[IMP] employees: making targeted edits for v15 and updating images
closes odoo/documentation#5038 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
@ -3,11 +3,11 @@ Add a new employee
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==================
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When a new employee is hired, the first step is to create a new employee form. Starting in the
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:menuselection:`Employees` app default view, click the :guilabel:`Create` button to access a new
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:menuselection:`Employees` app dashboard, click the :guilabel:`Create` button to create a new
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employee form. Fill out the required information (underlined in bold) and any additional details,
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then click :guilabel:`Save`.
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.. image:: new_employee/employee-new.png
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.. image:: new_employee/new-employee-form.png
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:align: center
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:alt: Create a new employee card.
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@ -24,26 +24,10 @@ Required fields
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- :guilabel:`Name`: Enter the employee's name.
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- :guilabel:`Company`: Select the company from the drop-down menu that the new employee is hired by,
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or create a new company by typing the name in the field.
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- :guilabel:`Working Hours`: In the :guilabel:`Work Information` tab, select the desired
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:guilabel:`Working Hours` from the drop-down menu.
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.. image:: new_employee/working-hours.png
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.. image:: new_employee/employee-new.png
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:align: center
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:alt: Working Hours are located in the Work Information tab.
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.. note::
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:guilabel:`Working Hours` are related to a company's working times, and an employee cannot have
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working hours that are outside of a company's working times.
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Each individual working time is company-specific, so for multi-company databases, each company
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needs to have its own working hours set.
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If an employee's working hours are not configured as a working time for the company, new working
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times can be added, or existing working times can be modified. To add or modify a working time,
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go to the :menuselection:`Payroll app --> Configuration --> Working Times`, and add a new working
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time or edit an existing one.
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After the new working time is created, set the working hours for the employee.
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:alt: Create a new employee card.
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Optional fields
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---------------
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@ -79,17 +63,15 @@ Resumé tab
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Resumé
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~~~~~~
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Next, the employee's work history is entered in the :guilabel:`Resumé` tab. Each previous experience
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must be entered individually. Click :guilabel:`Create a New Entry`, and the :guilabel:`Create Resumé
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lines` form appears. Enter the following information, then click the :guilabel:`Save & Close` button
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if there is only one entry to add, or click the :guilabel:`Save & New` button to save the current
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entry and create another line.
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Next, enter the employee's work history in the :guilabel:`Resumé` tab. Each resumé line must be
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entered individually. Click :guilabel:`Create a New Entry`, and the :guilabel:`Create Resumé lines`
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form appears. Enter the following information for each entry.
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.. image:: new_employee/resume-lines.png
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:align: center
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:alt: Add information for the previous work experience in this form.
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- :guilabel:`Name`: Type in the name of the previous work experience.
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- :guilabel:`Title`: Type in the title of the previous work experience.
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- :guilabel:`Type`: From the drop-down menu, select either :guilabel:`Experience`,
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:guilabel:`Education`, :guilabel:`Internal Certification`, :guilabel:`Internal Training`, or type
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in a new entry.
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@ -100,81 +82,140 @@ entry and create another line.
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to scroll to the desired month, then click on the day to select it.
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- :guilabel:`Description`: Enter any relevant details in the field.
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Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one
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entry to add, or click the :guilabel:`Save & New` button to save the current entry and create
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another resumé line.
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.. note::
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After the new employee form is saved, the current position and company is automatically added to
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the :guilabel:`Resumé` tab as :guilabel:`Experience`, with the end date listed as
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:guilabel:`Current`.
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Skills
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~~~~~~
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An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner a resumé line
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is created. Click the :guilabel:`Create a New Entry` button under :guilabel:`Skills` and a
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:guilabel:`Create Skills` form appears. Fill in the information, then click the :guilabel:`Save &
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Close` button if there is only one entry to add, or click the :guilabel:`Save & New` button to save
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the current entry and immediately create a new entry.
