diff --git a/_static/banners/timesheets.png b/_static/banners/timesheets.png new file mode 100644 index 000000000..c57790ff4 Binary files /dev/null and b/_static/banners/timesheets.png differ diff --git a/applications.rst b/applications.rst index f605376ae..39112cd79 100644 --- a/applications.rst +++ b/applications.rst @@ -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 diff --git a/timesheets.rst b/timesheets.rst new file mode 100644 index 000000000..41e231d79 --- /dev/null +++ b/timesheets.rst @@ -0,0 +1,10 @@ +:banner: banners/timesheets.png + +========== +Timesheets +========== + +.. toctree:: + :titlesonly: + + timesheets/overview \ No newline at end of file diff --git a/timesheets/overview.rst b/timesheets/overview.rst new file mode 100644 index 000000000..376085978 --- /dev/null +++ b/timesheets/overview.rst @@ -0,0 +1,9 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/get_started + overview/compare \ No newline at end of file diff --git a/timesheets/overview/compare.rst b/timesheets/overview/compare.rst new file mode 100644 index 000000000..e81d80a3b --- /dev/null +++ b/timesheets/overview/compare.rst @@ -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 diff --git a/timesheets/overview/get_started.rst b/timesheets/overview/get_started.rst new file mode 100644 index 000000000..1e4ad7c04 --- /dev/null +++ b/timesheets/overview/get_started.rst @@ -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. diff --git a/timesheets/overview/media/compare1.png b/timesheets/overview/media/compare1.png new file mode 100644 index 000000000..2302b44a2 Binary files /dev/null and b/timesheets/overview/media/compare1.png differ diff --git a/timesheets/overview/media/compare2.png b/timesheets/overview/media/compare2.png new file mode 100644 index 000000000..9448c861e Binary files /dev/null and b/timesheets/overview/media/compare2.png differ diff --git a/timesheets/overview/media/compare3.png b/timesheets/overview/media/compare3.png new file mode 100644 index 000000000..d2c0188c6 Binary files /dev/null and b/timesheets/overview/media/compare3.png differ diff --git a/timesheets/overview/media/get1.png b/timesheets/overview/media/get1.png new file mode 100644 index 000000000..8c5574286 Binary files /dev/null and b/timesheets/overview/media/get1.png differ diff --git a/timesheets/overview/media/get2.png b/timesheets/overview/media/get2.png new file mode 100644 index 000000000..79361482a Binary files /dev/null and b/timesheets/overview/media/get2.png differ diff --git a/timesheets/overview/media/get3.png b/timesheets/overview/media/get3.png new file mode 100644 index 000000000..53aeb71a0 Binary files /dev/null and b/timesheets/overview/media/get3.png differ diff --git a/timesheets/overview/media/get4.png b/timesheets/overview/media/get4.png new file mode 100644 index 000000000..805c00cf5 Binary files /dev/null and b/timesheets/overview/media/get4.png differ