diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index a850b7c69..c5331a123 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -34,6 +34,18 @@ Any country-specific localizations are set up in the :guilabel:`Localization` se during the creation of the database. It is not recommended to alter the localization settings unless specifically required. +.. note:: + Odoo can handle a multi-company configuration. This is generally done when there is a main + company or office location, such as a headquarters, and there are other offices/branches around + the country or globe, that fall under that main company or headquarters. In Odoo, each company, + including the headquarters, would be setup as their own company/branch using the multi-company + method. + + Each individual company can have a different localization setting configured for that specific + company, since company locations can vary and be located anywhere in the world, where rules and + laws differ. For more information on companies refer to :doc:`this documentation + <../general/users/companies>` on setting up companies. + .. _payroll/work-entries-config: Work entries @@ -55,39 +67,45 @@ the *Timesheets* application, a :guilabel:`Work Entry Type` needs to be selected database. To view the current work entry types available, go to :menuselection:`Payroll --> Configuration --> -Work Entry Types`. +Work Entries --> Work Entry Types`. -Each work entry type has a code to aid in the creation of payslips, and ensure all taxes and fees +Each work entry type has a code to aid in the creation of payslips, and to ensure all taxes and fees are correctly entered. .. image:: payroll/work-entry-types.png :align: center - :alt: List of all work entry types currently available. + :alt: List of all work entry types currently available for use, with the payroll code and color. New work entry type ~~~~~~~~~~~~~~~~~~~ -To create a new work entry type, click the :guilabel:`Create` button. Enter the information on the -form: +To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` button, and enter the +information for the following sections on the form. + +General information section +*************************** - :guilabel:`Work Entry Type Name`: The name should be short and descriptive, such as `Sick Time` or `Public Holiday`. -- :guilabel:`Code`: This code appears with the work entry type on timesheets and payslips. Since the - code is used in conjunction with the *Accounting* application, it is advised to check with the - accounting department for a code to use. -- :guilabel:`Sequence`: The sequence determines the order that the work entry is computed in the - payslip list. -- Check boxes: If any of the items in the list applies to the work entry, check off the box by - clicking it. If :guilabel:`Time Off` is checked off, a :guilabel:`Time Off Type` field appears. - This field has a drop-down menu to select the specific type of time off, or a new type of time off - can be entered. +- :guilabel:`Payroll Code`: This code appears with the work entry type on timesheets and payslips. + Since the code is used in conjunction with the *Accounting* application, it is advised to check + with the accounting department for a code to use. +- :guilabel:`DMFA code`: This code is used to identify :abbr:`DMFA (De Multifunctionele Aangifte)` + entries on a corresponding DMFA report. The DMFA report is a quarterly report that Belgian-based + companies are required to submit for social security reporting purposes. This report states the + work done by the employees during the quarter, as well as the salaries paid to those employees. +- :guilabel:`External Code`: This code is used for exporting data to a third-party payroll service. + Check with the third-party being used in order to determine the :guilabel:`External Code` to enter + for the new work entry type. +- :guilabel:`SDWorx code`: This code is only for companies that use SDWorx, a payroll service + provider. +- :guilabel:`Color`: Select a color for the particular work entry type. -.. image:: payroll/new-work-entry.png - :align: center - :alt: New work entry type form. +Display in payslip section +************************** -- :guilabel:`Rounding`: The rounding method determines how timesheet entries are displayed on the - payslip. +- :guilabel:`Rounding`: The rounding method selected determines how quantities on timesheet entries + are displayed on the payslip. - :guilabel:`No Rounding`: A timesheet entry is not modified. - :guilabel:`Half Day`: A timesheet entry is rounded to the closest half day amount. @@ -99,32 +117,75 @@ form: entry remains 5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry is changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 hours. -Working times -------------- +Unpaid section +************** -To view the currently configured working times, go to :menuselection:`Payroll --> Configuration --> -Working Times`. The working times that are available for an employee's contracts and work entries -are found in this list. +- :guilabel:`Unpaid in Structures Types`: If the work entry is for work that is not paid, specify + which pay structure the unpaid work entry applies to from the drop-down menu. Some situations + where work would be logged on a timesheet