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:guilabel:`Create Skills` form appears. Fill in the information on the form.
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.. image:: new_employee/create-skill.png
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.. image:: new_employee/create-skills.png
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:align: center
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:alt: Create a new skill for the employee.
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- :guilabel:`Skill Type`: Select from the drop-down menu either :guilabel:`Languages`,
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:guilabel:`Dev`, :guilabel:`Music`, :guilabel:`Marketing`, or type in a new skill type. After
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entering the new skill type, an option to :guilabel:`Create` the skill or :guilabel:`Create and
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Edit` the skill appears. Click :guilabel:`Create and Edit`, and a pop-up for the specific skill
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type appears. This can also be accessed with the :guilabel:`External Link` button next to the new
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skill. This form allows for the creation of specific skills and levels. Click :guilabel:`Add a
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line` and enter the information for the new skill, then repeat for all other added skills. Repeat
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this process for the :guilabel:`Levels` section. Click :guilabel:`Add a line` to add each level
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and progress.
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.. image:: new_employee/new-skills.png
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:align: center
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:alt: Add a new skill and levels.
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.. example::
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To add a math skill set, enter `Math` in the :guilabel:`Name` field. In the :guilabel:`Skills`
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field, enter `Algebra`, `Calculus`, and `Trigonometry`. And, in the :guilabel:`Levels` field
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enter `beginner`, `intermediate`, and `expert`. Then, either click :guilabel:`Save & Close` or
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:guilabel:`Save & New`.
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- :guilabel:`Skill Type`: Select a :ref:`skill type <employees/skill-types>` by clicking the radio
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button next to the skill type.
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- :guilabel:`Skill`: The corresponding skills associated with the selected :guilabel:`Skill Type`
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appear in a drop-down menu. For example, selecting :guilabel:`Language` as the :guilabel:`Skill
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Type` presents a variety of languages to select from under the :guilabel:`Skills` field. Select
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the appropriate pre-configured skill, or type in a new one.
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- :guilabel:`Skill Level`: Pre-defined skill levels associated with the selected :guilabel:`Skill
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Type` appear in a drop-down menu. Select a level or create a new skill level by typing it in.
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- :guilabel:`Progress`: Progress is automatically selected based on the selected :guilabel:`Skill
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Level`. Skill levels and progress can be modified in the :guilabel:`Skill Type` pop-up form, which
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is accessed via the :guilabel:`External Link` button next to :guilabel:`Skill Type` field.
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Type` appear in a drop-down menu. Select a skill level, then the progress bar automatically
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displays the pre-defined progress for that skill level. Skill levels and progress can be modified
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in the :guilabel:`Skill Level` pop-up form, which is accessed via the :guilabel:`External Link`
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button next to :guilabel:`Skill Level` field.
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To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ (trash can)` delete icon
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to delete the entry. Add a new line by clicking the :guilabel:`ADD` button next to the corresponding
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Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one
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entry to add, or click the :guilabel:`Save & New` button to save the current entry and create
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another skill.
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To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ (trash can)` icon to
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delete the entry. Add a new line by clicking the :guilabel:`Add` button next to the corresponding
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section.
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.. _employees/skill-types:
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Skill types
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***********
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In order to add a skill to an employee's form, the :guilabel:`Skill Types` must be configured. Go to
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:menuselection:`Employees app --> Configuration --> Skill Types` to view the currently configured
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skill types and create new skill types. Click :guilabel:`Create` and a new :guilabel:`Skill Type`
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form appears. Fill out all the details and then click :guilabel:`Save`. Repeat this for all the
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skill types needed.
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- :guilabel:`Skill Type`: Enter the name of the skill type. This should be somewhat generic, since
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the specific skills listed will be housed under this category.
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- :guilabel:`Skills`: Click :guilabel:`Add a line` and enter the information for the new skill, then
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repeat for all other needed skills.
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- :guilabel:`Levels`: Click :guilabel:`Add a line` and a :guilabel:`Create Levels` form appears.
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Enter the name of the level, and assign a percentage (0-100) for that level. Click :guilabel:`Save
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& New` to save the entry and add another level, or click :guilabel:`Save & Close` to save the
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level and close the form.
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.. example::
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To add a math skill set, enter `Math` in the :guilabel:`Name` field. Next, in the
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:guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Last, in the
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:guilabel:`Levels` field enter `Beginner`, `Intermediate`, and `Expert`, with the
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:guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Then, either click
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:guilabel:`Save & Close` or :guilabel:`Save & New`.
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.. image:: new_employee/math-skills.png
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:align: center
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:alt: Add new math skills and levels with the skill types form.
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Work information tab
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--------------------
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- :guilabel:`Location`: Select the :guilabel:`Work Address` from the drop-down menu. The
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:guilabel:`External Link` button opens up the selected company form in a window, and allows for
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editing. The :guilabel:`Work Location` is where any specific location details should be noted,
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such as a floor, or building.
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- :guilabel:`Approvers`: Using the drop-down menus, select the employees responsible for approving
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The :guilabel:`Work Information` tab is where the employee's specific job related information is
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housed. Their working schedule, various roles, who approves their specific requests (time off,
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timesheets, and expenses), and specific work location details are listed here. Enter the following
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information for the new employee.
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- :guilabel:`Location`: Select the :guilabel:`Work Address` and :guilabel:`Work Location` from the
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corresponding drop-down menus. The work address :guilabel:`External Link` button opens up the
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selected company form in a window, and allows for editing. The :guilabel:`Work Location` is the
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specific location details, such as a floor or building. If a new work location is needed, add the
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location by typing it in the field.
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- :guilabel:`Approvers`: Using the drop-down menus, select the users responsible for approving
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:guilabel:`Time Off`, :guilabel:`Expenses`, and :guilabel:`Timesheets` for the employee. The
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:guilabel:`External Link` button opens a form with the approver's :guilabel:`Name`,
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:guilabel:`Email Address`, :guilabel:`Company`, :guilabel:`Phone`, and :guilabel:`Mobile` fields.
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These can be modified, if needed. Click :guilabel:`Save` after making any edits.
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- :guilabel:`Schedule`: Select the :guilabel:`Working Hours` (required) and :guilabel:`Timezone` for
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the employee. The :guilabel:`External Link` button opens up a detailed view of the specific daily
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working hours. Working hours can be created, modified, or deleted here. Global time off (such as
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holidays) can be entered in the :guilabel:`Global Time Off` tab. Click :guilabel:`Add a line` to
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add a new global time off.
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- :guilabel:`Planning`: Click on a planning role from the drop-down menu for both the
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:guilabel:`Default Planning Role` and the :guilabel:`Planning Roles` fields to add a role. There
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is no limit to the amount of :guilabel:`Planning Roles` that can be selected for an employee, but
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there can only be one :guilabel:`Default Planning Role`. The default is the *typical* role that
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the employee performs, where the :guilabel:`Planning Roles` are *all* the specific roles the
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employee is able to perform.
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- :guilabel:`Schedule`: Select the :guilabel:`Working Hours` and :guilabel:`Timezone` (both
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required) for the employee. The :guilabel:`External Link` button opens up a detailed view of the
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specific daily working hours. Working hours can be modified or deleted here. Click
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:guilabel:`Save` to save any changes.
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- :guilabel:`Planning`: The :guilabel:`Planning` section affects the *Planning* app, and will only
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appear if the *Planning* app is installed. Click on a planning role from the drop-down menu for
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both the :guilabel:`Default Planning Role` and the :guilabel:`Planning Roles` fields to add a
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role. There is no limit to the amount of :guilabel:`Planning Roles` that can be selected for an
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employee, but there can only be one :guilabel:`Default Planning Role`. The default is the
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*typical* role that the employee performs, where the :guilabel:`Planning Roles` are *all* the
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specific roles the employee is able to perform.
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.. image:: new_employee/work-info.png
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:align: center
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:alt: Add the work information to the Work Information tab.
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.. tip::
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The users that appear in the drop-down menu for the :guilabel:`Approvers` section must have
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*Administrator* rights set for the corresponding human resources role. To check who has these
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rights, go to :menuselection:`Settings app --> Users --> Manage Users`. Click on an employee, and
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check the :guilabel:`Human Resources` section of the :guilabel:`Access Rights` tab.
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- In order for the user to appear as an approver for :guilabel:`Expenses`, they must have either
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:guilabel:`Team Approver`, :guilabel:`All Approver`, or :guilabel:`Administrator` set for the
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:guilabel:`Expenses` role.
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- In order for the user to appear as an approver for :guilabel:`Time Off`, they must have either
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:guilabel:`Officer` or :guilabel:`Administrator` set for the :guilabel:`Time Off` role.
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- In order for the user to appear as an approver for :guilabel:`Timesheets`, they must have
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either :guilabel:`Manager`, :guilabel:`Officer`, or :guilabel:`Administrator` set for the
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:guilabel:`Payroll` role.
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.. note::
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:guilabel:`Working Hours` are related to a company's working times, and an employee cannot have
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working hours that are outside of a company's working times.
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Each individual working time is company-specific, so for multi-company databases, each company
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needs to have its own working hours set.
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If an employee's working hours are not configured as a working time for the company, new working
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times can be added, or existing working times can be modified. To add or modify a working time,
|
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go to the :menuselection:`Payroll app --> Configuration --> Working Times`, and add a new working
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time or edit an existing one.
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After the new working time is created, set the working hours for the employee.
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Private information tab
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-----------------------
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@ -188,17 +229,32 @@ Contact`, :guilabel:`Education`, :guilabel:`Citizenship`, :guilabel:`Dependant`,
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Permit` information is entered. Fields are entered either using a drop-down menu, clicking a check
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box, or typing in the information.
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- :guilabel:`Private Contact`: Enter the :guilabel:`Address` for the employee. The selection can be
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made with the drop-down menu. If the information is not available, type in the name for the new
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address. To edit the new address, click the :guilabel:`External Link` button to open the address
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form. On the address form, enter the necessary details, then click :guilabel:`Save`. Some other
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information in the :guilabel:`Private Contact` section may auto-populate, if the address is
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already listed in the drop-down menu.
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- :guilabel:`Private Contact`: Enter the personal :guilabel:`Address` for the employee. The
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selection can be made with the drop-down menu. If the information is not available, type in the
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name for the new address. To edit the new address, click the :guilabel:`External Link` button to
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open the address form. On the address form, enter the necessary details, then click
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:guilabel:`Save`
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Some other information in the :guilabel:`Private Contact` section may auto-populate, if the
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address is already listed in the drop-down menu.
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Next, enter the employee's :guilabel:`Email` address and :guilabel:`Phone` number in the
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corresponding fields.
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Select the employee's preferred :guilabel:`Language` from the drop-down menu.
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Enter the employee's :guilabel:`Bank Account Number` using the drop-down menu. If the bank is not
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already configured (the typical situation when creating a new employee) enter the bank account
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number, and click :guilabel:`Create and Edit`. A :guilabel:`Create: Bank Account Number` for
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appears. Fill in the information, then click :guilabel:`Save`.
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Finally, enter the :guilabel:`Home-Work Distance` in the field. This field is only necessary if
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the employee is receiving any type of commuter benefits.
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- :guilabel:`Marital Status`: Select either :guilabel:`Single`, :guilabel:`Married`,
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:guilabel:`Legal Cohabitant`, :guilabel:`Widower`, or :guilabel:`Divorced` from the drop-down
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menu.
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- :guilabel:`Emergency Contact`: Type in the name and phone number of the employee's emergency
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contact.
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- :guilabel:`Emergency`: Type in the name and phone number of the employee's emergency contact.
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- :guilabel:`Education`: Select the highest level of education completed by the employee from the
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:guilabel:`Certificate Level` drop-down menu. Options include :guilabel:`Graduate`,
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:guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Doctor`, or :guilabel:`Other`. Type in the
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@ -210,15 +266,15 @@ box, or typing in the information.
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access the year ranges. Use the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons,
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||||
navigate to the correct year range, and click on the year. Next, click on the month. Last, click
|
||||
on the day to select the date. Type in the information for the :guilabel:`Identification No`,
|
||||
:guilabel:`Passport No`, and :guilabel:`Place of Birth` fields. If the employee is
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||||
:guilabel:`Disabled` or a :guilabel:`Nonresident`, click the check box next to the respective
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||||
fields.
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||||
- :guilabel:`Dependant`: If the employee has any dependants, that information is entered here. Type
|
||||
in the number of children the employee has, and check the boxes next to :guilabel:`Disabled
|
||||
Children` and/or :guilabel:`Other Dependent People` if applicable.
|
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:guilabel:`Passport No`, and :guilabel:`Place of Birth` fields.
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||||
- :guilabel:`Dependant`: If the employee has any children, enter the :guilabel:`Number of Children`
|
||||
in the field.
|
||||
- :guilabel:`Work Permit`: If the employee has a work permit, enter the information in this section.
|
||||
Type in the :guilabel:`Visa No` and/or :guilabel:`Work Permit No` in the corresponding fields.
|
||||
Using the calendar module, select the :guilabel:`Visa Expire Date` to enter the expiration date.
|
||||
Using the calendar module, select the :guilabel:`Visa Expire Date` and/or the :guilabel:`Work
|
||||
Permit Expiration Date` to enter the expiration date(s). If available, upload a digital copy of
|
||||
the work permit document. Click :guilabel:`Upload Your File`, navigate to the work permit file in
|
||||
the file explorer, and click :guilabel:`Open`.
|
||||
|
||||
.. image:: new_employee/private-info.png
|
||||
:align: center
|
||||
@ -231,36 +287,53 @@ This tab provides various fields for different information, depending on the cou
|
||||
located. Different fields are configured for different locations, however some sections appear
|
||||
regardless.
|
||||
|
||||
- :guilabel:`Status`: If applicable, select a :guilabel:`Related User`, :guilabel:`Job Position`,
|
||||
and :guilabel:`Language` with the drop-down menus. Type in the :guilabel:`Registration Number of
|
||||
the Employee`, and the :guilabel:`NIF Country Code` if available.
|
||||
- :guilabel:`Fleet`: If the employee has access to a company car, enter the :guilabel:`Mobility
|
||||
Card` information here.
|
||||
- :guilabel:`Timesheets`: Enter the employee's cost per hour in a $XX.XX format. This is factored in
|
||||
when the employee is working at a work center. This value affects the employee's pay, and may also
|
||||
affect manufacturing costs for a product, if the value of the manufactured product is not a fixed
|
||||
amount.
|
||||
- :guilabel:`Attendance`: This section may only appear for Belgian companies. Enter the
|
||||
:guilabel:`INSZ or BIS` number if applicable. :guilabel:`Badge ID` and a :guilabel:`PIN Code` can
|
||||
be entered here, if the employee needs/has one. Click :guilabel:`Generate` next to the
|
||||
- :guilabel:`Status`: Select an :guilabel:`Employee Type` and, if applicable, a :ref:`Related User
|
||||
<employees/related-user>`, with the drop-down menus.
|
||||
- :guilabel:`Payroll`: Select the :guilabel:`Current Contract` and :guilabel:`Job Position` from the
|
||||
drop-down menus. If applicable, enter the :guilabel:`Registration Number` in this section.
