[IMP] Employees: updating new employee doc for version 17

closes odoo/documentation#7871

X-original-commit: 9cbc9e3610
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/employees/new_employee.rst

@@ -1,31 +1,43 @@
-=====================
-Create a new employee
-=====================
+====================
+Create new employees
+====================
 
-When a new employee is hired, the first step is to create a new employee record. Starting in the
-:menuselection:`Employees` app dashboard, click the :guilabel:`New` button and a new employee form
-appears. Fill out the required information and any additional details.
+When a new employee is hired, the first step is to create a new employee record. This record is a
+centralized place where all important information about the employee is stored, including
+:ref:`general information <employees/general-info>`, :ref:`job history and skills
+<employees/resume>`, :ref:`various work information <employees/work-info-tab>`, :ref:`personal
+details <employees/private-info>`, :ref:`documents <employees/docs>`, and more.
+
+To begin, open the :menuselection:`Employees` app, then click the :guilabel:`New` button in the
+upper-left corner. Doing so reveals a blank employee form.
+
+Proceed to fill out the required information, along with any additional details.
 
 .. image:: new_employee/new-employee-form.png
    :align: center
    :alt: Create a new employee form with all fields filled out.
 
 .. note::
-   The current company phone number and name is populated in the :guilabel:`Work Phone` and
-   :guilabel:`Company` fields.
+   The current company phone number and name are populated in the :guilabel:`Work Phone` and
+   :guilabel:`Company` fields. If the *Appraisals* application is installed, the :guilabel:`Next
+   Appraisal Date` field is populated with a date six months from the current date.
+
+.. _employees/general-info:
 
 General information
 ===================
 
-The employee form automatically saves as data is entered, but the save manually icon (a could with
-an up arrow inside it) may be clicked at any time to manually save the form.
+The employee form automatically saves as data is entered. However, the form can be saved manually at
+any time by clicking the :guilabel:`Save manually` option, represented by a :guilabel:`(cloud with
+an upwards arrow)` icon.
 
 Required fields
 ---------------
 
-- :guilabel:`Name`: Enter the employee's name.
-- :guilabel:`Company`: Select the company from the drop-down menu that the new employee is hired by,
-  or create a new company by typing the name in the field.
+- :guilabel:`Employee's Name`: enter the employee's name.
+- :guilabel:`Company`: from the drop-down menu in this field, select the company the new employee
+  was hired by, or create a new company by typing the name in the field, and clicking
+  :guilabel:`Create` or :guilabel:`Create and edit...` from the mini drop-down menu that appears.
 
 .. image:: new_employee/employee-new.png
    :align: center
@@ -34,45 +46,47 @@ Required fields
 Optional fields
 ---------------
 
-- :guilabel:`Photo`: In the top right image box of the employee form, click on the :guilabel:`✏️
+- :guilabel:`Photo`: in the top-right image box of the employee form, click on the :guilabel:`✏️
   (pencil)` edit icon to select a photo to upload.
-- :guilabel:`Job Position`: Enter the employee's job position title under their name, or select the
-  job position from the :guilabel:`Job Position` drop-down menu to have this field auto-populate.
-  The :guilabel:`Job Position` field under the employee name can be modified and does not need to
-  match the selection made in the :guilabel:`Job Position` drop-down.
+- :guilabel:`Job Position`: enter the employee's job title under their name, or select it from the
+  :guilabel:`Job Position` field drop-down menu below to have this top field auto-populate. The
+  :guilabel:`Job Position` field under the employee name can be modified, and does *not* need to
+  match the selection made in the :guilabel:`Job Position` drop-down menu in the field below.
 
   .. example::
-     It is recommended to have the job positions match, but if desired, the typed-in description in
-     this field can contain more information than the selected drop-down job position.
+     While it is recommended to have the job positions match, the typed-in description in this top
+     field can contain more specific information than the selected drop-down :guilabel:`Job
+     Position`, if desired.
 
-     An example where this may be applicable is if someone is hired for a sales representative
-     position configured as :guilabel:`Sales Representative` in the *Recruitment* app, and that is
-     selected for the drop-down :guilabel:`Job Position` field.
+     For instance, if someone is hired for a sales representative position configured as
+     :guilabel:`Sales Representative` in the *Recruitment* app, that can be selected in the
+     drop-down :guilabel:`Job Position` field.
 
-     In the typed in job position field beneath the employee's name, the position could be more
-     specific, such as `Sales Representative - Subscriptions` if the employee is focused solely on
-     subscription sales.
+     In the typed-in :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name` field,
+     the position could be more specific, such as `Sales Representative - Subscriptions` if the
+     employee is focused solely on subscription sales.
 
      .. image:: new_employee/job-description-fields.png
         :align: center
         :alt: Both job position fields entered but with different information.
 
-- Tags: Click on a tag in the drop-down menu to add any tags applicable to the employee. Any tag can
-  be created in this field by typing it in. Once created, the new tag is available for all employee
-  records. There is no limit to the amount of tags that can be added.
-- Work Contact Information: Enter the employee's :guilabel:`Work Mobile`, :guilabel:`Work Phone`,
-  :guilabel:`Work Email`, and/or :guilabel:`Company` name.
-- :guilabel:`Department`: Select the employee's department from the drop-down menu.
-- :guilabel:`Job Position`: Select the employee's job position from the drop-down menu. Once a
-  selection is made, the :guilabel:`Job Position` field beneath the employee's name automatically
-  updates to reflect the currently selected job position. These positions are from the
-  :doc:`Recruitment <../../hr/recruitment/new_job/>` application, and reflect the currently \
-  configured job positions.
-- :guilabel:`Manager`: Select the employee's manager from the drop-down menu.
-- :guilabel:`Coach`: Select the employee's coach from the drop-down menu.
-- :guilabel:`Next Appraisal Date`: This date automatically populates with a date that is computed
-  according to the settings configured in the *Appraisals* application. This date can be modified
-  using the calendar selector.
+- :guilabel:`Tags`: select a tag from the drop-down menu to add relevant tags to the employee. Any
+  tag can be created in this field by typing it in. Once created, the new tag is available for all
+  employee records. There is no limit to the amount of tags that can be added.
+- :guilabel:`Work Contact Information`: enter the employee's :guilabel:`Work Mobile`,
+  :guilabel:`Work Phone`, :guilabel:`Work Email`, and/or :guilabel:`Company` name, if not already
+  auto-populated.
+- :guilabel:`Department`: select the employee's department from the drop-down menu.
+- :guilabel:`Job Position`: select the employee's job position from the drop-down menu. Once a
+  selection is made, the :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name`
+  field automatically updates to reflect the currently selected job position. These positions are
+  from the :doc:`Recruitment <../../hr/recruitment/new_job/>` application, and reflect the
+  currently configured job positions.
+- :guilabel:`Manager`: select the employee's manager from the drop-down menu.
+- :guilabel:`Coach`: select the employee's coach from the drop-down menu.
+- :guilabel:`Next Appraisal Date`: this field is **only** visible if the *Appraisals* application is
+  installed. The date automatically populates with a date that is computed according to the settings
+  configured in the *Appraisals* application. This date can be modified using the calendar selector.
 
 .. note::
    After a :guilabel:`Manager` is selected, if the :guilabel:`Coach` field is blank, the selected
@@ -87,6 +101,8 @@ Optional fields
 Additional information tabs
 ===========================
 
+.. _employees/resume:
+
 Resumé tab
 ----------
 
@@ -103,17 +119,21 @@ following information for each entry.
    :align: center
    :alt: A resumé entry form with all the information populated.
 
-- :guilabel:`Title`: Type in the title of the previous work experience.
-- :guilabel:`Type`: From the drop-down menu, select either :guilabel:`Experience`,
+- :guilabel:`Title`: type in the title of the previous work experience.
+- :guilabel:`Employee`: select the employee from the drop-down menu.
+- :guilabel:`Type`: from the drop-down menu, select either :guilabel:`Experience`,
   :guilabel:`Education`, :guilabel:`Side Projects`, :guilabel:`Internal Certification`,
   :guilabel:`Completed Internal Training`, or type in a new entry, then click :guilabel:`Create
-  "(new entry)"`.
-- :guilabel:`Display Type`: Select either :guilabel:`Classic`, :guilabel:`Certification`, or
-  :guilabel:`Course` from the drop-down menu.
-- :guilabel:`Date Start` and :guilabel:`Date End`: Enter the start and end dates for the work
-  experience. To select a date, use the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons
-  to scroll to the desired month, then click on the day to select it.
-- :guilabel:`Description`: Enter any relevant details in the field.
+  "(Type)"`.
+- :guilabel:`Display Type`: from the drop-down menu, choose :guilabel:`Classic` for typical work
+  experience, :guilabel:`Certification` for experience gained through a certification, or
+  :guilabel:`Course` for non-certified classes.
+- :guilabel:`Duration`: enter the start and end dates for the work experience. To select a date,
+  click the first empty field to reveal a calendar pop-up window. Proceed to use the :guilabel:`<
+  (left arrow)` and :guilabel:`> (right arrow)` icons to scroll to the desired month, then click on
+  the day to select it. Repeat this process to locate and select the end date. When the desired
+  dates have been selected, click :guilabel:`✔️ Apply`.
+- :guilabel:`Description`: enter any relevant details in this field.
 
 Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one
 entry to add, or click the :guilabel:`Save & New` button to save the current entry and create
@@ -121,175 +141,223 @@ another resumé line.
 
 .. note::
    After the new employee form is saved, the current position and company is automatically added to
-   the :guilabel:`Resumé` tab, with the end date listed as *current*.
+   the :guilabel:`Resumé` tab, with the end date listed as `current`.
 
 Skills
 ~~~~~~
 
 An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner that a resumé
-line is created. When creating a skill for the first time, click the :guilabel:`Create a new entry`
-button under :guilabel:`Skills` and a :guilabel:`Create Skills` form appears. After a skill is
-added, the :guilabel:`Create a new entry` button is replaced with an :guilabel:`Add` button. Enter
-the following information for each skill.
+line is created.
 
-.. image:: new_employee/create-skills.png
+In order to add a skill to an employee record, the skill types must be configured first. If no skill
+types are configured, a :guilabel:`Create new Skills` button appears in the :guilabel:`Skills`
+section of the :guilabel:`Resumé` tab. :ref:`Configure the skill types <employees/skill-types>`
+before adding any skills to the employee record.
+
+If the skill types are configured, a :guilabel:`Pick a skill from the list` button appears instead.
+Click the :guilabel:`Pick a skill from the list` button, and select the following information for
+each skill.
+
+.. image:: new_employee/select-skills.png
    :align: center
    :alt: A skill form with the information filled out.
 
-- :guilabel:`Skill Type`: Select a :ref:`skill type <employees/skill-types>` by clicking the radio
+- :guilabel:`Skill Type`: select a :ref:`skill type <employees/skill-types>` by clicking the radio
   button next to the skill type.
-- :guilabel:`Skill`: After selecting a :guilabel:`Skill Type`, the corresponding skills associated
+- :guilabel:`Skill`: after selecting a :guilabel:`Skill Type`, the corresponding skills associated
   with that selected :guilabel:`Skill Type` appear in a drop-down menu. For example, selecting
   :guilabel:`Language` as the :guilabel:`Skill Type` presents a variety of languages to select from
   under the :guilabel:`Skills` field. Select the appropriate pre-configured skill, or type in a new
   skill, then click :guilabel:`Create "(new skill)"`.
-- :guilabel:`Skill Level`: Pre-defined skill levels associated with the selected :guilabel:`Skill
+- :guilabel:`Skill Level`: pre-defined skill levels associated with the selected :guilabel:`Skill
   Type` appear in a drop-down menu. First, select a :guilabel:`Skill Level`, then the progress bar
   automatically displays the pre-defined progress for that specific skill level. Skill levels and
   progress can be modified in the :guilabel:`Skill Level` pop-up form, which is accessed via the
   :guilabel:`Internal Link` arrow next to :guilabel:`Skill Level` field.
 
-Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one
-skill to add, or click the :guilabel:`Save & New` button to save the current entry and immediately
-create a new entry.
+Click the :guilabel:`Save & Close` button if there is only one skill to add, or click the
+:guilabel:`Save & New` button to save the current entry and immediately add another skill.
 
 To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ (trash can)` icon to
 delete the entry. Add a new line by clicking the :guilabel:`Add` button next to the corresponding
 section.
 
+.. important::
+   Only users with :guilabel:`Officer: Manage all employees` or :guilabel:`Administrator` rights for
+   the *Employees* app can add or edit skills.
+
 .. _employees/skill-types:
 
-Skill Types
+Skill types
 ***********
 
 In order to add a skill to an employee's form, the :guilabel:`Skill Types` must be configured. Go to
 :menuselection:`Employees app --> Configuration --> Employee: Skill Types` to view the currently
-configured skill types and create new skill types. Click :guilabel:`New` and a new :guilabel:`Skill
-Type` form appears. Fill out all the details for the new skill type. Repeat this for all the skill
-types needed.
+configured skill types and create new skill types.
 
-- :guilabel:`Skill Type`: Enter the name of the skill type. This will act as the parent category
-  for more specific skills and should be generic.
-- :guilabel:`Skills`: Click :guilabel:`Add a line` and enter the name for the new skill, then repeat
-  for all other needed skills.
-- :guilabel:`Levels`:  Click :guilabel:`Add a line` and a :guilabel:`Create Levels` form appears.
-  Enter the name of the level, and assign a number for the :guilabel:`Progress` percentage (0-100)
-  for that level. Click :guilabel:`Save & New` to save the entry and add another level, or click
-  :guilabel:`Save & Close` to save the level and close the form. Once all the levels are entered,
-  click the :guilabel:`Save manually` icon at the top of the screen. Next, select a default level
-  for this skill type. Click :guilabel:`Set Default` on the line to be the default value. This is
-  typically the lowest level, but any level can be set as the default. A check mark appears in the
-  :guilabel:`Default Level` column, indicating which level is the default.
+.. note::
+   The default skill of :guilabel:`Languages` is pre-configured as a skill *type*, but there are no
+   specific language *skills* listed within that skill type. The :guilabel:`Languages` skill type
+   must be fully configured before it can be used.
+
+Click :guilabel:`New` and a new :guilabel:`Skill Type` form appears. Fill out all the details for
+the new skill type. Repeat this for all the needed skill types.
+
+- :guilabel:`Skill Type`: enter the name of the skill type. This acts as the parent category for
+  more specific skills and should be generic.
+- :guilabel:`Skills`: click :guilabel:`Add a line`, and enter the :guilabel:`Name` for the new
+  skill, then repeat for all other needed skills.
+- :guilabel:`Levels`: click :guilabel:`Add a line`, and enter the :guilabel:`Name` of the level.
+  Next, click into the :guilabel:`Progress` field, and enter a percentage (0-100) for that level.
+  Repeat for all additional levels, as needed.
+- :guilabel:`Default Level`: click the toggle on the level line to set that level as the default.
+  Typically, the lowest level is set as the default, but any level can be chosen. The toggle turns
+  green, indicating it is the default level for the skill. Only one level can be set as the default.
 
   .. example::
      To add a math skill set, enter `Math` in the :guilabel:`Name` field. Next, in the
      :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Last, in the
      :guilabel:`Levels` field enter `Beginner`, `Intermediate`, and `Expert`, with the
-     :guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Then, click :guilabel:`Save
-     & Close`, then click the :guilabel:`Save manually` icon at the top. Last, click :guilabel:`Set
+     :guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Last, click :guilabel:`Set
      Default` on the `Beginner` line to set this as the default skill level.
 
-       .. image:: new_employee/math-skills.png
-          :align: center
-          :alt: A skill form for a Math skill type, with all the information entered.
+     .. image:: new_employee/math-skills.png
+        :align: center
+        :alt: A skill form for a Math skill type, with all the information entered.
+
+The :guilabel:`Skill Type` form automatically saves as data is entered.
+
+.. tip::
+   Once the form is completely filled out, click the :guilabel:`Save manually` button, represented
+   by a :guilabel:`cloud with an upwards arrow` icon at the top of the screen, and the
+   :guilabel:`Levels` rearrange in descending order, with the highest level at the top, and the
+   lowest at the bottom, regardless of the default level and the order they were entered.
 
 .. _employees/work-info-tab:
 
-Work Information tab
+Work information tab
 --------------------
 
-The Work Information tab is where the employee's specific job related information is housed. Their
-working schedule, various roles, who approves their specific requests (time off, timesheets, and
-expenses), and specific work location details are listed here. Click on the :guilabel:`Work
-Information` tab to access this section, and enter the following information for the new employee.
+The :guilabel:`Work Information` tab is where the employee's specific job related information is
+found. Their working schedule, various roles, who approves their specific requests (time off,
+timesheets, and expenses), their remote work schedule, and specific work location details are listed
+here.
 
-- :guilabel:`Location`: Select the :guilabel:`Work Address` from the drop-down menu. To modify the
+Click on the :guilabel:`Work Information` tab to access this section, and enter the following
+information for the new employee:
+
+- :guilabel:`Location`: select the :guilabel:`Work Address` from the drop-down menu. To modify the
   address, hover over the first line (if there are multiple lines) of the address to reveal an
   :guilabel:`Internal Link` arrow. Click the :guilabel:`Internal Link` arrow to open up the company
-  form, and make any edits. Use the breadcrumb menu to navigate back to the new employee form when
-  done. If a new work address is needed, add the address by typing it in the field, then click
+  form, and make any edits.
+
+  Use the breadcrumb links to navigate back to the new employee form when done.
+
+  If a new work address is needed, add the address by typing it in the field, then click
   :guilabel:`Create (new address)` to add the address, or :guilabel:`Create and edit...` to add the
   new address and edit the address form.
-- :guilabel:`Approvers`: In order to see this section, the user must have either
-  :guilabel:`Administrator` or :guilabel:`Officer: Manage all employees` rights set for the
-  :guilabel:`Employees` application. Using the drop-down menus, select the users responsible for
-  approving :guilabel:`Expenses`, :guilabel:`Time Off`, and :guilabel:`Timesheets` for the employee.
-  Hover over any of the selections to reveal the :guilabel:`Internal Link` arrow. Click the
-  :guilabel:`Internal Link` arrow to open a form with the approver's :guilabel:`Name`,
+- :guilabel:`Approvers`: to see this section, the user must have either :guilabel:`Administrator` or
+  :guilabel:`Officer: Manage all employees` rights set for the *Employees* application. Using the
+  drop-down menus, select the users responsible for approving an :guilabel:`Expense`, a
+  :guilabel:`Time Off` request, :guilabel:`Timesheet` entries, and :guilabel:`Attendance` records
+  for the employee.
+
+  Hover over any of the selections to reveal the :guilabel:`Internal Link` arrow.
+
+  Click the :guilabel:`Internal Link` arrow to open a form with the approver's :guilabel:`Name`,
   :guilabel:`Email Address`, :guilabel:`Company`, :guilabel:`Phone`, :guilabel:`Mobile`, and
-  :guilabel:`Default Warehouse` fields. These can be modified, if needed. Use the breadcrumb menu to
-  navigate back to the new employee form when done.
-- :guilabel:`Homeworking`: Using the drop-down menu, select the specific location the employee will
-  work from, for each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`,
-  or :guilabel:`Other`. A new location can be typed into the field, then click either
-  :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add
-  the new location and edit the form. After edits are done, click :guilabel:`Save & Close`, and the
-  new location is added, and populates the field. For days the employee does not work, for example,
-  Saturday and Sunday, leave the field blank (:guilabel:`Unspecified`).
+  :guilabel:`Default Warehouse` fields. These can be modified, if needed.
+
+  Use the breadcrumb links to navigate back to the new employee form when done.
+
+  .. important::
+     The users that appear in the drop-down menu for the :guilabel:`Approvers` section **must** have
+     *Administrator* rights set for the corresponding human resources role.
+
+     To check who has these rights, go to :menuselection:`Settings app --> Users --> → Manage
+     Users`. Then, click on an employee, and check the :guilabel:`Human Resources` section of the
+     :guilabel:`Access Rights` tab.
+
+     - In order for the user to appear as an approver for :guilabel:`Expenses`, they **must** have
+       either :guilabel:`Team Approver`, :guilabel:`All Approver`, or :guilabel:`Administrator` set
+       for the :guilabel:`Expenses` role.
+     - In order for the user to appear as an approver for :guilabel:`Time Off`, they **must** have
+       either :guilabel:`Officer:Manage all Requests` or :guilabel:`Administrator` set for the
+       :guilabel:`Time Off` role.
+     - In order for the user to appear as an approver for :guilabel:`Timesheets`, they **must** have
+       either :guilabel:`Manager`, :guilabel:`Officer:Manage all contracts`, or
+       :guilabel:`Administrator` set for the :guilabel:`Payroll` role.
+
+- :guilabel:`Remote Work`: use the drop-down menu to select the default location the employee works
+  from each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`, or
+  :guilabel:`Other`.
+
+  A new location can be typed into the field, then click either :guilabel:`Create (new location)` to
+  add the location, or :guilabel:`Create and edit...` to add the new location and edit the form.
+
+  After edits are done, click :guilabel:`Save & Close`, and the new location is added, and populates
+  the field.
+
+  Leave the field blank (:guilabel:`Unspecified`) for non-working days like Saturday and Sunday.
 
   .. note::
      It is also possible to add or modify work locations by navigating to :menuselection:`Employees
-     app --> Configuration --> Employee: Work Locations`. Click :guilabel:`New` to create a new
-     location, then enter the details on the form. To modify a location, click on an existing
+     app --> Configuration --> Employee: Work Locations`. To modify a location, click on an existing
      location, then make any changes on the form.
 
-- :guilabel:`Schedule`: Select the :guilabel:`Working Hours` and :guilabel:`Timezone` for the
-  employee. The :guilabel:`Internal Link` arrow opens up a detailed view of the specific daily
-  working hours. Working hours can be modified or deleted here.
+     Click :guilabel:`New` to create a new location, then enter the following information on the
+     form. All fields are **required**.
+
+     - :guilabel:`Work Location`: enter the name for the location. This can be as general or as
+       specific, as needed, such as `Home` or `Building 1, Second Floor`, respectfully.
+     - :guilabel:`Work Address`: using the drop-down menu, select the address for the location.
+     - :guilabel:`Cover Image`: click on the icon to select it for the :guilabel:`Cover Image`.
+       Options are a :guilabel:`house` icon, an :guilabel:`office building` icon, and a
+       :guilabel:`GPS location marker` icon.
+     - :guilabel:`Company`: using the drop-down menu, select the company the location applies to.
+       The current company populates this field, by default.
+
+     .. image:: new_employee/location.png
+        :align: center
+        :alt: A new work location form with all fields filled out.
+
+- :guilabel:`Schedule`: select the :guilabel:`Working Hours` and :guilabel:`Timezone` for the
+  employee. The :guilabel:`Internal Link` arrow opens a detailed view of the specific daily working
+  hours. Working hours can be modified or deleted here.
 
   .. note::
-     Working hours can also be modified in the *Payroll* application, where they are referred to as
-     :guilabel:`Working Schedules`. For more information on how to create or modify
-     :guilabel:`Working Schedules` in Payroll, refer to the :doc:`../../hr/payroll` documentation.
+     :guilabel:`Working Hours` are related to a company's working schedules, and an Employee
+     **cannot** have working hours that are outside of a company's working schedule.
 
-- :guilabel:`Planning`: Click on a role from the drop-down menu for both the :guilabel:`Roles` and
-  the :guilabel:`Default Role` fields to add a role. There is no limit to the amount of
-  :guilabel:`Roles` that can be selected for an employee, but there can only be one
-  :guilabel:`Default Role`. The default role is the *typical* role that the employee performs, where
-  the :guilabel:`Roles` are *all* the specific roles the employee is able to perform. The
-  :guilabel:`Default Role` must be selected as a :guilabel:`Role`, if not, when the
-  :guilabel:`Default Role` is selected, that role is automatically added to the list of
-  :guilabel:`Roles`.
+     Each individual working schedule is company-specific. So, for multi-company databases, each
+     company needs to have its own working schedules set.
 
-.. tip::
-   The :guilabel:`Planning` section affects the *Planning* app, and will only appear if the
-   *Planning* app is installed. When planning work in the *Planning* app, employees can only be
-   scheduled for specific work that corresponds to their selected roles. For example, only an
-   employee with a *Functional Tester* role can be assigned to perform any activity that requires a
-   *Functional Tester*.
+     If an employee's working hours are not configured as a working schedule for the company, new
+     working schedules can be added, or existing working schedules can be modified.
 
-.. important::
-   The users that appear in the drop-down menu for the :guilabel:`Approvers` section must have
-   *Administrator* rights set for the corresponding human resources role. To check who has these
-   rights, go to :menuselection:`Settings app --> Users --> → Manage Users`. Click on an employee,
-   and check the :guilabel:`Human Resources` section of the :guilabel:`Access Rights` tab.
+     Working hours can be modified in the *Payroll* application, where they are referred to as
+     :guilabel:`Working Schedules`.
 
-   - In order for the user to appear as an approver for :guilabel:`Expenses`, they must have either
-     :guilabel:`Team Approver`, :guilabel:`All Approver`, or :guilabel:`Administrator` set for the
-     :guilabel:`Expenses` role.
-   - In order for the user to appear as an approver for :guilabel:`Time Off`, they must have either
-     :guilabel:`Officer` or :guilabel:`Administrator` set for the :guilabel:`Time Off` role.
-   - In order for the user to appear as an approver for :guilabel:`Timesheets`, they must have
-     either :guilabel:`Manager`, :guilabel:`Officer`, or :guilabel:`Administrator` set for the
-     :guilabel:`Payroll` role.
+     For more information on how to create or modify :guilabel:`Working Schedules` in the *Payroll*
+     application, refer to the :doc:`../../hr/payroll` documentation.
 
-.. note::
-   :guilabel:`Working Hours` are related to a company's working times, and an employee cannot have
-   working hours that are outside of a company's working times.
+- :guilabel:`Planning`: select a role from the drop-down menu for both the :guilabel:`Roles` and
+  the :guilabel:`Default Role` fields. If the :guilabel:`Default Role` is selected as a role, it is
+  automatically added to the list of :guilabel:`Roles`.
 
-   Each individual working time is company-specific, so for multi-company databases, each company
-   needs to have its own working hours set.
+  .. important::
+     The :guilabel:`Planning` section affects the *Planning* application and **only** appears if the
+     *Planning* application is installed.
 
-   If an employee's working hours are not configured as a working time for the company, new working
-   times can be added, or existing working times can be modified. To add or modify a working time,
-   go to the :menuselection:`Payroll app --> Configuration --> Working Times`, and add a new working
-   time or edit an existing one.
+     If an employee has assigned :guilabel:`Roles`, they are **only** assigned to shifts for these
+     roles.
 
-   After the new working time is created, or an existing one is modified, select the employee's
-   working hours using the drop-down menu in the :guilabel:`Schedule` section of the
-   :guilabel:`Work Information` tab.
+     If this field is blank, they are assigned shifts, regardless of the role. The
+     :guilabel:`Default Role` has precedence over the other roles when assigning shifts.
 
-Private Information tab
+.. _employees/private-info:
+
+Private information tab
 -----------------------
 
 No information in the :guilabel:`Private Information` tab is required to create an employee,
@@ -297,119 +365,143 @@ however, some information in this section may be critical for the company's payr
 order to properly process payslips and ensure all deductions are accounted for, the employee's
 personal information should be entered.
 
-Here, the employee's :guilabel:`Private Contact`, :guilabel:`Education`, :guilabel:`Work Permit`,
-:guilabel:`Family Status`, :guilabel:`Emergency` contact, and :guilabel:`Citizenship` information is
-entered. Fields are entered either using a drop-down menu, activating a check box, or typing in the
+Here, the employee's :guilabel:`Private Contact`, :guilabel:`Family Status`, :guilabel:`Emergency`
+contact, :guilabel:`Education`, :guilabel:`Work Permit`, and :guilabel:`Citizenship` information is
+entered. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the
 information.
 
-- :guilabel:`Private Contact`: Enter the personal :guilabel:`Address` for the employee. The
-  selection can be made with the drop-down menu. If the information is not available, type in the
-  name for the new address. To edit the new address, click the :guilabel:`Internal Link` arrow to
-  open the address form. On the address form, enter or edit the necessary details. Some other
-  information in the :guilabel:`Private Contact` section may auto-populate, if the address is
-  already listed in the drop-down menu.
+- :guilabel:`Private Contact`: enter the :guilabel:`Private Address`, :guilabel:`Email`, and
+  :guilabel:`Phone` for the employee. Then, enter the employee's :guilabel:`Bank Account Number`
+  using the drop-down menu.
 
-  Enter the employee's :guilabel:`Email` address and :guilabel:`Phone` number in the respective
-  fields. Next, enter the employee's :guilabel:`Bank Account Number` using the drop-down menu. If
-  the bank is not already configured (the typical situation when creating a new employee) enter the
-  bank account number, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account
-  Number` form loads. Fill in the information, then click :guilabel:`Save & Close`.
+  If the bank is not already configured (the typical situation when creating a new employee), enter
+  the bank account number, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account
+  Number` form loads. Fill in the necessary information, then click :guilabel:`Save & Close`.
 
-  Then, select the employee's preferred :guilabel:`Language` from the drop-down menu. Next, enter
-  the :guilabel:`Home-Work Distance` in the field. This field is only necessary if the employee is
-  receiving any type of commuter benefits. Lastly, enter the employee's license plate information in
-  the :guilabel:`Private Car Plate` field.
-- :guilabel:`Education`: Select the highest level of education completed by the employee from the
-  :guilabel:`Certificate Level` drop-down menu. Options include :guilabel:`Graduate`,
-  :guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Doctor`, or :guilabel:`Other`. Type in the
-  :guilabel:`Field of Study`, and the name of the :guilabel:`School` in the respective fields.
-- :guilabel:`Work Permit`: If the employee has a work permit, enter the information in this section.
-  Type in the :guilabel:`Visa No` (visa number) and/or :guilabel:`Work Permit No` (work permit
-  number) in the corresponding fields. Using the calendar selector, 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`.
-- :guilabel:`Family Status`: Select the current :guilabel:`Marital Status` using the drop-down menu,
+  Next, select the employee's preferred :guilabel:`Language` from the drop-down menu. Then enter the
+  :guilabel:`Home-Work Distance` in the field. This field is only necessary if the employee is
+  receiving any type of commuter benefits.
+
+  Lastly, enter the employee's license plate information in the :guilabel:`Private Car Plate` field.
+- :guilabel:`Family Status`: select the current :guilabel:`Marital Status` using the drop-down menu,
   either :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`,
   or :guilabel:`Divorced`. If the employee has any dependent children, enter the :guilabel:`Number
   of Dependent Children` in the field.
-- :guilabel:`Emergency`: Type in the :guilabel:`Contact Name` and :guilabel:`Contact Phone` number
+- :guilabel:`Emergency`: type in the :guilabel:`Contact Name` and :guilabel:`Contact Phone` number
   of the employee's emergency contact in the respective fields.
-- :guilabel:`Citizenship`: This section contains all the information relevant to the citizenship of
+- :guilabel:`Education`: select the highest level of education completed by the employee from the
+  :guilabel:`Certificate Level` drop-down menu. Default options include :guilabel:`Graduate`,
+  :guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Doctor`, or :guilabel:`Other`.
+
+  Type in the :guilabel:`Field of Study`, and the name of the :guilabel:`School` in the respective
+  fields.
+- :guilabel:`Work Permit`: if the employee has a work permit, enter the information in this section.
+  Type in the :guilabel:`Visa No` (visa number), and/or :guilabel:`Work Permit No` (work permit
+  number) in the corresponding fields.
+
+  Using the calendar selector, select the :guilabel:`Visa Expiration Date`, and/or the
+  :guilabel:`Work Permit Expiration Date`, to enter the expiration date(s).
+
+  If available, upload a digital copy of the :guilabel:`Work Permit` document. Click
+  :guilabel:`Upload your file`, navigate to the work permit file in the file explorer, and click
+  :guilabel:`Open`.
+- :guilabel:`Citizenship`: this section contains all the information relevant to the citizenship of
   the employee. Some fields use a drop-down menu, as the :guilabel:`Nationality (Country)`,
-  :guilabel:`Gender`, and :guilabel:`Country of Birth` fields do. The :guilabel:`Date of Birth` uses
-  a calendar selector to select the date. First, click on the name of the month, then the year, to
-  access the year ranges. Use the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons,
-  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`
-  (identification number, :guilabel:`Passport No` (passport number), and :guilabel:`Place of Birth`
-  fields. Last, if the employee is not a resident of the country they are working in, activate the
-  check box next to the :guilabel:`Non-resident` field.
+  :guilabel:`Gender`, and :guilabel:`Country of Birth` fields do.
+
+  The :guilabel:`Date of Birth` uses a calendar selector to select the date. First, click on the
+  name of the month, then the year, to access the year ranges. Use the :guilabel:`< (left)` and
+  :guilabel:`> (right)` arrow icons, 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` (identification number),
+  :guilabel:`Passport No` (passport number), and :guilabel:`Place of Birth` fields.
+
+  Lastly, if the employee is **not** a resident of the country they are working in, activate the
+  checkbox next to the :guilabel:`Non-resident` field.
+
+  .. note::
+     Depending on the localization setting, other fields may be present. For example, for the United
+     States, a :guilabel:`SSN No` (Social Security Number) field is present.
 
 .. _employees/hr-settings:
 
-HR Settings tab
+HR settings tab
 ---------------
 
 This tab provides various fields for different information, depending on the country the company is
 located. Different fields are configured for different locations, however some sections appear
 regardless.
 
-- :guilabel:`Status`: Select an :guilabel:`Employee Type` and, if applicable, a :guilabel:`Related
+- :guilabel:`Status`: select an :guilabel:`Employee Type` and, if applicable, a :guilabel:`Related
   User`, with the drop-down menus. The :guilabel:`Employee Type` options include
   :guilabel:`Employee`, :guilabel:`Student`, :guilabel:`Trainee`, :guilabel:`Contractor`, or
   :guilabel:`Freelancer`.
 
-.. important::
-   Employees do not also need to be users. *Employees* do **not** count towards the Odoo
-   subscription billing, while *Users* **do** count towards billing. If the new employee should also
-   be a user, the user must be created. After the :guilabel:`User` is created and saved, the new
-   user will appear in the :guilabel:`Related User` field.
+  .. important::
+     Employees do **not** also need to be users. *Employees* do **not** count towards the Odoo
+     subscription billing, while *Users* **do** count towards billing. If the new employee should
+     also be a user, the user **must** be created.
 
-   After the employee is created, create the user. Click the :guilabel:`⚙️ (gear)` icon, then click
-   :guilabel:`Create User`. A :guilabel:`Create User` form appears. Type in the :guilabel:`Name` and
-   :guilabel:`Email Address`, and then select the :guilabel:`Company` from the drop-down menu. Click
-   :guilabel:`Save` after the information is entered, and the employee record is automatically
-   updated with the newly created user populating the :guilabel:`Related User` field.
+     After the employee is created, click the :guilabel:`⚙️ (gear)` icon, then click
+     :guilabel:`Create User`. A :guilabel:`Create User` form appears.
 
-   Users can also be created manually. For more information on how to manually add a user, refer to
-   the :doc:`../../general/users/manage_users` document.
+     Type in the :guilabel:`Name` and :guilabel:`Email Address`. Next, select the
+     :guilabel:`Company` from the drop-down menu.
 
-- :guilabel:`Payroll`: If applicable, enter the :guilabel:`Registration Number of the Employee` in
-  this section. The :guilabel:`Attestation (N-1)` and :guilabel:`Attestation (N)` sections appear
-  only for Belgian companies, and will not be visible for other locations. These sections log the
-  days that will be paid to the new employee. Enter any :guilabel:`Amount to recover`,
-  :guilabel:`Number of days`, and :guilabel:`Recovered Amount` of :guilabel:`Holiday Attest (year) -
-  Simple Holiday Pay from previous employer to recover in (year)`, for both N and N-1 categories.
-  For the :guilabel:`Holiday Attest (year) - Previous occupation for Double Holiday Pay Recovery in
-  (year)` section, click :guilabel:`Add a line`, and enter the number of :guilabel:`Months`, the
-  :guilabel:`Amount`, and :guilabel:`Occupation Rate`. Repeat for all entries. Click the
-  :guilabel:`🗑️ (trash can)` icon to delete a line.
-- :guilabel:`SD WORX`: Enter the employee's seven digit :guilabel:`SDWorx code` in this field, if
-  applicable.
-- :guilabel:`Attendance/Point of Sale/Manufacturing`: The employee's :guilabel:`PIN Code` and
+     Then, enter the :guilabel:`Phone` and :guilabel:`Mobile` numbers in the respective fields.
+
+     If a photo is available, click the :guilabel:`Edit` icon (which appears as a :guilabel:`✏️
+     (pencil)` icon) in the lower-left corner of the image box, which is located in the top-right
+     corner of the form.
+
+     A file explorer pops up. Navigate to the file, then click :guilabel:`Open` to select it.
+     Finally, click :guilabel:`Save` after all the information is entered, and the employee record
+     is automatically updated with the newly-created user populating the :guilabel:`Related User
+     field`.
+
+     Users can also be created manually. For more information on how to manually add a user, refer
+     to the :doc:`../../general/users/manage_users` document.
+
+- :guilabel:`Attendance/Point of Sale/Manufacturing`: the employee's :guilabel:`PIN Code` and
   :guilabel:`Badge ID` can be entered here, if the employee needs/has one. Click
-  :guilabel:`Generate` next to the :guilabel:`Badge ID` to create a badge ID. The :guilabel:`PIN
-  Code` is used to sign in and out of the *Attendance* app kiosk, and a :abbr:`POS (Point Of Sale)`
-  system.
-- :guilabel:`Application Settings`: Enter the employee's :guilabel:`Hourly Cost` 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.
-  This value does not affect the *Payroll* application. If applicable, enter the :guilabel:`Fleet
-  Mobility Card` number.
+  :guilabel:`Generate` next to the :guilabel:`Badge ID` to create a badge ID.
+
+  The :guilabel:`PIN Code` is used to sign in and out of the *Attendance* app kiosk, and a
+  :abbr:`POS (Point Of Sale)` system.
+- :guilabel:`Payroll`: if applicable, enter the :guilabel:`Registration Number of the Employee` in
+  this section.
+
+  Depending on the localization setting, the other items that appear in this field vary based on
+  location. In addition, other sections may appear in this tab based on location. It is recommended
+  to check with the payroll and/or accounting departments to ensure this section, as well as any
+  other sections relating to payroll that may appear, are filled in correctly.
+- :guilabel:`Application Settings`: enter the employee's :guilabel:`Billing Time Target` for the
+  billing rate leader board in the *Timesheets* application. Next, enter the :guilabel:`Hourly Cost`
+  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>`.
+
+  If applicable, enter the :guilabel:`Fleet Mobility Card` number.
+
+.. note::
+   Manufacturing costs are added to the costs for producing a product, if the value of the
+   manufactured product is **not** a fixed amount. This cost does **not** affect the *Payroll*
+   application.
 
 .. image:: new_employee/hr-settings.png
    :align: center
    :alt: Enter any information prompted in the HR Settings tab for the employee.
 
+.. _employees/docs:
+
 Documents
 =========
 
-All documents associated with an employee are stored in the :guilabel:`Documents` app. The number of
-documents associated with the employee appear in the :guilabel:`Documents` smart button above the
-employee record. Click on the smart button, and all the documents appear. For more information on
-the :guilabel:`Documents` app, refer to the :doc:`../../finance/documents` documentation.
+All employee-related documents are stored in the *Documents* app. The number of associated documents
+is displayed in the :guilabel:`Documents` smart button above the employee record. Click on the smart
+button to access all documents.
+
+Refer to :doc:`documentation <../../finance/documents>` on the *Documents* app for more information.
 
 .. image:: new_employee/documents.png
    :align: center