but no compensation given would be for unpaid + internships, unpaid training, or volunteer work. -Working times are company-specific. Each company must identify each type of working time they use. -For example, an Odoo database containing multiple companies that use a standard 40-hour work week -needs to have a separate working time entry for each company that uses the 40-hour standard work -week. +Valid for advantages section +**************************** -.. image:: payroll/working-times.png +- :guilabel:`Meal Voucher`: If the work entry should count towards a meal voucher, check the box. +- :guilabel:`Representation Fees`: If the work entry should count towards representation fees, check + the box. +- :guilabel:`Private Car Reimbursement`: If the work entry should count towards a private car + reimbursement, check the box. + +Time off options section +************************ + +- :guilabel:`Time Off`: Check this box if the work entry type can be selected for a time off request + or entry in the *Time Off* application. If :guilabel:`Time Off` is checked, a :guilabel:`Time Off + Type` field appears. This field has a drop-down menu to select the specific type of time off, such + as `Paid Time Off`, `Sick Time Off`, or `Extra Hours` for example. A new type of time off can be + entered in the field if the listed types of time off in the drop-down menu do not display the type + of time off needed. +- :guilabel:`Keep Time Off Right`: This is for Belgian-specific companies only, and will not appear + for other localizations. Check this box if the work entry is for time off that will affect the + time off benefits for the following year. Workers are given time off each year according to the + government, and in some cases, time-off taken during a specific time period can affect how much + time off the employee will receive or accrue the following year. + +Reporting section +***************** + +- :guilabel:`Unforeseen Absence`: If the work entry should be visible on the unforeseen absences + report, check this box. + +.. image:: payroll/new-work-entry.png :align: center - :alt: All working times currently set up in the database. + :alt: New work entry type form with all fields to be filled in. -New working time -~~~~~~~~~~~~~~~~ +Working schedules +----------------- -To create a new working time, click the :guilabel:`Create` button. Enter the information on the +To view the currently configured working schedules, go to :menuselection:`Payroll --> Configuration +--> Work Entries --> Working Schedules`. The working schedules that are available for an employee's +contracts and work entries are found in this list. + +Working schedules are company-specific. Each company must identify each type of working schedule +they use. + +.. Example:: + An Odoo database containing multiple companies that use a standard 40-hour work week needs to + have a separate working schedule entry for each company that uses the 40-hour standard work week. + + A database with five companies that all use a standard 40-hour work week needs to have five + separate 40-hour working schedules configured. + +.. image:: payroll/working-schedules.png + :align: center + :alt: All working schedules available to use currently set up in the database for the company. + +New working schedule +~~~~~~~~~~~~~~~~~~~~ + +To create a new working schedule, click the :guilabel:`New` button, and enter the information on the form. -.. image:: payroll/new-working-times.png - :align: center - :alt: New working type form. - The fields are auto-populated for a regular 40-hour work week but can be modified. First, change the name of the working time by modifying the text in the :guilabel:`Name` field. Next, make any adjustments to the days and times that apply to the new working time. @@ -138,8 +199,13 @@ by typing in the time. The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour format. For example, `2:00 PM` would be entered as `14:00`. -If the working time should be in a two-week configuration, click the :guilabel:`Switch To 2 Week -Calendar` button. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`. +If the working time should be in a two-week configuration, click the :guilabel:`Switch to 2 weeks +calendar` button in the top left. This creates entries for an :guilabel:`Even week` and an +:guilabel:`Odd week`. + +.. image:: payroll/new-working-schedule.png + :align: center + :alt: New working schedule form. Salary ====== @@ -162,7 +228,7 @@ end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` stru within the `Employee` structure type. The different structure types can be seen by going to :menuselection:`Payroll --> Configuration --> -Structure Types`. +Salary --> Structure Types`. There are two default structure types configured in Odoo: *Employee* and *Worker*. Typically, *Employee* is used for salaried employees, which is why the wage type is *Monthly Fixed Wage*, and @@ -170,15 +236,87 @@ There are two default structure types configured in Odoo: *Employee* and *Worker .. image:: payroll/structure-type.png :align: center - :alt: List of all structure types. + :alt: List of all currently configured structure types available to use. -Click the :guilabel:`Create` button to make a new structure type. Most fields are pre-populated, but -all fields can be edited. Once the fields are edited, click the :guilabel:`Save` button to save the -changes, or click :guilabel:`Discard` to delete the entry. +New structure type +------------------ + +To make a new structure type, click the :guilabel:`New` button and a structure type form appears. +Enter the information in the fields. Most fields are pre-populated, but all the fields can be +modified. + +- :guilabel:`Structure Type`: Enter the name for the new structure type, such as 'Employee' or + 'Worker'. +- :guilabel:`Country`: Select the country that the new structure type applies to from the drop-down + menu. +- :guilabel:`Wage Type`: Select what type of wage the new structure type will use, either + :guilabel:`Monthly Fixed Wage` or :guilabel:`Hourly Wage`. If the wage type is going to be used + for salaried employees who receive the same wage every pay period, select :guilabel:`Monthly Fixed + Wage`. If the wage type is going to be used for employees who receive wages based on how many + hours they worked during a pay period, select :guilabel:`Hourly Wage`. +- :guilabel:`Default Scheduled Pay`: Select the typical pay schedule for the new structure type from + the drop-down menu. Options are :guilabel:`Monthly`, :guilabel:`Quarterly`, + :guilabel:`Semi-annually`, :guilabel:`Annually`, :guilabel:`Weekly`, :guilabel:`Bi-weekly`, + :guilabel:`Bi-monthly`. This indicates how often this type of structure type is paid out. +- :guilabel:`Default Working Hours`: Select the default working hours for the new structure type + from the drop-down menu. All available working hours for the currently selected company appear in + the drop-down menu. The default working hours that are pre-configured in Odoo is the + :guilabel:`Standard 40 hours/week` option. If the needed working hours do not appear in the list, + a :ref:`new set of default working hours can be created `. +- :guilabel:`Regular Pay Structure`: Type in the name for the regular pay structure. +- :guilabel:`Default Work Entry Type`: Select the default type of work entry the new structure type + will fall under from the drop-down menu. Options include :guilabel:`Attendance`, + :guilabel:`Overtime Hours`, :guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`, + :guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, :guilabel:`Paid Time + Off`, and :guilabel:`Out Of Contract`. .. image:: payroll/new-structure.png :align: center - :alt: New structure type box. + :alt: New structure type form to fill out when creating a new structure type. + +.. _new-default-working-hours: + +New default working hours +~~~~~~~~~~~~~~~~~~~~~~~~~ + +To make new default working hours, type the name for the new working hours in the :guilabel:`Default +Working Hours` field on the new structure type form. Click :guilabel:`Create and edit`. A default +working hours form will pop up. The default working hours form has two sections, a general +information section and a tab listing out all the individual working hours by day and time. When the +form is filled out, click :guilabel:`Save & Close`. + +- :guilabel:`Name`: Type in the name for the new default working hours. This should be descriptive + and clear to understand, such as `Standard 20 Hours/Week`. +- :guilabel:`Company`: Select the company that can use these new default working hours from the + drop-down menu. Keep in mind, working hours are company-specific and cannot be shard between + companies. Each company needs to have their own working hours set. +- :guilabel:`Average Hour Per Day`: The average hours per day field will be auto-populated based on + the working hours configured in the *Working Hours* tab. This entry affects resource planning, + since the average daily hours affect what resources can be used, and in what quantity, per work + day. +- :guilabel:`Timezone`: Select the timezone that the new default working hours will be used for from + the drop-down menu. +- :guilabel:`Company Full Time`: Enter the number of hours per week an employee would need to work + in order to be considered a full-time employee. Typically, this is approximately 40 hours, and + this number affects what types of benefits an employee can receive based on their employment + status (full-time vs part-time). +- :guilabel:`Work Time rate`: This percentage is auto-generated based on the entry for the + :guilabel:`Company Full Time` and the working hours configured in the *Working Hours* tab. This + number should be between `0.00%` and `100%`, so if the percentage is above `100%`, it is an + indication that the working times and/or :guilabel:`Company Full Time` hours need adjustment. +- :guilabel:`Working Hours` Tab: This tab is where each day's specific working hours are listed. + When a new default working hour form is created, the working hours tab is pre-populated with a + default 40-hour week, with each day divided into three timed sections. Every day has morning + (8:00-12:00), lunch (12:00-13:00), and evening (13:00-17:00) hours configured using a 24 hour time + format. To adjust any of these hours, click on the specific field to adjust, and make the + adjustment using the drop-down menus, or in the specific case of the times, type in the desired + time. + + .. note:: + If the working hours are not consistent each week, and the hours are on a bi-weekly schedule + instead, click the :guilabel:`Switch to 2 week calendar` button at the top of the new default + working hours form. This will change the working hours tab to display two weeks of working + times that can be adjusted. Structures ---------- @@ -191,42 +329,34 @@ employees are paid, and how their pay is calculated. For example, a common struc useful to add may be a `Bonus`. To view all the various structures for each structure type, go to :menuselection:`Payroll --> -Configuration --> Structures`. +Configuration --> Salary --> Structures`. + +Each :ref:`structure type ` lists the various structures associated with +it. Each structure contains a set of rules that define it. .. image:: payroll/salary-structure.png :align: center :alt: All available salary structures. -Each :ref:`structure type ` lists the various structures associated with -it. Each structure contains a set of rules that define it. - Click on a structure to view its :guilabel:`Salary Rules`. These rules are what calculate the payslip for the employee. .. image:: payroll/structure-regular-pay-rules.png :align: center - :alt: Salary structure details for Regular Pay. + :alt: Salary structure details for Regular Pay, listing all the specific Salary Rules. Rules ----- Each structure has a set of *salary rules* to follow for accounting purposes. These rules are -configured by the localization, and affect the *Accounting* application, so modifications to the -default rules, or the creation of new rules, should only be done when necessary. +configured by the localization, and affect actions in the *Accounting* application, so modifications +to the default rules, or the creation of new rules, should only be done when necessary. -To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Rules`. Click on a -structure (such as :guilabel:`Regular Pay`) to view all the rules. +To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Salary --> Rules`. +Click on a structure (such as :guilabel:`Regular Pay`) to view all the rules. -.. image:: payroll/rules.png - :align: center - :alt: Rules for each salary structure type. - -To make a new rule, click :guilabel:`Create`. A new rule form appears. Enter the information in the -fields, then click :guilabel:`Save`. - -.. image:: payroll/new-rule.png - :align: center - :alt: Enter the information for the new rule. +To make a new rule, click :guilabel:`New`. A new rule form appears. Enter the information in the +fields. The required fields for a rule are: @@ -234,7 +364,8 @@ The required fields for a rule are: - :guilabel:`Category`: Select a category the rule applies to from the drop-down menu, or enter a new one. - :guilabel:`Code`: Enter a code to be used for this new rule. It is recommended to coordinate with - the accounting department for a code as this will affect them. + the accounting department for a code to use as this will affect accounting reports and payroll + processing. - :guilabel:`Salary Structure`: Select a salary structure the rule applies to from the drop-down menu, or enter a new one. - :guilabel:`Condition Based on`: In the :guilabel:`General` tab, select from the drop-down menu @@ -246,29 +377,39 @@ The required fields for a rule are: Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be entered next. +.. image:: payroll/new-rule.png + :align: center + :alt: Enter the information for the new rule on the new rule form. + Rule parameters --------------- .. note:: Currently, the :guilabel:`Rule Parameters` feature found inside the :menuselection:`Payroll app - --> Configuration` menu is still in development and only serves a specific use case for Belgian - markets. The documentation will be updated when this section has matured to more markets. + --> Configuration --> Salary --> Rule Parameters` menu is still in development and only serves a + specific use case for Belgian markets. The documentation will be updated when this section has + matured to more markets. Other input types ----------------- When creating payslips, it is sometimes necessary to add other entries for specific circumstances, like expenses, reimbursements, or deductions. These other inputs can be configured by going to -:menuselection:`Payroll --> Configuration --> Other Input Types`. +:menuselection:`Payroll --> Configuration --> Salary --> Other Input Types`. .. image:: payroll/other-input.png :align: center - :alt: Other input types for payroll. + :alt: A list of other input types for payroll that can be selected when creating a new entry for + a payslip. -To create a new input type, click the :guilabel:`Create` button. Enter the :guilabel:`Description`, -the :guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure` -field. Click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete -the entry. +To create a new input type, click the :guilabel:`New` button. Enter the :guilabel:`Description`, the +:guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure` +field. + +.. important:: + The :guilabel:`Code` is used in the salary rules to compute payslips. If the + :guilabel:`Availability in Structure` field is left blank, it indicates that the new input type + is available for all payslips and is not exclusive to a specific structure. .. image:: payroll/input-type-new.png :align: center @@ -278,9 +419,10 @@ Salary package configurator =========================== The various options under the :guilabel:`Salary Package Configurator` section of the -:menuselection:`Payroll --> Configuration` menu all affect an employee's potential salary. These -sections (:guilabel:`Advantages`, :guilabel:`Personal Info`, and :guilabel:`Resume`) specify what -benefits can be offered to an employee in their salary package. +:menuselection:`Payroll --> Configuration --> Salary Package Configurator` menu all affect an +employee's potential salary. These sections (:guilabel:`Advantages`, :guilabel:`Personal Info`, +:guilabel:`Resume`, and :guilabel:`Offers`) specify what benefits can be offered to an employee in +their salary package. Depending on what information an employee enters (such as deductions, dependents, etc.), their salary is adjusted accordingly. When an applicant applies for a job on the company website, the @@ -290,25 +432,30 @@ what is populated as the applicant enters information. Advantages ---------- -When offering potential employees a position, there can be certain *advantages* set in Odoo in -addition to the salary to make the offer more appealing (such as extra time off, access to a company -car, reimbursement for a phone or internet, etc.). +When offering potential employees a position, there can be certain *advantages* or benefits set in +Odoo in addition to the salary to make an offer more appealing (such as extra time off, the use of a +company car, reimbursement for a phone or internet, etc.). -To see the advantages, go to :menuselection:`Payroll --> Configuration --> Advantages`. Advantages -are grouped by :guilabel:`Structure type`. +To see the advantages, go to :menuselection:`Payroll --> Configuration --> Salary Package +Configurator --> Advantages`. Advantages are grouped by :guilabel:`Structure type`, and the +advantage listed for a particular structure type is only available for that specific structure. .. image:: payroll/advantages.png :align: center - :alt: Settings available for payroll. + :alt: A list view of all the advantages or benefits that is available for each structure type. -To make a new advantage, click the :guilabel:`Create` button. Enter the information in the fields, -then click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete -the entry. +.. example:: + A company has two structure types, one labeled :guilabel:`Employee`, and anther labeled + :guilabel:`Intern`. The :guilabel:`Employee` structure type contains an advantage of using a + company car, while the :guilabel:`Intern` structure type does not. Instead, the + :guilabel:`Intern` structure type has a meal voucher advantage available, while the + :guilabel:`Employee` structure type does not. -.. image:: payroll/new-advantage.png - :align: center - :alt: List of advantages employee's can have. + A person hired under the :guilabel:`Employee` structure type can use a company car, but cannot + have meal vouchers. The opposite is true for someone hired under the :guilabel:`Intern` structure + type. They would have meal vouchers available to them, not the use of a company car. +To make a new advantage, click the :guilabel:`New` button, and enter the information in the fields. The required fields for an advantage are: - :guilabel:`Name`: Enter the name for the advantage. @@ -319,52 +466,92 @@ The required fields for an advantage are: :guilabel:`Monthly Advantages in Cash`, or :guilabel:`Yearly Advantages in Cash`. - :guilabel:`Salary Structure Type`: Select from the drop-down menu which salary structure type this advantage applies to. +- :guilabel:`Display Type`: Select from the drop-down menu how this advantage is displayed. + +.. image:: payroll/new-advantage.png + :align: center + :alt: List of advantages employee's can have. Personal info ------------- -Every employee in Odoo has an *employee card* that includes all of their personal information, -resume, work information, and documents. To view an employee's card, go to the main -:menuselection:`Payroll` app dashboard, and click on the employee's card, or go to -:menuselection:`Payroll --> Employees --> Employees` and click on the employee's card. Employee -cards can also be viewed by going to the :menuselection:`Employees` app. +Every employee in Odoo has an *employee card* which is created when a candidate becomes an +employee. This card includes all of their personal information, resume, work information, and +documents. + +The personal information is gathered from the salary package configurator section that a +candidate fills out after being offered a position. This personal information is then transferred to +the employee card when they are hired. + +To view an employee's card, go to the main :menuselection:`Employees` app dashboard, and click on +the employee's card. .. note:: An employee card can be thought of as an employee personnel file. The *Personal Information* section lists all of the fields that are available to enter on the -employee's card. To access this section, go to :menuselection:`Payroll --> Configuration --> -Personal Info`. +employee's card. To access this section, go to :menuselection:`Payroll --> Configuration --> Salary +Package Configurator --> Personal Info`. .. image:: payroll/personal-info.png :align: center - :alt: Personal information that appear on employee cards to enter. + :alt: A list of all the personal information that appears on employee card to enter. -To edit an entry, select it from the list. Then, click the :guilabel:`Edit` button, and modify the -entry. When done, click :guilabel:`Save` or :guilabel:`Discard` to save the information or cancel -the edits. +To edit a personal info entry, select the entry from the list, and modify the personal info. To +create a new personal info entry, click the :guilabel:`New` button. + +The required fields, aside from entering the :guilabel:`Information` name, are :guilabel:`Related +Model`, :guilabel:`Related Field`, and :guilabel:`Category`. Select a :guilabel:`Related Model` from +the drop-down menu. :guilabel:`Employee` populates the field by default, but the :guilabel:`Bank +Account` option is also available if the information is related to a bank account instead. Select a +:guilabel:`Related Field` from the drop-down menu that best describes what kind of personal +information this entry is, and where it is going to be stored in the backed. Then, select a +:guilabel:`Category` from the drop-down menu that the personal information should be under, such as +:guilabel:`Address` or :guilabel:`Personal Documents`. + +The two most important fields on the personal info form are :guilabel:`Is Required` and +:guilabel:`Display Type`. Checking the :guilabel:`Is Required` box makes the field mandatory on the +employee's card. The :guilabel:`Display Type` drop-down menu allows for the information to be +entered in a variety of ways, from a :guilabel:`Text` box, to a customizable :guilabel:`Radio` +button, a :guilabel:`Checkbox`, a :guilabel:`Document`, and more. .. image:: payroll/personal-new.png :align: center :alt: New personal information entry. -The two most important fields on the personal info form are :guilabel:`Is Required` and -:guilabel:`Display Type`. Checking the :guilabel:`Is Required` box makes the field mandatory on the -employee's card. - -The :guilabel:`Display Type` drop-down menu allows for the information to be entered in a variety of -ways, from a :guilabel:`Text` box, to a customizable :guilabel:`Radio` button, a -:guilabel:`Checkbox`, a :guilabel:`Document`, and more. - -Once the information is entered, click the :guilabel:`Save` button to save the entry. - Resume ------ .. note:: Currently, the :guilabel:`Resume` feature found inside the :menuselection:`Payroll app --> - Configuration` menu is still in development and only serves a specific use case for Belgian - markets. The documentation will be updated when this section has matured to more markets. + Configuration --> Salary Package Configurator --> Resume` menu is still in development and only + serves a specific use case for Belgian markets. The documentation will be updated when this + section has matured to more markets. + +Offers +------ + +When a candidate is offered a position, there are several items that need to be tracked in order +for a business to stay organized, such as where in the offer process the candidate is, how long the +offer is valid for, as well as all the offer details. These details are all stored in each *offers* +record. + +To view all offers, go to :menuselection:`Payroll --> Configuration --> Salary Package Configurator +--> Offers`. All offers that have been sent to either potential candidates or current employees +appears in this list. The status, offer start date and expiration date, amount of the contract, and +more, can all be found in this list. Offers sent via the :guilabel:`Recruitment` application appear +here, but there is an option to create a new offer from the :guilabel:`Payroll` application as well. + +.. image:: payroll/offers.png + :align: center + :alt: A list of all offers given to a current employee or potential candidate along with the + status of the offer. + +To create a new offer, click the :guilabel:`New` button. The two required fields are the +:guilabel:`Contract Template`, and the :guilabel:`Company`. Select the :guilabel:`Contract Template` +and :guilabel:`Company` from the drop-down menus. Fill in any other details for the offer, such as +the :guilabel:`Job Title`, :guilabel:`Department`, the :guilabel:`Contract Start Date` and the +:guilabel:`Offer Validity Date`. .. toctree:: :titlesonly: diff --git a/content/applications/hr/payroll/advantages.png b/content/applications/hr/payroll/advantages.png index 0c0876168..b8710fac0 100644 Binary files a/content/applications/hr/payroll/advantages.png and b/content/applications/hr/payroll/advantages.png differ diff --git a/content/applications/hr/payroll/input-type-new.png b/content/applications/hr/payroll/input-type-new.png index 1a287e8f4..44cf9adb3 100644 Binary files a/content/applications/hr/payroll/input-type-new.png and b/content/applications/hr/payroll/input-type-new.png differ diff --git a/content/applications/hr/payroll/new-advantage.png b/content/applications/hr/payroll/new-advantage.png index b96fac71b..3ea5877e5 100644 Binary files a/content/applications/hr/payroll/new-advantage.png and 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