[ADD] Attendances: moving check in section to new doc
closes odoo/documentation#9569
X-original-commit: aef490c600
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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Attendances
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===========
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.. toctree::
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:titlesonly:
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attendances/hardware
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Odoo's *Attendances* application functions as a time clock. Employees are able to check in and out
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of work using a dedicated device in kiosk mode, while users are also able to check in and out of
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work directly from the database. Managers can quickly see who is available at any given time, create
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@ -20,28 +15,26 @@ checking out of work earlier than expected.
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Access rights
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=============
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It is important to understand how the different access rights affect what users can access in the
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*Attendances* application.
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It is important to understand how the different access rights affect what options and features users
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can access in the *Attendances* application.
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Every user in the database is always able to access their own information on the dashboard and can
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check in and out directly from the database. Access to all the other features is determined by
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access rights.
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Every user in the database is able to check in and out directly from the database, without needing
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access to the *Attendances* application. Additionally, all users can access their own attendance
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records from their employee form in the *Employees* app.
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To see what access rights a user has, navigate to the :menuselection:`Settings application --> Users
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& Companies: Users`, and click on an individual user. The :guilabel:`Access Rights` tab is visible
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by default. Scroll down to the :guilabel:`Human Resources` section to see the setting. For the
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Access to both the *Attendances* application, and the various features within the application is
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determined by access rights.
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To see what access rights a user has, navigate to the :menuselection:`Settings app --> Users &
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Companies: Users`, and click on an individual user. The :guilabel:`Access Rights` tab is visible by
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default. Scroll down to the :guilabel:`Human Resources` section to see the setting. For the
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:guilabel:`Attendances` field, the options are either to leave the field blank or select
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:guilabel:`Administrator`.
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If the :guilabel:`Administrator` option is selected, the user has full access to the entire
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*Attendances* application, with no restrictions. They can view all employee attendance records,
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enter kiosk mode from the application, access all reporting metrics, and make modifications to the
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settings.
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If left blank, the user can only view their own information on the *Attendances* application
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dashboard and can view their own personal attendance records under the reporting feature. All other
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attendance records are hidden from view on the report. There is no access to either the kiosk mode
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or the configuration menu.
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enter *Kiosk mMode* from the application, access all reporting metrics, and make modifications to
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the settings. If left blank, the user does **not** have access to the *Attendances* application.
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.. _attendances/approvers:
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@ -158,92 +151,6 @@ time is not logged.
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activated, the extra hours can be :ref:`deducted from an approved time off request
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<time_off/deduct-extra-hours>`.
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.. _attendances/check-in:
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Check in and out via the database
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=================================
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Odoo's *Attendances* application allows users who are logged into the database to check in and out,
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without needing to go into the *Attendances* application, or use a kiosk. For some smaller
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companies, where every employee is also a user, this feature may be useful.
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A user can check in and out on the main database dashboard, as well as in any application. In the
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upper right corner of the top main menu, which is always visible regardless of what application the
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user is in, a :guilabel:`🔴 (red circle)` or :guilabel:`🟢 (green circle)` is visible. Click on the
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colored circle to reveal the attendance widget, enabling the user to check in and/or out.
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.. image:: attendances/top-menu.png
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:align: center
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:alt: Top right main menu with check in button highlighted.
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Check in
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--------
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If the attendance widget circle is red, this indicates the user is not currently checked in. Click
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the :guilabel:`🔴 (red circle)` and the attendance widget appears, displaying a green
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:guilabel:`Check in ➡️` button.
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.. image:: attendances/check-in.png
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:align: center
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:alt: Top right main menu with check in button highlighted.
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When the user checks in from the database, the *Attendances* app logs the location details for the
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user, including the IP Address and GPS coordinates.
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.. important::
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For the *Attendances* app to log the location details, the user must allow their computer to
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access their location information.
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If the user has not checked in and out already during the current work day, this button is the only
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visible item in the widget. If the user has previously checked in and out, a :guilabel:`Total today`
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field appears above the button, and the total amount of time that has been logged for the day
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appears beneath that field, in an :guilabel:`HH:MM` (hours:minutes) format.
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Click the :guilabel:`Check in ➡️` button to check in. The :guilabel:`🔴 (red circle)` in the top
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menu changes to green, and the widget changes appearance as well. The widget updates to reflect that
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the user has checked in, by changing the green :guilabel:`Check in ➡️` button to a yellow
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:guilabel:`Check out ➡️` button.
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Click anywhere on the screen to close the attendance widget.
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Check out
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---------
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If the user is checking out for the first time, :guilabel:`Since HH:MM (AM/PM)` appears at the top
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of the widget, with the time the user checked in populating the time field. Beneath that line,
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:guilabel:`HH:MM` is displayed, indicating the hours and minutes that have elapsed since checking
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in. As time passes, this value is updated to reflect the hours and minutes that have passed since
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the user checked in.
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If the user has previously checked in and out, additional fields are presented. A :guilabel:`Before
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HH:MM (AM/PM)` field appears in addition to the :guilabel:`Since HH:MM (AM/PM)` field. The time
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displayed in both of these fields are populated with the most recent check in time, and will match.
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Beneath the :guilabel:`Before HH:MM (AM/PM)` field, the previously logged hours are displayed, in an
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:guilabel:`HH:MM` (hours:minutes) format.
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In addition, beneath both of these fields, a :guilabel:`Total today` field appears. This field is
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the sum of both the :guilabel:`Before HH:MM (AM/PM)` and :guilabel:`Since HH:MM (AM/PM)` fields, and
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is the total time that will be logged for the user, if they were to log out at that moment.