|
||||
- :guilabel:`Previous Employer`: This section appears only for Belgian companies, and will not be
|
||||
visible for other locations. These are days that will be paid to the new employee. Enter any
|
||||
:guilabel:`Simple Holiday Pay to Recover`, :guilabel:`Number of Days to recover`, and
|
||||
:guilabel:`Recovered Simple Holiday Pay` from a previous employer, for both N and N-1 categories.
|
||||
- :guilabel:`Previous Occupations`: This section appears ony for Belgian companies, and will not be
|
||||
visible for other locations. Click :guilabel:`Add a line` to enter information for each previous
|
||||
occupation. Enter the number of :guilabel:`Months`, the :guilabel:`Amount`, and the
|
||||
:guilabel:`Occupational Rate` in the corresponding fields. Click the :guilabel:`🗑️ (trash can)`
|
||||
icon to delete a line.
|
||||
- :guilabel:`Attendance/Point of Sale`: The employee's :guilabel:`Badge ID` and :guilabel:`PIN Code`
|
||||
can be entered here, if the employee needs/has one. Click :guilabel:`Generate` next to the
|
||||
:guilabel:`Badge ID` to create a badge ID.
|
||||
- :guilabel:`Application Settings`: If applicable, enter the :guilabel:`Fleet Mobility Card` number.
|
||||
Enter the employee's cost per hour in a $XX.XX format. This is factored in when the employee is
|
||||
working at a :doc:`work center
|
||||
<../../inventory_and_mrp/manufacturing/management/using_work_centers>`. This value affects the
|
||||
manufacturing costs for a product, if the value of the manufactured product is not a fixed amount.
|
||||
|
||||
.. image:: new_employee/hr-settings.png
|
||||
:align: center
|
||||
:alt: Enter any information prompted in the HR Settings tab for the employee.
|
||||
|
||||
Personal documents tab
|
||||
----------------------
|
||||
.. _employees/related-user:
|
||||
|
||||
The :guilabel:`Personal Documents` tab is only displayed for certain countries. If this tab is not
|
||||
visible, it is not applicable to the company's location.
|
||||
.. important::
|
||||
Employees do not also need to be users. An employee does **not** count towards billing, while
|
||||
*Users* **do** count towards billing. If the new employee should also be a user, the user must
|
||||
be created.
|
||||
|
||||
Add a file for the employee's :guilabel:`ID Card Copy`, :guilabel:`Driving License`,
|
||||
:guilabel:`Mobile Subscription Invoice`, :guilabel:`SIM Card Copy`, and :guilabel:`Internet
|
||||
Subscription Invoice` by clicking the :guilabel:`Upload Your File` button next to the corresponding
|
||||
field. File types that can be accepted are :file:`.jpg`, :file:`.png`, and :file:`.pdf`.
|
||||
In the :guilabel:`Related User` field, type in the name of the user to add, then click
|
||||
:guilabel:`Create and Edit...`. A :guilabel:`Create: Related User` form appears. Type in the
|
||||
:guilabel:`Name`, :guilabel:`Email Address`, and then select the :guilabel:`Company` from the
|
||||
drop-down menu. Click :guilabel:`Save` after the information is entered. Once the record is
|
||||
saved, the new user appears in the :guilabel:`Related User` field.
|
||||
|
||||
.. image:: new_employee/personal.png
|
||||
Documents
|
||||
=========
|
||||
|
||||
All documents associated with an employee are stored in the *Documents* app. The number of documents
|
||||
associated with the employee appear in the :guilabel:`Documents` smart button on the employee form.
|
||||
Click on the smart button, and all the documents appear. For more information on the *Documents*
|
||||
app, refer to the :doc:`Documents documentation </applications/finance/documents>`.
|
||||
|
||||
.. image:: new_employee/documents.png
|
||||
:align: center
|
||||
:alt: Upload personal documents for the employee in the Personal Documents tab, either a jpg,
|
||||
png, or pdf.
|
||||
:alt: All uploaded documents associated with the employee appear in the documents smart-button.
|
||||
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