip.
+  are displayed on the payslip.
 
   - :guilabel:`No Rounding`: A timesheet entry is not modified.
   - :guilabel:`Half Day`: A timesheet entry is rounded to the closest half day amount.
@@ -99,32 +117,75 @@ form:
    entry remains 5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry is
    changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 hours.
 
-Working times
+Unpaid section
--------------
+**************
 
-To view the currently configured working times, go to :menuselection:`Payroll --> Configuration -->
+- :guilabel:`Unpaid in Structures Types`: If the work entry is for work that is not paid, specify
-Working Times`. The working times that are available for an employee's contracts and work entries
+  which pay structure the unpaid work entry applies to from the drop-down menu. Some situations
-are found in this list.
+  where work would be logged on a timesheet but no compensation given would be for unpaid
+  internships, unpaid training, or volunteer work.
 
-Working times are company-specific. Each company must identify each type of working time they use.
+Valid for advantages section
-For example, an Odoo database containing multiple companies that use a standard 40-hour work week
+****************************
-needs to have a separate working time entry for each company that uses the 40-hour standard work
-week.
 
-.. image:: payroll/working-times.png
+- :guilabel:`Meal Voucher`: If the work entry should count towards a meal voucher, check the box.
+- :guilabel:`Representation Fees`: If the work entry should count towards representation fees, check
+  the box.
+- :guilabel:`Private Car Reimbursement`: If the work entry should count towards a private car
+  reimbursement, check the box.
+
+Time off options section
+************************
+
+- :guilabel:`Time Off`: Check this box if the work entry type can be selected for a time off request
+  or entry in the *Time Off* application. If :guilabel:`Time Off` is checked, a :guilabel:`Time Off
+  Type` field appears. This field has a drop-down menu to select the specific type of time off, such
+  as `Paid Time Off`, `Sick Time Off`, or `Extra Hours` for example. A new type of time off can be
+  entered in the field if the listed types of time off in the drop-down menu do not display the type
+  of time off needed.
+- :guilabel:`Keep Time Off Right`: This is for Belgian-specific companies only, and will not appear
+  for other localizations. Check this box if the work entry is for time off that will affect the
+  time off benefits for the following year. Workers are given time off each year according to the
+  government, and in some cases, time-off taken during a specific time period can affect how much
+  time off the employee will receive or accrue the following year.
+
+Reporting section
+*****************
+
+- :guilabel:`Unforeseen Absence`: If the work entry should be visible on the unforeseen absences
+  report, check this box.
+
+.. image:: payroll/new-work-entry.png
    :align: center
-   :alt: All working times currently set up in the database.
+   :alt: New work entry type form with all fields to be filled in.
 
-New working time
+Working schedules
-~~~~~~~~~~~~~~~~
+-----------------
 
-To create a new working time, click the :guilabel:`Create` button. Enter the information on the
+To view the currently configured working schedules, go to :menuselection:`Payroll --> Configuration
+--> Work Entries --> Working Schedules`. The working schedules that are available for an employee's
+contracts and work entries are found in this list.
+
+Working schedules are company-specific. Each company must identify each type of working schedule
+they use.
+
+.. Example::
+   An Odoo database containing multiple companies that use a standard 40-hour work week needs to
+   have a separate working schedule entry for each company that uses the 40-hour standard work week.
+
+   A database with five companies that all use a standard 40-hour work week needs to have five
+   separate 40-hour working schedules configured.
+
+.. image:: payroll/working-schedules.png
+   :align: center
+   :alt: All working schedules available to use currently set up in the database for the company.
+
+New working schedule
+~~~~~~~~~~~~~~~~~~~~
+
+To create a new working schedule, click the :guilabel:`New` button, and enter the information on the
 form.
 
-.. image:: payroll/new-working-times.png
-   :align: center
-   :alt: New working type form.
-
 The fields are auto-populated for a regular 40-hour work week but can be modified. First, change the
 name of the working time by modifying the text in the :guilabel:`Name` field. Next, make any
 adjustments to the days and times that apply to the new working time.
@@ -138,8 +199,13 @@ by typing in the time.
    The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour format. For example,
    `2:00 PM` would be entered as `14:00`.
 
