[IMP] employees: larm made targeted edits for 16 and updated pics

closes odoo/documentation#7125

X-original-commit: 5413bd1c5d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/hr/employees/new_employee.rst

@@ -1,15 +1,14 @@
-==================
-Add a new employee
-==================
+=====================
+Create a new employee
+=====================
 
-When a new employee is hired, the first step is to create a new employee form. Starting in the
-:menuselection:`Employees` app dashboard, click the :guilabel:`Create` button to create a new
-employee form. Fill out the required information (underlined in bold) and any additional details,
-then click :guilabel:`Save`.
+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.
 
 .. image:: new_employee/new-employee-form.png
    :align: center
-   :alt: Create a new employee card.
+   :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
@@ -18,6 +17,9 @@ then click :guilabel:`Save`.
 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.
+
 Required fields
 ---------------
 
@@ -27,22 +29,50 @@ Required fields
 
 .. image:: new_employee/employee-new.png
    :align: center
-   :alt: Create a new employee card.
+   :alt: A new employee form with the required fields highlighted.
 
 Optional fields
 ---------------
 
-- :guilabel:`Photo`: In the top right image box of the employee card, 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.
+- :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.
+
+  .. 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.
+
+     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.
+
+     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.
+
+     .. 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
-  cards. There is no limit to the amount of tags that can be added.
-- Work Contact Information: Enter the employees :guilabel:`Work Mobile`, :guilabel:`Work Phone`,
+  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.
 
 .. note::
    After a :guilabel:`Manager` is selected, if the :guilabel:`Coach` field is blank, the selected
@@ -50,8 +80,8 @@ Optional fields
 
 .. tip::
    To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, :guilabel:`Coach`, or
-   :guilabel:`Company`, click the :guilabel:`External Link` button next to the respective selection.
-   The :guilabel:`External Link` button opens the selected form, allowing for modifications. Click
+   :guilabel:`Company`, click the :guilabel:`Internal Link` arrow next to the respective selection.
+   The :guilabel:`Internal Link` arrow opens the selected form, allowing for modifications. Click
    :guilabel:`Save` after any edits are made.
 
 Additional information tabs
@@ -64,17 +94,20 @@ Resumé
 ~~~~~~
 
 Next, enter the employee's work history in the :guilabel:`Resumé` tab. Each resumé line must be
-entered individually. Click :guilabel:`Create a New Entry`, and the :guilabel:`Create Resumé lines`
-form appears. Enter the following information for each entry.
+entered individually. When creating an entry for the first time, click :guilabel:`Create a new
+entry`, and the :guilabel:`Create Resumé lines` form appears. After an entry is added, the
+:guilabel:`Create a new entry` button is replaced with an :guilabel:`Add` button. Enter the
+following information for each entry.
 
 .. image:: new_employee/resume-lines.png
    :align: center
-   :alt: Add information for the previous work experience in this form.
+   :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:`Education`, :guilabel:`Internal Certification`, :guilabel:`Internal Training`, or type
-  in a new entry.
+  :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
@@ -88,35 +121,37 @@ another resumé line.
 
 .. note::
    After the new employee form is saved, the current position and company is automatically added to
-   the :guilabel:`Resumé` tab as :guilabel:`Experience`, with the end date listed as
-   :guilabel:`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 a resumé line
-is created. Click the :guilabel:`Create a New Entry` button under :guilabel:`Skills` and a
-:guilabel:`Create Skills` form appears. Fill in the information on the form.
+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.
 
 .. image:: new_employee/create-skills.png
    :align: center
-   :alt: Create a new skill for the employee.
+   :alt: A skill form with the information filled out.
 
 - :guilabel:`Skill Type`: Select a :ref:`skill type <employees/skill-types>` by clicking the radio
   button next to the skill type.
-- :guilabel:`Skill`: The corresponding skills associated with the 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 one.
+- :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
-  Type` appear in a drop-down menu. Select a skill level, then the progress bar automatically
-  displays the pre-defined progress for that skill level. Skill levels and progress can be modified
-  in the :guilabel:`Skill Level` pop-up form, which is accessed via the :guilabel:`External Link`
-  button next to :guilabel:`Skill Level` field.
+  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
-entry to add, or click the :guilabel:`Save & New` button to save the current entry and create
-another skill.
+skill to add, or click the :guilabel:`Save & New` button to save the current entry and immediately
+create a new entry.
 
 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
@@ -124,74 +159,108 @@ section.
 
 .. _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 --> Skill Types` to view the currently configured
-skill types and create new skill types. Click :guilabel:`Create` and a new :guilabel:`Skill Type`
-form appears. Fill out all the details and then click :guilabel:`Save`. Repeat this for all the
-skill types needed.
+: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.
 
-- :guilabel:`Skill Type`: Enter the name of the skill type. This should be somewhat generic, since
-  the specific skills listed will be housed under this category.
-- :guilabel:`Skills`: Click :guilabel:`Add a line` and enter the information for the new skill, then
-  repeat for all other needed skills.
+- :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 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.
+  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.
 
   .. 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, either click
-     :guilabel:`Save & Close` or :guilabel:`Save & New`.
+     :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
+     Default` on the `Beginner` line to set this as the default skill level.
 
-     .. image:: new_employee/math-skills.png
-        :align: center
-        :alt: Add new math skills and levels with the skill types form.
+       .. image:: new_employee/math-skills.png
+          :align: center
+          :alt: A skill form for a Math skill type, with all the information entered.
 
-Work information tab
+Work Information tab
 --------------------
 
-The :guilabel:`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. Enter the following
-information for the new employee.
+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.
 
-- :guilabel:`Location`: Select the :guilabel:`Work Address` and :guilabel:`Work Location` from the
-  corresponding drop-down menus. The work address :guilabel:`External Link` button opens up the
-  selected company form in a window, and allows for editing. The :guilabel:`Work Location` is the
-  specific location details, such as a floor or building. If a new work location is needed, add the
-  location by typing it in the field.
-- :guilabel:`Approvers`: Using the drop-down menus, select the users responsible for approving
-  :guilabel:`Time Off`, :guilabel:`Expenses`, and :guilabel:`Timesheets` for the employee. The
-  :guilabel:`External Link` button opens a form with the approver's :guilabel:`Name`,
-  :guilabel:`Email Address`, :guilabel:`Company`, :guilabel:`Phone`, and :guilabel:`Mobile` fields.
-  These can be modified, if needed. Click :guilabel:`Save` after making any edits.
-- :guilabel:`Schedule`: Select the :guilabel:`Working Hours` and :guilabel:`Timezone` (both
-  required) for the employee. The :guilabel:`External Link` button opens up a detailed view of the
-  specific daily working hours. Working hours can be modified or deleted here. Click
-  :guilabel:`Save` to save any changes.
-- :guilabel:`Planning`: The :guilabel:`Planning` section affects the *Planning* app, and will only
-  appear if the *Planning* app is installed. Click on a planning role from the drop-down menu for
-  both the :guilabel:`Default Planning Role` and the :guilabel:`Planning Roles` fields to add a
-  role. There is no limit to the amount of :guilabel:`Planning Roles` that can be selected for an
-  employee, but there can only be one :guilabel:`Default Planning Role`. The default is the
-  *typical* role that the employee performs, where the :guilabel:`Planning Roles` are *all* the
-  specific roles the employee is able to perform.
+- :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
+  :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:`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`).
 
-  .. image:: new_employee/work-info.png
-     :align: center
-     :alt: Add the work information to the Work Information tab.
+  .. 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
+     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.
+
+  .. 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:`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`.
 
 .. 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*.
+
+.. 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.
+   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.
 
    - 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
@@ -214,125 +283,129 @@ information for the new employee.
    go to the :menuselection:`Payroll app --> Configuration --> Working Times`, and add a new working
    time or edit an existing one.
 
-   After the new working time is created, set the working hours for the employee.
+   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.
 
-Private information tab
+Private Information tab
 -----------------------
 
-No information in the :guilabel:`Private Information` tab is required, however, some information in
-this section may be critical for the company's payroll department. In order to properly process
-payslips and ensure all deductions are accounted for, the employee's personal information should be
-entered.
+No information in the :guilabel:`Private Information` tab is required to create an employee,
+however, some information in this section may be critical for the company's payroll department. In
+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:`Marital Status`, :guilabel:`Emergency
-Contact`, :guilabel:`Education`, :guilabel:`Citizenship`, :guilabel:`Dependant`, and :guilabel:`Work
-Permit` information is entered. Fields are entered either using a drop-down menu, clicking a check
-box, or typing in the information.
+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
+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:`External Link` button to
-  open the address form. On the address form, enter the necessary details, then click
-  :guilabel:`Save`
+  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.
 
-  Some other information in the :guilabel:`Private Contact` section may auto-populate, if the
-  address is already listed in 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`.
 
-  Next, enter the employee's :guilabel:`Email` address and :guilabel:`Phone` number in the
-  corresponding fields.
-
-  Select the employee's preferred :guilabel:`Language` from the drop-down menu.
-
-  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` for
-  appears. Fill in the information, then click :guilabel:`Save`.
-
-  Finally, enter the :guilabel:`Home-Work Distance` in the field. This field is only necessary if
-  the employee is receiving any type of commuter benefits.
-
-- :guilabel:`Marital Status`: Select either :guilabel:`Single`, :guilabel:`Married`,
-  :guilabel:`Legal Cohabitant`, :guilabel:`Widower`, or :guilabel:`Divorced` from the drop-down
-  menu.
-- :guilabel:`Emergency`: Type in the name and phone number of the employee's emergency contact.
+  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:`Citizenship`: This section houses all the information relevant to the citizenship of
-  the employee. Some selections use a drop-down menu, as does the :guilabel:`Nationality (Country)`,
-  :guilabel:`Gender`, and :guilabel:`Country of Birth` sections. The :guilabel:`Date of Birth` uses
-  a calendar module to select the date. First, click on the name of the month, then the year, to
+- :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,
+  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
+  of the employee's emergency contact in the respective fields.
+- :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`,
-  :guilabel:`Passport No`, and :guilabel:`Place of Birth` fields.
-- :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` 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`.
+  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.
 
-.. image:: new_employee/private-info.png
-   :align: center
-   :alt: Add the private information to the Private Information tab.
-
-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 :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
+- :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.
+
+   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.
+
+   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:`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
+  :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.
 
 .. image:: new_employee/hr-settings.png
    :align: center
    :alt: Enter any information prompted in the HR Settings tab for the employee.
 
-.. _employees/related-user:
-
-.. 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.
-
-   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.
-
 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>`.
+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.
 
 .. image:: new_employee/documents.png
    :align: center