diff --git a/content/applications/hr/employees.rst b/content/applications/hr/employees.rst index 7365da4f3..dee8e9223 100644 --- a/content/applications/hr/employees.rst +++ b/content/applications/hr/employees.rst @@ -14,5 +14,6 @@ Odoo *Employees* organizes a company's employee records, contracts, and departme employees/new_employee employees/departments employees/certifications + employees/equipment employees/offboarding employees/retention_report diff --git a/content/applications/hr/employees/equipment.rst b/content/applications/hr/employees/equipment.rst new file mode 100644 index 000000000..ede11f150 --- /dev/null +++ b/content/applications/hr/employees/equipment.rst @@ -0,0 +1,85 @@ +========= +Equipment +========= + +Many employees are given various items to use while they work, such as laptops, phones, and +printers. Most companies track their equipment, to see who is using what, as well as having a record +of important information regarding the equipment, such as serial numbers, warranty information, and +maintenance history. + +.. note:: + To track employee equipment, the :guilabel:`Maintenance` app *must* be installed. + +.. _employees/equipment: + +Individual employee equipment +============================= + +Employee equipment is tracked on the employee record. To view all equipment currently assigned to an +employee, navigate to the :menuselection:`Employees` app, and click on the desired employee record. + +At the top of the record, an :icon:`fa-cubes` :guilabel:`Equipment Count` smart button appears, with +a number indicating how many, if any, items are currently assigned to that employee. + +Click the :icon:`fa-cubes` :guilabel:`Equipment Count` smart button, and all equipment currently +assigned to the employee appears in individual Kanban cards. + +Each Kanban card displays the name and brand of the equipment on the first line, the serial number, +and the employee's name. Any current maintenance requests appear at the bottom of the card in a red +box. + +.. image:: equipment/equipment.png + :alt: A Kanban view of all equipment for an employee. + +All employee equipment +====================== + +To view all equipment for all employees, start on the :ref:`equipment record of an individual +employee `. + +.. note:: + It doe not matter what employee is selected, as this is just to get to the :guilabel:`Equipment` + list. + +In the Kanban view of the employee's equipment, clear the default :guilabel:`Assigned Employee` +filter in the search bar. This presents *all* equipment in the database, including those assigned to +individual employees and whole departments. + +Click into the search bard, and select :guilabel:`Employee` in the :icon:`oi-group` :guilabel:`Group +By` column. The equipment is now organized in a Kanban view, organized by employee. + +In the Kanban view displaying all employee equipment records, equipment can be quickly reasignend. +Click and drag an equipment card to the desired employee to change ownership of the equipment. + +.. image:: equipment/all-equipment.png + :alt: A Kanban view of all equipment for all employees. + +Add equipment to an employee record +=================================== + +To add equipment to an employee's record, open the :menuselection:`Employees` app, click on the +desired employee record, then click the :icon:`fa-cubes` :guilabel:`Equipment Count` smart button at +the top. + +All equipment currently assigned to the employee appears in individual Kanban cards. To add a new +equipment record, click the :guilabel:`New` button in the upper-left corner, and a blank +:guilabel:`Equipment` form loads. + +:doc:`Fill out the equipment form <../../inventory_and_mrp/maintenance/add_new_equipment>` for the +employee's equipment. + +.. tip:: + Instead of filling out a new :guilabel:`Equipment` form for the same item, a form can be + duplicated, then updated. + + On the :guilabel:`Equipment` form, click the :icon:`fa-gear` :guilabel:`(gear)` icon in the + upper-left corner, then select :icon:`fa-clone` :guilabel:`Duplicate`. + + An identical form appears, with *all* the information filled out, except for the + :guilabel:`Serial Number`. + + Enter the :guilabel:`Serial Number` on the form, and make any other necessary changes, such as + the assigned :guilabel:`Employee`. + + .. image:: equipment/equipment-form.png + :alt: A duplicate equipment form with all the information filled out except the serial number. diff --git a/content/applications/hr/employees/equipment/all-equipment.png b/content/applications/hr/employees/equipment/all-equipment.png new file mode 100644 index 000000000..8b8040c37 Binary files /dev/null and b/content/applications/hr/employees/equipment/all-equipment.png differ diff --git a/content/applications/hr/employees/equipment/equipment-form.png b/content/applications/hr/employees/equipment/equipment-form.png new file mode 100644 index 000000000..2d4833100 Binary files /dev/null and b/content/applications/hr/employees/equipment/equipment-form.png differ diff --git a/content/applications/hr/employees/equipment/equipment.png b/content/applications/hr/employees/equipment/equipment.png new file mode 100644 index 000000000..99f3d8815 Binary files /dev/null and b/content/applications/hr/employees/equipment/equipment.png differ