-If the working time should be in a two-week configuration, click the :guilabel:`Switch To 2 Week
+If the working time should be in a two-week configuration, click the :guilabel:`Switch to 2 weeks
-Calendar` button. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`.
+calendar` button in the top left. This creates entries for an :guilabel:`Even week` and an
+:guilabel:`Odd week`.
+
+.. image:: payroll/new-working-schedule.png
+   :align: center
+   :alt: New working schedule form.
 
 Salary
 ======
@@ -162,7 +228,7 @@ end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` stru
 within the `Employee` structure type.
 
 The different structure types can be seen by going to :menuselection:`Payroll --> Configuration -->
-Structure Types`.
+Salary --> Structure Types`.
 
 There are two default structure types configured in Odoo: *Employee* and *Worker*. Typically,
 *Employee* is used for salaried employees, which is why the wage type is *Monthly Fixed Wage*, and
@@ -170,15 +236,87 @@ There are two default structure types configured in Odoo: *Employee* and *Worker
 
 .. image:: payroll/structure-type.png
    :align: center
-   :alt: List of all structure types.
+   :alt: List of all currently configured structure types available to use.
 
-Click the :guilabel:`Create` button to make a new structure type. Most fields are pre-populated, but
+New structure type
-all fields can be edited. Once the fields are edited, click the :guilabel:`Save` button to save the
+------------------
-changes, or click :guilabel:`Discard` to delete the entry.
+
+To make a new structure type, click the :guilabel:`New` button and a structure type form appears.
+Enter the information in the fields. Most fields are pre-populated, but all the fields can be
+modified.
+
+- :guilabel:`Structure Type`: Enter the name for the new structure type, such as 'Employee' or
+  'Worker'.
+- :guilabel:`Country`: Select the country that the new structure type applies to from the drop-down
+  menu.
+- :guilabel:`Wage Type`: Select what type of wage the new structure type will use, either
+  :guilabel:`Monthly Fixed Wage` or :guilabel:`Hourly Wage`. If the wage type is going to be used
+  for salaried employees who receive the same wage every pay period, select :guilabel:`Monthly Fixed
+  Wage`. If the wage type is going to be used for employees who receive wages based on how many
+  hours they worked during a pay period, select :guilabel:`Hourly Wage`.
+- :guilabel:`Default Scheduled Pay`: Select the typical pay schedule for the new structure type from
+  the drop-down menu. Options are :guilabel:`Monthly`, :guilabel:`Quarterly`,
+  :guilabel:`Semi-annually`, :guilabel:`Annually`, :guilabel:`Weekly`, :guilabel:`Bi-weekly`,
+  :guilabel:`Bi-monthly`. This indicates how often this type of structure type is paid out.
+- :guilabel:`Default Working Hours`: Select the default working hours for the new structure type
+  from the drop-down menu. All available working hours for the currently selected company appear in
+  the drop-down menu. The default working hours that are pre-configured in Odoo is the
+  :guilabel:`Standard 40 hours/week` option. If the needed working hours do not appear in the list,
+  a :ref:`new set of default working hours can be created <new-default-working-hours>`.
+- :guilabel:`Regular Pay Structure`: Type in the name for the regular pay structure.
+- :guilabel:`Default Work Entry Type`: Select the default type of work entry the new structure type
+  will fall under from the drop-down menu. Options include :guilabel:`Attendance`,
+  :guilabel:`Overtime Hours`, :guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`,
+  :guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, :guilabel:`Paid Time
+  Off`, and :guilabel:`Out Of Contract`.
 
