[MOV] Payroll: moved configuration doc to main payroll so there is less clicking for users
closes odoo/documentation#5428
X-original-commit: 4fd1f56b33
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
Lara Martini (larm)
parent
943f6b1e7a
commit
efb7162ca0
@ -1,18 +1,359 @@
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:nosearch:
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:show-content:
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:hide-page-toc:
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:show-toc:
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=======
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Payroll
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=======
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**Odoo Payroll** generates payslips for all employees based on timeseets and various salary rules.
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Odoo *Payroll* is used to process work entries and create payslips for employees, including both
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regular pay and commission. Payroll works in conjunction with other Odoo apps, such as *Employees*,
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*Timesheets*, *Time Off*, and *Attendances*.
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.. seealso::
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`Odoo Tutorials: Payroll <https://www.odoo.com/slides/slide/manage-payroll-1002>`_
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The *Payroll* app helps ensure there are no issues or conflicts when validating work entries,
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handles country-specific localizations to ensure that payslips follow local rules and taxes, and
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allows for salary assignments. Payroll configuration is critical to ensure accurate and timely
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processing of payslips.
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.. toctree::
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:titlesonly:
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Settings
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========
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payroll/configuration
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To access the *Settings*, go to :menuselection:`Payroll --> Configuration --> Settings`. Whether or
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not payslips are posted in accounting, and whether SEPA payments are created, is selected here.
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The :guilabel:`Settings` screen is where localization settings are configured. *Localizations* are
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country-specific settings pre-configured in Odoo at the creation of the database, and account for
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all taxes, fees, and allowances for that particular country. The :guilabel:`Localization` section of
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the :guilabel:`Settings` includes a detailed view of all benefits provided to employees.
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.. image:: payroll/payroll-settings.png
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:align: center
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:alt: Settings available for Payroll.
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Any country-specific localizations are set up in the :guilabel:`Localization` section of the
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:guilabel:`Settings` screen. All localization items are pre-populated when the country is specified
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during the creation of the database. It is not recommended to alter the localization settings unless
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specifically required.
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Work entries
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============
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A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to
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account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time
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Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`.
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Work entry types
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----------------
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When creating a work entry in the *Payroll* application, or when an employee enters information in
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the *Timesheets* application, a :guilabel:`Work Entry Type` needs to be selected. The list of
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:guilabel:`Work Entry Types` is automatically created based on localization settings set in the
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database.
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To view the current work entry types available, go to :menuselection:`Payroll --> Configuration -->
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Work Entry Types`.
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Each work entry type has a code to aid in the creation of payslips, and ensure all taxes and fees
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are correctly entered.
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.. image:: payroll/work-entry-types.png
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:align: center
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:alt: List of all work entry types currently available.
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New work entry type
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~~~~~~~~~~~~~~~~~~~
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To create a new work entry type, click the :guilabel:`Create` button. Enter the information on the
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form:
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- :guilabel:`Work Entry Type Name`: The name should be short and descriptive, such as `Sick Time` or
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`Public Holiday`.
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- :guilabel:`Code`: This code appears with the work entry type on timesheets and payslips. Since the
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code is used in conjunction with the *Accounting* application, it is advised to check with the
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accounting department for a code to use.
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- :guilabel:`Sequence`: The sequence determines the order that the work entry is computed in the
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payslip list.
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- Check boxes: If any of the items in the list applies to the work entry, check off the box by
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clicking it. If :guilabel:`Time Off` is checked off, a :guilabel:`Time Off Type` field appears.
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This field has a drop-down menu to select the specific type of time off, or a new type of time off
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can be entered.
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.. image:: payroll/new-work-entry.png
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:align: center
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:alt: New work entry type form.
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- :guilabel:`Rounding`: The rounding method determines how timesheet entries are displayed on the
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payslip.
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- :guilabel:`No Rounding`: A timesheet entry is not modified.
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- :guilabel:`Half Day`: A timesheet entry is rounded to the closest half day amount.
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- :guilabel:`Day`: A timesheet entry is rounded to the closest full day amount.
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.. example::
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If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a
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time of 5.5 hours on a timesheet, and :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the
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entry remains 5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry is
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changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 hours.
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Working times
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-------------
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To view the currently configured working times, go to :menuselection:`Payroll --> Configuration -->
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Working Times`. The working times that are available for an employee's contracts and work entries
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are found in this list.
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Working times are company-specific. Each company must identify each type of working time they use.
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For example, an Odoo database containing multiple companies that use a standard 40-hour work week
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needs to have a separate working time entry for each company that uses the 40-hour standard work
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week.
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.. image:: payroll/working-times.png
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:align: center
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:alt: All working times currently set up in the database.
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New working time
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~~~~~~~~~~~~~~~~
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To create a new working time, click the :guilabel:`Create` button. Enter the information on the
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form.
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.. image:: payroll/new-working-times.png
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:align: center
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:alt: New working type form.
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The fields are auto-populated for a regular 40-hour work week but can be modified. First, change the
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name of the working time by modifying the text in the :guilabel:`Name` field. Next, make any
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adjustments to the days and times that apply to the new working time.
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In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`,
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and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and
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making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified
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by typing in the time.
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.. note::
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The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour format. For example,
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`2:00 PM` would be entered as `14:00`.
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If the working time should be in a two-week configuration, click the :guilabel:`Switch To 2 Week
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Calendar` button. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`.
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Salary
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======
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.. _payroll/structure-types:
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Structure types
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---------------
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In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how
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an employee enters timesheets. Each structure type is an individual set of rules for processing a
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timesheet entry, which consists of different structures nested within it. Structure types define how
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often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how
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many hours the employee worked (varied).
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For example, a structure type could be `Employee`, and that structure type could have two different
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structures in it: a `Regular Pay` structure which includes all the separate rules for processing
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regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the
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end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures
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within the `Employee` structure type.
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The different structure types can be seen by going to :menuselection:`Payroll --> Configuration -->
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Structure Types`.
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There are two default structure types configured in Odoo: *Employee* and *Worker*. Typically,
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*Employee* is used for salaried employees, which is why the wage type is *Monthly Fixed Wage*, and
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*Worker* is typically used for employees paid by the hour, so the wage type is *Hourly Wage*.
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.. image:: payroll/structure-type.png
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:align: center
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:alt: List of all structure types.
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Click the :guilabel:`Create` button to make a new structure type. Most fields are pre-populated, but
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all fields can be edited. Once the fields are edited, click the :guilabel:`Save` button to save the
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changes, or click :guilabel:`Discard` to delete the entry.
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.. image:: payroll/new-structure.png
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:align: center
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:alt: New structure type box.
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Structures
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----------
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*Salary structures* are the different ways an employee gets paid within a specific *structure*, and
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are specifically defined by various rules.
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The amount of structures a company needs for each structure type depends on how many different ways
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employees are paid, and how their pay is calculated. For example, a common structure that could be
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useful to add may be a `Bonus`.
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To view all the various structures for each structure type, go to :menuselection:`Payroll -->
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Configuration --> Structures`.
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.. image:: payroll/salary-structure.png
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:align: center
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:alt: All available salary structures.
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Each :ref:`structure type <payroll/structure-types>` lists the various structures associated with
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it. Each structure contains a set of rules that define it.
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Click on a structure to view its :guilabel:`Salary Rules`. These rules are what calculate the
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payslip for the employee.
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.. image:: payroll/structure-regular-pay-rules.png
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:align: center
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:alt: Salary structure details for Regular Pay.
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Rules
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-----
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Each structure has a set of *salary rules* to follow for accounting purposes. These rules are
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configured by the localization, and affect the *Accounting* application, so modifications to the
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default rules, or the creation of new rules, should only be done when necessary.
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To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Rules`. Click on a
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structure (such as :guilabel:`Regular Pay`) to view all the rules.
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.. image:: payroll/rules.png
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:align: center
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:alt: Rules for each salary structure type.
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To make a new rule, click :guilabel:`Create`. A new rule form appears. Enter the information in the
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fields, then click :guilabel:`Save`.
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.. image:: payroll/new-rule.png
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:align: center
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:alt: Enter the information for the new rule.
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The required fields for a rule are:
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- :guilabel:`Name`: Enter a name for the rule.
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- :guilabel:`Category`: Select a category the rule applies to from the drop-down menu, or enter a
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new one.
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- :guilabel:`Code`: Enter a code to be used for this new rule. It is recommended to coordinate with
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the accounting department for a code as this will affect them.
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- :guilabel:`Salary Structure`: Select a salary structure the rule applies to from the drop-down
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menu, or enter a new one.
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- :guilabel:`Condition Based on`: In the :guilabel:`General` tab, select from the drop-down menu
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whether the rule is :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a
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specific range, which is entered beneath the selection), or a :guilabel:`Python Expression` (the
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code is entered beneath the selection).
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- :guilabel:`Amount Type`: In the :guilabel:`General` tab, select from the drop-down menu whether
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the amount is a :guilabel:`Fixed Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python
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Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be
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entered next.
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Rule parameters
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---------------
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.. note::
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Currently, the :guilabel:`Rule Parameters` feature found inside the :menuselection:`Payroll app
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--> Configuration` menu is still in development and only serves a specific use case for Belgian
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markets. The documentation will be updated when this section has matured to more markets.
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Other input types
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-----------------
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When creating payslips, it is sometimes necessary to add other entries for specific circumstances,
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like expenses, reimbursements, or deductions. These other inputs can be configured by going to
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:menuselection:`Payroll --> Configuration --> Other Input Types`.
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.. image:: payroll/other-input.png
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:align: center
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:alt: Other input types for payroll.
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To create a new input type, click the :guilabel:`Create` button. Enter the :guilabel:`Description`,
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the :guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure`
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field. Click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete
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the entry.
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.. image:: payroll/input-type-new.png
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:align: center
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:alt: Create a new Input Type.
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Salary package configurator
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===========================
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The various options under the :guilabel:`Salary Package Configurator` section of the
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:menuselection:`Payroll --> Configuration` menu all affect an employee's potential salary. These
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sections (:guilabel:`Advantages`, :guilabel:`Personal Info`, and :guilabel:`Resume`) specify what
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benefits can be offered to an employee in their salary package.
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Depending on what information an employee enters (such as deductions, dependents, etc.), their
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salary is adjusted accordingly. When an applicant applies for a job on the company website, the
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sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and
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what is populated as the applicant enters information.
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Advantages
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----------
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When offering potential employees a position, there can be certain *advantages* set in Odoo in
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addition to the salary to make the offer more appealing (such as extra time off, access to a company
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car, reimbursement for a phone or internet, etc.).
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To see the advantages, go to :menuselection:`Payroll --> Configuration --> Advantages`. Advantages
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are grouped by :guilabel:`Structure type`.
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.. image:: payroll/advantages.png
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:align: center
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:alt: Settings available for payroll.
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To make a new advantage, click the :guilabel:`Create` button. Enter the information in the fields,
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then click the :guilabel:`Save` button to save the changes, or click :guilabel:`Discard` to delete
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the entry.
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.. image:: payroll/new-advantage.png
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:align: center
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:alt: List of advantages employee's can have.
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The required fields for an advantage are:
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- :guilabel:`Name`: Enter the name for the advantage.
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- :guilabel:`Advantage Field`: Select from the drop-down menu what field in the payslip this
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advantage appears under.
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- :guilabel:`Advantage Type`: Select from the drop-down menu what type of advantage the benefit is.
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Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Advantages in Net`,
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:guilabel:`Monthly Advantages in Cash`, or :guilabel:`Yearly Advantages in Cash`.
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- :guilabel:`Salary Structure Type`: Select from the drop-down menu which salary structure type this
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advantage applies to.
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Personal info
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-------------
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Every employee in Odoo has an *employee card* that includes all of their personal information,
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resume, work information, and documents. To view an employee's card, go to the main
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:menuselection:`Payroll` app dashboard, and click on the employee's card, or go to
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:menuselection:`Payroll --> Employees --> Employees` and click on the employee's card. Employee
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cards can also be viewed by going to the :menuselection:`Employees` app.
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.. note::
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An employee card can be thought of as an employee personnel file.
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The *Personal Information* section lists all of the fields that are available to enter on the
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employee's card. To access this section, go to :menuselection:`Payroll --> Configuration -->
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Personal Info`.
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.. image:: payroll/personal-info.png
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:align: center
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:alt: Personal information that appear on employee cards to enter.
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To edit an entry, select it from the list. Then, click the :guilabel:`Edit` button, and modify the
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entry. When done, click :guilabel:`Save` or :guilabel:`Discard` to save the information or cancel
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the edits.
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.. image:: payroll/personal-new.png
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:align: center
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:alt: New personal information entry.
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The two most important fields on the personal info form are :guilabel:`Is Required` and
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:guilabel:`Display Type`. Checking the :guilabel:`Is Required` box makes the field mandatory on the
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employee's card.
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The :guilabel:`Display Type` drop-down menu allows for the information to be entered in a variety of
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ways, from a :guilabel:`Text` box, to a customizable :guilabel:`Radio` button, a
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:guilabel:`Checkbox`, a :guilabel:`Document`, and more.
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Once the information is entered, click the :guilabel:`Save` button to save the entry.
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Resume
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------
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.. note::
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Currently, the :guilabel:`Resume` feature found inside the :menuselection:`Payroll app -->
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||||
Configuration` menu is still in development and only serves a specific use case for Belgian
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markets. The documentation will be updated when this section has matured to more markets.
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|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
@ -1,359 +0,0 @@
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=====================
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||||
Payroll configuration
|
||||
=====================
|
||||
|
||||
Odoo *Payroll* is used to process work entries and create payslips for employees, including both
|
||||
regular pay and commission. Payroll works in conjunction with other Odoo apps, such as *Employees*,
|
||||
*Timesheets*, *Time Off*, and *Attendances*.
|
||||
|
||||
The *Payroll* app helps ensure there are no issues or conflicts when validating work entries,
|
||||
handles country-specific localizations to ensure that payslips follow local rules and taxes, and
|
||||
allows for salary assignments. Payroll configuration is critical to ensure accurate and timely
|
||||
processing of payslips.
|
||||
|
||||
Settings
|
||||
========
|
||||
|
||||
To access the *Settings*, go to :menuselection:`Payroll --> Configuration --> Settings`. Whether or
|
||||
not payslips are posted in accounting, and whether SEPA payments are created, is selected here.
|
||||
|
||||
The :guilabel:`Settings` screen is where localization settings are configured. *Localizations* are
|
||||
country-specific settings pre-configured in Odoo at the creation of the database, and account for
|
||||
all taxes, fees, and allowances for that particular country. The :guilabel:`Localization` section of
|
||||
the :guilabel:`Settings` includes a detailed view of all benefits provided to employees.
|
||||
|
||||
.. image:: configuration/payroll-settings.png
|
||||
:align: center
|
||||
:alt: Settings available for Payroll.
|
||||
|
||||
Any country-specific localizations are set up in the :guilabel:`Localization` section of the
|
||||
:guilabel:`Settings` screen. All localization items are pre-populated when the country is specified
|
||||
during the creation of the database. It is not recommended to alter the localization settings unless
|
||||
specifically required.
|
||||
|
||||
Work entries
|
||||
============
|
||||
|
||||
A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to
|
||||
account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time
|
||||
Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`.
|
||||
|
||||
Work entry types
|
||||
----------------
|
||||
|
||||
When creating a work entry in the *Payroll* application, or when an employee enters information in
|
||||
the *Timesheets* application, a :guilabel:`Work Entry Type` needs to be selected. The list of
|
||||
:guilabel:`Work Entry Types` is automatically created based on localization settings set in the
|
||||
database.
|
||||
|
||||
To view the current work entry types available, go to :menuselection:`Payroll --> Configuration -->
|
||||
Work Entry Types`.
|
||||
|
||||
Each work entry type has a code to aid in the creation of payslips, and ensure all taxes and fees
|
||||
are correctly entered.
|
||||
|
||||
.. image:: configuration/work-entry-types.png
|
||||
:align: center
|
||||
:alt: List of all work entry types currently available.
|
||||
|
||||
New work entry type
|
||||
~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
To create a new work entry type, click the :guilabel:`Create` button. Enter the information on the
|
||||
form:
|
||||
|
||||
- :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.
|
||||
|
||||
.. image:: configuration/new-work-entry.png
|
||||
:align: center
|
||||
:alt: New work entry type form.
|
||||
|
||||
- :guilabel:`Rounding`: The rounding method determines how 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.
|
||||
- :guilabel:`Day`: A timesheet entry is rounded to the closest full day amount.
|
||||
|
||||
.. example::
|
||||
If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a
|
||||
time of 5.5 hours on a timesheet, and :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the
|
||||
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
|
||||
-------------
|
||||
|
||||
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.
|
||||
|
||||
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.
|
||||
|
||||
.. image:: configuration/working-times.png
|
||||
:align: center
|
||||
:alt: All working times currently set up in the database.
|
||||
|
||||
New working time
|
||||
~~~~~~~~~~~~~~~~
|
||||
|
||||
To create a new working time, click the :guilabel:`Create` button. Enter the information on the
|
||||
form.
|
||||
|
||||
.. image:: configuration/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.
|
||||
|
||||
In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`,
|
||||
and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and
|
||||
making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified
|
||||
by typing in the time.
|
||||
|
||||
.. note::
|
||||
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`.
|
||||
|
||||
Salary
|
||||
======
|
||||
|
||||
.. _payroll/structure-types:
|
||||
|
||||
Structure types
|
||||
---------------
|
||||
|
||||
In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how
|
||||
an employee enters timesheets. Each structure type is an individual set of rules for processing a
|
||||
timesheet entry, which consists of different structures nested within it. Structure types define how
|
||||
often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how
|
||||
many hours the employee worked (varied).
|
||||
|
||||
For example, a structure type could be `Employee`, and that structure type could have two different
|
||||
structures in it: a `Regular Pay` structure which includes all the separate rules for processing
|
||||
regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the
|
||||
end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures
|
||||
within the `Employee` structure type.
|
||||
|
||||
The different structure types can be seen by going to :menuselection:`Payroll --> Configuration -->
|
||||
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
|
||||
*Worker* is typically used for employees paid by the hour, so the wage type is *Hourly Wage*.
|
||||
|
||||
.. image:: configuration/structure-type.png
|
||||
:align: center
|
||||
:alt: List of all structure types.
|
||||
|
||||
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.
|
||||
|
||||
.. image:: configuration/new-structure.png
|
||||
:align: center
|
||||
:alt: New structure type box.
|
||||
|
||||
Structures
|
||||
----------
|
||||
|
||||
*Salary structures* are the different ways an employee gets paid within a specific *structure*, and
|
||||
are specifically defined by various rules.
|
||||
|
||||
The amount of structures a company needs for each structure type depends on how many different ways
|
||||
employees are paid, and how their pay is calculated. For example, a common structure that could be
|
||||
useful to add may be a `Bonus`.
|
||||
|
||||
To view all the various structures for each structure type, go to :menuselection:`Payroll -->
|
||||
Configuration --> Structures`.
|
||||
|
||||
.. image:: configuration/salary-structure.png
|
||||
:align: center
|
||||
:alt: All available salary structures.
|
||||
|
||||
Each :ref:`structure type <payroll/structure-types>` 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:: configuration/structure-regular-pay-rules.png
|
||||
:align: center
|
||||
:alt: Salary structure details for Regular Pay.
|
||||
|
||||
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.
|
||||
|
||||
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.
|
||||
|
||||
.. image:: configuration/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:: configuration/new-rule.png
|
||||
:align: center
|
||||
:alt: Enter the information for the new rule.
|
||||
|
||||
The required fields for a rule are:
|
||||
|
||||
- :guilabel:`Name`: Enter a name for the rule.
|
||||
- :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.
|
||||
- :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
|
||||
whether the rule is :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a
|
||||
specific range, which is entered beneath the selection), or a :guilabel:`Python Expression` (the
|
||||
code is entered beneath the selection).
|
||||
- :guilabel:`Amount Type`: In the :guilabel:`General` tab, select from the drop-down menu whether
|
||||
the amount is a :guilabel:`Fixed Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python
|
||||
Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be
|
||||
entered next.
|
||||
|
||||
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.
|
||||
|
||||
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`.
|
||||
|
||||
.. image:: configuration/other-input.png
|
||||
:align: center
|
||||
:alt: Other input types for payroll.
|
||||
|
||||
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.
|
||||
|
||||
.. image:: configuration/input-type-new.png
|
||||
:align: center
|
||||
:alt: Create a new Input Type.
|
||||
|
||||
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.
|
||||
|
||||
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
|
||||
sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and
|
||||
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.).
|
||||
|
||||
To see the advantages, go to :menuselection:`Payroll --> Configuration --> Advantages`. Advantages
|
||||
are grouped by :guilabel:`Structure type`.
|
||||
|
||||
.. image:: configuration/advantages.png
|
||||
:align: center
|
||||
:alt: Settings available for payroll.
|
||||
|
||||
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.
|
||||
|
||||
.. image:: configuration/new-advantage.png
|
||||
:align: center
|
||||
:alt: List of advantages employee's can have.
|
||||
|
||||
The required fields for an advantage are:
|
||||
|
||||
- :guilabel:`Name`: Enter the name for the advantage.
|
||||
- :guilabel:`Advantage Field`: Select from the drop-down menu what field in the payslip this
|
||||
advantage appears under.
|
||||
- :guilabel:`Advantage Type`: Select from the drop-down menu what type of advantage the benefit is.
|
||||
Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Advantages in Net`,
|
||||
: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.
|
||||
|
||||
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.
|
||||
|
||||
.. 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`.
|
||||
|
||||
.. image:: configuration/personal-info.png
|
||||
:align: center
|
||||
:alt: Personal information that appear on employee cards 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.
|
||||
|
||||
.. image:: configuration/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.
|
||||
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@ -40,6 +40,10 @@ applications/finance/accounting/payables/supplier_bills/manage.rst applications/
|
||||
applications/general/calendars/outlook/outlook_calendar.rst applications/productivity/calendar/outlook.rst # general/calendars/outlook/outlook_calendar -> productivity/calendar/outlook
|
||||
applications/general/calendars/google/google_calendar_credentials.rst applications/productivity/calendar/google.rst # general/calendars/google/google_calendar_credentials -> productivity/calendar/google
|
||||
|
||||
# applications/hr
|
||||
|
||||
applications/hr/payroll/configuration.rst applications/hr/payroll.rst # applications/hr/payroll/configuration.rst --> applications/hr/payroll.rst
|
||||
|
||||
# applications/inventory
|
||||
|
||||
applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst applications/inventory_and_mrp/inventory/shipping/operation/dropshipping.rst # /inventory/management/incoming/* --> /shipping/operation/*
|
||||
|
||||
Loading…
Reference in New Issue
Block a user