[ADD] Payroll: Salary attachments

closes odoo/documentation#11342

X-original-commit: afe998d6a0
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/payroll.rst

@@ -665,25 +665,6 @@ field.
 
 .. _payroll/salary-attachment-types:
 
-Salary attachment types
------------------------
-
-Salary attachments, also thought of as "wage garnishments", are portions of earnings taken out of a
-payslip for something specific. Much like all other aspects of payroll configurations, the types of
-salary attachments **must** be defined.
-
-To view the currently configured salary attachments, navigate to :menuselection:`Payroll app -->
-Configuration --> Salary --> Salary Attachment Types`. The default salary attachment types are
-:guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support`.
-
-To make a new type of salary attachment, click the :guilabel:`New` button. Then, enter the
-:guilabel:`Name`, the :guilabel:`Code` (used in the salary rules to compute payslips), and decide if
-it should have :guilabel:`No End Date`.
-
-.. image:: payroll/new-attachment.png
-   :align: center
-   :alt: A new salary attachment form filled in.
-
 Salary package configurator
 ===========================
 
@@ -960,8 +941,9 @@ form.
 
 .. seealso::
    - :doc:`payroll/contracts`
-   - :doc:`payroll/payslips`
    - :doc:`payroll/work_entries`
+   - :doc:`payroll/salary_attachments`
+   - :doc:`payroll/payslips`
    - :doc:`payroll/reporting`
    - :doc:`payroll/work_entry_analysis`
    - :doc:`payroll/salary_attachment`
@@ -971,6 +953,7 @@ form.
 
    payroll/contracts
    payroll/work_entries
+   payroll/salary_attachments
    payroll/payslips
    payroll/reporting
    payroll/work_entry_analysis

content/applications/hr/payroll/salary_attachments.rst

@@ -0,0 +1,154 @@
+==================
+Salary attachments
+==================
+
+Salary attachments are portions of earnings taken directly out of a payslip for a specific purpose,
+whether voluntary or required.
+
+When the deduction is voluntary, they are typically considered *deductions*. When the deduction is
+court-ordered, or involuntary, it is sometimes referred to as a *wage garnishment*. In Odoo, these
+are all universally called, *salary attachments*.
+
+.. _payroll/salary-attachment/types:
+
+Salary attachment types
+=======================
+
+To view the currently configured salary attachment types, navigate to :menuselection:`Payroll app
+--> Configuration --> Salary Attachment Types`. The default salary attachment types are:
+:guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support`.
+
+Each salary attachment type displays the :guilabel:`Name` of the attachment type, the
+:guilabel:`Code` used when calculating payslips, a checkbox to indicate if there is :guilabel:`No
+End Date`, and whether it is :guilabel:`Country` specific (or universal).
+
+.. image:: salary_attachments/attachment-types.png
+   :alt: The default salary attachment types.
+
+Create new salary attachment types
+----------------------------------
+
+.. danger::
+   Upon installation of the **Payroll** application, the pre-configured default salary attachment
+   types are linked to a variety of rules that are linked to various salary structures, as well as
+   the installed :ref:`localization package <fiscal_localizations/packages>`.
+
+   It is **not** recommended to alter or modify **any** of the preconfigured salary attachment
+   types, especially if they have been previously used on payslips in the database. Doing so may
+   affect various salary rules, and can prevent the creation of payslips.
+
+   A new salary attachment type *can* be created, but this should only be done when absolutely
+   necessary. All salary attachments can be associated with one of the three default salary
+   attachment types.
+
+To make a new type of salary attachment, click the :guilabel:`New` button, and a blank
+:guilabel:`Salary Attachment Types` form loads. Enter the :guilabel:`Name` for the new salary
+attachment type in the corresponding field. Next, enter the :guilabel:`Code` used in the salary
+rules to compute payslips. Last, tick the :guilabel:`No End Date` checkbox if this salary attachment
+never expires.
+
+If in a multi-company database, with locations in multiple countries, a :guilabel:`Country` field
+also appears on the :guilabel:`Salary Attachment Types` form. Select the country the attachment
+applies to, or leave blank if it is universal.
+
+.. _payroll/salary-attachment/create:
+
+Create a salary attachment
+==========================
+
+All salary attachments must be configured separately for each employee, for each type of salary
+attachment. To view the currently configured salary attachments, navigate to :menuselection:`Payroll
+app --> Contracts --> Salary Attachments`.
+
+All salary attachments appear in a default list view, and displays the name of the
+:guilabel:`Employees`, :guilabel:`Description`, the salary attachment :guilabel:`Type`, the
+:guilabel:`Monthly Amount`, :guilabel:`Start Date`, and current :guilabel:`Status`.
+
+To create a new salary attachment, click the :guilabel:`New` button in the top-left corner, and a
+blank :guilabel:`Salary Attachment` form loads. Enter the following information on the form:
+
+- :guilabel:`Employees`: Using the drop-down menu, select the desired employees. Multiple employees
+  can be listed in this field.
+- :guilabel:`Description`: Enter a short description of the salary attachment.
+- :guilabel:`Type`: Using the drop-down menu, select the specific :ref:`salary attachment type
+  <payroll/salary-attachment/types>`.
+- :guilabel:`Start Date`: Using the calendar selector, select the date the salary attachment goes
+  into effect.
+- :guilabel:`Estimated End Date`: This field is **not** modifiable, and **only** appears after the
+  :guilabel:`Monthly Amount` field is populated. This field is the estimated date when the salary
+  attachment will be completed. Today's date populates the field by default. Then, when the
+  :guilabel:`Total Amount` field is populated, this date is updated.
+- :guilabel:`Document`: If any documentation is needed, such as a court order, click the
+  :guilabel:`Upload your file` button, and a file explorer window loads. Select the desired document
+  to attach it to the record. Only **one** document can be attached to a salary attachment.
+- :guilabel:`Monthly Amount`: Enter the amount taken out of each paycheck every month in this field.
+- :guilabel:`Total Amount`: This field **only** appears if the :ref:`salary attachment type
+  <payroll/salary-attachment/types>` has no end date (the :guilabel:`No End Date` option is
+  **not** ticked.)
+
+.. image:: salary_attachments/salary-attachment-form.png
+   :alt: The salary attachment form with all fields filled out.
+
+Since the salary attachment form auto saves as the fields are populated, after making a salary
+attachment for an individual employee, there is no further action required.
+
+If creating salary attachments for multiple employees on a single salary attachment form, after the
+form is filled out, click the :guilabel:`Create Individual Attachments` button. This creates
+separate salary attachments for each of the employees listed in the :guilabel:`Employees` field.
+
+After the separate salary attachments have been created, the screen returns to the :guilabel:`Salary
+Attachment` dashboard, but with a :guilabel:`Description` filter, populated with the description
+filled in on the salary attachment form. All the salary attachments have a status of
+:guilabel:`Running`, since they are currently active. Clear the filter in the search box to view the
+default :guilabel:`Salary Attachment` dashboard in its entirety.
+
+Manage salary attachments
+=========================
+
+Salary attachments can have one of three statuses: *Running*, *Completed*, or *Canceled*. To view
+the current status of all salary attachments, navigate to :menuselection:`Payroll app --> Contracts
+--> Salary Attachments`.
+
+All salary attachments appear in the order they were configured. To view the salary attachments by
+a particular metric, such as the :guilabel:`Status`, or :guilabel:`Type`, click on the column title
+to sort by that specific column.
+
+Completed salary attachments
+----------------------------
+
+When a salary attachment is created, it has a status of :guilabel:`Running`. Once the salary
+attachment is finished (the *Total Amount* entered on the :ref:`salary attachment form
+<payroll/salary-attachment/create>` has been paid in full), the status automatically changes to
+*Completed*, and the employee no longer has the money taken out of future paychecks.
+
+If a salary attachment has been fulfilled, but has not automatically changed to *Completed*, the
+record can be manually updated. To change the status, open the *Salary Attachment* dashboard by
+navigating to :menuselection:`Payroll app --> Contracts --> Salary Attachments`.
+
+Click on the record to update, and the detailed :guilabel:`Salary Attachment` form loads. On the
+individual :guilabel:`Salary Attachment` record, click the :guilabel:`Mark as Completed` button in
+the upper-left corner, and the status changes to :guilabel:`Completed`.
+
+.. example::
+   The following is an example of when a payroll manager may need to manually change a salary
+   attachment from :guilabel:`Active` to :guilabel:`Cancelled`.
+
+   Rose Smith has a salary attachment for a lawsuit settlement, where she is required to pay
+   $3,000.00. A salary attachment is created that takes $250.00 a month out of Rose's paycheck, to
+   go towards this settlement payment.
+
+   After six months, Rose has paid $1,500.00 from her salary. She received a tax refund, and uses
+   the money to pay off the remainder of the lawsuit settlement. After sending the relevant
+   documentation to the payroll manager, showing the settlement has been paid in full, the payroll
+   manager manually changes the status of her salary attachment to :guilabel:`Completed`.
+
+Cancel salary attachments
+-------------------------
+
+Any salary attachment can be cancelled at any time. To cancel a salary attachment, click on the
+individual attachment record from the main :guilabel:`Salary Attachment` dashboard to open the
+record. From the :guilabel:`Salary Attachment` record, click the :guilabel:`Cancel` button to cancel
+the salary attachment, and stop having the designated money taken out of future paychecks.
+
+.. seealso::
+   :doc:`salary_attachment`