 .. image:: payroll/new-structure.png
    :align: center
-   :alt: New structure type box.
+   :alt: New structure type form to fill out when creating a new structure type.
+
+.. _new-default-working-hours:
+
+New default working hours
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To make new default working hours, type the name for the new working hours in the :guilabel:`Default
+Working Hours` field on the new structure type form. Click :guilabel:`Create and edit`. A default
+working hours form will pop up. The default working hours form has two sections, a general
+information section and a tab listing out all the individual working hours by day and time. When the
+form is filled out, click :guilabel:`Save & Close`.
+
+- :guilabel:`Name`: Type in the name for the new default working hours. This should be descriptive
+  and clear to understand, such as `Standard 20 Hours/Week`.
+- :guilabel:`Company`: Select the company that can use these new default working hours from the
+  drop-down menu. Keep in mind, working hours are company-specific and cannot be shard between
+  companies. Each company needs to have their own working hours set.
+- :guilabel:`Average Hour Per Day`: The average hours per day field will be auto-populated based on
+  the working hours configured in the *Working Hours* tab. This entry affects resource planning,
+  since the average daily hours affect what resources can be used, and in what quantity, per work
+  day.
+- :guilabel:`Timezone`: Select the timezone that the new default working hours will be used for from
+  the drop-down menu.
+- :guilabel:`Company Full Time`: Enter the number of hours per week an employee would need to work
+  in order to be considered a full-time employee. Typically, this is approximately 40 hours, and
+  this number affects what types of benefits an employee can receive based on their employment
+  status (full-time vs part-time).
+- :guilabel:`Work Time rate`: This percentage is auto-generated based on the entry for the
+  :guilabel:`Company Full Time` and the working hours configured in the *Working Hours* tab. This
+  number should be between `0.00%` and `100%`, so if the percentage is above `100%`, it is an
+  indication that the working times and/or :guilabel:`Company Full Time` hours need adjustment.
+- :guilabel:`Working Hours` Tab: This tab is where each day's specific working hours are listed.
+  When a new default working hour form  is created, the working hours tab is pre-populated with a
+  default 40-hour week, with each day divided into three timed sections. Every day has morning
+  (8:00-12:00), lunch (12:00-13:00), and evening (13:00-17:00) hours configured using a 24 hour time
+  format. To adjust any of these hours, click on the specific field to adjust, and make the
+  adjustment using the drop-down menus, or in the specific case of the times, type in the desired
+  time.
+
+  .. note::
+     If the working hours are not consistent each week, and the hours are on a bi-weekly schedule
+     instead, click the :guilabel:`Switch to 2 week calendar` button at the top of the new default
+     working hours form. This will change the working hours tab to display two weeks of working
+     times that can be adjusted.
 
 Structures
 ----------
@@ -191,42 +329,34 @@ employees are paid, and how their pay is calculated. For example, a common struc
 useful to add may be a `Bonus`.
 
 To view all the various structures for each structure type, go to :menuselection:`Payroll -->
-Configuration --> Structures`.
+Configuration --> Salary --> Structures`.
+
+Each :ref:`structure type <payroll/structure-types>` lists the various structures associated with
+it. Each structure contains a set of rules that define it.
 
 .. image:: payroll/salary-structure.png
    :align: center
    :alt: All available salary structures.
 
-Each :ref:`structure type <payroll/structure-types>` lists the various structures associated with
-it. Each structure contains a set of rules that define it.
-
 Click on a structure to view its :guilabel:`Salary Rules`. These rules are what calculate the
 payslip for the employee.
 
 .. image:: payroll/structure-regular-pay-rules.png
    :align: center
-   :alt: Salary structure details for Regular Pay.
+   :alt: Salary structure details for Regular Pay, listing all the specific Salary Rules.
 
 Rules
 -----
 
 Each structure has a set of *salary rules* to follow for accounting purposes. These rules are
-configured by the localization, and affect the *Accounting* application, so modifications to the
+configured by the localization, and affect actions in the *Accounting* application, so modifications
-default rules, or the creation of new rules, should only be done when necessary.
+to the default rules, or the creation of new rules, should only be done when necessary.
 
