[ADD] timesheets: documentation (#568)
BIN
_static/banners/timesheets.png
Normal file
After Width: | Height: | Size: 344 KiB |
@ -6,30 +6,31 @@ Applications
|
||||
:titlesonly:
|
||||
|
||||
accounting
|
||||
expense/expense
|
||||
crm
|
||||
sales
|
||||
website
|
||||
live_chat
|
||||
ecommerce
|
||||
discuss
|
||||
purchase
|
||||
inventory
|
||||
manufacturing
|
||||
quality
|
||||
point_of_sale
|
||||
project
|
||||
discuss
|
||||
helpdesk
|
||||
live_chat
|
||||
expense/expense
|
||||
project
|
||||
fsm
|
||||
planning
|
||||
timesheets
|
||||
iot
|
||||
mobile/firebase
|
||||
events
|
||||
email_marketing
|
||||
social_marketing
|
||||
sms_marketing
|
||||
marketing_automation
|
||||
survey
|
||||
fsm
|
||||
planning
|
||||
email_marketing
|
||||
|
||||
general
|
||||
|
||||
|
10
timesheets.rst
Normal file
@ -0,0 +1,10 @@
|
||||
:banner: banners/timesheets.png
|
||||
|
||||
==========
|
||||
Timesheets
|
||||
==========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
timesheets/overview
|
9
timesheets/overview.rst
Normal file
@ -0,0 +1,9 @@
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/get_started
|
||||
overview/compare
|
34
timesheets/overview/compare.rst
Normal file
@ -0,0 +1,34 @@
|
||||
=============================
|
||||
Compare Hours and do Analyses
|
||||
=============================
|
||||
|
||||
Make sure your employees’ workload is being fairly distributed and control your tasks to get
|
||||
powerful insights when comparing planned versus effective hours.
|
||||
|
||||
Compare the planned and effective hours of your tasks
|
||||
=====================================================
|
||||
|
||||
Go to :menuselection:`Project --> Reporting --> Tasks Analysis`, select the *Pivot* view and
|
||||
refine your *Measures* to *Effective Hours* and *Planned Hours*.
|
||||
|
||||
.. image:: media/compare1.png
|
||||
:align: center
|
||||
:alt: Select effective and planned hours under measures in Odoo Timesheets application
|
||||
|
||||
Still on *Project*, under :menuselection:`Reporting --> Planning Analysis` find a pivot view with
|
||||
an analysis of allocated and effective hours of your tasks by user and start date, or by any of
|
||||
the other available filters.
|
||||
|
||||
.. image:: media/compare2.png
|
||||
:align: center
|
||||
:alt: Go to reporting to see a planning analyses in Odoo Timesheets application
|
||||
|
||||
HR analysis
|
||||
===========
|
||||
|
||||
Under :menuselection:`Timesheets --> Reporting --> Timesheet/Attendance` have an overview of the
|
||||
worked hours and allocated time of your employees.
|
||||
|
||||
.. image:: media/compare3.png
|
||||
:align: center
|
||||
:alt: Report about employees' attendance in Odoo Timesheets application
|
67
timesheets/overview/get_started.rst
Normal file
@ -0,0 +1,67 @@
|
||||
===========================
|
||||
Get Started with Timesheets
|
||||
===========================
|
||||
|
||||
When you use timesheets (from any device, anywhere) to track the time spent on tasks, you are able
|
||||
to bill customers for the exact right amount they should be billed. In addition to it, add a
|
||||
description of the work done to have a reliable tracking and history, and compare the forecasted
|
||||
times, all in favor of becoming a more proactive company.
|
||||
|
||||
Choose an encoding unit
|
||||
=======================
|
||||
|
||||
| Under :menuselection:`Timesheets --> Configuration --> Settings`, choose the unit of measure to
|
||||
register your timesheet. This provides tools and widgets to help you encoding.
|
||||
| *Minimal duration* is the minimum time at which a task is recorded.
|
||||
| *Rounding up* allows you to time up or down to the nearest minutes or hours. For example: if the
|
||||
interval is set to 30min, a 14min entry will show up in reports as 0min, and a 29min entry
|
||||
as 30min.
|
||||
|
||||
.. image:: media/get1.png
|
||||
:align: center
|
||||
:alt: Set the time unit used to record your timesheets in Odoo Timesheets application
|
||||
|
||||
.. note::
|
||||
Reportings are expressed in hours, the default value.
|
||||
|
||||
Create a task from a SO & timesheet on it
|
||||
=========================================
|
||||
|
||||
| Under the *General Settings* of your product, categorize it as a service.
|
||||
| On the *Sales* tab, (section *Sales Invoicing Policy*) choose if you want to invoice customers
|
||||
based on the quantity previous ordered (the one sent on a quotation, for instance), on the time
|
||||
recorded (while the service was being executed), or by manually adding the time spent when
|
||||
creating the invoice.
|
||||
| Chose the right *Service Tracking* for you and, from now on, when a sales order is confirmed,
|
||||
Odoo automatically creates a task/project (if that was the chosen option) and allows you to
|
||||
timesheet on it.
|
||||
|
||||
.. image:: media/get2.png
|
||||
:align: center
|
||||
:alt: Choose the invoicing options under a product form in Odoo Timesheets application
|
||||
|
||||
Choose an Invoicing Policy
|
||||
==========================
|
||||
|
||||
Go to :menuselection:`Timesheets --> Configuration --> Settings` and choose if you want the recorded
|
||||
time to be directly invoiced, or if it should be approved first.
|
||||
|
||||
.. image:: media/get3.png
|
||||
:align: center
|
||||
:alt: Choose how to invoice the recorded times in Odoo Timesheets application
|
||||
|
||||
Send reminders
|
||||
==============
|
||||
|
||||
| Choose to have an automatic email being sent to all users and managers who have not recorded their
|
||||
times.
|
||||
| Go to :menuselection:`Timesheets --> Configuration --> Settings` and enable the *Employee
|
||||
Reminder* and *Manager Reminder* features.
|
||||
|
||||
.. image:: media/get4.png
|
||||
:align: center
|
||||
:alt: Activate timesheet reminders for managers and employees in Odoo Timesheets application
|
||||
|
||||
.. tip::
|
||||
Odoo Timesheets continues to run even if there is no internet connection. The data syncs once you
|
||||
are back online.
|
BIN
timesheets/overview/media/compare1.png
Normal file
After Width: | Height: | Size: 25 KiB |
BIN
timesheets/overview/media/compare2.png
Normal file
After Width: | Height: | Size: 29 KiB |
BIN
timesheets/overview/media/compare3.png
Normal file
After Width: | Height: | Size: 17 KiB |
BIN
timesheets/overview/media/get1.png
Normal file
After Width: | Height: | Size: 18 KiB |
BIN
timesheets/overview/media/get2.png
Normal file
After Width: | Height: | Size: 28 KiB |
BIN
timesheets/overview/media/get3.png
Normal file
After Width: | Height: | Size: 44 KiB |
BIN
timesheets/overview/media/get4.png
Normal file
After Width: | Height: | Size: 21 KiB |