# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Duy BQ , 2024 # Hà Trần Thị Minh, 2024 # Nancy Momoland , 2024 # Martin Trigaux, 2024 # Wil Odoo, 2024 # Thi Huong Nguyen, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-04-30 09:16+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Thi Huong Nguyen, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: vi\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/hr.rst:5 msgid "Human resources" msgstr "Nguồn nhân lực" #: ../../content/applications/hr/appraisals.rst:3 #: ../../content/applications/hr/appraisals.rst:50 #: ../../content/applications/hr/appraisals.rst:195 msgid "Appraisals" msgstr "Đánh giá" #: ../../content/applications/hr/appraisals.rst:5 msgid "" "In Odoo, the *Appraisals* application can be used to evaluate employee " "performance on a recurring basis. Managers can evaluate the performance of " "their employees, and also allow employees to do a self-assessment of their " "own. Appraisals are customizable, and can be set for any kind of schedule " "desired." msgstr "" #: ../../content/applications/hr/appraisals.rst:10 msgid "" "Appraisals give employees valuable feedback, including actionable goals to " "work toward, and measurable skills to improve upon. Additionally, appraisals" " may form the basis for raises, promotions, and other benefits." msgstr "" #: ../../content/applications/hr/appraisals.rst:14 msgid "" "Regular appraisals are good for both the employees and the company, since " "they can accurately measure performance based on company goals, and show " "employees where they need to improve." msgstr "" #: ../../content/applications/hr/appraisals.rst:18 #: ../../content/applications/hr/attendances.rst:66 #: ../../content/applications/hr/frontdesk.rst:13 #: ../../content/applications/hr/time_off.rst:28 msgid "Configuration" msgstr "Cấu hình" #: ../../content/applications/hr/appraisals.rst:20 msgid "" "The :guilabel:`Configuration` menu in the *Appraisals* application is where " "the settings can be configured, feedback templates can be edited, " "frequencies can be set, evaluation scales can be managed, data for 360 " "feedback can be stored, and goal tags can be viewed/created." msgstr "" #: ../../content/applications/hr/appraisals.rst:25 #: ../../content/applications/hr/fleet.rst:14 #: ../../content/applications/hr/lunch.rst:15 #: ../../content/applications/hr/payroll.rst:15 msgid "Settings" msgstr "Cài đặt" #: ../../content/applications/hr/appraisals.rst:27 msgid "" "To access the *Settings* menu, navigate to :menuselection:`Appraisals " "application --> Configuration --> Settings`." msgstr "" #: ../../content/applications/hr/appraisals.rst:31 msgid "Feedback templates" msgstr "" #: ../../content/applications/hr/appraisals.rst:33 msgid "" "Feedback templates are form outlines used during an employee appraisal. Any " "edits made to a template are, ultimately, reflected in the appraisals sent " "to employees." msgstr "" #: ../../content/applications/hr/appraisals.rst:36 msgid "" "There are two default templates pre-configured in Odoo *Appraisals*: one for" " employee feedback, and one for manager feedback. Each contains several " "sections, along with questions, and brief explanations for how to respond to" " the questions." msgstr "" #: ../../content/applications/hr/appraisals.rst:40 msgid "" "The :guilabel:`Employee Feedback Template` has the following sections: " ":guilabel:`My work`, :guilabel:`My future`, and :guilabel:`My feelings`." msgstr "" #: ../../content/applications/hr/appraisals.rst:43 msgid "" "The :guilabel:`Manager Feedback Template` has the following sections: " ":guilabel:`Feedback`, :guilabel:`Evaluation`, and :guilabel:`Improvements`." msgstr "" #: ../../content/applications/hr/appraisals.rst:46 msgid "" "Any desired changes to the default feedback templates can be made by making " "changes directly in each template." msgstr "" #: ../../content/applications/hr/appraisals.rst:52 msgid "" "The :guilabel:`Appraisals` section of the settings menu determines the " "frequency that appraisals are performed, and if it is possible to request " "additional feedback." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The appraisals sections with the timeline filled in and 360 feedback " "enabled." msgstr "" #: ../../content/applications/hr/appraisals.rst:62 msgid "Appraisals plans" msgstr "" #: ../../content/applications/hr/appraisals.rst:64 msgid "" "By default, appraisals are pre-configured to be automatically created six " "months after an employee is hired, with a second appraisal exactly six " "months after that." msgstr "" #: ../../content/applications/hr/appraisals.rst:67 msgid "" "Once those two initial appraisals have been completed in the employee's " "first year, following appraisals are only created once a year (every twelve " "months)." msgstr "" #: ../../content/applications/hr/appraisals.rst:70 msgid "" "To modify this schedule, change the number of months in the blank fields " "under the :guilabel:`Appraisals Plans` section." msgstr "" #: ../../content/applications/hr/appraisals.rst:74 msgid "" "If the :guilabel:`Appraisals Plans` section is modified, **all** empty " ":guilabel:`Next Appraisal Dates` are modified for **all** employees." msgstr "" #: ../../content/applications/hr/appraisals.rst:78 #: ../../content/applications/hr/appraisals.rst:120 msgid "360 feedback" msgstr "" #: ../../content/applications/hr/appraisals.rst:80 msgid "" "The :guilabel:`360 Feedback` option can be enabled to allow managers to " "request feedback from other employees using a different survey form, at any " "time, independent of the appraisal schedule." msgstr "" #: ../../content/applications/hr/appraisals.rst:83 msgid "" "Typically, managers ask for feedback from other people who work with an " "employee they manage. This includes the employee's various managers, peers, " "and direct reports." msgstr "" #: ../../content/applications/hr/appraisals.rst:86 msgid "" "To view the :guilabel:`360 Feedback` survey, click the :guilabel:`→ Internal" " link` icon at the end of the :guilabel:`Default Template` field. The " ":guilabel:`360 Feedback` survey loads, and any desired changes to the survey" " can be made." msgstr "" #: ../../content/applications/hr/appraisals.rst:90 msgid "" "For more information on how to edit a survey, refer to the " ":doc:`../marketing/surveys/create` document." msgstr "" #: ../../content/applications/hr/appraisals.rst:94 msgid "" "The :guilabel:`360 Feedback` form is a pre-configured survey within the " "*Surveys* application. In order to use the :guilabel:`360 Feedback` option, " "including the ability to edit the survey, the *Surveys* application **must**" " be installed." msgstr "" #: ../../content/applications/hr/appraisals.rst:99 msgid "Evaluation scale" msgstr "" #: ../../content/applications/hr/appraisals.rst:101 msgid "" "On each employee appraisal form, final rating options appear by default. To " "view and edit these options, navigate to :menuselection:`Appraisals " "application --> Configuration --> Evaluation Scale`. This presents the " "ratings in a list view." msgstr "" #: ../../content/applications/hr/appraisals.rst:105 msgid "" "The pre-configured ratings are :guilabel:`Needs Improvement`, " ":guilabel:`Meets Expectations`, :guilabel:`Exceeds Expectations`, and " ":guilabel:`Strongly Exceeds Expectations`. To add another rating, click the " ":guilabel:`New` button." msgstr "" #: ../../content/applications/hr/appraisals.rst:109 msgid "" "When the :guilabel:`New` button is clicked on the :guilabel:`Evaluation " "Scale` page, a blank line appears at the bottom of the list. Enter the name " "of the rating in the field." msgstr "" #: ../../content/applications/hr/appraisals.rst:112 msgid "" "To rearrange the order of the ratings, click the :guilabel:`(six small gray " "boxes)` icon to the left of a rating, and drag the rating to the desired " "position on the list." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The evaluation scale, with the new button and click and drag icons " "highlighted." msgstr "" #: ../../content/applications/hr/appraisals.rst:122 msgid "" "The :guilabel:`360 Feedback` section displays information for all the " "surveys currently configured in the *Appraisals* application. To view the " "surveys, and their statistics, navigate to :menuselection:`Appraisals " "application --> Configuration --> 360 Feedback`." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "A list view of all available surveys in the Appraisals application." msgstr "" #: ../../content/applications/hr/appraisals.rst:130 msgid "" "Each appraisal (or survey) is presented in its own line on the " ":guilabel:`360 Feedback` page, along with various information related to " "that particular appraisal." msgstr "" #: ../../content/applications/hr/appraisals.rst:133 msgid "Each appraisal includes the following information:" msgstr "" #: ../../content/applications/hr/appraisals.rst:135 msgid ":guilabel:`Survey Name`: the name of the specific survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:136 msgid "" ":guilabel:`Responsible`: the employee responsible for the survey, including " "the month and year they were given that designation." msgstr "" #: ../../content/applications/hr/appraisals.rst:138 msgid "" ":guilabel:`Questions`: the number of questions in that particular survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:139 msgid "" ":guilabel:`Average Duration`: the average time a user spends completing the " "survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:140 msgid "" ":guilabel:`Registered`: the number of people who have been sent the survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:141 msgid "" ":guilabel:`Completed`: the number of people who have completed the survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:143 msgid "" "Each appraisal also has two buttons at the end of each line: a " ":guilabel:`Test` button and a :guilabel:`See Results` button." msgstr "" #: ../../content/applications/hr/appraisals.rst:146 msgid "" "To see what an appraisal looks like for the end user (i.e. an employee), " "click the :guilabel:`Test` button, and the appraisal loads in a new browser " "tab. The entire appraisal loads, and can be clicked through without having " "to enter any answers." msgstr "" #: ../../content/applications/hr/appraisals.rst:150 msgid "" "To exit, close the tab. Or, click :guilabel:`This is a Test Survey. → Edit " "Survey` at the top of the page to be taken to the detail form for that " "particular survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:153 msgid "" "To view the results from everyone who completed an appraisal, click the " ":guilabel:`See Results` button. This presents all the answers for the survey" " in a new tab. Each question provides information on how many people " "responded to a question, and how many people skipped it. All answers for " "each question are visible." msgstr "" #: ../../content/applications/hr/appraisals.rst:158 msgid "" "To exit, close the tab. Or, click :guilabel:`→ Edit Survey` at the top of " "the page to be taken to the detail form for that particular survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:161 msgid "" "In addition to viewing the responses from past appraisals and surveys, new " "surveys can also be created from the :guilabel:`360 Feedback` page. Simply " "click the :guilabel:`New` button in the top-left of the page to create a new" " survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:165 msgid "" "For more information on how to create a survey, refer to the " ":doc:`../marketing/surveys/create` document." msgstr "" #: ../../content/applications/hr/appraisals.rst:169 msgid "" "In previous versions of Odoo, this section was referred to as " ":guilabel:`Surveys`." msgstr "" #: ../../content/applications/hr/appraisals.rst:172 msgid "Tags" msgstr "Thẻ" #: ../../content/applications/hr/appraisals.rst:174 msgid "" "An additional feature of the *Appraisals* application is the ability to set " ":ref:`goals ` for employees. On each goal form, there is a" " field to add tags. The available tags are pulled from a list that is " "configured from the settings." msgstr "" #: ../../content/applications/hr/appraisals.rst:178 msgid "" "To view a list of all existing goal tags, and to create new tags, go to the " ":guilabel:`Goal Tags` page, by navigating to :menuselection:`Appraisals " "application --> Configuration --> Tags`." msgstr "" #: ../../content/applications/hr/appraisals.rst:181 msgid "All currently configured tags are presented in a list view." msgstr "" #: ../../content/applications/hr/appraisals.rst:183 msgid "" "The *Appraisals* application does **not** have any pre-configured tags, so " "all tags need to be added from this list, or directly from the goal form." msgstr "" #: ../../content/applications/hr/appraisals.rst:186 msgid "" "To create a new tag from the :guilabel:`Goal Tags` page, click the " ":guilabel:`New` button, and a blank line appears." msgstr "" #: ../../content/applications/hr/appraisals.rst:189 msgid "" "Enter the name of the tag on the line. Then, press the enter key to save the" " tag, and create a new blank line. Repeat this for all tags that need to be " "added." msgstr "" #: ../../content/applications/hr/appraisals.rst:192 msgid "The list of tags is automatically arranged in alphabetical order." msgstr "" #: ../../content/applications/hr/appraisals.rst:197 msgid "" "Navigate to the main *Appraisals* dashboard by opening the " ":guilabel:`Appraisals` application. The :guilabel:`Appraisals` dashboard is " "the default view." msgstr "" #: ../../content/applications/hr/appraisals.rst:200 msgid "" "To view the dashboard at any point in the application, navigate to " ":menuselection:`Appraisals application --> Appraisals`." msgstr "" #: ../../content/applications/hr/appraisals.rst:203 msgid "" "All appraisals are displayed on the dashboard in a Kanban view, by default, " "with a list of groupings on the left side of the dashboard, including " ":guilabel:`Company`, :guilabel:`Department`, and :guilabel:`Status`." msgstr "" #: ../../content/applications/hr/appraisals.rst:207 msgid "" "Click any grouping option to view appraisals for **only** the chosen " "selection." msgstr "" #: ../../content/applications/hr/appraisals.rst:210 msgid "" "Only groupings with multiple selections appear in the list. For example, if " "a database only has one company, the :guilabel:`Company` grouping does " "**not** appear, since there is no other company to select." msgstr "" #: ../../content/applications/hr/appraisals.rst:214 msgid "Each appraisal card displays the following information:" msgstr "" #: ../../content/applications/hr/appraisals.rst:216 msgid ":guilabel:`Name`: the employee's name." msgstr "" #: ../../content/applications/hr/appraisals.rst:217 msgid "" ":guilabel:`Department`: the department the employee is associated with." msgstr "" #: ../../content/applications/hr/appraisals.rst:218 msgid "" ":guilabel:`Company`: the company the employee works for. This only appears " "in a multi-company database." msgstr "" #: ../../content/applications/hr/appraisals.rst:220 msgid "" ":guilabel:`Date`: the date the appraisal was requested, or is scheduled for " "in the future." msgstr "" #: ../../content/applications/hr/appraisals.rst:221 msgid "" ":guilabel:`Activities`: any activities that are scheduled for the appraisal," " such as :guilabel:`Meetings` or :guilabel:`Phone Calls.` If no activities " "are scheduled, an activity can be scheduled from the :guilabel:`🕘 (clock)` " "icon, located in the bottom-left corner of an appraisal card." msgstr "" #: ../../content/applications/hr/appraisals.rst:225 msgid "" ":guilabel:`Manager`: the employee's manager, indicated by the profile icon " "in the bottom-right corner of an appraisal card." msgstr "" #: ../../content/applications/hr/appraisals.rst:227 msgid "" ":guilabel:`Status banner`: the status of the appraisal. A banner appears if " "an appraisal is marked as either :guilabel:`Canceled` or :guilabel:`Done`. " "If no banner is present, that means the appraisal has not happened, or has " "not been scheduled yet." msgstr "" #: ../../content/applications/hr/appraisals.rst:231 msgid "" "To view the details of any appraisal, click on the card to open the " "appraisal form." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "The Appraisals dashboard with each appraisal in its own box." msgstr "" #: ../../content/applications/hr/appraisals.rst:238 msgid "New appraisal" msgstr "" #: ../../content/applications/hr/appraisals.rst:240 msgid "" "To create a new appraisal, click the :guilabel:`New` button at the top of " "the :guilabel:`Appraisals` dashboard to load a blank appraisal form. Then, " "enter the following information on the form:" msgstr "" #: ../../content/applications/hr/appraisals.rst:243 msgid ":guilabel:`Name`: enter the employee's name." msgstr "" #: ../../content/applications/hr/appraisals.rst:244 msgid "" ":guilabel:`Manager`: select the employee's manager from the drop-down menu. " "The manager is responsible for completing the :guilabel:`Manager's Feedback`" " section of the appraisal. This field auto-populates after the employee is " "selected, if they have a manager set on their employee profile." msgstr "" #: ../../content/applications/hr/appraisals.rst:248 msgid "" ":guilabel:`Appraisal Date`: the current date is automatically entered in " "this field. This field is automatically updated once the appraisal is " "completed or canceled, with the corresponding date of completion or " "cancellation." msgstr "" #: ../../content/applications/hr/appraisals.rst:251 msgid "" ":guilabel:`Department`: select the employee's department from the drop-down " "menu. This field auto-populates after the employee is selected, if they have" " a department set on their employee profile." msgstr "" #: ../../content/applications/hr/appraisals.rst:254 msgid "" ":guilabel:`Company`: select the employee's company from the drop-down menu. " "This field auto-populates after the employee is selected, if they have a " "company set on their employee profile." msgstr "" #: ../../content/applications/hr/appraisals.rst:259 msgid "" "The only required fields for the appraisal form are the employee's " ":guilabel:`Name`, the :guilabel:`Manager`, and the :guilabel:`Company`." msgstr "" #: ../../content/applications/hr/appraisals.rst:262 msgid "" "Once the form is complete, click the :guilabel:`Confirm` button to confirm " "the appraisal request." msgstr "" #: ../../content/applications/hr/appraisals.rst:264 msgid "" "Once confirmed, the employee receives an email stating that an appraisal was" " requested, and is then prompted to schedule an appraisal date." msgstr "" #: ../../content/applications/hr/appraisals.rst:267 msgid "" "The status changes to :guilabel:`Confirmed`, and the :guilabel:`Employee's " "Feedback` section of the :guilabel:`Appraisal` tab is grayed out. The " "information in that section only appears after the self-assessment is " "published by the employee. The :guilabel:`Final Rating` field also appears " "once the appraisal request is confirmed." msgstr "" #: ../../content/applications/hr/appraisals.rst:272 msgid "" "If there are any existing appraisals for the employee, an " ":guilabel:`Appraisal` smart button appears at the top of the page, listing " "the total number of appraisals there are for the employee." msgstr "" #: ../../content/applications/hr/appraisals.rst:276 msgid "Ask for feedback" msgstr "" #: ../../content/applications/hr/appraisals.rst:278 msgid "" "As part of the appraisal process, the manager can request feedback on an " "employee from anyone in the company. Feedback is usually requested from co-" "workers and other people who interact with, or work with, the employee. This" " is to get a more well-rounded view of the employee, and aid in the " "manager's overall assessment." msgstr "" #: ../../content/applications/hr/appraisals.rst:283 msgid "" "To request feedback, the appraisal **must** be confirmed. Once confirmed, an" " :guilabel:`Ask Feedback` button appears at the top of the form." msgstr "" #: ../../content/applications/hr/appraisals.rst:286 msgid "" "When the :guilabel:`Ask Feedback` button is clicked, an :guilabel:`Ask " "Feedback` email pop-up form appears, using the :guilabel:`Appraisal: Ask " "Feedback` email template, which sends the :guilabel:`360 Feedback` survey." msgstr "" #: ../../content/applications/hr/appraisals.rst:290 msgid "" "Enter the employees being asked to complete the survey in the " ":guilabel:`Recipients` field. Multiple employees may be selected." msgstr "" #: ../../content/applications/hr/appraisals.rst:293 msgid "" "The email template has dynamic placeholders to personalize the message. Add " "any additional text to the email, if desired." msgstr "" #: ../../content/applications/hr/appraisals.rst:296 msgid "If required, an :guilabel:`Answer Deadline` can be added, as well." msgstr "" #: ../../content/applications/hr/appraisals.rst:298 msgid "" "If any attachments are needed, click the :guilabel:`Attachments` button, and" " a file explorer window appears. Navigate to the file(s), select them, then " "click :guilabel:`Open`." msgstr "" #: ../../content/applications/hr/appraisals.rst:301 msgid "When the email is ready to send, click :guilabel:`Send.`" msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "The email pop-up when requesting feedback from other employees." msgstr "" #: ../../content/applications/hr/appraisals.rst:308 msgid "Appraisal form" msgstr "" #: ../../content/applications/hr/appraisals.rst:310 msgid "" "Once an appraisal is confirmed, the next steps are for the employee to fill " "out the self-assessment, after which the manager completes their assessment." msgstr "" #: ../../content/applications/hr/appraisals.rst:316 msgid "Employee's feedback" msgstr "" #: ../../content/applications/hr/appraisals.rst:318 msgid "" "To complete their portion of feedback, employees should navigate to the main" " :menuselection:`Appraisals application` dashboard, where the only entries " "visible are appraisals for the employee, themselves, and/or anyone they " "manage and have to provide manager feedback for." msgstr "" #: ../../content/applications/hr/appraisals.rst:322 msgid "" "Click on the appraisal to open the appraisal form. Enter responses in the " ":guilabel:`Employee's Feedback` section, under the :guilabel:`Appraisal` " "tab." msgstr "" #: ../../content/applications/hr/appraisals.rst:325 msgid "" "When completed, click the :guilabel:`Not Visible to Manager` toggle (the " "default setting once an appraisal is confirmed). When clicked, the toggle " "changes to :guilabel:`Visible to Manager`." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The feedback section for the employee with the toggle button highlighted." msgstr "" #: ../../content/applications/hr/appraisals.rst:335 msgid "Manager's feedback" msgstr "" #: ../../content/applications/hr/appraisals.rst:337 msgid "" "After the employee has completed the :guilabel:`Employee's Feedback` " "section, under the :guilabel:`Appraisal` tab, it is time for the manager to " "fill out the :guilabel:`Manager's Feedback` section." msgstr "" #: ../../content/applications/hr/appraisals.rst:341 msgid "" "The manager enters their responses in the fields in the :ref:`same manner as" " the employee `." msgstr "" #: ../../content/applications/hr/appraisals.rst:344 msgid "" "When the feedback section is completed, click the :guilabel:`Not Visible to " "Employee` toggle (the default setting once an appraisal is confirmed). When " "clicked, the toggle changes to :guilabel:`Visible to Employee`." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The feedback section for both employees and managers. The toggle buttons are" " highlighted." msgstr "" #: ../../content/applications/hr/appraisals.rst:353 msgid "Skills tab" msgstr "" #: ../../content/applications/hr/appraisals.rst:355 msgid "" "Part of an appraisal is evaluating an employee's skills, and tracking their " "progress over time. The :guilabel:`Skills` tab of the appraisal form auto-" "populates with the skills from the :doc:`employee form " "<../hr/employees/new_employee>`, once an appraisal is confirmed." msgstr "" #: ../../content/applications/hr/appraisals.rst:359 msgid "" "Each skill is grouped with like skills, and the :guilabel:`Skill Level`, " ":guilabel:`Progress`, and :guilabel:`Justification` are displayed for each " "skill." msgstr "" #: ../../content/applications/hr/appraisals.rst:362 msgid "" "Update any skills, or add any new skills to the :guilabel:`Skills` tab." msgstr "" #: ../../content/applications/hr/appraisals.rst:364 msgid "" "If a skill level has increased, a reason for the improved rating can be " "entered into the :guilabel:`Justification` field, such as `took a fluency " "language test` or `received Javascript certification`." msgstr "" #: ../../content/applications/hr/appraisals.rst:368 msgid "" "Refer to the :ref:`Create a new employee ` document for " "detailed instructions on adding or updating a skill." msgstr "" #: ../../content/applications/hr/appraisals.rst:371 msgid "" "After an appraisal is completed, and the skills have been updated, the next " "time an appraisal is confirmed, the updated skills populate the " ":guilabel:`Skills` tab." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "The skills tab of an appraisal form, all filled out." msgstr "" #: ../../content/applications/hr/appraisals.rst:379 msgid "Private note tab" msgstr "" #: ../../content/applications/hr/appraisals.rst:381 msgid "" "If managers want to leave notes that are only visible to other managers, " "they can be entered in the :guilabel:`Private Note` tab. The employee being " "evaluated does **not** have access to this tab, and the tab does **not** " "appear on their appraisal." msgstr "" #: ../../content/applications/hr/appraisals.rst:386 #: ../../content/applications/hr/recruitment.rst:520 msgid "Schedule a meeting" msgstr "" #: ../../content/applications/hr/appraisals.rst:388 msgid "" "Once both portions of an appraisal are completed (the :ref:`employee " "` and :ref:`manager ` feedback sections), it is time for the employee and manager to " "meet and discuss the appraisal." msgstr "" #: ../../content/applications/hr/appraisals.rst:392 msgid "" "A meeting can be scheduled in one of two ways: either from the *Appraisals* " "application dashboard, or from an individual appraisal card." msgstr "" #: ../../content/applications/hr/appraisals.rst:395 msgid "" "To schedule an appraisal from the dashboard of the *Appraisals* application," " first navigate to :menuselection:`Appraisals application --> Appraisals`." msgstr "" #: ../../content/applications/hr/appraisals.rst:398 msgid "" "Click the :guilabel:`🕘 (clock)` icon, beneath the appraisal date on the " "desired appraisal card, and a :guilabel:`Schedule Activity` pop-up window " "appears. Then, click :guilabel:`+ Schedule an activity` to create a blank " "activity form." msgstr "" #: ../../content/applications/hr/appraisals.rst:402 msgid "" "Select :guilabel:`Meeting` for the :guilabel:`Activity Type` from the drop-" "down menu. Doing so causes the form to change, so only the " ":guilabel:`Activity Type` and :guilabel:`Summary` fields appear." msgstr "" #: ../../content/applications/hr/appraisals.rst:406 msgid "" "If scheduling an activity other than a meeting, such as a :guilabel:`Call` " "or a :guilabel:`To-Do`, the fields that appear on the :guilabel:`Schedule " "Activity` pop-up form change, accordingly." msgstr "" #: ../../content/applications/hr/appraisals.rst:410 msgid "" "The :guilabel:`🕘 (clock)` icon may appear as a number of different icons, " "depending on what, if any, scheduled activities are in place, and the color " "represents their corresponding due dates." msgstr "" #: ../../content/applications/hr/appraisals.rst:413 msgid "" "If no activities are scheduled, that is represented by a gray :guilabel:`🕘 " "(clock)` icon." msgstr "" #: ../../content/applications/hr/appraisals.rst:415 msgid "" "However, if a specific activity is scheduled, the icon may appear as a " ":guilabel:`📞 (phone)` icon for a phone call, a :guilabel:`👥 (group of " "people)` icon for a meeting, and so on." msgstr "" #: ../../content/applications/hr/appraisals.rst:418 msgid "" "The color of the icon indicates the status; a green icon means an activity " "is scheduled in the future, and a red icon means the activity is past due." msgstr "" #: ../../content/applications/hr/appraisals.rst:421 msgid "" "For more details on activities, refer to the :doc:`../essentials/activities`" " document." msgstr "" #: ../../content/applications/hr/appraisals.rst:0 msgid "The appraisal cards with the various activity icons highlighted." msgstr "" #: ../../content/applications/hr/appraisals.rst:427 msgid "" "Enter a brief description in the :guilabel:`Summary` field of the " ":guilabel:`Schedule Activity` pop-up window, such as `Annual Appraisal for " "(Employee)`." msgstr "" #: ../../content/applications/hr/appraisals.rst:430 msgid "" "Next, click the :guilabel:`Open Calendar` button. From the calendar page " "that appears, navigate to, and double-click on, the desired date and time " "for the meeting." msgstr "" #: ../../content/applications/hr/appraisals.rst:433 msgid "" "Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, " "make any desired modifications, such as designating a :guilabel:`Start` " "time, or giving a :guilabel:`Name` to the meeting." msgstr "" #: ../../content/applications/hr/appraisals.rst:437 msgid "" "Add the appraisee in the :guilabel:`Attendees` section, and include anyone " "else who should be in the meeting, if necessary." msgstr "" #: ../../content/applications/hr/appraisals.rst:440 msgid "" "To make the meeting a video call, instead of an in-person meeting, click " ":guilabel:`+ Odoo meeting`, and a :guilabel:`Videocall URL` link appears in " "the field." msgstr "" #: ../../content/applications/hr/appraisals.rst:443 msgid "" "Once all the desired changes are complete, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/hr/appraisals.rst:445 msgid "" "The meeting now appears on the calendar, and the invited parties are " "informed, via email." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The meeting form with all information entered for Ronnie Hart's annual " "appraisal." msgstr "" #: ../../content/applications/hr/appraisals.rst:451 msgid "" "The other way to schedule a meeting is from the individual appraisal form. " "To do this, navigate to the :menuselection:`Appraisal application` " "dashboard, then click on an appraisal card." msgstr "" #: ../../content/applications/hr/appraisals.rst:454 msgid "" "Next, click on the :guilabel:`Meeting` smart button, and the calendar loads." " Follow the same directions above to create the meeting." msgstr "" #: ../../content/applications/hr/appraisals.rst:458 msgid "" "If no meetings are scheduled, the :guilabel:`Meeting` smart button says " ":guilabel:`No Meeting`." msgstr "" #: ../../content/applications/hr/appraisals.rst:463 msgid "Goals" msgstr "Mục tiêu" #: ../../content/applications/hr/appraisals.rst:465 msgid "" "The ability to set goals for employees to work toward is an important " "feature of Odoo *Appraisals*. Goals are typically set during an appraisal, " "so the employee knows what they need to work toward before their next " "appraisal." msgstr "" #: ../../content/applications/hr/appraisals.rst:469 msgid "" "To view all goals, navigate to :menuselection:`Appraisals application --> " "Goals`. This presents all the goals for every employee, in a default Kanban " "view." msgstr "" #: ../../content/applications/hr/appraisals.rst:472 msgid "Each goal card contains the following information:" msgstr "" #: ../../content/applications/hr/appraisals.rst:474 msgid ":guilabel:`Skill`: the name of the goal." msgstr "" #: ../../content/applications/hr/appraisals.rst:475 msgid ":guilabel:`Name`: the employee the goal is assigned to." msgstr "" #: ../../content/applications/hr/appraisals.rst:476 msgid ":guilabel:`Deadline`: the due date for the goal." msgstr "" #: ../../content/applications/hr/appraisals.rst:477 msgid ":guilabel:`Progress`: the percentage of competency set for the goal." msgstr "" #: ../../content/applications/hr/appraisals.rst:478 msgid "" ":guilabel:`Employee`: the profile icon of the employee the goal is assigned " "to." msgstr "" #: ../../content/applications/hr/appraisals.rst:480 msgid "" "If a goal is completed, a :guilabel:`Done` banner appears in the top-right " "corner of the goal card." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "The goals Kanban view, with nine goal cards." msgstr "" #: ../../content/applications/hr/appraisals.rst:487 msgid "" "Every individual goal requires its own entry for each employee. If employees" " have the same goal, a goal card for each employee appears on the list. For " "example, if both Bob and Sara have the same goal of `Typing`, two cards " "appear in the Kanban view: one `Typing` goal for Bob, and another `Typing` " "goal for Sara." msgstr "" #: ../../content/applications/hr/appraisals.rst:493 msgid "New goal" msgstr "" #: ../../content/applications/hr/appraisals.rst:495 msgid "" "To create a new goal, navigate to :menuselection:`Appraisals application -->" " Goals`, and click :guilabel:`New` to open a blank goal form." msgstr "" #: ../../content/applications/hr/appraisals.rst:498 msgid "" "Enter the information on the card. The information requested is all the same" " information that appears on the :ref:`goal card ` in the " "Kanban view, with the addition of a :guilabel:`Tags` field and a " ":guilabel:`Description` tab." msgstr "" #: ../../content/applications/hr/appraisals.rst:502 msgid "" "The current user populates the :guilabel:`Employee` field by default, and " "the :guilabel:`Manager` field populates with the manager set on the employee" " profile." msgstr "" #: ../../content/applications/hr/appraisals.rst:505 msgid "" "Make any necessary changes to the form, and add any notes that might be " "useful to clarify the goal in the :guilabel:`Description` tab." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "A goal form filled out for a Python skill, set to 50% proficiency." msgstr "" #: ../../content/applications/hr/appraisals.rst:513 msgid "Completed goals" msgstr "" #: ../../content/applications/hr/appraisals.rst:515 msgid "" "When a goal has been met, it is important to update the record. A goal can " "be marked as `Done` in one of two ways: from the main :guilabel:`Goals` " "dashboard, or from the individual goal card." msgstr "" #: ../../content/applications/hr/appraisals.rst:518 msgid "" "To mark a goal as `Done` from the main :guilabel:`Goals` dashboard, click on" " the :guilabel:`⋮ (three dots)` icon in the top-right of a goal card." msgstr "" #: ../../content/applications/hr/appraisals.rst:522 msgid "" "The :guilabel:`⋮ (three dots)` icon **only** appears when the mouse hovers " "over the corner of a goal card." msgstr "" #: ../../content/applications/hr/appraisals.rst:525 msgid "" "Then, click :guilabel:`Mark as Done` from the resulting drop-down menu. A " "green :guilabel:`Done` banner appears in the top-right corner of the goal " "card." msgstr "" #: ../../content/applications/hr/appraisals.rst:528 msgid "" "To mark a goal as `Done` from the goal card itself, click on a goal card to " "open that goal's form. Then, click the :guilabel:`Mark as Done` button in " "the top-left of the form. When clicked, a green :guilabel:`Done` banner " "appears in the top-right corner of the goal form." msgstr "" #: ../../content/applications/hr/appraisals.rst:533 #: ../../content/applications/hr/attendances.rst:526 #: ../../content/applications/hr/frontdesk.rst:351 #: ../../content/applications/hr/payroll/reporting.rst:3 #: ../../content/applications/hr/referrals.rst:753 #: ../../content/applications/hr/time_off.rst:893 msgid "Reporting" msgstr "Báo cáo" #: ../../content/applications/hr/appraisals.rst:535 msgid "" "The *Appraisals* application tracks two metrics across two different " "reports: an :ref:`appraisal analysis `, and a " ":ref:`skills evolution `." msgstr "" #: ../../content/applications/hr/appraisals.rst:541 msgid "Appraisal analysis" msgstr "" #: ../../content/applications/hr/appraisals.rst:543 msgid "" "To access the *Appraisal Analysis* report, navigate to " ":menuselection:`Appraisals application --> Reporting --> Appraisal " "Analysis`. This displays a report of all the appraisals in the database, " "highlighted in different colors to represent their status." msgstr "" #: ../../content/applications/hr/appraisals.rst:547 msgid "" "Appraisals in yellow are completed, appraisals in orange are in-progress " "(the appraisal is confirmed, but not completed), and appraisals in gray are " "scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " "been confirmed yet." msgstr "" #: ../../content/applications/hr/appraisals.rst:551 msgid "" "The report displays the whole current year, by default, grouped by " "department." msgstr "" #: ../../content/applications/hr/appraisals.rst:553 msgid "" "To change the calendar view presented, change the date settings in the top-" "left of the report. The options to display are :guilabel:`Day`, " ":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" " move forward or backward in time." msgstr "" #: ../../content/applications/hr/appraisals.rst:557 msgid "" "At any point, click the :guilabel:`Today` button to present the calendar to " "include today's date in the view." msgstr "" #: ../../content/applications/hr/appraisals.rst:560 msgid "" "The report can have other filters and groupings set in the " ":guilabel:`Search...` bar at the top." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "A report showing all the appraisals for the Appraisal Analysis report." msgstr "" #: ../../content/applications/hr/appraisals.rst:569 msgid "Skills evolution" msgstr "" #: ../../content/applications/hr/appraisals.rst:571 msgid "" "To access the *Skills Evolution* report, navigate to " ":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " "This displays a report of all skills, grouped by employee." msgstr "" #: ../../content/applications/hr/appraisals.rst:574 msgid "" "All the lines of the report are collapsed, by default. To view the details " "of a line, click on a line to expand the data." msgstr "" #: ../../content/applications/hr/appraisals.rst:577 msgid "Each skill has the following information listed:" msgstr "" #: ../../content/applications/hr/appraisals.rst:579 msgid ":guilabel:`Employee`: name of the employee." msgstr "" #: ../../content/applications/hr/appraisals.rst:580 msgid ":guilabel:`Skill Type`: the category the skill falls under." msgstr "" #: ../../content/applications/hr/appraisals.rst:581 msgid ":guilabel:`Skill`: the specific, individual skill." msgstr "" #: ../../content/applications/hr/appraisals.rst:582 msgid "" ":guilabel:`Previous Skill Level`: the level the employee had previously " "achieved for the skill." msgstr "" #: ../../content/applications/hr/appraisals.rst:583 msgid "" ":guilabel:`Previous Skill Progress`: the previous percentage of competency " "achieved for the skill (based on the :guilabel:`Skill Level`)." msgstr "" #: ../../content/applications/hr/appraisals.rst:585 msgid "" ":guilabel:`Current Skill Level`: the current level the employee has achieved" " for the skill." msgstr "" #: ../../content/applications/hr/appraisals.rst:586 msgid "" ":guilabel:`Current Skill Progress`: the current percentage of competency " "achieved for the skill." msgstr "" #: ../../content/applications/hr/appraisals.rst:587 msgid "" ":guilabel:`Justification`: any notes entered on the skill explaining the " "progress." msgstr "" #: ../../content/applications/hr/appraisals.rst-1 msgid "A report showing all the skills grouped by employee." msgstr "" #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Chấm công" #: ../../content/applications/hr/attendances.rst:12 msgid "" "Odoo's *Attendances* application functions as a time clock. Employees are " "able to check in and out of work using a dedicated device in kiosk mode, " "while users are also able to check in and out of work directly from the " "database. Managers can quickly see who is available at any given time, " "create reports to see everyone's hours, and gain insights on which employees" " are working overtime, or checking out of work earlier than expected." msgstr "" #: ../../content/applications/hr/attendances.rst:21 msgid "Access rights" msgstr "" #: ../../content/applications/hr/attendances.rst:23 msgid "" "It is important to understand how the different access rights affect what " "users can access in the *Attendances* application." msgstr "" #: ../../content/applications/hr/attendances.rst:26 msgid "" "Every user in the database is always able to access their own information on" " the dashboard and can check in and out directly from the database. Access " "to all the other features is determined by access rights." msgstr "" #: ../../content/applications/hr/attendances.rst:30 msgid "" "To see what access rights a user has, navigate to the " ":menuselection:`Settings application --> Users & Companies: Users`, and " "click on an individual user. The :guilabel:`Access Rights` tab is visible by" " default. Scroll down to the :guilabel:`Human Resources` section to see the " "setting. For the :guilabel:`Attendances` field, the options are either to " "leave the field blank or select :guilabel:`Administrator`." msgstr "" #: ../../content/applications/hr/attendances.rst:36 msgid "" "If the :guilabel:`Administrator` option is selected, the user has full " "access to the entire *Attendances* application, with no restrictions. They " "can view all employee attendance records, enter kiosk mode from the " "application, access all reporting metrics, and make modifications to the " "settings." msgstr "" #: ../../content/applications/hr/attendances.rst:41 msgid "" "If left blank, the user can only view their own information on the " "*Attendances* application dashboard and can view their own personal " "attendance records under the reporting feature. All other attendance records" " are hidden from view on the report. There is no access to either the kiosk " "mode or the configuration menu." msgstr "" #: ../../content/applications/hr/attendances.rst:49 msgid "Approvers" msgstr "Người phê duyệt" #: ../../content/applications/hr/attendances.rst:51 msgid "" "The **only** other scenario where different information may be accessible in" " the *Attendances* application is for approvers. If a user does *not* have " "administrative rights for the *Attendances* application, but they are set as" " an employee's approver for the *Attendances* application, that user is able" " to view the attendance records for that specific employee, as well as make " "modifications to that employee's attendance records, if necessary. This " "applies to all employees for whom the user is listed as the *Attendances* " "application approver. Approvers are typically managers, though this is not " "required." msgstr "" #: ../../content/applications/hr/attendances.rst:59 msgid "" "To see who the attendance approver is for an employee, navigate to the " ":menuselection:`Employees application` and click on the specific employee. " "Click on the :guilabel:`Work Information` tab, scroll to the " ":guilabel:`Approvers` section, and check the :guilabel:`Attendance` field. " "The person selected is able to view that employees' attendance records, both" " on the *Attendances* application dashboard as well as in the attendance " "reports, and make modifications to their records." msgstr "" #: ../../content/applications/hr/attendances.rst:68 msgid "" "Few configurations are needed in the *Attendances* application. Determining " "how employees check in and out, defining how the kiosks function, and " "determining how extra hours are computed are all set in the Configuration " "menu. Navigate to the :menuselection:`Attendances application --> " "Configuration` to access the configuration menu." msgstr "" #: ../../content/applications/hr/attendances.rst:74 msgid "Modes" msgstr "Chế độ" #: ../../content/applications/hr/attendances.rst:78 msgid "" ":guilabel:`Kiosk Mode`: using the drop-down menu, select how an employee " "checks in when using a kiosk. Options are :guilabel:`Barcode/RFID`, " ":guilabel:`Barcode/RFID and Manual Selection`, or :guilabel:`Manual " "Selection`." msgstr "" #: ../../content/applications/hr/attendances.rst:83 msgid "" "The *Barcode* application **does not** need to be installed to use one of " "the Barcode/RFID settings." msgstr "" #: ../../content/applications/hr/attendances.rst:86 msgid "" ":guilabel:`Attendances from Backend`: activate this selection to allow users" " to check in and out directly from the Odoo database. If this is not " "activated, users must use a kiosk to check in and out of work." msgstr "" #: ../../content/applications/hr/attendances.rst:93 msgid "Kiosk settings" msgstr "" #: ../../content/applications/hr/attendances.rst:95 msgid "" "This section only needs to be configured if employees use kiosks for " "checking in and out. If kiosks are **not** being used, modifying any of " "these fields does **not** adversely affect the *Attendances* application." msgstr "" #: ../../content/applications/hr/attendances.rst:99 msgid "" ":guilabel:`Barcode Source`: this setting appears **only** if either of the " "two Barcode/RFID selections were configured for the :ref:`Kiosk Mode " "` setting. Select how barcodes are scanned at the " "kiosk, either with a dedicated barcode :guilabel:`Scanner`, or the device's " ":guilabel:`Front Camera`, or :guilabel:`Back Camera`." msgstr "" #: ../../content/applications/hr/attendances.rst:103 msgid "" ":guilabel:`Employee PIN Identification`: activate this option if employees " "should use a unique PIN to check in. PINs are configured on each individual " "employee record. Refer to the :doc:`../hr/employees/new_employee` " "documentation for more information on setting up PINs." msgstr "" #: ../../content/applications/hr/attendances.rst:106 msgid "" ":guilabel:`Display Time`: set the duration (in seconds) the check in and " "check out confirmation screen remains on the kiosk before going back to the " "main check in screen." msgstr "" #: ../../content/applications/hr/attendances.rst:108 msgid "" ":guilabel:`Attendance Kiosk Url`: Odoo generates a unique web address (URL) " "to use a device as a kiosk without having to sign in to the Odoo database. " "When setting up a kiosk device, navigate to this unique web address in a web" " browser to present the Attendances application kiosk." msgstr "" #: ../../content/applications/hr/attendances.rst:113 msgid "" "These kiosk URLs are **not** secured with any type of access code. Anyone " "who has the URL can access the Attendances application kiosk. If the URL is " "compromised for any reason, such as in the event of a security breach, click" " :guilabel:`Generate a new Kiosk Mode URL`, located beneath the link, to " "generate a new URL and update the kiosk accordingly." msgstr "" #: ../../content/applications/hr/attendances.rst:119 msgid "Extra hours" msgstr "" #: ../../content/applications/hr/attendances.rst:121 msgid "" "This section specifies how extra time is calculated, including when extra " "time is counted and what time is not logged." msgstr "" #: ../../content/applications/hr/attendances.rst:124 msgid "" ":guilabel:`Count of Extra Hours`: enable this box to allow employees to log " "extra hours beyond their set working hours (sometimes referred to as " "*overtime*). Activating this selection displays the following settings as " "well. If this is not activated, no other configurations appear." msgstr "" #: ../../content/applications/hr/attendances.rst:128 msgid "" ":guilabel:`Start From`: the current date is automatically entered in this " "field. If desired, click on this field and use the calendar selector to " "modify the start date on which extra hours are logged." msgstr "" #: ../../content/applications/hr/attendances.rst:131 msgid "" ":guilabel:`Tolerance Time In Favor Of Company`: enter the amount of time, in" " minutes, that is **not** counted towards an employee's overtime. When an " "employee checks out, and the extra time logged is below the specified " "minutes, the extra time is **not** counted as overtime for the employee." msgstr "" #: ../../content/applications/hr/attendances.rst:135 msgid "" ":guilabel:`Tolerance Time In Favor Of Employee`: enter the amount of time, " "in minutes, that an employee is given, that does **not** adversely affect " "their attendance if they log less time than their working hours. When an " "employee checks out, and the total time logged for the day is less than " "their specified working hours and less than this specified grace period, " "they are **not** penalized for their reduced hours." msgstr "" #: ../../content/applications/hr/attendances.rst:142 msgid "" "A company sets both of the :guilabel:`Tolerance` fields to `15` minutes, and" " the working hours for the entire company are set from 9:00 AM to 5:00 PM." msgstr "" #: ../../content/applications/hr/attendances.rst:145 msgid "" "If an employee checks in at 9:00 AM, and checks out at 5:14 PM, the extra 14" " minutes are **not** counted towards their overtime." msgstr "" #: ../../content/applications/hr/attendances.rst:148 msgid "" "If an employee checks in at 9:05 AM, and checks out at 4:55 PM, even though " "they logged a total of 10 minutes less than their full working hours, they " "are **not** penalized for this discrepancy." msgstr "" #: ../../content/applications/hr/attendances.rst:152 msgid "" ":guilabel:`Display Extra Hours`: activate this box to display the extra " "hours logged by an employee when they check out with a kiosk, or when a user" " checks out in the database." msgstr "" #: ../../content/applications/hr/attendances.rst:156 msgid "" "Employees are still able to log overtime hours even if the :guilabel:`Count " "of Extra Hours` option is not activated. The difference is that when " ":guilabel:`Count of Extra Hours` is activated, the extra hours can be " ":ref:`deducted from an approved time off request `." msgstr "" #: ../../content/applications/hr/attendances.rst:164 msgid "Check in and out via the database" msgstr "" #: ../../content/applications/hr/attendances.rst:166 msgid "" "Odoo's *Attendances* application allows users who are logged into the " "database to check in and out, without needing to go into the *Attendances* " "application, or use a kiosk. For some smaller companies, where every " "employee is also a user, this feature may be useful." msgstr "" #: ../../content/applications/hr/attendances.rst:170 msgid "" "A user can check in and out on the main database dashboard, as well as in " "any application. In the upper right corner of the top main menu, which is " "always visible regardless of what application the user is in, a :guilabel:`🔴" " (red circle)` or :guilabel:`🟢 (green circle)` is visible. Click on the " "colored circle to reveal the attendance widget, enabling the user to check " "in and/or out." msgstr "" #: ../../content/applications/hr/attendances.rst-1 #: ../../content/applications/hr/attendances.rst-1 msgid "Top right main menu with check in button highlighted." msgstr "" #: ../../content/applications/hr/attendances.rst:180 msgid "Check in" msgstr "Check-in" #: ../../content/applications/hr/attendances.rst:182 msgid "" "If the attendance widget circle is red, this indicates the user is not " "currently checked in. Click the :guilabel:`🔴 (red circle)` and the " "attendance widget appears, displaying a green :guilabel:`Check in ➡️` " "button." msgstr "" #: ../../content/applications/hr/attendances.rst:190 msgid "" "When the user checks in from the database, the *Attendances* app logs the " "location details for the user, including the IP Address and GPS coordinates." msgstr "" #: ../../content/applications/hr/attendances.rst:194 msgid "" "For the *Attendances* app to log the location details, the user must allow " "their computer to access their location information." msgstr "" #: ../../content/applications/hr/attendances.rst:197 msgid "" "If the user has not checked in and out already during the current work day, " "this button is the only visible item in the widget. If the user has " "previously checked in and out, a :guilabel:`Total today` field appears above" " the button, and the total amount of time that has been logged for the day " "appears beneath that field, in an :guilabel:`HH:MM` (hours:minutes) format." msgstr "" #: ../../content/applications/hr/attendances.rst:202 msgid "" "Click the :guilabel:`Check in ➡️` button to check in. The :guilabel:`🔴 (red " "circle)` in the top menu changes to green, and the widget changes appearance" " as well. The widget updates to reflect that the user has checked in, by " "changing the green :guilabel:`Check in ➡️` button to a yellow " ":guilabel:`Check out ➡️` button." msgstr "" #: ../../content/applications/hr/attendances.rst:207 msgid "Click anywhere on the screen to close the attendance widget." msgstr "" #: ../../content/applications/hr/attendances.rst:210 msgid "Check out" msgstr "Check-out" #: ../../content/applications/hr/attendances.rst:212 msgid "" "If the user is checking out for the first time, :guilabel:`Since HH:MM " "(AM/PM)` appears at the top of the widget, with the time the user checked in" " populating the time field. Beneath that line, :guilabel:`HH:MM` is " "displayed, indicating the hours and minutes that have elapsed since checking" " in. As time passes, this value is updated to reflect the hours and minutes " "that have passed since the user checked in." msgstr "" #: ../../content/applications/hr/attendances.rst:218 msgid "" "If the user has previously checked in and out, additional fields are " "presented. A :guilabel:`Before HH:MM (AM/PM)` field appears in addition to " "the :guilabel:`Since HH:MM (AM/PM)` field. The time displayed in both of " "these fields are populated with the most recent check in time, and will " "match. Beneath the :guilabel:`Before HH:MM (AM/PM)` field, the previously " "logged hours are displayed, in an :guilabel:`HH:MM` (hours:minutes) format." msgstr "" #: ../../content/applications/hr/attendances.rst:224 msgid "" "In addition, beneath both of these fields, a :guilabel:`Total today` field " "appears. This field is the sum of both the :guilabel:`Before HH:MM (AM/PM)` " "and :guilabel:`Since HH:MM (AM/PM)` fields, and is the total time that will " "be logged for the user, if they were to log out at that moment." msgstr "" #: ../../content/applications/hr/attendances.rst:228 msgid "" "As time passes, both the :guilabel:`Since HH:MM (AM/PM)` and " ":guilabel:`Total today` fields are updated live. To check out, click the " "yellow :guilabel:`Check out ➡️` button. The attendance widget updates again," " displaying the :guilabel:`Total today` field with the logged time, and the " "yellow :guilabel:`Check out ➡️` button changes to a green :guilabel:`Check " "in ➡️` button." msgstr "" #: ../../content/applications/hr/attendances.rst:233 msgid "" "When the user checks out from the database, the *Attendances* app logs the " "location details for the user. This information is **only** logged if the " "user allows their computer to access this information." msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "" "The pop-up that appears when an employee checks in inside the database." msgstr "" #: ../../content/applications/hr/attendances.rst:242 msgid "" "There is no limit to the amount of times a user can check in and check out. " "Users are able to check in and out without any time elapsing (a value of " "00:00). Each time an employee logs in and out, the information is stored and" " appears on the dashboard, including check ins and check outs with no time " "value." msgstr "" #: ../../content/applications/hr/attendances.rst:250 msgid "Kiosk mode" msgstr "" #: ../../content/applications/hr/attendances.rst:252 msgid "" "Some companies may opt to use a dedicated device (a laptop or desktop PC, a " "tablet, or a mobile phone) for employees to check in and check out from. " "Kiosk mode is used for these scenarios." msgstr "" #: ../../content/applications/hr/attendances.rst:256 msgid "" "If users check in and out using either a badge or an RFID, then an " "accessible device in kiosk mode **must** be available to check in and check " "out using these two methods." msgstr "" #: ../../content/applications/hr/attendances.rst:259 msgid "" "Entering kiosk mode is only available for users with specific :ref:`access " "rights `." msgstr "" #: ../../content/applications/hr/attendances.rst:262 msgid "Kiosk mode can be activated in three different ways:" msgstr "" #: ../../content/applications/hr/attendances.rst:264 msgid "" "Navigate to the :guilabel:`Attendances` application, and click " ":guilabel:`Kiosk Mode` in the top menu. The device then enters kiosk mode." msgstr "" #: ../../content/applications/hr/attendances.rst:266 msgid "" "Navigate to the :menuselection:`Attendances application --> Configuration`. " "In the :guilabel:`Kiosk Settings` section, click on the link in the " ":guilabel:`Attendance Kiosk Url` field. A new tab opens in kiosk mode. It is" " recommended to close the database tab to keep the database secure." msgstr "" #: ../../content/applications/hr/attendances.rst:270 msgid "" "Navigate to the :menuselection:`Attendances application --> Configuration`. " "In the :guilabel:`Kiosk Settings` section, click :guilabel:`Copy` next to " "the link beneath the :guilabel:`Attendance Kiosk Url` field. Paste this URL " "into a web browser on the kiosk device and navigate to it." msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "" "The Attendances Kiosk URL field in the settings section of the Attendances " "application." msgstr "" #: ../../content/applications/hr/attendances.rst:279 msgid "" "As a security measure, once a device is in kiosk mode, it is not possible to" " exit kiosk mode and go back into the database without signing back in. To " "exit kiosk mode, click the back button in the web browser. This logs the " "user out of the database, and returns to the main log in screen. This adds " "an extra layer of security, preventing anyone from accessing the database." msgstr "" #: ../../content/applications/hr/attendances.rst:285 msgid "Badge" msgstr "Huy hiệu" #: ../../content/applications/hr/attendances.rst:287 msgid "" "To check in or out using a badge, tap the :guilabel:`📷 (camera) Tap to scan`" " image in the center of the kiosk. Then, scan the barcode on the badge using" " the method configured in the :ref:`kiosk settings ` section of the configuration menu. Options are a dedicated " "barcode scanning device, or the kiosk's front or back camera. Once the " "barcode is scanned, the employee is checked in or out, and a " ":ref:`confirmation message ` appears with all the " "check in or check out information." msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "The Attendances Kiosk view displaying the scan badge image." msgstr "" #: ../../content/applications/hr/attendances.rst:299 msgid "RFID" msgstr "" #: ../../content/applications/hr/attendances.rst:301 msgid "" "To check in or out using an RFID key fob, simply scan the fob with an RFID " "reader. Once scanned, the employee is then either checked in or checked out," " and a :ref:`confirmation message ` appears with " "all the check in or check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:306 msgid "Manually" msgstr "Thủ công" #: ../../content/applications/hr/attendances.rst:308 msgid "" "Users who do not have a scannable badge or an RFID fob can manually check in" " and out at a kiosk. Tap the :guilabel:`Identify Manually` button on the " "kiosk, and a screen with all the employees that can be checked in or out " "appears. This is the same view as in the *Employees* application dashboard. " "Tap on the person, and they are either checked in or checked out, and a " ":ref:`confirmation message ` appears." msgstr "" #: ../../content/applications/hr/attendances.rst:314 msgid "" "When a large number of employees appear in the list, making scrolling " "inefficient, there are two ways to quickly find a specific person:" msgstr "" #: ../../content/applications/hr/attendances.rst:317 msgid "" ":guilabel:`Search...