-To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Rules`. Click on a
+To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Salary --> Rules`.
-structure (such as :guilabel:`Regular Pay`) to view all the rules.
+Click on a structure (such as :guilabel:`Regular Pay`) to view all the rules.
 
-.. image:: payroll/rules.png
+To make a new rule, click :guilabel:`New`. A new rule form appears. Enter the information in the
-   :align: center
+fields.
-   :alt: Rules for each salary structure type.
-
-To make a new rule, click :guilabel:`Create`. A new rule form appears. Enter the information in the
-fields, then click :guilabel:`Save`.
-
-.. image:: payroll/new-rule.png
-   :align: center
-   :alt: Enter the information for the new rule.
 
 The required fields for a rule are:
 
@@ -234,7 +364,8 @@ The required fields for a rule are:
 - :guilabel:`Category`: Select a category the rule applies to from the drop-down menu, or enter a
   new one.
 - :guilabel:`Code`: Enter a code to be used for this new rule. It is recommended to coordinate with
-  the accounting department for a code as this will affect them.
+  the accounting department for a code to use as this will affect accounting reports and payroll
+  processing.
 - :guilabel:`Salary Structure`: Select a salary structure the rule applies to from the drop-down
   menu, or enter a new one.
 - :guilabel:`Condition Based on`: In the :guilabel:`General` tab, select from the drop-down menu
@@ -246,29 +377,39 @@ The required fields for a rule are:
   Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be
   entered next.
 
+.. image:: payroll/new-rule.png
+   :align: center
+   :alt: Enter the information for the new rule on the new rule form.
+
 Rule parameters
 ---------------
 
 .. note::
    Currently, the :guilabel:`Rule Parameters` feature found inside the :menuselection:`Payroll app
-   --> Configuration` menu is still in development and only serves a specific use case for Belgian
+   --> Configuration --> Salary --> Rule Parameters` menu is still in development and only serves a
-   markets. The documentation will be updated when this section has matured to more markets.
+   specific use case for Belgian markets. The documentation will be updated when this section has
+   matured to more markets.
 
 Other input types
 -----------------
 
 When creating payslips, it is sometimes necessary to add other entries for specific circumstances,
 like expenses, reimbursements, or deductions. These other inputs can be configured by going to
-:menuselection:`Payroll --> Configuration --> Other Input Types`.
+:menuselection:`Payroll --> Configuration --> Salary --> Other Input Types`.
 
 .. image:: payroll/other-input.png
    :align: center
-   :alt: Other input types for payroll.
+   :alt: A list of other input types for payroll that can be selected when creating a new entry for
+         a payslip.
 
-To create a new input type, click the :guilabel:`Create` button. Enter the :guilabel:`Description`,
+To create a new input type, click the :guilabel:`New` button. Enter the :guilabel:`Description`, the
-the :guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure`
+:guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure`
-field. Click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete
+field.
-the entry.
+
+.. important::
+   The :guilabel:`Code` is used in the salary rules to compute payslips. If the
+   :guilabel:`Availability in Structure` field is left blank, it indicates that the new input type
+   is available for all payslips and is not exclusive to a specific structure.
 
 .. image:: payroll/input-type-new.png
    :align: center
@@ -278,9 +419,10 @@ Salary package configurator
 ===========================
 
 The various options under the :guilabel:`Salary Package Configurator` section of the
-:menuselection:`Payroll --> Configuration` menu all affect an employee's potential salary. These
+:menuselection:`Payroll --> Configuration --> Salary Package Configurator` menu all affect an
-sections (:guilabel:`Advantages`, :guilabel:`Personal Info`, and :guilabel:`Resume`) specify what
+employee's potential salary. These sections (:guilabel:`Advantages`, :guilabel:`Personal Info`,
-benefits can be offered to an employee in their salary package.
+:guilabel:`Resume`, and :guilabel:`Offers`) specify what benefits can be offered to an employee in
+their salary package.
 
