diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index 4940b57d1..a544aab79 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -1,18 +1,359 @@ -:nosearch: -:show-content: -:hide-page-toc: -:show-toc: - ======= Payroll ======= -**Odoo Payroll** generates payslips for all employees based on timeseets and various salary rules. +Odoo *Payroll* is used to process work entries and create payslips for employees, including both +regular pay and commission. Payroll works in conjunction with other Odoo apps, such as *Employees*, +*Timesheets*, *Time Off*, and *Attendances*. -.. seealso:: - `Odoo Tutorials: Payroll `_ +The *Payroll* app helps ensure there are no issues or conflicts when validating work entries, +handles country-specific localizations to ensure that payslips follow local rules and taxes, and +allows for salary assignments. Payroll configuration is critical to ensure accurate and timely +processing of payslips. -.. toctree:: - :titlesonly: +Settings +======== - payroll/configuration +To access the *Settings*, go to :menuselection:`Payroll --> Configuration --> Settings`. Whether or +not payslips are posted in accounting, and whether SEPA payments are created, is selected here. + +The :guilabel:`Settings` screen is where localization settings are configured. *Localizations* are +country-specific settings pre-configured in Odoo at the creation of the database, and account for +all taxes, fees, and allowances for that particular country. The :guilabel:`Localization` section of +the :guilabel:`Settings` includes a detailed view of all benefits provided to employees. + +.. image:: payroll/payroll-settings.png + :align: center + :alt: Settings available for Payroll. + +Any country-specific localizations are set up in the :guilabel:`Localization` section of the +:guilabel:`Settings` screen. All localization items are pre-populated when the country is specified +during the creation of the database. It is not recommended to alter the localization settings unless +specifically required. + +Work entries +============ + +A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to +account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time +Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`. + +Work entry types +---------------- + +When creating a work entry in the *Payroll* application, or when an employee enters information in +the *Timesheets* application, a :guilabel:`Work Entry Type` needs to be selected. The list of +:guilabel:`Work Entry Types` is automatically created based on localization settings set in the +database. + +To view the current work entry types available, go to :menuselection:`Payroll --> Configuration --> +Work Entry Types`. + +Each work entry type has a code to aid in the creation of payslips, and 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. + +New work entry type +~~~~~~~~~~~~~~~~~~~ + +To create a new work entry type, click the :guilabel:`Create` button. Enter the information on the +form: + +- :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 + code is used in conjunction with the *Accounting* application, it is advised to check with the + accounting department for a code to use. +- :guilabel:`Sequence`: The sequence determines the order that the work entry is computed in the + payslip list. +- Check boxes: If any of the items in the list applies to the work entry, check off the box by + clicking it. If :guilabel:`Time Off` is checked off, a :guilabel:`Time Off Type` field appears. + This field has a drop-down menu to select the specific type of time off, or a new type of time off + can be entered. + +.. image:: payroll/new-work-entry.png + :align: center + :alt: New work entry type form. + +- :guilabel:`Rounding`: The rounding method determines how timesheet entries 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. + - :guilabel:`Day`: A timesheet entry is rounded to the closest full day amount. + +.. example:: + If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a + time of 5.5 hours on a timesheet, and :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the + 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 +------------- + +To view the currently configured working times, go to :menuselection:`Payroll --> Configuration --> +Working Times`. The working times that are available for an employee's contracts and work entries +are found in this list. + +Working times are company-specific. Each company must identify each type of working time they use. +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 + :align: center + :alt: All working times currently set up in the database. + +New working time +~~~~~~~~~~~~~~~~ + +To create a new working time, click the :guilabel:`Create` button. 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. + +In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`, +and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and +making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified +by typing in the time. + +.. note:: + 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 +Calendar` button. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`. + +Salary +====== + +.. _payroll/structure-types: + +Structure types +--------------- + +In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how +an employee enters timesheets. Each structure type is an individual set of rules for processing a +timesheet entry, which consists of different structures nested within it. Structure types define how +often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how +many hours the employee worked (varied). + +For example, a structure type could be `Employee`, and that structure type could have two different +structures in it: a `Regular Pay` structure which includes all the separate rules for processing +regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the +end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures +within the `Employee` structure type. + +The different structure types can be seen by going to :menuselection:`Payroll --> Configuration --> +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 +*Worker* is typically used for employees paid by the hour, so the wage type is *Hourly Wage*. + +.. image:: payroll/structure-type.png + :align: center + :alt: List of all structure types. + +Click the :guilabel:`Create` button to make a new structure type. Most fields are pre-populated, but +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. + +.. image:: payroll/new-structure.png + :align: center + :alt: New structure type box. + +Structures +---------- + +*Salary structures* are the different ways an employee gets paid within a specific *structure*, and +are specifically defined by various rules. + +The amount of structures a company needs for each structure type depends on how many different ways +employees are paid, and how their pay is calculated. For example, a common structure that could be +useful to add may be a `Bonus`. + +To view all the various structures for each structure type, go to :menuselection:`Payroll --> +Configuration --> Structures`. + +.. image:: payroll/salary-structure.png + :align: center + :alt: All available salary structures. + +Each :ref:`structure type ` 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. + +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 +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 +structure (such as :guilabel:`Regular Pay`) to view all the rules. + +.. image:: payroll/rules.png + :align: center + :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: + +- :guilabel:`Name`: Enter a name for the rule. +- :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. +- :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 + whether the rule is :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a + specific range, which is entered beneath the selection), or a :guilabel:`Python Expression` (the + code is entered beneath the selection). +- :guilabel:`Amount Type`: In the :guilabel:`General` tab, select from the drop-down menu whether + the amount is a :guilabel:`Fixed Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python + Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be + entered next. + +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 + 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`. + +.. image:: payroll/other-input.png + :align: center + :alt: Other input types for payroll. + +To create a new input type, click the :guilabel:`Create` button. Enter the :guilabel:`Description`, +the :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 +the entry. + +.. image:: payroll/input-type-new.png + :align: center + :alt: Create a new Input Type. + +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 +sections (:guilabel:`Advantages`, :guilabel:`Personal Info`, and :guilabel:`Resume`) 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 +sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and +what is populated as the applicant enters information. + +Advantages +---------- + +When offering potential employees a position, there can be certain *advantages* set in Odoo in +addition to the salary to make the offer more appealing (such as extra time off, access to a company +car, reimbursement for a phone or internet, etc.). + +To see the advantages, go to :menuselection:`Payroll --> Configuration --> Advantages`. Advantages +are grouped by :guilabel:`Structure type`. + +.. image:: payroll/advantages.png + :align: center + :alt: Settings available for payroll. + +To make a new advantage, click the :guilabel:`Create` button. Enter the information in the fields, +then click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete +the entry. + +.. image:: payroll/new-advantage.png + :align: center + :alt: List of advantages employee's can have. + +The required fields for an advantage are: + +- :guilabel:`Name`: Enter the name for the advantage. +- :guilabel:`Advantage Field`: Select from the drop-down menu what field in the payslip this + advantage appears under. +- :guilabel:`Advantage Type`: Select from the drop-down menu what type of advantage the benefit is. + Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Advantages in Net`, + :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. + +Personal info +------------- + +Every employee in Odoo has an *employee card* that includes all of their personal information, +resume, work information, and documents. To view an employee's card, go to the main +:menuselection:`Payroll` app dashboard, and click on the employee's card, or go to +:menuselection:`Payroll --> Employees --> Employees` and click on the employee's card. Employee +cards can also be viewed by going to the :menuselection:`Employees` app. + +.. 