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