 Depending on what information an employee enters (such as deductions, dependents, etc.), their
 salary is adjusted accordingly. When an applicant applies for a job on the company website, the
@@ -290,25 +432,30 @@ what is populated as the applicant enters information.
 Advantages
 ----------
 
-When offering potential employees a position, there can be certain *advantages* set in Odoo in
+When offering potential employees a position, there can be certain *advantages* or benefits set in
-addition to the salary to make the offer more appealing (such as extra time off, access to a company
+Odoo in addition to the salary to make an offer more appealing (such as extra time off, the use of a
-car, reimbursement for a phone or internet, etc.).
+company car, reimbursement for a phone or internet, etc.).
 
-To see the advantages, go to :menuselection:`Payroll --> Configuration --> Advantages`. Advantages
+To see the advantages, go to :menuselection:`Payroll --> Configuration --> Salary Package
-are grouped by :guilabel:`Structure type`.
+Configurator --> Advantages`. Advantages are grouped by :guilabel:`Structure type`, and the
+advantage listed for a particular structure type is only available for that specific structure.
 
 .. image:: payroll/advantages.png
    :align: center
-   :alt: Settings available for payroll.
+   :alt: A list view of all the advantages or benefits that is available for each structure type.
 
-To make a new advantage, click the :guilabel:`Create` button. Enter the information in the fields,
+.. example::
-then click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete
+   A company has two structure types, one labeled :guilabel:`Employee`, and anther labeled
-the entry.
+   :guilabel:`Intern`. The :guilabel:`Employee` structure type contains an advantage of using a
+   company car, while the :guilabel:`Intern` structure type does not. Instead, the
+   :guilabel:`Intern` structure type has a meal voucher advantage available, while the
+   :guilabel:`Employee` structure type does not.
 
-.. image:: payroll/new-advantage.png
+   A person hired under the :guilabel:`Employee` structure type can use a company car, but cannot
-   :align: center
+   have meal vouchers. The opposite is true for someone hired under the :guilabel:`Intern` structure
-   :alt: List of advantages employee's can have.
+   type. They would have meal vouchers available to them, not the use of a company car.
 
+To make a new advantage, click the :guilabel:`New` button, and enter the information in the fields.
 The required fields for an advantage are:
 
 - :guilabel:`Name`: Enter the name for the advantage.
@@ -319,52 +466,92 @@ The required fields for an advantage are:
   :guilabel:`Monthly Advantages in Cash`, or :guilabel:`Yearly Advantages in Cash`.
 - :guilabel:`Salary Structure Type`: Select from the drop-down menu which salary structure type this
   advantage applies to.
+- :guilabel:`Display Type`: Select from the drop-down menu how this advantage is displayed.
+
+.. image:: payroll/new-advantage.png
+   :align: center
+   :alt: List of advantages employee's can have.
 
 Personal info
 -------------
 
-Every employee in Odoo has an *employee card* that includes all of their personal information,
+Every employee in Odoo has an *employee card* which is created when a candidate becomes an
-resume, work information, and documents. To view an employee's card, go to the main
+employee. This card includes all of their personal information, resume, work information, and
-:menuselection:`Payroll` app dashboard, and click on the employee's card, or go to
+documents.
-:menuselection:`Payroll --> Employees --> Employees` and click on the employee's card. Employee
+
-cards can also be viewed by going to the :menuselection:`Employees` app.
+The personal information is gathered from the salary package configurator section that a
+candidate fills out after being offered a position. This personal information is then transferred to
+the employee card when they are hired.
+
+To view an employee's card, go to the main :menuselection:`Employees` app dashboard, and click on
+the employee's card.
 
 .. note::
    An employee card can be thought of as an employee personnel file.
 
 The *Personal Information* section lists all of the fields that are available to enter on the
-employee's card. To access this section, go to :menuselection:`Payroll --> Configuration -->
+employee's card. To access this section, go to :menuselection:`Payroll --> Configuration --> Salary
-Personal Info`.
+Package Configurator  --> Personal Info`.
 