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As time passes, both the :guilabel:`Since HH:MM (AM/PM)` and :guilabel:`Total today` fields are
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updated live. To check out, click the yellow :guilabel:`Check out ➡️` button. The attendance widget
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updates again, displaying the :guilabel:`Total today` field with the logged time, and the yellow
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:guilabel:`Check out ➡️` button changes to a green :guilabel:`Check in ➡️` button.
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When the user checks out from the database, the *Attendances* app logs the location details for the
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user. This information is **only** logged if the user allows their computer to access this
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information.
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.. image:: attendances/check-in-database-message.png
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:align: center
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:alt: The pop-up that appears when an employee checks in inside the database.
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.. tip::
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There is no limit to the amount of times a user can check in and check out. Users are able to
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check in and out without any time elapsing (a value of 00:00). Each time an employee logs in and
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out, the information is stored and appears on the dashboard, including check ins and check outs
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with no time value.
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.. _attendances/kiosk-mode-entry:
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Kiosk mode
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@ -548,3 +455,13 @@ button and a pop-up appears. Select the desired spreadsheet, and click :guilabel
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.. image:: attendances/reporting.png
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:align: center
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:alt: The default report view, with all the optional view buttons highlighted.
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.. seealso::
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- :doc:`attendances/check_in_check_out`
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- :doc:`attendances/hardware`
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.. toctree::
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:titlesonly:
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attendances/check_in_check_out
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attendances/hardware
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content/applications/hr/attendances/check_in_check_out.rst
Normal file
88
content/applications/hr/attendances/check_in_check_out.rst
Normal file
@ -0,0 +1,88 @@
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================
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Check in and out
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================
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Odoo's *Attendances* application allows users, who are logged into the database, to check in and
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out, without needing to go into the *Attendances* application, or use a kiosk. For smaller
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companies, where every employee is also a user, this feature may be useful.
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A user can check in and/or out on the main database Odoo dashboard, or while inside any application.
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To do so, in the upper-right corner of the top main header menu, which is always visible regardless
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of what application the user is in, a :guilabel:`🔴 (red circle)` or :guilabel:`🟢 (green circle)`
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is visible. Click on the colored circle to reveal the attendance widget, enabling the user to check
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in and/or out.
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.. image:: check_in_check_out/top-menu.png
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:align: center
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:alt: Top right main menu with check in button highlighted.
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.. _attendances/check-in:
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Check in
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========
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If the attendance widget circle is red, this indicates the user is not currently checked in. Click
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the :guilabel:`🔴 (red circle)`, and the attendance widget appears, displaying a green
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:guilabel:`Check in` :icon:`fa-sign-in` button.
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.. image:: check_in_check_out/check-in.png
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:align: center
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:alt: Top right main menu with check in button highlighted.
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When the user checks in from the database, the *Attendances* app logs the location details for the
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user, including the IP Address and GPS coordinates.
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.. important::
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For the *Attendances* app to log the location details, the user must allow their computer to
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access their location information.
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If the user has not already checked in and out during the current work day, this button is the only
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visible item in the widget. If the user has previously checked in and out, a :guilabel:`Total today`
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field appears above the button, and the total amount of time that has been logged for the day
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appears in that field, in an :guilabel:`HH:MM` (hours:minutes) format.
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Click the :guilabel:`Check in` :icon:`fa-sign-in` button to check in. The :guilabel:`🔴 (red
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circle)` in the top menu changes to green, and the widget changes appearance, as well. The widget
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updates to reflect that the user has checked in, by changing the green :guilabel:`Check in`
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:icon:`fa-sign-in` button to a yellow :guilabel:`Check out` :icon:`fa-sign-out` button.
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Click anywhere on the screen to close the attendance widget.
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Check out
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=========
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If the user is checking out for the first time, :guilabel:`Since HH:MM (AM/PM)` appears at the top
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of the widget, with the time the user checked in populating the time field. Beneath that line, the
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hours and minutes that have elapsed since checking in are displayed in a :guilabel:`HH:MM` format.
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As time passes, this value is updated to reflect the hours and minutes that have passed since the
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user checked in.
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If the user has previously checked in and out, additional fields are presented. A :guilabel:`Before
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HH:MM (AM/PM)` field appears, in addition to the :guilabel:`Since HH:MM (AM/PM)` field. The times
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displayed in both of these fields match, and are populated with the most recent check in time.
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Beneath the :guilabel:`Before HH:MM (AM/PM)` field, the previously logged time is displayed, in an
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:guilabel:`HH:MM` (hours:minutes) format.
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In addition, beneath both of these fields, a :guilabel:`Total today` field appears. This field is
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the sum of both the :guilabel:`Before HH:MM (AM/PM)` and :guilabel:`Since HH:MM (AM/PM)` fields, and
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is the total time that is logged for the user, if they were to log out at that moment.
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As time passes, both the :guilabel:`Since HH:MM (AM/PM)` and :guilabel:`Total today` fields are
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updated live. To check out, click the yellow :guilabel:`Check out` :icon:`fa-sign-out` button. The
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attendance widget updates again, displaying the :guilabel:`Total today` field with the logged time,
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while the yellow :guilabel:`Check out` :icon:`fa-sign-out` button changes to a green
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:guilabel:`Check in` :icon:`fa-sign-in` button.
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When the user checks out from the database, the *Attendances* app logs the location details for the
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user. This information is **only** logged if the user allows their computer to access this
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information.
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.. image:: check_in_check_out/check-in-database-message.png
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:align: center
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:alt: The pop-up that appears when an employee checks in inside the database.
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.. tip::
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There is no limit to the amount of times a user can check in and check out. Users are able to
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check in and out without any time elapsing (a value of 00:00). Each time an employee logs in and
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out, the information is stored and appears on the main *Attendances* dashboard, including check
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ins and check outs with no time value.
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Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
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