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 --> +Personal Info`. + +.. image:: payroll/personal-info.png + :align: center + :alt: Personal information that appear on employee cards to enter. + +To edit an entry, select it from the list. Then, click the :guilabel:`Edit` button, and modify the +entry. When done, click :guilabel:`Save` or :guilabel:`Discard` to save the information or cancel +the edits. + +.. 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 + markets. The documentation will be updated when this section has matured to more markets. diff --git a/content/applications/hr/payroll/configuration/advantages.png b/content/applications/hr/payroll/advantages.png similarity index 100% rename from content/applications/hr/payroll/configuration/advantages.png rename to content/applications/hr/payroll/advantages.png diff --git a/content/applications/hr/payroll/configuration.rst b/content/applications/hr/payroll/configuration.rst deleted file mode 100644 index 554672bf2..000000000 --- a/content/applications/hr/payroll/configuration.rst +++ /dev/null @@ -1,359 +0,0 @@ -===================== -Payroll configuration -===================== - -Odoo *Payroll* is used to process work entries and create payslips for employees, including both -regular pay and commission. Payroll works in conjunction with other Odoo apps, such as *Employees*, -*Timesheets*, *Time Off*, and *Attendances*. - -The *Payroll* app helps ensure there are no issues or conflicts when validating work entries, -handles country-specific localizations to ensure that payslips follow local rules and taxes, and -allows for salary assignments. Payroll configuration is critical to ensure accurate and timely -processing of payslips. - -Settings -======== - -To access the *Settings*, go to :menuselection:`Payroll --> Configuration --> Settings`. Whether or -not payslips are posted in accounting, and whether SEPA payments are created, is selected here. - -The :guilabel:`Settings` screen is where localization settings are configured. *Localizations* are -country-specific settings pre-configured in Odoo at the creation of the database, and account for -all taxes, fees, and allowances for that particular country. The :guilabel:`Localization` section of -the :guilabel:`Settings` includes a detailed view of all benefits provided to employees. - -.. image:: configuration/payroll-settings.png - :align: center - :alt: Settings available for Payroll. - -Any country-specific localizations are set up in the :guilabel:`Localization` section of the -:guilabel:`Settings` screen. All localization items are pre-populated when the country is specified -during the creation of the database. It is not recommended to alter the localization settings unless -specifically required. - -Work entries -============ - -A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to -account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time -Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`. - -Work entry types ----------------- - -When creating a work entry in the *Payroll* application, or when an employee enters information in -the *Timesheets* application, a :guilabel:`Work Entry Type` needs to be selected. The list of -:guilabel:`Work Entry Types` is automatically created based on localization settings set in the -database. - -To view the current work entry types available, go to :menuselection:`Payroll --> Configuration --> -Work Entry Types`. - -Each work entry type has a code to aid in the creation of payslips, and ensure all taxes and fees -are correctly entered. - -.. image:: configuration/work-entry-types.png - :align: center - :alt: List of all work entry types currently available. - -New work entry type -~~~~~~~~~~~~~~~~~~~ - -To create a new work entry type, click the :guilabel:`Create` button. Enter the information on the -form: - -- :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 - code is used in conjunction with the *Accounting* application, it is advised to check with the - accounting department for a code to use. -- :guilabel:`Sequence`: The sequence determines the order that the work entry is computed in the - payslip list. -- Check boxes: If any of the items in the list applies to the work entry, check off the box by - clicking it. If :guilabel:`Time Off` is checked off, a :guilabel:`Time Off Type` field appears. - This field has a drop-down menu to select the specific type of time off, or a new type of time off - can be entered. - -.. image:: configuration/new-work-entry.png - :align: center - :alt: New work entry type form. - -- :guilabel:`Rounding`: The rounding method determines how timesheet entries 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. - - :guilabel:`Day`: A timesheet entry is rounded to the closest full day amount. - -.. example:: - If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a - time of 5.5 hours on a timesheet, and :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the - 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 -------------- - -To view the currently configured working times, go to :menuselection:`Payroll --> Configuration --> -Working Times`. The working times that are available for an employee's contracts and work entries -are found in this list. - -Working times are company-specific. Each company must identify each type of working time they use. -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:: configuration/working-times.png - :align: center - :alt: All working times currently set up in the database. - -New working time -~~~~~~~~~~~~~~~~ - -To create a new working time, click the :guilabel:`Create` button. Enter the information on the -form. - -.. image:: configuration/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. - -In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`, -and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and -making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified -by typing in the time. - -.. note:: - 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 -Calendar` button. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`. - -Salary -====== - -.. _payroll/structure-types: - -Structure types ---------------- - -In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how -an employee enters timesheets. Each structure type is an individual set of rules for processing a -timesheet entry, which consists of different structures nested within it. Structure types define how -often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how -many hours the employee worked (varied). - -For example, a structure type could be `Employee`, and that structure type could have two different -structures in it: a `Regular Pay` structure which includes all the separate rules for processing -regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the -end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures -within the `Employee` structure type. - -The different structure types can be seen by going to :menuselection:`Payroll --> Configuration --> -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 -*Worker* is typically used for employees paid by the hour, so the wage type is *Hourly Wage*. - -.. image:: configuration/structure-type.png - :align: center - :alt: List of all structure types. - -Click the :guilabel:`Create` button to make a new structure type. Most fields are pre-populated, but -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. - -.. image:: configuration/new-structure.png - :align: center - :alt: New structure type box. - -Structures ----------- - -*Salary structures* are the different ways an employee gets paid within a specific *structure*, and -are specifically defined by various rules. - -The amount of structures a company needs for each structure type depends on how many different ways -employees are paid, and how their pay is calculated. For example, a common structure that could be -useful to add may be a `Bonus`. - -To view all the various structures for each structure type, go to :menuselection:`Payroll --> -Configuration --> Structures`. - -.. image:: configuration/salary-structure.png - :align: center - :alt: All available salary structures. - -Each :ref:`structure type ` 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:: configuration/structure-regular-pay-rules.png - :align: center - :alt: Salary structure details for Regular Pay. - -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 -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 -structure (such as :guilabel:`Regular Pay`) to view all the rules. - -.. image:: configuration/rules.png - :align: center - :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:: configuration/new-rule.png - :align: center - :alt: Enter the information for the new rule. - -The required fields for a rule are: - -- :guilabel:`Name`: Enter a name for the rule. -- :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. -- :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 - whether the rule is :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a - specific range, which is entered beneath the selection), or a :guilabel:`Python Expression` (the - code is entered beneath the selection). -- :guilabel:`Amount Type`: In the :guilabel:`General` tab, select from the drop-down menu whether - the amount is a :guilabel:`Fixed Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python - Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be - entered next. - -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 - 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`. - -.. image:: configuration/other-input.png - :align: center - :alt: Other input types for payroll. - -To create a new input type, click the :guilabel:`Create` button. Enter the :guilabel:`Description`, -the :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 -the entry. - -.. image:: configuration/input-type-new.png - :align: center - :alt: Create a new Input Type. - -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 -sections (:guilabel:`Advantages`, :guilabel:`Personal Info`, and :guilabel:`Resume`) 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 -sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and -what is populated as the applicant enters information. - -Advantages ----------- - -When offering potential employees a position, there can be certain *advantages* set in Odoo in -addition to the salary to make the offer more appealing (such as extra time off, access to a company -car, reimbursement for a phone or internet, etc.). - -To see the advantages, go to :menuselection:`Payroll --> Configuration --> Advantages`. Advantages -are grouped by :guilabel:`Structure type`. - -.. image:: configuration/advantages.png - :align: center - :alt: Settings available for payroll. - -To make a new advantage, click the :guilabel:`Create` button. Enter the information in the fields, -then click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete -the entry. - -.. image:: configuration/new-advantage.png - :align: center - :alt: List of advantages employee's can have. - -The required fields for an advantage are: - -- :guilabel:`Name`: Enter the name for the advantage. -- :guilabel:`Advantage Field`: Select from the drop-down menu what field in the payslip this - advantage appears under. -- :guilabel:`Advantage Type`: Select from the drop-down menu what type of advantage the benefit is. - Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Advantages in Net`, - :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. - -Personal info -------------- - -Every employee in Odoo has an *employee card* that includes all of their personal information, -resume, work information, and documents. To view an employee's card, go to the main -:menuselection:`Payroll` app dashboard, and click on the employee's card, or go to -:menuselection:`Payroll --> Employees --> Employees` and click on the employee's card. Employee -cards can also be viewed by going to the :menuselection:`Employees` app. - -.. 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 --> -Personal Info`. - -.. image:: configuration/personal-info.png - :align: center - :alt: Personal information that appear on employee cards to enter. - -To edit an entry, select it from the list. Then, click the :guilabel:`Edit` button, and modify the -entry. When done, click :guilabel:`Save` or :guilabel:`Discard` to save the information or cancel -the edits. - -.. image:: configuration/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 - markets. The documentation will be updated when this section has matured to more markets. diff --git a/content/applications/hr/payroll/configuration/input-type-new.png b/content/applications/hr/payroll/input-type-new.png similarity index 100% rename from content/applications/hr/payroll/configuration/input-type-new.png rename to content/applications/hr/payroll/input-type-new.png diff --git a/content/applications/hr/payroll/configuration/new-advantage.png b/content/applications/hr/payroll/new-advantage.png similarity index 100% rename from content/applications/hr/payroll/configuration/new-advantage.png rename to content/applications/hr/payroll/new-advantage.png diff --git a/content/applications/hr/payroll/configuration/new-rule.png b/content/applications/hr/payroll/new-rule.png similarity index 100% rename from content/applications/hr/payroll/configuration/new-rule.png rename to content/applications/hr/payroll/new-rule.png diff --git 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similarity index 100% rename from content/applications/hr/payroll/configuration/other-input.png rename to content/applications/hr/payroll/other-input.png diff --git a/content/applications/hr/payroll/configuration/payroll-settings.png b/content/applications/hr/payroll/payroll-settings.png similarity index 100% rename from content/applications/hr/payroll/configuration/payroll-settings.png rename to content/applications/hr/payroll/payroll-settings.png diff --git a/content/applications/hr/payroll/configuration/personal-info.png b/content/applications/hr/payroll/personal-info.png similarity index 100% rename from content/applications/hr/payroll/configuration/personal-info.png rename to content/applications/hr/payroll/personal-info.png diff --git a/content/applications/hr/payroll/configuration/personal-new.png b/content/applications/hr/payroll/personal-new.png similarity index 100% rename from content/applications/hr/payroll/configuration/personal-new.png rename to 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a/content/applications/hr/payroll/configuration/structure-type.png b/content/applications/hr/payroll/structure-type.png similarity index 100% rename from content/applications/hr/payroll/configuration/structure-type.png rename to content/applications/hr/payroll/structure-type.png diff --git a/content/applications/hr/payroll/configuration/work-entry-types.png b/content/applications/hr/payroll/work-entry-types.png similarity index 100% rename from content/applications/hr/payroll/configuration/work-entry-types.png rename to content/applications/hr/payroll/work-entry-types.png diff --git a/content/applications/hr/payroll/configuration/working-times.png b/content/applications/hr/payroll/working-times.png similarity index 100% rename from content/applications/hr/payroll/configuration/working-times.png rename to content/applications/hr/payroll/working-times.png diff --git a/redirects/14.0.txt b/redirects/14.0.txt index ba2f8d3cc..c9f9f17a1 100644 --- a/redirects/14.0.txt +++ b/redirects/14.0.txt @@ -40,6 +40,10 @@ applications/finance/accounting/payables/supplier_bills/manage.rst applications/ applications/general/calendars/outlook/outlook_calendar.rst applications/productivity/calendar/outlook.rst # general/calendars/outlook/outlook_calendar -> productivity/calendar/outlook applications/general/calendars/google/google_calendar_credentials.rst applications/productivity/calendar/google.rst # general/calendars/google/google_calendar_credentials -> productivity/calendar/google +# applications/hr + +applications/hr/payroll/configuration.rst applications/hr/payroll.rst # applications/hr/payroll/configuration.rst --> applications/hr/payroll.rst + # applications/inventory applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst applications/inventory_and_mrp/inventory/shipping/operation/dropshipping.rst # /inventory/management/incoming/* --> /shipping/operation/*