 .. image:: payroll/personal-info.png
    :align: center
-   :alt: Personal information that appear on employee cards to enter.
+   :alt: A list of all the personal information that appears on employee card to enter.
 
-To edit an entry, select it from the list. Then, click the :guilabel:`Edit` button, and modify the
+To edit a personal info entry, select the entry from the list, and modify the personal info. To
-entry. When done, click :guilabel:`Save` or :guilabel:`Discard` to save the information or cancel
+create a new personal info entry, click the :guilabel:`New` button.
-the edits.
+
+The required fields, aside from entering the :guilabel:`Information` name, are :guilabel:`Related
+Model`, :guilabel:`Related Field`, and :guilabel:`Category`. Select a :guilabel:`Related Model` from
+the drop-down menu. :guilabel:`Employee` populates the field by default, but the :guilabel:`Bank
+Account` option is also available if the information is related to a bank account instead. Select a
+:guilabel:`Related Field` from the drop-down menu that best describes what kind of personal
+information this entry is, and where it is going to be stored in the backed. Then, select a
+:guilabel:`Category` from the drop-down menu that the personal information should be under, such as
+:guilabel:`Address` or :guilabel:`Personal Documents`.
+
+The two most important fields on the personal info form are :guilabel:`Is Required` and
+:guilabel:`Display Type`. Checking the :guilabel:`Is Required` box makes the field mandatory on the
+employee's card. The :guilabel:`Display Type` drop-down menu allows for the information to be
+entered in a variety of ways, from a :guilabel:`Text` box, to a customizable :guilabel:`Radio`
+button, a :guilabel:`Checkbox`, a :guilabel:`Document`, and more.
 
 .. image:: payroll/personal-new.png
    :align: center
    :alt: New personal information entry.
 
-The two most important fields on the personal info form are :guilabel:`Is Required` and
-:guilabel:`Display Type`. Checking the :guilabel:`Is Required` box makes the field mandatory on the
-employee's card.
-
-The :guilabel:`Display Type` drop-down menu allows for the information to be entered in a variety of
-ways, from a :guilabel:`Text` box, to a customizable :guilabel:`Radio` button, a
-:guilabel:`Checkbox`, a :guilabel:`Document`, and more.
-
-Once the information is entered, click the :guilabel:`Save` button to save the entry.
-
 Resume
 ------
 
 .. note::
    Currently, the :guilabel:`Resume` feature found inside the :menuselection:`Payroll app -->
-   Configuration` menu is still in development and only serves a specific use case for Belgian
+   Configuration --> Salary Package Configurator --> Resume` menu is still in development and only
-   markets. The documentation will be updated when this section has matured to more markets.
+   serves a specific use case for Belgian markets. The documentation will be updated when this
+   section has matured to more markets.
+
+Offers
+------
+
+When a candidate is offered a position, there are several items that need to be tracked in order
+for a business to stay organized, such as where in the offer process the candidate is, how long the
+offer is valid for, as well as all the offer details. These details are all stored in each *offers*
+record.
+
+To view all offers, go to :menuselection:`Payroll --> Configuration --> Salary Package Configurator
+--> Offers`. All offers that have been sent to either potential candidates or current employees
+appears in this list. The status, offer start date and expiration date, amount of the contract, and
+more, can all be found in this list. Offers sent via the :guilabel:`Recruitment` application appear
+here, but there is an option to create a new offer from the :guilabel:`Payroll` application as well.
+
+.. image:: payroll/offers.png
+   :align: center
+   :alt: A list of all offers given to a current employee or potential candidate along with the
+         status of the offer.
+
+To create a new offer, click the :guilabel:`New` button. The two required fields are the
+:guilabel:`Contract Template`, and the :guilabel:`Company`. Select the :guilabel:`Contract Template`
+and :guilabel:`Company` from the drop-down menus. Fill in any other details for the offer, such as
+the :guilabel:`Job Title`, :guilabel:`Department`, the :guilabel:`Contract Start Date` and the
+:guilabel:`Offer Validity Date`.
 
 .. toctree::
    :titlesonly: