[ADD] Employees: new departments doc

closes odoo/documentation#9484

X-original-commit: 714b75ce3b
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

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

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 <time_off/manage-time-off>` . 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 <time_off/manage-allocations>`. This **only** appears if there
+  are requests to approve.
+- :guilabel:`New Applicants`: the number of :ref:`new applicants <recruitment/new>` 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 <expenses/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.
+

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
 ------------------