`: tap on the :guilabel:`Search...` field and enter the " "person's name. As the name is typed in, the matching results are displayed " "on the screen." msgstr "" #: ../../content/applications/hr/attendances.rst:319 msgid "" ":guilabel:`Department`: to quickly filter the presented employees, tap on a " "department to display only those employees that are part of that department." " The :guilabel:`Departments` are listed on the left side of the screen, and " "the number at the end of each department indicates how many employees are " "part of the department, and is displayed when selected." msgstr "" #: ../../content/applications/hr/attendances.rst:325 msgid "PIN" msgstr "MÃ SỐ" #: ../../content/applications/hr/attendances.rst:327 msgid "" "If the :guilabel:`Employee PIN Identification` option was activated in the " ":ref:`kiosk settings ` section of the " "configuration menu, the employee is prompted to enter a PIN when manually " "checking in or out." msgstr "" #: ../../content/applications/hr/attendances.rst:331 msgid "" "After the employee is selected, a number pad appears with a message. When " "checking in, :guilabel:`(Employee) Welcome! Please enter your PIN to check " "in` appears above the numbers. When checking out, :guilabel:`(Employee) Want" " to check out? Please enter your PIN to check out` appears above the " "numbers." msgstr "" #: ../../content/applications/hr/attendances.rst:336 msgid "" "Tap in the PIN using the number pad, then tap :guilabel:`OK` when done. The " "employee is then checked in or out, and a :ref:`confirmation message " "` appears." msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "The pop-up that appears when prompted to enter a pin." msgstr "" #: ../../content/applications/hr/attendances.rst:346 msgid "Confirmation message" msgstr "" #: ../../content/applications/hr/attendances.rst:348 msgid "" "When an employee checks in or out, a confirmation message appears with all " "the check in or check out information. When checking in, a welcome message " "appears, as well as the date and time of check in. An :guilabel:`Hours " "Previously Today: HH:MM` field also appears, displaying any time already " "logged for that employee for the day. If no time has already been logged, " "the value displayed is `00:00`. Beneath the message is an :guilabel:`OK` " "button. To exit the screen before the preset time in the kiosk, tap the " ":guilabel:`OK` button." msgstr "" #: ../../content/applications/hr/attendances.rst:355 msgid "" "When checking out, the screen displays a goodbye message, with the date and " "time of check out, and the total hours logged for the day. Beneath the " "message is a :guilabel:`Goodbye` button. To exit the screen before the " "preset time, tap the :guilabel:`Goodbye` button." msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:364 #: ../../content/applications/hr/time_off.rst:745 msgid "Overview" msgstr "Tổng quan" #: ../../content/applications/hr/attendances.rst:366 msgid "" "When entering the *Attendances* application, the :guilabel:`Overview` " "dashboard is presented, containing all the check in and check out " "information for the signed in user. If the user has specific :ref:`access " "rights ` and/or are :ref:`approvers " "` for specific employees, then those additional " "employee's check in and check out information is also visible on the " ":guilabel:`Overview` dashboard." msgstr "" #: ../../content/applications/hr/attendances.rst:373 msgid "Views" msgstr "Lượt xem" #: ../../content/applications/hr/attendances.rst:375 msgid "" "To change the view from the default Gantt chart to a list view, click the " ":guilabel:`List` icon in the top right of the dashboard, beneath the user's " "photo. To switch back to the Gantt chart, click the :guilabel:`Gantt` " "button, located next to the :guilabel:`List` button." msgstr "" #: ../../content/applications/hr/attendances.rst:379 msgid "" "The default view presents the current day's information. To present the " "information for the :guilabel:`Week`, :guilabel:`Month`, or " ":guilabel:`Year`, click on the :guilabel:`Day` button to reveal a drop-down," " displaying those other options. Select the desired view, and the dashboard " "updates, presenting the selected information. To change the :guilabel:`Day`," " :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` presented, click " "the :guilabel:`← (left arrow)` or :guilabel:`→ (right arrow)` buttons on " "either side of the drop-down menu. To jump back to a view containing the " "current day, click the :guilabel:`Today` button. This refreshes the " "dashboard, presenting information containing the current day's information." msgstr "" #: ../../content/applications/hr/attendances.rst:388 msgid "" "In the :guilabel:`Day` view, the column for the current hour is highlighted " "in yellow. If the :guilabel:`Week` or :guilabel:`Month` view is selected, " "the column for the current day is highlighted. If the :guilabel:`Year` view " "is selected, the current month is highlighted." msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "" "The overview dashboard presenting the information for the week, with the current day\n" "highlighted." msgstr "" #: ../../content/applications/hr/attendances.rst:397 msgid "" "Any entries that have errors appear in red, indicating they need to be " "resolved by a user with the proper :ref:`access rights ` and/or are :ref:`approvers ` for the " "employee(s) with the errors." msgstr "" #: ../../content/applications/hr/attendances.rst:404 msgid "Filters and groups" msgstr "" #: ../../content/applications/hr/attendances.rst:406 msgid "" "To filter the results in the overview dashboard, or to present different " "groups of information, click the :guilabel:`🔻 (triangle drop down)` button " "in the right side of the :guilabel:`Search` bar above the dashboard, and " "select one of the available :guilabel:`Filters` or :guilabel:`Group By` " "options. There are several pre-configured filters and groups to choose from," " as well as an option to create custom ones." msgstr "" #: ../../content/applications/hr/attendances.rst:413 #: ../../content/applications/hr/payroll/reporting.rst:276 msgid "Filters" msgstr "Bộ lọc" #: ../../content/applications/hr/attendances.rst:415 msgid "The default filters that can be selected are:" msgstr "" #: ../../content/applications/hr/attendances.rst:417 msgid "" ":guilabel:`My Attendances`: this filter only presents the user's attendance " "data." msgstr "" #: ../../content/applications/hr/attendances.rst:418 msgid "" ":guilabel:`My Team`: this filter presents the attendance data for the user's" " team." msgstr "" #: ../../content/applications/hr/attendances.rst:419 msgid "" ":guilabel:`At Work`: this filter displays the attendance data for everyone " "currently checked in." msgstr "" #: ../../content/applications/hr/attendances.rst:420 msgid "" ":guilabel:`Errors`: this filter displays any entries with :ref:`errors " "` that need to be resolved." msgstr "" #: ../../content/applications/hr/attendances.rst:422 msgid "" ":guilabel:`Check In`: this filter has a drop-down to further select a " "specific time period. Select the desired time period from the options " "presented, a specific month, quarter, or year." msgstr "" #: ../../content/applications/hr/attendances.rst:424 msgid "" ":guilabel:`Last 7 days`: this filter presents the attendance data for the " "last seven days." msgstr "" #: ../../content/applications/hr/attendances.rst:425 msgid "" ":guilabel:`Add Custom Filter`: create a custom filter using the pop-up that " "appears when this is selected." msgstr "" #: ../../content/applications/hr/attendances.rst:429 msgid "Groups" msgstr "Nhóm" #: ../../content/applications/hr/attendances.rst:431 msgid "The default groups that can be selected are:" msgstr "" #: ../../content/applications/hr/attendances.rst:433 msgid "" ":guilabel:`Check In`: this grouping presents a drop-down menu containing the" " following time period options: :guilabel:`Year`, :guilabel:`Quarter`, " ":guilabel:`Month`, :guilabel:`Week`, and :guilabel:`Day`. Selected the time " "period to display all the check-in information, grouped by the selected time" " period." msgstr "" #: ../../content/applications/hr/attendances.rst:437 msgid "" ":guilabel:`Employee`: this group presents the attendance data organized by " "employee." msgstr "" #: ../../content/applications/hr/attendances.rst:438 msgid "" ":guilabel:`Check Out`: this grouping presents a drop-down menu containing " "the following time period options: :guilabel:`Year`, :guilabel:`Quarter`, " ":guilabel:`Month`, :guilabel:`Week`, and :guilabel:`Day`. Selected the time " "period to display all the check-out information, grouped by the selected " "time period." msgstr "" #: ../../content/applications/hr/attendances.rst:442 msgid "" ":guilabel:`Add Custom Group`: this option displays a drop-down menu with a " "variety of options to group the attendance data by, including " ":guilabel:`City`, :guilabel:`Country`, :guilabel:`Mode`, and :guilabel:`IP " "Address`." msgstr "" #: ../../content/applications/hr/attendances.rst:449 msgid "Attendance log details" msgstr "" #: ../../content/applications/hr/attendances.rst:451 msgid "" "Odoo captures various time and location details when a user checks in and " "out. The specific details provided are determined by the method the user " "checked in and out." msgstr "" #: ../../content/applications/hr/attendances.rst:454 msgid "" "To view the specific check in and/or check out details for an employee, " "click on an individual entry in the overview dashboard." msgstr "" #: ../../content/applications/hr/attendances.rst:457 msgid "" "A detailed attendance log for the user appears in a pop-up window. To close " "the detailed attendance log, click the :guilabel:`Save & Close` button in " "the bottom-left corner of the form." msgstr "" #: ../../content/applications/hr/attendances.rst:460 msgid "The detailed attendance log contains the following information:" msgstr "" #: ../../content/applications/hr/attendances.rst:463 msgid "Main details" msgstr "" #: ../../content/applications/hr/attendances.rst:465 msgid ":guilabel:`Employee`: the name of the employee." msgstr "" #: ../../content/applications/hr/attendances.rst:466 msgid ":guilabel:`Check In`: the date and time the employee checked in." msgstr "" #: ../../content/applications/hr/attendances.rst:467 msgid "" ":guilabel:`Check Out`: the date and time the employee checked out. This only" " appears if the employee has checked out." msgstr "" #: ../../content/applications/hr/attendances.rst:469 msgid "" ":guilabel:`Worked Hours`: the total amount of time the employee logged for " "the day, in an hour and minute format (HH:MM). This value calculates all the" " checks in and check outs for the day, if the employee checked in and out " "multiple times." msgstr "" #: ../../content/applications/hr/attendances.rst:472 msgid "" ":guilabel:`Extra Hours`: any extra hours the employee logged that is beyond " "their expected working hours." msgstr "" #: ../../content/applications/hr/attendances.rst:476 msgid "Check in/check out details" msgstr "" #: ../../content/applications/hr/attendances.rst:478 msgid "" "The following information appears for both the :guilabel:`Check In` and " ":guilabel:`Check Out` sections." msgstr "" #: ../../content/applications/hr/attendances.rst:481 msgid "" ":guilabel:`Mode`: the method with which the attendance information was " "gathered. :guilabel:`Systray` is displayed if the employee logged in and out" " :ref:`directly from the database `, " ":guilabel:`Manual` is displayed if the employee logged in and out " ":ref:`using an attendance kiosk `." msgstr "" #: ../../content/applications/hr/attendances.rst:485 msgid "" ":guilabel:`IP Address`: the IP address for the computer the employee used to" " log in or out." msgstr "" #: ../../content/applications/hr/attendances.rst:486 msgid "" ":guilabel:`Browser`: the web browser the employee used to log in or out." msgstr "" #: ../../content/applications/hr/attendances.rst:487 msgid "" ":guilabel:`Localization`: the city and country associated with the " "computer's IP address." msgstr "" #: ../../content/applications/hr/attendances.rst:488 msgid "" ":guilabel:`GPS Coordinates`: the specific coordinates when the user logged " "in or out. To view the specific coordinates on a map, click the :guilabel:`→" " View on Maps` button beneath the :guilabel:`GPS Coordinates`. This opens a " "map in a new browser tab, with the specific location pointed out." msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "The detailed information for an attendance entry." msgstr "" #: ../../content/applications/hr/attendances.rst:498 #: ../../content/applications/hr/lunch/orders.rst:84 msgid "Errors" msgstr "Lỗi" #: ../../content/applications/hr/attendances.rst:500 msgid "" "Entries that contain an error appear on the overview dashboard in red. In " "the :guilabel:`Gantt view`, the entry appears with a red background. If in " "the :guilabel:`List view`, the entry text appears in red." msgstr "" #: ../../content/applications/hr/attendances.rst:504 msgid "" "An error typically occurs when an employee has checked in but has not " "checked out within the last 24 hours, or when an employee has a check in and" " check out period spanning over 16 hours." msgstr "" #: ../../content/applications/hr/attendances.rst:507 msgid "" "To fix the error, the attendance entry must be modified or deleted. Click on" " the entry to reveal a pop-up containing the details for that particular " "entry. To modify the :guilabel:`Check In` and/or :guilabel:`Check Out` " "information, click on the :guilabel:`Check In` or :guilabel:`Check Out` " "field and a calendar selector appears. Click on the desired date, then use " "the time selector beneath the calendar to select the specific time for the " "entry. When the information is correct, click :guilabel:`Apply.`" msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "" "The pop-up that allows for modifications to an attendance entry with an error. The calendar\n" "selector is shown, and the time selector is highlighted." msgstr "" #: ../../content/applications/hr/attendances.rst:519 msgid "" "When all the information on the pop-up is correct, click :guilabel:`Save & " "Close`. When the entry no longer has an error, the entry appears in gray " "instead of red." msgstr "" #: ../../content/applications/hr/attendances.rst:522 msgid "" "To delete an entry, click :guilabel:`Remove` on the pop-up instead of making" " modifications to the entry." msgstr "" #: ../../content/applications/hr/attendances.rst:528 msgid "" "To view attendance reports, click :guilabel:`Reporting` in the top menu. The" " default report displays each employee's attendance information for the past" " 3 months, in a :guilabel:`Line Chart`." msgstr "" #: ../../content/applications/hr/attendances.rst:531 msgid "" "The default view is a :guilabel:`Graph`. To view the data in a pivot table, " "click the :guilabel:`Pivot Table` button on the top right of the report. To " "switch back to the graph view, click the :guilabel:`Graph` button, located " "next to the :guilabel:`Pivot Table` button." msgstr "" #: ../../content/applications/hr/attendances.rst:535 msgid "" "To present different information, adjust the :ref:`filters and groups " "` in the same way as in the :guilabel:`Overview`" " dashboard." msgstr "" #: ../../content/applications/hr/attendances.rst:538 msgid "" "The data can be presented in either a :guilabel:`Bar Chart`, :guilabel:`Line" " Chart`, :guilabel:`Pie Chart`, :guilabel:`Stacked` chart, or in " ":guilabel:`Descending` or :guilabel:`Ascending` order. To change the view to" " any of these charts, click the corresponding button above the displayed " "chart." msgstr "" #: ../../content/applications/hr/attendances.rst:542 msgid "" "To change the :guilabel:`Measures`, click the :guilabel:`Measures` button " "and select the desired measure from the drop-down menu." msgstr "" #: ../../content/applications/hr/attendances.rst:545 msgid "" "The report can also be inserted into a spreadsheet. Click the " ":guilabel:`Insert in Spreadsheet` button and a pop-up appears. Select the " "desired spreadsheet, and click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/hr/attendances.rst-1 msgid "" "The default report view, with all the optional view buttons highlighted." msgstr "" #: ../../content/applications/hr/attendances/hardware.rst:3 msgid "Hardware" msgstr "Phần cứng" #: ../../content/applications/hr/attendances/hardware.rst:6 msgid "Kiosk management" msgstr "Chế độ Ki-ốt" #: ../../content/applications/hr/attendances/hardware.rst:8 msgid "" "A kiosk is a self-service station that allows employees to check in and " "check out for work shifts." msgstr "" "Ki-ốt là một trạm tự phục vụ cho phép nhân viên chấm công vào và chấm công " "ra cho các ca làm việc." #: ../../content/applications/hr/attendances/hardware.rst:10 msgid "There are two ways to set up a kiosk:" msgstr "Có hai cách để thiết lập một ki-ốt:" #: ../../content/applications/hr/attendances/hardware.rst:12 msgid "**Laptop and desktop PC**" msgstr "**Máy tính xách tay và máy tính để bàn**" #: ../../content/applications/hr/attendances/hardware.rst:14 msgid "" "Running a kiosk in a web browser is the cheapest and most flexible option. " "You can print employee badges with any thermal or inkjet printer compatible " "with your web browser." msgstr "" "Chạy một ki-ốt trong trình duyệt web là tùy chọn rẻ nhất và linh hoạt nhất. " "Bạn có thể in huy hiệu nhân viên bằng bất kỳ máy in nhiệt hoặc máy in phun " "nào tương thích với trình duyệt web của bạn." #: ../../content/applications/hr/attendances/hardware.rst:17 msgid "**Tablet and mobile phone (Android or iOS)**" msgstr "**Máy tính bảng và điện thoại di động (Android hoặc iOS)**" #: ../../content/applications/hr/attendances/hardware.rst:19 msgid "" "Tablets and mobile phones take up much less space, and their touchscreens " "are easy to use. Consider putting them in a secure stand at the front desk " "or mounting them securely on a wall." msgstr "" "Máy tính bảng và điện thoại di động chiếm ít không gian hơn và màn hình cảm " "ứng của chúng rất dễ sử dụng. Cân nhắc đặt chúng vào giá đỡ chắc chắn ở quầy" " lễ tân hoặc gắn chúng chắc chắn lên tường." #: ../../content/applications/hr/attendances/hardware.rst:23 msgid "" "We recommend using an iPad together with the `Heckler Design WindFall Stand " "`_" msgstr "" "Chúng tôi khuyên bạn nên sử dụng iPad cùng với `Chân đế Heckler Design " "WindFall `_" #: ../../content/applications/hr/attendances/hardware.rst:27 msgid "RFID key fob readers" msgstr "Đầu đọc thẻ chìa khóa RFID" #: ../../content/applications/hr/attendances/hardware.rst:29 msgid "" "Employees can scan personal RFID key fobs with an RFID reader to manage " "check-ins and check-outs quickly and easily." msgstr "" "Nhân viên có thể quét các móc chìa khóa RFID cá nhân bằng đầu đọc RFID để " "quản lý việc đăng ký và trả phòng một cách nhanh chóng và dễ dàng." #: ../../content/applications/hr/attendances/hardware.rst-1 msgid "An RFID key fob is placed on an RFID reader" msgstr "Móc khóa RFID được đặt trên đầu đọc RFID" #: ../../content/applications/hr/attendances/hardware.rst:38 msgid "" "We recommend using the `Neuftech USB RFID Reader " "`_." msgstr "" "Chúng tôi khuyên bạn nên sử dụng `Neuftech USB RFID Reader " " `_." #: ../../content/applications/hr/attendances/hardware.rst:41 #: ../../content/applications/hr/attendances/hardware.rst:57 msgid "An IoT box is **not** required." msgstr "Hộp IoT **không** bắt buộc." #: ../../content/applications/hr/attendances/hardware.rst:44 msgid "Barcode scanners" msgstr "Máy quét mã vạch" #: ../../content/applications/hr/attendances/hardware.rst:46 msgid "" "Employees can scan the barcode on their employee badges to manage check-ins " "and check-outs quickly and easily. The kiosk mode works with most USB " "barcode scanners connected directly to a computer. Bluetooth barcode " "scanners are also supported natively." msgstr "" "Nhân viên có thể quét mã vạch trên thẻ nhân viên của họ để quản lý việc đăng" " ký và trả phòng một cách nhanh chóng và dễ dàng. Chế độ kiosk hoạt động với" " hầu hết các máy quét mã vạch USB được kết nối trực tiếp với máy tính. Máy " "quét mã vạch Bluetooth cũng được hỗ trợ nguyên bản." #: ../../content/applications/hr/attendances/hardware.rst:51 msgid "" "We recommend using the `Honeywell product line " "`_. " "If the barcode scanner is connected directly to a computer, it must be " "configured to use the computer's keyboard layout." msgstr "" "Chúng tôi khuyên bạn nên sử dụng `dòng sản phẩm Honeywell " "`_. " "Nếu máy quét mã vạch được kết nối trực tiếp với máy tính, nó phải được định " "cấu hình để sử dụng bố cục bàn phím của máy tính." #: ../../content/applications/hr/employees.rst:7 msgid "Employees" msgstr "Nhân viên" #: ../../content/applications/hr/employees.rst:9 msgid "" "Odoo *Employees* organizes a company's employee records, contracts, and " "departments." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:3 msgid "New employees" msgstr "Nhân viên mới" #: ../../content/applications/hr/employees/new_employee.rst:5 msgid "" "When a new employee is hired, the first step is to create a new employee " "record. This record is a centralized place where all important information " "about the employee is stored, including :ref:`general information " "`, :ref:`job history and skills `," " :ref:`various work information `, :ref:`personal " "details `, :ref:`documents `, and " "more." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:11 msgid "" "To begin, open the :menuselection:`Employees` app, then click the " ":guilabel:`New` button in the upper-left corner. Doing so reveals a blank " "employee form." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:14 msgid "" "Proceed to fill out the required information, along with any additional " "details." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "Create a new employee form with all fields filled out." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:21 msgid "" "The current company phone number and name are populated in the " ":guilabel:`Work Phone` and :guilabel:`Company` fields. If the *Appraisals* " "application is installed, the :guilabel:`Next Appraisal Date` field is " "populated with a date six months from the current date." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:28 #: ../../content/applications/hr/fleet/new_vehicle.rst:106 #: ../../content/applications/hr/fleet/service.rst:117 msgid "General information" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:30 msgid "" "The employee form automatically saves as data is entered. However, the form " "can be saved manually at any time by clicking the :guilabel:`Save manually` " "option, represented by a :guilabel:`(cloud with an upwards arrow)` icon." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:35 msgid "Required fields" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:37 msgid ":guilabel:`Employee's Name`: enter the employee's name." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:38 msgid "" ":guilabel:`Company`: from the drop-down menu in this field, select the " "company the new employee was hired by, or create a new company by typing the" " name in the field, and clicking :guilabel:`Create` or :guilabel:`Create and" " edit...` from the mini drop-down menu that appears." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "A new employee form with the required fields highlighted." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:47 #: ../../content/applications/hr/recruitment.rst:736 msgid "Optional fields" msgstr "Các trường thông tin không bắt buộc" #: ../../content/applications/hr/employees/new_employee.rst:49 msgid "" ":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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:51 msgid "" ":guilabel:`Job Position`: enter the employee's job title under their name, " "or select it from the :guilabel:`Job Position` field drop-down menu below to" " have this top field auto-populate. The :guilabel:`Job Position` field under" " the employee name can be modified, and does *not* need to match the " "selection made in the :guilabel:`Job Position` drop-down menu in the field " "below." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:57 msgid "" "While it is recommended to have the job positions match, the typed-in " "description in this top field can contain more specific information than the" " selected drop-down :guilabel:`Job Position`, if desired." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:61 msgid "" "For instance, if someone is hired for a sales representative position " "configured as :guilabel:`Sales Representative` in the *Recruitment* app, " "that can be selected in the drop-down :guilabel:`Job Position` field." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:65 msgid "" "In the typed-in :guilabel:`Job Position` field beneath the " ":guilabel:`Employee's Name` field, the position could be more specific, such" " as `Sales Representative - Subscriptions` if the employee is focused solely" " on subscription sales." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "Both job position fields entered but with different information." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:73 msgid "" ":guilabel:`Tags`: select a tag from the drop-down menu to add relevant tags " "to the employee. Any tag can be created in this field by typing it in. Once " "created, the new tag is available for all employee records. There is no " "limit to the amount of tags that can be added." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:76 msgid "" ":guilabel:`Work Contact Information`: enter the employee's :guilabel:`Work " "Mobile`, :guilabel:`Work Phone`, :guilabel:`Work Email`, and/or " ":guilabel:`Company` name, if not already auto-populated." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:79 msgid "" ":guilabel:`Department`: select the employee's department from the drop-down " "menu." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:80 msgid "" ":guilabel:`Job Position`: select the employee's job position from the drop-" "down menu. Once a selection is made, the :guilabel:`Job Position` field " "beneath the :guilabel:`Employee's Name` field automatically updates to " "reflect the currently selected job position. These positions are from the " ":doc:`Recruitment <../../hr/recruitment/new_job/>` application, and reflect " "the currently configured job positions." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:85 msgid "" ":guilabel:`Manager`: select the employee's manager from the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:86 msgid "" ":guilabel:`Coach`: select the employee's coach from the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:87 msgid "" ":guilabel:`Next Appraisal Date`: this field is **only** visible if the " "*Appraisals* application is installed. The date automatically populates with" " a date that is computed according to the settings configured in the " "*Appraisals* application. This date can be modified using the calendar " "selector." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:92 msgid "" "After a :guilabel:`Manager` is selected, if the :guilabel:`Coach` field is " "blank, the selected manager automatically populates the :guilabel:`Coach` " "field." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:96 msgid "" "To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, " ":guilabel:`Coach`, or :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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:102 msgid "Additional information tabs" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:107 msgid "Resumé tab" msgstr "Tab Resumé" #: ../../content/applications/hr/employees/new_employee.rst:110 #: ../../content/applications/hr/payroll.rst:869 msgid "Resumé" msgstr "Resumé" #: ../../content/applications/hr/employees/new_employee.rst:112 msgid "" "Next, enter the employee's work history in the :guilabel:`Resumé` tab. Each " "resumé line must be 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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "A resumé entry form with all the information populated." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:122 msgid ":guilabel:`Title`: type in the title of the previous work experience." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:123 msgid ":guilabel:`Employee`: select the employee from the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:124 msgid "" ":guilabel:`Type`: from the drop-down menu, select either " ":guilabel:`Experience`, :guilabel:`Education`, :guilabel:`Side Projects`, " ":guilabel:`Internal Certification`, :guilabel:`Completed Internal Training`," " or type in a new entry, then click :guilabel:`Create \"(Type)\"`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:128 msgid "" ":guilabel:`Display Type`: from the drop-down menu, choose " ":guilabel:`Classic` for typical work experience, :guilabel:`Certification` " "for experience gained through a certification, or :guilabel:`Course` for " "non-certified classes." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:131 msgid "" ":guilabel:`Duration`: enter the start and end dates for the work experience." " To select a date, click the first empty field to reveal a calendar pop-up " "window. Proceed to use the :guilabel:`< (left arrow)` and :guilabel:`> " "(right arrow)` icons to scroll to the desired month, then click on the day " "to select it. Repeat this process to locate and select the end date. When " "the desired dates have been selected, click :guilabel:`✔️ Apply`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:136 msgid ":guilabel:`Description`: enter any relevant details in this field." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:138 msgid "" "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 resumé line." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:143 msgid "" "After the new employee form is saved, the current position and company is " "automatically added to the :guilabel:`Resumé` tab, with the end date listed " "as `current`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:149 msgid "Skills" msgstr "Kỹ năng" #: ../../content/applications/hr/employees/new_employee.rst:151 msgid "" "An employee's skills can be entered in the :guilabel:`Resumé` tab in the " "same manner that a resumé line is created." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:154 msgid "" "In order to add a skill to an employee record, the skill types must be " "configured first. If no skill types are configured, a :guilabel:`Create new " "Skills` button appears in the :guilabel:`Skills` section of the " ":guilabel:`Resumé` tab. :ref:`Configure the skill types ` before adding any skills to the employee record." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:159 msgid "" "If the skill types are configured, a :guilabel:`Pick a skill from the list` " "button appears instead. Click the :guilabel:`Pick a skill from the list` " "button, and select the following information for each skill." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "A skill form with the information filled out." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:167 msgid "" ":guilabel:`Skill Type`: select a :ref:`skill type ` " "by clicking the radio button next to the skill type." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:169 msgid "" ":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)\"`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:174 msgid "" ":guilabel:`Skill Level`: pre-defined skill levels associated with the " "selected :guilabel:`Skill Type` appear in a drop-down menu. First, select a " ":guilabel:`Skill Level`, then the progress bar automatically displays the " "pre-defined progress for that specific skill level. Skill levels and " "progress can be modified in the :guilabel:`Skill Level` pop-up form, which " "is accessed via the :guilabel:`Internal Link` arrow next to :guilabel:`Skill" " Level` field." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:180 msgid "" "Click the :guilabel:`Save & Close` button if there is only one skill to add," " or click the :guilabel:`Save & New` button to save the current entry and " "immediately add another skill." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:183 msgid "" "To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ " "(trash can)` icon to delete the entry. Add a new line by clicking the " ":guilabel:`Add` button next to the corresponding section." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:188 msgid "" "Only users with :guilabel:`Officer: Manage all employees` or " ":guilabel:`Administrator` rights for the *Employees* app can add or edit " "skills." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:194 msgid "Skill types" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:196 msgid "" "In order to add a skill to an employee's form, the :guilabel:`Skill Types` " "must be configured. Go to :menuselection:`Employees app --> Configuration " "--> Employee: Skill Types` to view the currently configured skill types and " "create new skill types." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:201 msgid "" "The default skill of :guilabel:`Languages` is pre-configured as a skill " "*type*, but there are no specific language *skills* listed within that skill" " type. The :guilabel:`Languages` skill type must be fully configured before " "it can be used." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:205 msgid "" "Click :guilabel:`New` and a new :guilabel:`Skill Type` form appears. Fill " "out all the details for the new skill type. Repeat this for all the needed " "skill types." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:208 msgid "" ":guilabel:`Skill Type`: enter the name of the skill type. This acts as the " "parent category for more specific skills and should be generic." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:210 msgid "" ":guilabel:`Skills`: click :guilabel:`Add a line`, and enter the " ":guilabel:`Name` for the new skill, then repeat for all other needed skills." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:212 msgid "" ":guilabel:`Levels`: click :guilabel:`Add a line`, and enter the " ":guilabel:`Name` of the level. Next, click into the :guilabel:`Progress` " "field, and enter a percentage (0-100) for that level. Repeat for all " "additional levels, as needed." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:215 msgid "" ":guilabel:`Default Level`: click the toggle on the level line to set that " "level as the default. Typically, the lowest level is set as the default, but" " any level can be chosen. The toggle turns green, indicating it is the " "default level for the skill. Only one level can be set as the default." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:220 msgid "" "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. Last, click :guilabel:`Set Default` on the " "`Beginner` line to set this as the default skill level." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "A skill form for a Math skill type, with all the information entered." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:230 msgid "" "The :guilabel:`Skill Type` form automatically saves as data is entered." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:233 msgid "" "Once the form is completely filled out, click the :guilabel:`Save manually` " "button, represented by a :guilabel:`cloud with an upwards arrow` icon at the" " top of the screen, and the :guilabel:`Levels` rearrange in descending " "order, with the highest level at the top, and the lowest at the bottom, " "regardless of the default level and the order they were entered." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:241 msgid "Work information tab" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:243 msgid "" "The :guilabel:`Work Information` tab is where the employee's specific job " "related information is found. Their working schedule, various roles, who " "approves their specific requests (time off, timesheets, and expenses), their" " remote work schedule, and specific work location details are listed here." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:248 msgid "" "Click on the :guilabel:`Work Information` tab to access this section, and " "enter the following information for the new employee:" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:251 msgid "" ":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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:256 #: ../../content/applications/hr/employees/new_employee.rst:273 msgid "" "Use the breadcrumb links to navigate back to the new employee form when " "done." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:258 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:261 msgid "" ":guilabel:`Approvers`: to see this section, the user must have either " ":guilabel:`Administrator` or :guilabel:`Officer: Manage all employees` " "rights set for the *Employees* application. Using the drop-down menus, " "select the users responsible for approving an :guilabel:`Expense`, a " ":guilabel:`Time Off` request, :guilabel:`Timesheet` entries, and " ":guilabel:`Attendance` records for the employee." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:267 msgid "" "Hover over any of the selections to reveal the :guilabel:`Internal Link` " "arrow." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:269 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:276 #: ../../content/applications/hr/employees/new_employee.rst:351 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:279 msgid "" "To check who has these rights, go to :menuselection:`Settings app --> Users " "--> → Manage Users`. Then, click on an employee, and check the " ":guilabel:`Human Resources` section of the :guilabel:`Access Rights` tab." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:283 #: ../../content/applications/hr/employees/new_employee.rst:358 msgid "" "In order for the user to appear as an approver for :guilabel:`Expenses`, " "they **must** have either :guilabel:`Team Approver`, :guilabel:`All " "Approver`, or :guilabel:`Administrator` set for the :guilabel:`Expenses` " "role." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:286 msgid "" "In order for the user to appear as an approver for :guilabel:`Time Off`, " "they **must** have either :guilabel:`Officer:Manage all Requests` or " ":guilabel:`Administrator` set for the :guilabel:`Time Off` role." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:289 msgid "" "In order for the user to appear as an approver for :guilabel:`Timesheets`, " "they **must** have either :guilabel:`Manager`, :guilabel:`Officer:Manage all" " contracts`, or :guilabel:`Administrator` set for the :guilabel:`Payroll` " "role." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:293 msgid "" ":guilabel:`Remote Work`: use the drop-down menu to select the default " "location the employee works from each day of the week. The default options " "are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:297 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:300 msgid "" "After edits are done, click :guilabel:`Save & Close`, and the new location " "is added, and populates the field." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:303 msgid "" "Leave the field blank (:guilabel:`Unspecified`) for non-working days like " "Saturday and Sunday." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:306 msgid "" "It is also possible to add or modify work locations by navigating to " ":menuselection:`Employees app --> Configuration --> Employee: Work " "Locations`. To modify a location, click on an existing location, then make " "any changes on the form." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:310 msgid "" "Click :guilabel:`New` to create a new location, then enter the following " "information on the form. All fields are **required**." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:313 msgid "" ":guilabel:`Work Location`: enter the name for the location. This can be as " "general or as specific, as needed, such as `Home` or `Building 1, Second " "Floor`, respectfully." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:315 msgid "" ":guilabel:`Work Address`: using the drop-down menu, select the address for " "the location." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:316 msgid "" ":guilabel:`Cover Image`: click on the icon to select it for the " ":guilabel:`Cover Image`. Options are a :guilabel:`house` icon, an " ":guilabel:`office building` icon, and a :guilabel:`GPS location marker` " "icon." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:319 msgid "" ":guilabel:`Company`: using the drop-down menu, select the company the " "location applies to. The current company populates this field, by default." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "A new work location form with all fields filled out." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:326 msgid "" ":guilabel:`Schedule`: select the :guilabel:`Working Hours` and " ":guilabel:`Timezone` for the employee. The :guilabel:`Internal Link` arrow " "opens a detailed view of the specific daily working hours. Working hours can" " be modified or deleted here." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:331 msgid "" ":guilabel:`Working Hours` are related to a company's working schedules, and " "an Employee **cannot** have working hours that are outside of a company's " "working schedule." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:334 msgid "" "Each individual working schedule is company-specific. So, for multi-company " "databases, each company needs to have its own working schedules set." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:337 msgid "" "If an employee's working hours are not configured as a working schedule for " "the company, new working schedules can be added, or existing working " "schedules can be modified." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:340 msgid "" "Working hours can be modified in the *Payroll* application, where they are " "referred to as :guilabel:`Working Schedules`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:343 msgid "" "For more information on how to create or modify :guilabel:`Working " "Schedules` in the *Payroll* application, refer to the " ":doc:`../../hr/payroll` documentation." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:346 msgid "" ":guilabel:`Planning`: select a role from the drop-down menu for both the " ":guilabel:`Roles` and the :guilabel:`Default Role` fields. If the " ":guilabel:`Default Role` is selected as a role, it is automatically added to" " the list of :guilabel:`Roles`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:354 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:361 msgid "" "In order for the user to appear as an approver for :guilabel:`Time Off`, " "they **must** have either :guilabel:`Officer` or :guilabel:`Administrator` " "set for the :guilabel:`Time Off` role." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:363 msgid "" "In order for the user to appear as an approver for :guilabel:`Timesheets`, " "they **must** have either :guilabel:`Manager`, :guilabel:`Officer`, or " ":guilabel:`Administrator` set for the :guilabel:`Payroll` role." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:368 msgid "" ":guilabel:`Working Hours` are related to a company's working times, and an " "employee **cannot** have working hours that are outside of a company's " "working times." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:371 msgid "" "Each individual working time is company-specific. So, for multi-company " "databases, each company **must** have its own working hours set." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:374 msgid "" "If an employee's working hours are not configured as a working time for the " "company, new working times can be added, or existing working times can be " "modified." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:377 msgid "" "To add or modify a working time, go to the :menuselection:`Payroll app --> " "Configuration --> Working Schedules`. Then, either add a new working time by" " clicking :guilabel:`New`, or edit an existing one by selecting a " ":guilabel:`Working Time` from the list to modify it." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:381 msgid "" "Refer to the :ref:`Working schedules ` section of the" " payroll documentation for specific details on creating and editing working " "schedules." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:384 msgid "" "After the new working time is created, or an existing one is modified, the " ":guilabel:`Working Hours` can be set on the employee form. In the " ":guilabel:`Schedule` section of the :guilabel:`Work Information` tab, select" " the employee's working hours using the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:391 msgid "Private information tab" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:393 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:398 msgid "" "Here, the employee's :guilabel:`Private Contact`, :guilabel:`Family Status`," " :guilabel:`Emergency` contact, :guilabel:`Education`, :guilabel:`Work " "Permit`, and :guilabel:`Citizenship` information is entered. Fields are " "entered either using a drop-down menu, ticking a checkbox, or typing in the " "information." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:403 msgid "" ":guilabel:`Private Contact`: enter the :guilabel:`Private Address`, " ":guilabel:`Email`, and :guilabel:`Phone` for the employee. Then, enter the " "employee's :guilabel:`Bank Account Number` using the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:407 msgid "" "If the bank is not already configured (the typical situation when creating a" " new employee), enter the bank account number, and click :guilabel:`Create " "and edit..`. A :guilabel:`Create Bank Account Number` form loads. Fill in " "the necessary information, then click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:411 msgid "" "Next, select the employee's preferred :guilabel:`Language` from the drop-" "down menu. Then enter the :guilabel:`Home-Work Distance` in the field. This " "field is only necessary if the employee is receiving any type of commuter " "benefits." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:415 msgid "" "Lastly, enter the employee's license plate information in the " ":guilabel:`Private Car Plate` field." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:416 msgid "" ":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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:420 msgid "" ":guilabel:`Emergency`: type in the :guilabel:`Contact Name` and " ":guilabel:`Contact Phone` number of the employee's emergency contact in the " "respective fields." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:422 msgid "" ":guilabel:`Education`: select the highest level of education completed by " "the employee from the :guilabel:`Certificate Level` drop-down menu. Default " "options include :guilabel:`Graduate`, :guilabel:`Bachelor`, " ":guilabel:`Master`, :guilabel:`Doctor`, or :guilabel:`Other`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:426 msgid "" "Type in the :guilabel:`Field of Study`, and the name of the " ":guilabel:`School` in the respective fields." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:428 msgid "" ":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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:432 msgid "" "Using the calendar selector, select the :guilabel:`Visa Expiration Date`, " "and/or the :guilabel:`Work Permit Expiration Date`, to enter the expiration " "date(s)." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:435 msgid "" "If available, upload a digital copy of the :guilabel:`Work Permit` document." " Click :guilabel:`Upload your file`, navigate to the work permit file in the" " file explorer, and click :guilabel:`Open`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:438 msgid "" ":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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:442 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:447 msgid "" "Type in the information for the :guilabel:`Identification No` " "(identification number), :guilabel:`Passport No` (passport number), and " ":guilabel:`Place of Birth` fields." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:450 msgid "" "Lastly, if the employee is **not** a resident of the country they are " "working in, activate the checkbox next to the :guilabel:`Non-resident` " "field." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:454 msgid "" "Depending on the localization setting, other fields may be present. For " "example, for the United States, a :guilabel:`SSN No` (Social Security " "Number) field is present." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:460 msgid "HR settings tab" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:462 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:466 msgid "" ":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`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:472 msgid "" "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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:476 msgid "" "After the employee is created, click the :guilabel:`⚙️ (gear)` icon, then " "click :guilabel:`Create User`. A :guilabel:`Create User` form appears." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:479 msgid "" "Type in the :guilabel:`Name` and :guilabel:`Email Address`. Next, select the" " :guilabel:`Company` from the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:482 msgid "" "Then, enter the :guilabel:`Phone` and :guilabel:`Mobile` numbers in the " "respective fields." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:484 msgid "" "If a photo is available, click the :guilabel:`Edit` icon (which appears as a" " :guilabel:`✏️ (pencil)` icon) in the lower-left corner of the image box, " "which is located in the top-right corner of the form." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:488 msgid "" "A file explorer pops up. Navigate to the file, then click :guilabel:`Open` " "to select it. Finally, click :guilabel:`Save` after all the information is " "entered, and the employee record is automatically updated with the newly-" "created user populating the :guilabel:`Related User field`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:493 msgid "" "Users can also be created manually. For more information on how to manually " "add a user, refer to the :doc:`../../general/users/` document." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:496 msgid "" ":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." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:500 msgid "" "The :guilabel:`PIN Code` is used to sign in and out of the *Attendance* app " "kiosk, and a :abbr:`POS (Point Of Sale)` system." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:502 msgid "" ":guilabel:`Payroll`: if applicable, enter the :guilabel:`Registration Number" " of the Employee` in this section." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:505 msgid "" "Depending on the localization setting, the other items that appear in this " "field vary based on location. In addition, other sections may appear in this" " tab based on location. It is recommended to check with the payroll and/or " "accounting departments to ensure this section, as well as any other sections" " relating to payroll that may appear, are filled in correctly." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:509 msgid "" ":guilabel:`Application Settings`: enter the employee's :guilabel:`Billing " "Time Target` for the billing rate leader board in the *Timesheets* " "application. Next, enter the :guilabel:`Hourly Cost` in a XX.XX format. This" " is factored in when the employee is working at a :doc:`work center " "<../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:514 msgid "If applicable, enter the :guilabel:`Fleet Mobility Card` number." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:517 msgid "" "Manufacturing costs are added to the costs for producing a product, if the " "value of the manufactured product is **not** a fixed amount. This cost does " "**not** affect the *Payroll* application." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "" "Enter any information prompted in the HR Settings tab for the employee." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:528 msgid "Documents" msgstr "Tài liệu" #: ../../content/applications/hr/employees/new_employee.rst:530 msgid "" "All employee-related documents are stored in the *Documents* app. The number" " of associated documents is displayed in the :guilabel:`Documents` smart " "button above the employee record. Click on the smart button to access all " "documents." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:534 msgid "" "Refer to :doc:`documentation <../../productivity/documents>` on the " "*Documents* app for more information." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "" "All uploaded documents associated with the employee appear in the documents " "smart-button." msgstr "" #: ../../content/applications/hr/fleet.rst:5 msgid "Fleet" msgstr "Đội xe" #: ../../content/applications/hr/fleet.rst:7 msgid "" "This document outlines all of the configurations and settings for the " "*Fleet* application, including :ref:`settings `, " ":ref:`manufacturers `, :ref:`vehicle models " "`, and :ref:`model categories `." msgstr "" #: ../../content/applications/hr/fleet.rst:16 msgid "" "To access the settings menu, go to :menuselection:`Fleet application --> " "Configuration --> Settings`. There are only two settings that need " "configuration, the vehicle contract end date alert delay, and a new vehicle " "request limit." msgstr "" #: ../../content/applications/hr/fleet.rst-1 msgid "Settings available for the Fleet application." msgstr "" #: ../../content/applications/hr/fleet.rst:25 msgid "End Date Contract Alert" msgstr "Cảnh báo ngày kết thúc hợp đồng" #: ../../content/applications/hr/fleet.rst:27 msgid "" "The :guilabel:`End Date Contract Alert` field defines an alert delay for the" " persons responsible for vehicle contracts. The responsible person(s) will " "receive an email informing them a vehicle contract is about to expire in the" " number of days defined in this field." msgstr "" #: ../../content/applications/hr/fleet.rst:32 msgid "" "To determine who the responsible person is for a contract, open an " "individual contract. The person listed as :guilabel:`Responsible` under the " ":guilabel:`Contract Information` section of the contract is the person who " "will receive the alert." msgstr "" #: ../../content/applications/hr/fleet.rst:36 msgid "" "To access all contracts, navigate to :menuselection:`Fleet app --> Fleet -->" " Contracts` and all contracts appear in the list. Click on a " ":guilabel:`Contract` to view it." msgstr "" #: ../../content/applications/hr/fleet.rst:39 msgid "" "An individual contract can also be found by navigating to " ":menuselection:`Fleet app --> Fleet --> Fleet` and clicking on an individual" " vehicle. On the vehicle form, click the :guilabel:`Contracts` smart button " "at the top of the page. The contract(s) associated with this vehicle only " "appears in the list. Click on an individual contract to open it. The " ":guilabel:`Responsible` person is listed on the contract." msgstr "" #: ../../content/applications/hr/fleet.rst:46 msgid "New Vehicle Request" msgstr "" #: ../../content/applications/hr/fleet.rst:48 msgid "" "The :guilabel:`New Vehicle Request` field sets a limit on how many new " "vehicles are requested based on fleet availability. An employee filling out " "the salary configurator form (after being offered a position), will *not* be" " able to request a new car if the number of existing cars is greater than " "the number specified in the :guilabel:`New Vehicle Request` field. Enter the" " specific number limit for existing available cars in this field." msgstr "" #: ../../content/applications/hr/fleet.rst:55 msgid "" "If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and " "there are 25 vehicles available, an employee would not be able to request a " "new vehicle. If there are only 10 cars available, then the employee would be" " able to request a new vehicle." msgstr "" #: ../../content/applications/hr/fleet.rst:62 msgid "Manufacturers" msgstr "Manufacturers" #: ../../content/applications/hr/fleet.rst:64 msgid "" "Odoo *Fleet* comes pre-configured with sixty-six commonly used car and " "bicycle manufacturers in the database, along with their logos. To view the " "pre-loaded manufacturers, go to :menuselection:`Fleet app --> Configuration " "--> Manufacturers`." msgstr "" #: ../../content/applications/hr/fleet.rst:68 msgid "" "The manufacturers appear in a list view in alphabetical order. Each " "manufacturer's card lists how many specific models are configured for each " "particular manufacturer. Odoo comes with forty six pre-configured " ":ref:`models ` from four major auto manufacturers and one " "major bicycle manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy " "Merckx (bicycle)." msgstr "" #: ../../content/applications/hr/fleet.rst-1 msgid "Manufacturer card with the amount of models listed." msgstr "" #: ../../content/applications/hr/fleet.rst:78 msgid "Add a manufacturer" msgstr "" #: ../../content/applications/hr/fleet.rst:80 msgid "" "To add a new manufacturer to the database, click :guilabel:`Create`. A " "manufacturer form will load. Only two pieces of information are needed, the " ":guilabel:`Name` of the manufacturer, and the logo. Type the name of the " "manufacturer in the name field, and select an image to upload for the logo. " "When the information is entered, click :guilabel:`Save`." msgstr "" #: ../../content/applications/hr/fleet.rst:88 msgid "Vehicle Models" msgstr "Mẫu phương tiện" #: ../../content/applications/hr/fleet.rst:90 msgid "" "Many manufacturers have a variety of models that they produce. When adding a" " vehicle to the fleet, it is important to specify the vehicle model being " "added. Odoo comes with pre-configured car models from four major auto " "manufacturers, and one pre-configured bicycle model from one bicycle " "manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle). " "If a vehicle *other* than the pre-configured models from these manufacturers" " are part of a fleet, the model (and/or manufacturer) needs to be added to " "the database." msgstr "" #: ../../content/applications/hr/fleet.rst:98 msgid "Preconfigured Models" msgstr "" #: ../../content/applications/hr/fleet.rst:100 msgid "" "The following models are pre-loaded in Odoo and do not need to be added to " "the database:" msgstr "" #: ../../content/applications/hr/fleet.rst:103 msgid "AUDI" msgstr "" #: ../../content/applications/hr/fleet.rst:103 msgid "BMW" msgstr "" #: ../../content/applications/hr/fleet.rst:103 msgid "Eddy Merckx" msgstr "" #: ../../content/applications/hr/fleet.rst:103 msgid "Mercedes" msgstr "" #: ../../content/applications/hr/fleet.rst:103 msgid "Opel" msgstr "" #: ../../content/applications/hr/fleet.rst:105 msgid "A1" msgstr "" #: ../../content/applications/hr/fleet.rst:105 msgid "Serie 1" msgstr "" #: ../../content/applications/hr/fleet.rst:105 msgid "SanRemo76" msgstr "" #: ../../content/applications/hr/fleet.rst:105 msgid "Class A" msgstr "" #: ../../content/applications/hr/fleet.rst:105 msgid "Agilia" msgstr "" #: ../../content/applications/hr/fleet.rst:107 msgid "A3" msgstr "" #: ../../content/applications/hr/fleet.rst:107 msgid "Serie 3" msgstr "" #: ../../content/applications/hr/fleet.rst:107 msgid "Class B" msgstr "" #: ../../content/applications/hr/fleet.rst:107 msgid "Ampera" msgstr "" #: ../../content/applications/hr/fleet.rst:109 msgid "A4" msgstr "A4" #: ../../content/applications/hr/fleet.rst:109 msgid "Serie 5" msgstr "" #: ../../content/applications/hr/fleet.rst:109 msgid "Class C" msgstr "" #: ../../content/applications/hr/fleet.rst:109 msgid "Antara" msgstr "" #: ../../content/applications/hr/fleet.rst:111 msgid "A5" msgstr "" #: ../../content/applications/hr/fleet.rst:111 msgid "Serie 6" msgstr "" #: ../../content/applications/hr/fleet.rst:111 msgid "Class CL" msgstr "" #: ../../content/applications/hr/fleet.rst:111 msgid "Astra" msgstr "" #: ../../content/applications/hr/fleet.rst:113 msgid "A6" msgstr "A6" #: ../../content/applications/hr/fleet.rst:113 msgid "Serie 7" msgstr "" #: ../../content/applications/hr/fleet.rst:113 msgid "Class CLS" msgstr "" #: ../../content/applications/hr/fleet.rst:113 msgid "AstraGTC" msgstr "" #: ../../content/applications/hr/fleet.rst:115 msgid "A7" msgstr "" #: ../../content/applications/hr/fleet.rst:115 msgid "Serie Hybrid" msgstr "" #: ../../content/applications/hr/fleet.rst:115 msgid "Class E" msgstr "" #: ../../content/applications/hr/fleet.rst:115 msgid "Combo Tour" msgstr "" #: ../../content/applications/hr/fleet.rst:117 msgid "A8" msgstr "" #: ../../content/applications/hr/fleet.rst:117 msgid "Serie M" msgstr "" #: ../../content/applications/hr/fleet.rst:117 msgid "Class GL" msgstr "" #: ../../content/applications/hr/fleet.rst:117 msgid "Corsa" msgstr "" #: ../../content/applications/hr/fleet.rst:119 msgid "Q3" msgstr "Q3" #: ../../content/applications/hr/fleet.rst:119 msgid "Serie X" msgstr "" #: ../../content/applications/hr/fleet.rst:119 msgid "Class GLK" msgstr "" #: ../../content/applications/hr/fleet.rst:119 msgid "Insignia" msgstr "" #: ../../content/applications/hr/fleet.rst:121 msgid "Q5" msgstr "" #: ../../content/applications/hr/fleet.rst:121 msgid "Serie Z4" msgstr "" #: ../../content/applications/hr/fleet.rst:121 msgid "Class M" msgstr "" #: ../../content/applications/hr/fleet.rst:121 msgid "Meriva" msgstr "" #: ../../content/applications/hr/fleet.rst:123 msgid "Q7" msgstr "" #: ../../content/applications/hr/fleet.rst:123 msgid "Class R" msgstr "" #: ../../content/applications/hr/fleet.rst:123 msgid "Mokka" msgstr "" #: ../../content/applications/hr/fleet.rst:125 msgid "TT" msgstr "" #: ../../content/applications/hr/fleet.rst:125 msgid "Class S" msgstr "" #: ../../content/applications/hr/fleet.rst:125 msgid "Zafira" msgstr "" #: ../../content/applications/hr/fleet.rst:127 msgid "Class SLK" msgstr "" #: ../../content/applications/hr/fleet.rst:127 msgid "Zafira Tourer" msgstr "" #: ../../content/applications/hr/fleet.rst:129 msgid "Class SLS" msgstr "" #: ../../content/applications/hr/fleet.rst:135 msgid "Add a new model" msgstr "" #: ../../content/applications/hr/fleet.rst:137 msgid "" "New vehicle models can easily be added to the database. To add a new model, " "navigate to :menuselection:`Fleet app --> Configuration --> Vehicle Models`." " Click :guilabel:`Create` and a vehicle model form will load. Enter the " "following information on the form, then click :guilabel:`Save`. Be advised, " "some fields are specific to Belgian based companies, so not all fields or " "sections may be visible depending on the location of the company." msgstr "" #: ../../content/applications/hr/fleet.rst:143 msgid ":guilabel:`Model name`: enter the model name in the field." msgstr "" #: ../../content/applications/hr/fleet.rst:144 msgid "" ":guilabel:`Manufacturer`: select the manufacturer from the drop-down menu. " "If the manufacturer is not configured, type in the manufacturer and then " "click :guilabel:`Create` or :guilabel:`Create & Edit`." msgstr "" #: ../../content/applications/hr/fleet.rst:147 msgid "" ":guilabel:`Vehicle Type`: select one of two preconfigured vehicle types, " "either :guilabel:`Car` or :guilabel:`Bike`, from the drop-down menu. The " "vehicle types are hardcoded in Odoo and are integrated with the *Payroll* " "application since vehicles can be part of an employee's benefits. Adding " "additional vehicle types is not possible as it will affect payroll." msgstr "" #: ../../content/applications/hr/fleet.rst:151 msgid "" ":guilabel:`Category`: select the category the vehicle is categorized under " "from the drop-down menu. To create a new category, type in the category and " "then click :guilabel:`Create (new category)`." msgstr "" #: ../../content/applications/hr/fleet.rst:156 msgid "" "When the manufacturer is selected, the logo for the manufacturer will " "automatically load in the image box in the top right corner." msgstr "" #: ../../content/applications/hr/fleet.rst:160 msgid "Information tab" msgstr "" #: ../../content/applications/hr/fleet.rst:163 msgid "Model" msgstr "Mô hình" #: ../../content/applications/hr/fleet.rst:165 msgid "" ":guilabel:`Seats Number`: enter how many passengers the vehicle can " "accommodate." msgstr "" #: ../../content/applications/hr/fleet.rst:166 msgid ":guilabel:`Doors Number`: enter the number of doors the vehicle has." msgstr "" #: ../../content/applications/hr/fleet.rst:167 msgid ":guilabel:`Color`: enter the color of the vehicle." msgstr "" #: ../../content/applications/hr/fleet.rst:168 msgid ":guilabel:`Model Year`: enter the year the vehicle was manufactured." msgstr "" #: ../../content/applications/hr/fleet.rst:169 msgid "" ":guilabel:`Trailer Hitch`: check this box if the vehicle has a trailer hitch" " installed." msgstr "" #: ../../content/applications/hr/fleet.rst:172 #: ../../content/applications/hr/payroll.rst:394 msgid "Salary" msgstr "Tiền lương" #: ../../content/applications/hr/fleet.rst:175 msgid "" "The :guilabel:`Salary` section only appears for Belgian-based companies, and" " only if the company has their localization setting set to Belgium. The cost" " values are all **monthly** with the exception of the :guilabel:`Catalog " "Value (VAT Incl.)`." msgstr "" #: ../../content/applications/hr/fleet.rst:179 msgid "" ":guilabel:`Can be requested`: check this box if employees can request this " "model vehicle." msgstr "" #: ../../content/applications/hr/fleet.rst:180 msgid "" ":guilabel:`Catalog Value (VAT Incl.)`: enter the :abbr:`MSRP (Manufacturer's" " Suggested Retail Price)` for the vehicle at the time of purchase or lease." msgstr "" #: ../../content/applications/hr/fleet.rst:182 msgid "" ":guilabel:`C02 fee`: this value is automatically calculated based on Belgian" " laws and regulations, and cannot be modified. The value is based on the " "value entered in the :guilabel:`CO2 Emissions` field in the " ":guilabel:`Engine` section of the vehicle form." msgstr "" #: ../../content/applications/hr/fleet.rst:187 msgid "" "Modifying the :guilabel:`CO2 Emissions` field will adjust the value in the " ":guilabel:`CO2 fee` field." msgstr "" #: ../../content/applications/hr/fleet.rst:190 msgid "" ":guilabel:`Cost (Depreciated)`: enter the monthly cost for the vehicle, " "which appears in the salary configurator that is available to a future " "employee when they are offered a job position. This value impacts the gross " "and net salary of the employee who is assigned to the vehicle. This figure " "is depreciated over time according to local tax laws. The :guilabel:`Cost " "(Depreciated)` does not depreciate automatically on the *vehicle model*, it " "only depreciates based on the *contract* linked to a specific vehicle and " "not on the general model." msgstr "" #: ../../content/applications/hr/fleet.rst:196 msgid "" ":guilabel:`Total Cost (Depreciated)`: this value is the :guilabel:`Cost " "(Depreciated)` and the :guilabel:`C02 fee` fields combined, and also is " "depreciated over time." msgstr "" #: ../../content/applications/hr/fleet.rst:200 msgid "Engine" msgstr "Engine" #: ../../content/applications/hr/fleet.rst:202 msgid "" ":guilabel:`Fuel Type`: select the type of fuel the vehicle uses form the " "drop-down menu. The options are :guilabel:`Diesel`, :guilabel:`Gasoline`, " ":guilabel:`Hybrid Diesel`, :guilabel:`Hybrid Gasoline`, :guilabel:`Plug-in " "Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`, :guilabel:`CNG`, " ":guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`." msgstr "" #: ../../content/applications/hr/fleet.rst:206 msgid "" ":guilabel:`CO2 Emissions`: enter the average carbon dioxide emissions the " "vehicle produces in grams per kilometer (g/km). This information is provided" " by the car manufacturer." msgstr "" #: ../../content/applications/hr/fleet.rst:208 msgid "" ":guilabel:`CO2 Standard`: enter the standard amount of carbon dioxide in " "grams per kilometer (g/km) for a similar sized vehicle." msgstr "" #: ../../content/applications/hr/fleet.rst:210 msgid "" ":guilabel:`Transmission`: select the transmission type from the drop-down " "menu, either :guilabel:`Manual` or :guilabel:`Automatic`." msgstr "" #: ../../content/applications/hr/fleet.rst:212 msgid "" ":guilabel:`Power`: if the vehicle is electric or hybrid, enter the power the" " vehicle uses in kilowatts (kW)." msgstr "" #: ../../content/applications/hr/fleet.rst:214 msgid ":guilabel:`Horsepower`: enter the vehicle's horsepower in this field." msgstr "" #: ../../content/applications/hr/fleet.rst:215 #: ../../content/applications/hr/fleet/new_vehicle.rst:290 msgid "" ":guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the" " size of the vehicle's engine. This is determined by local taxes and " "regulations, and varies depending on the location. It is recommended to " "check with the accounting department to ensure this value is correct." msgstr "" #: ../../content/applications/hr/fleet.rst:218 msgid "" ":guilabel:`Tax Deduction`: this field auto-populates according to the engine" " specifications, and cannot be modified. The percentage is based on the " "localization settings and local tax laws." msgstr "" #: ../../content/applications/hr/fleet.rst:222 msgid "Vendors tab" msgstr "" #: ../../content/applications/hr/fleet.rst:224 msgid "" "Vehicle specific vendors, such as car dealerships, are not listed separately" " from other vendors. The vendors that a vehicle can be purchased from also " "appear in the list of vendors used by the *Purchase* app." msgstr "" #: ../../content/applications/hr/fleet.rst:228 msgid "" "The vendor(s) the vehicle can be purchased from may be added in this tab. To" " add a vendor, click :guilabel:`Add`, and a pop-up loads with a list of all " "the vendors currently in the database. Select the vendor to add by clicking " "the checkbox next to the vendor name, then click :guilabel:`Select`. There " "is no limit to the number of vendors that can be added to this list." msgstr "" #: ../../content/applications/hr/fleet.rst:233 msgid "" "If a vendor is not in the database, add a vendor by clicking " ":guilabel:`Create`. A vendor form will load. Enter the information in the " "vendor tab, then click :guilabel:`Save & Close` to add the vendor and close " "the window, or :guilabel:`Save & New` to add the current vendor and create " "another new vendor." msgstr "" #: ../../content/applications/hr/fleet.rst-1 msgid "Vendor form to fill out when adding a new vendor." msgstr "" #: ../../content/applications/hr/fleet.rst:245 msgid "Model Category" msgstr "Danh mục dòng xe" #: ../../content/applications/hr/fleet.rst:247 msgid "" "To best organize a fleet, it is recommended to have vehicle models housed " "under a specific category, to more easily see what kinds of vehicles are in " "the fleet. Model categories are set on the :ref:`vehicle model form " "`." msgstr "" #: ../../content/applications/hr/fleet.rst:251 msgid "" "To view all the models currently set up, navigate to :menuselection:`Fleet " "application --> Configuration --> Model Category`. All models are displayed " "in a list view." msgstr "" #: ../../content/applications/hr/fleet.rst:255 msgid "Add a new model category" msgstr "" #: ../../content/applications/hr/fleet.rst:257 msgid "" "To add a new category, click :guilabel:`Create`. A new entry line appears at" " the bottom of the list. Type in the new category, then click " ":guilabel:`Save` to save the entry." msgstr "" #: ../../content/applications/hr/fleet.rst:260 msgid "" "To reorganize how the categories appear in the list, click on the up and " "down arrows to the left of the category to be moved, and drag the line to " "the desired position. The order of the list does not affect the database in " "any way. However, it may be preferable to view the vehicle categories in a " "specific order, for example, by size, or the numbers of passengers the " "vehicle can carry." msgstr "" #: ../../content/applications/hr/fleet.rst-1 msgid "List view of the models in the fleet." msgstr "" #: ../../content/applications/hr/fleet.rst:270 msgid ":doc:`fleet/new_vehicle`" msgstr "" #: ../../content/applications/hr/fleet.rst:271 msgid ":doc:`fleet/service`" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:3 msgid "New vehicles" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:5 msgid "" "Odoo's *Fleet* app manages all vehicles, and the accompanying documentation " "that comes with vehicle maintenance, and drivers records." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:8 msgid "" "Upon opening the :menuselection:`Fleet` application, all vehicles are " "organized within the :guilabel:`Vehicles` dashboard, which is the default " "dashboard for the *Fleet* application. Each vehicle is displayed in its " "corresponding Kanban stage, based on its status. The default stages are " ":guilabel:`New Request`, :guilabel:`To Order`, :guilabel:`Registered`, and " ":guilabel:`Downgraded`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:13 msgid "" "To add a new vehicle to the fleet from the :guilabel:`Vehicles` page, click " "the :guilabel:`New` button in the top-left corner, and a blank vehicle form " "loads. Then, proceed to enter the vehicle information on the vehicle form." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:17 msgid "" "The form auto-saves as data is entered. However, the form can be saved " "manually at any time by clicking the *save manually* option, represented by " "a :guilabel:`(cloud upload)` icon, located in the top-left corner of the " "page." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:24 msgid "Vehicle form fields" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:26 msgid "" ":guilabel:`Model`: select the vehicle's model from the drop-down menu. Once " "a model is selected, additional fields may appear on the form." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:29 msgid "" "If the model is not listed, type in the model name, and click either " ":guilabel:`Create \"model\"`, or :guilabel:`Create and edit...` to " ":ref:`create a new model and edit the model details `." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:32 msgid "" ":guilabel:`License Plate`: enter the vehicle's license plate number in this " "field." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:33 msgid "" ":guilabel:`Tags`: select any tags from the drop-down menu, or type in a new " "tag. There is no limit on the amount of tags that can be selected." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst-1 msgid "The new vehicle form, showing the model section." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:41 msgid "" "The :guilabel:`Model` is the only required field on the new vehicle form. " "When a model is selected, other fields appear on the vehicle form, and " "relevant information auto-populates the fields that apply to the model. If " "some of the fields do not appear, this may indicate there is no model " "selected." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:47 msgid "Driver section" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:49 msgid "" "This section of the vehicle form relates to the person who is currently " "driving the car, as well as any plans for a change in the driver in the " "future, and when." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:52 msgid "" ":guilabel:`Driver`: select the driver from the drop-down menu, or type in a " "new driver and click either :guilabel:`Create \"driver\"` or " ":guilabel:`Create and edit...` to :ref:`create a new driver, and edit the " "driver details `." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:57 msgid "" "A driver does **not** have to be an employee. When creating a new driver, " "the driver is added to the *Fleet* application, **not** the *Employees* " "application." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:60 msgid "" "If the *Contacts* application is installed, the driver information is also " "stored in the *Contacts* application." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:63 msgid "" ":guilabel:`Mobility Card`: if the selected driver has a mobility card listed" " on their employee card in the *Employees* application, the mobility card " "number appears in this field. If there is no mobility card listed, and one " "should be added, :ref:`edit the employee record ` in " "the *Employees* application." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:67 msgid "" ":guilabel:`Future Driver`: if the next driver for the vehicle is known, " "select the next driver from the drop-down menu. Or, type in the next driver " "and click either :guilabel:`Create \"future driver\"` or :guilabel:`Create " "and edit...` to :ref:`create a new future driver, and edit the driver " "details `." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:71 msgid "" ":guilabel:`Plan To Change Car`: if the current driver set for this vehicle " "plans to change their vehicle - either because they are waiting on a new " "vehicle that is being ordered, or this is a temporary vehicle assignment, " "and they know which vehicle they are driving next - check this box. Do " "**not** check this box if the current driver does not plan to change their " "vehicle." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:75 msgid "" ":guilabel:`Assignment Date`: using the drop-down calendar, select when the " "vehicle is available for another driver. Select the date by navigating to " "the correct month and year using the :guilabel:`⬅️ (left arrow)` and " ":guilabel:`➡️ (right arrow)` icons. Then, click on the specific day. If this" " field is left blank, that indicates the vehicle is currently available, and" " can be reassigned to another driver. If it is populated, the vehicle is not" " available for another driver until the selected date." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:81 msgid "" ":guilabel:`Company`: select the company from the drop-down menu. This field " "only appears in a multi-company database." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:87 msgid "Create a new driver" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:89 msgid "" "If a driver is not already in the system, the new driver should first be " "configured and added to the database. A new driver can be added either from " "the :guilabel:`Driver` or :guilabel:`Future Driver` fields on the " ":ref:`vehicle form `." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:93 msgid "" "First, type in the name of the new driver in either the :guilabel:`Driver` " "or :guilabel:`Future Driver` field, then click :guilabel:`Create and " "edit...`. A :guilabel:`Create Driver` or :guilabel:`Create Future Driver` " "form appears, depending on which field initiated the form." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:97 msgid "" "Both the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` " "forms are identical." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:102 msgid "" "Depending on the installed applications, different tabs or fields may be " "visible on the :guilabel:`Create Driver` and :guilabel:`Create Future " "Driver` forms." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:108 msgid "Fill out the following information on the top-half of the form:" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:110 msgid "" ":guilabel:`Individual` or :guilabel:`Company`: choose if the driver being " "added is an individual driver or a company. Click the radio button to make a" " selection." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:113 msgid "" "When a selection is made, some fields may disappear from the form. If any of" " the fields below are not visible, that is because :guilabel:`Company` was " "selected instead of :guilabel:`Individual`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:115 msgid "" ":guilabel:`Name`: enter the name of the driver or company in this field." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:116 msgid "" ":guilabel:`Company Name...`: using the drop-down menu, select the company " "the driver is associated with." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:119 #: ../../content/applications/hr/fleet/new_vehicle.rst:145 msgid "" "If the :guilabel:`Company` radio button is selected at the top of the form, " "this field does not appear." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:121 #: ../../content/applications/hr/fleet/service.rst:132 msgid ":guilabel:`Contact`: enter the contact information in this section." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:123 #: ../../content/applications/hr/fleet/service.rst:134 msgid "" "If desired, the :guilabel:`Contact` field can be changed to a different type" " of contact. Click on :guilabel:`Contact` to reveal a drop-down menu. The " "available options to select are :guilabel:`Contact`, :guilabel:`Invoice " "Address`, :guilabel:`Delivery Address`, :guilabel:`Follow-up Address`, or " ":guilabel:`Other Address`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:128 #: ../../content/applications/hr/fleet/service.rst:139 msgid "" "If desired, select one of these other options for the :guilabel:`Contact` " "field, and enter the corresponding information." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:131 msgid "" "If the :guilabel:`Company` radio button is selected at the top of the form, " "this field is labeled :guilabel:`Address` and cannot be modified." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:134 msgid "" ":guilabel:`Tax ID`: enter the driver or company's tax ID in this field." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:135 msgid "" ":guilabel:`Job Position`: enter the driver's job position in this field. If " "the :guilabel:`Company` radio button is selected at the top of the form, " "this field does not appear." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:137 msgid "" ":guilabel:`Phone`: enter the driver or company's phone number in this field." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:138 msgid "" ":guilabel:`Mobile`: enter the driver or company's mobile number in this " "field." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:139 msgid "" ":guilabel:`Email`: enter the driver or company's email address in this " "field." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:140 msgid "" ":guilabel:`Website`: enter the driver or company's website address in this " "field." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:141 msgid "" ":guilabel:`Title`: using the drop-down menu, select the driver's title in " "this field. The default options are :guilabel:`Doctor`, :guilabel:`Madam`, " ":guilabel:`Miss`, :guilabel:`Mister`, and :guilabel:`Professor`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:147 msgid "" ":guilabel:`Tags`: using the drop-down menu, select any tags that apply to " "the driver or company." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:149 #: ../../content/applications/hr/fleet/service.rst:160 msgid "To add a new tag, type in the tag, then click :guilabel:`Create \"tag\"`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:151 #: ../../content/applications/hr/fleet/service.rst:162 msgid "There is no limit to the number of tags that can be selected." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst-1 msgid "The top portion of the create driver form." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:158 #: ../../content/applications/hr/fleet/service.rst:173 msgid "Contacts & Addresses tab" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:160 msgid "" "After completing the top-half of the :guilabel:`Create Driver` or " ":guilabel:`Create Future Driver` form, add any other contacts and addresses " "associated with the driver or company in this tab." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:163 msgid "" "To add a new contact, click the :guilabel:`Add` button, and a " ":guilabel:`Create Contact` pop-up window appears." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:166 msgid "" "Before entering the necessary information on the form, select the type of " "contact being added from a series radio button options located at the top of" " the form. Those options are:" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:169 msgid "" ":guilabel:`Contact`: select this option to add general contact details for " "employees of the associated company." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:171 msgid "" ":guilabel:`Invoice Address`: select this option to add a preferred address " "for all invoices. When added to the form, this address is selected by " "default when sending an invoice to the associated company." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:174 msgid "" ":guilabel:`Delivery Address`: select this option to add a preferred address " "for all deliveries. When added to the form, this address is selected by " "default when delivering an order to the associated company." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:177 #: ../../content/applications/hr/fleet/service.rst:192 msgid "" ":guilabel:`Follow-up Address`: select this option to add a preferred address" " for all follow-up correspondence. When added to the form, this address is " "selected by default when sending reminders about overdue invoices." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:180 msgid "" ":guilabel:`Other Address`: select this option to add any other necessary " "addresses for the company or driver." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst-1 #: ../../content/applications/hr/fleet/new_vehicle.rst:0 #: ../../content/applications/hr/fleet/service.rst-1 #: ../../content/applications/hr/fleet/service.rst:0 msgid "The create contact form with all parts filled in." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:187 msgid "" "Depending on the :guilabel:`Contact Type`, some optional fields may not be " "visible. The available fields are identical to the fields in the " ":ref:`general information ` section of the " "new driver form." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:191 #: ../../content/applications/hr/fleet/service.rst:206 msgid "" "Add any notes to the :guilabel:`Internal notes...` section of the form." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:193 msgid "" "After entering all of the information, click either :guilabel:`Save & Close`" " to add the one new contact, or :guilabel:`Save & New` to add the current " "address record and create another address record." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:197 #: ../../content/applications/hr/fleet/service.rst:212 msgid "" "As contacts are added to this tab, each contact appears in a separate box, " "with an icon indicating what type of contact is listed." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:201 msgid "" "An :guilabel:`Invoice Address` displays a :guilabel:`💲 (dollar sign)` icon " "inside that specific address box, whereas a :guilabel:`Delivery Address` " "displays a :guilabel:`🚚 (truck)` icon inside." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:210 #: ../../content/applications/hr/fleet/service.rst:224 msgid "Sales & Purchase tab" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:212 msgid "" "Enter the following sales and purchasing information, in the " ":guilabel:`Sales & Purchase` tab of the :guilabel:`Create Driver` or " ":guilabel:`Create Future Driver` pop-up form for the various sections below." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:216 msgid "" "Depending on the other installed applications, additional fields and " "sections may appear. The following are all default fields for the *Fleet* " "application **only**." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:220 msgid "Sales section" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:222 msgid "" ":guilabel:`Salesperson`: using the drop-down menu, select the user who is " "the main point of contact for sales with this driver's company." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:225 #: ../../content/applications/hr/fleet/service.rst:236 msgid "" "This person **must** be an internal user of the company, meaning they can " "log into the database as a user." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:229 #: ../../content/applications/hr/fleet/service.rst:240 msgid "Misc" msgstr "Thông tin khác" #: ../../content/applications/hr/fleet/new_vehicle.rst:231 msgid "" ":guilabel:`Company ID`: if the company has an ID number, **other than** its " "*tax ID*, enter it in this field." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:233 msgid "" ":guilabel:`Reference`: enter any text to give more information regarding the" " contact person. This is an internal note to provide any additional " "information." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:237 msgid "" "A company has several people with the same name, John Smith. The " ":guilabel:`Reference` field could state `John Smith at X205 - purchaser` to " "provide additional details." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:241 #: ../../content/applications/hr/fleet/service.rst:252 msgid "Internal Notes tab" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:243 msgid "" "Add any notes that pertain to the driver, or any other necessary " "information, in this tab." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:246 msgid "Vehicle section" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:248 msgid "" "This section of the vehicle form relates to the physical details of the " "vehicle." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:250 msgid "" "If a preexisting vehicle in the database was selected for the " ":guilabel:`Model` field in the top portion of the form, some fields may " "auto-populate, and additional fields may also appear." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:253 msgid "Fill in the following fields on the form:" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:255 msgid "" ":guilabel:`Category`: using the drop-down menu, select the vehicle category " "from the available options. To create a new category, type in the new " "category name, then click :guilabel:`Create \"category\"`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:258 msgid "" ":guilabel:`Order Date`: using the drop-down calendar, select the date the " "vehicle was ordered." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:259 msgid "" ":guilabel:`Registration Date`: using the drop-down calendar, select the date" " the vehicle was registered." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:261 msgid "" ":guilabel:`Cancellation Date`: using the drop-down calendar, select the date" " the vehicle lease expires, or when the vehicle is no longer available." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:263 msgid "" ":guilabel:`Chassis Number`: enter the chassis number in the field. This is " "known in some countries as the :abbr:`VIN (Vehicle Identification Number)` " "number." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:265 msgid "" ":guilabel:`Last Odometer`: enter the last known odometer reading in the " "number field. Using the drop-down menu next to the number field, select " "whether the odometer reading is in kilometers :guilabel:`(km)` or miles " ":guilabel:`(mi)`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:268 msgid "" ":guilabel:`Fleet Manager`: select the fleet manager from the drop-down menu," " or type in a new fleet manager, and click either :guilabel:`Create` or " ":guilabel:`Create and Edit`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:270 msgid "" ":guilabel:`Location`: type in the specific location where the vehicle is " "typically located in this field. The entry should clearly explain where the " "vehicle can be found, such as `Main Garage` or `Building 2 Parking Lot`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst-1 #: ../../content/applications/hr/fleet/new_vehicle.rst-1 #: ../../content/applications/hr/fleet/new_vehicle.rst-1 msgid "The new vehicle form, showing the vehicle tax section." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:279 msgid "Tax Info tab" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:281 msgid "" "Depending on the localization setting for the database, and what additional " "applications are installed, other fields may be present on the form." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:284 msgid "" "The sections below are default and appear for all vehicles, regardless of " "other installed applications or localization settings." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:288 msgid "Fiscality" msgstr "Tài chính" #: ../../content/applications/hr/fleet/new_vehicle.rst:295 msgid "Contract" msgstr "Hợp đồng" #: ../../content/applications/hr/fleet/new_vehicle.rst:297 msgid "" ":guilabel:`First Contract Date`: select the start date for the vehicle's " "first contract using the drop-down calendar. Typically this is the day the " "vehicle is purchased or leased." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:299 msgid "" ":guilabel:`Catalog Value (VAT Incl.)`: enter the MSRP (Manufacturer's " "Suggested Retail Price) for the vehicle at the time of purchase or lease." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:301 msgid "" ":guilabel:`Purchase Value`: enter the purchase price or the value of the " "lease for the vehicle." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:302 msgid ":guilabel:`Residual Value`: enter the current value of the vehicle." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:305 msgid "" "The values listed above affect the accounting department. It is recommended " "to check with the accounting department for more information and/or " "assistance with these values." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:313 msgid "Model tab" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:315 msgid "" "If the model for the new vehicle is already configured in the database, the " ":guilabel:`Model` tab will be populated with the corresponding information. " "If the model is not already in the database and the :guilabel:`Model` tab " "needs to be configured, :ref:`configure the new vehicle model `." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:320 msgid "" "Check the information in the :guilabel:`Model` tab to ensure it is accurate." " For example, the color of the vehicle, or if a trailer hitch is installed, " "are examples of common information that may need updating." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:329 msgid "Note tab" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:331 msgid "Enter any notes for the vehicle in this section." msgstr "" #: ../../content/applications/hr/fleet/service.rst:3 msgid "Services" msgstr "Dịch vụ" #: ../../content/applications/hr/fleet/service.rst:5 msgid "" "To properly maintain a fleet of vehicles, regular maintenance as well as " "periodic repairs are needed. Scheduling repairs and managing services for an" " entire fleet is necessary to ensure all vehicles are in good working order " "when they are needed." msgstr "" #: ../../content/applications/hr/fleet/service.rst:12 msgid "Create service records" msgstr "" #: ../../content/applications/hr/fleet/service.rst:14 msgid "" "To log a service for a vehicle, go to the main :guilabel:`Services` " "dashboard by navigating to :menuselection:`Fleet app --> Fleet --> " "Services`. Open a new service form by clicking the :guilabel:`New` button in" " the top-left corner." msgstr "" #: ../../content/applications/hr/fleet/service.rst:18 msgid "" "Fill out the information on the form. The only two fields that are required " "to be populated are :guilabel:`Service Type` and :guilabel:`Vehicle`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:21 msgid "" "The service form automatically saves as data is entered. However, the form " "can be saved manually at any time by clicking the :guilabel:`Save manually` " "option, represented by a :guilabel:`(cloud upload)` icon." msgstr "" #: ../../content/applications/hr/fleet/service.rst:25 msgid "The fields on the form are:" msgstr "" #: ../../content/applications/hr/fleet/service.rst:27 msgid ":guilabel:`Description`: enter a brief description of the service." msgstr "" #: ../../content/applications/hr/fleet/service.rst:28 msgid "" ":guilabel:`Service Type`: select the type of service performed using the " "drop-down menu. Or, enter a new type of service, and click either " ":guilabel:`Create \"service type\"` or :guilabel:`Create and edit...` to " ":ref:`add the service type and configure it `." msgstr "" #: ../../content/applications/hr/fleet/service.rst:33 msgid "" ":guilabel:`Service Types` are **not** pre-configured in Odoo. When logging a" " service for the first time, the *type* of service needs to be :ref:`created" " ` before it can be selected." msgstr "" #: ../../content/applications/hr/fleet/service.rst:37 msgid "" ":guilabel:`Date`: using the calendar popover window, select the date the " "service was provided, or is scheduled to be performed. Navigate to the " "desired month using the :guilabel:`< > (arrow)` icons, then click on the " "date to select it." msgstr "" #: ../../content/applications/hr/fleet/service.rst:40 msgid ":guilabel:`Cost`: enter the cost of the service." msgstr "" #: ../../content/applications/hr/fleet/service.rst:41 msgid "" ":guilabel:`Vendor`: select the vendor who performed the service using the " "drop-down menu. If the vendor has not already been entered in the system, " "type in the vendor name, and click either :guilabel:`Create` to add them, or" " :guilabel:`Create and edit...` to :ref:`add and configure the vendor " "`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:45 msgid "" ":guilabel:`Vehicle`: select the vehicle that was serviced from the drop-down" " menu. When the vehicle is selected, the :guilabel:`Driver` field is " "populated, and the unit of measure for the :guilabel:`Odometer Value` field " "appears." msgstr "" #: ../../content/applications/hr/fleet/service.rst:48 msgid "" ":guilabel:`Driver`: the current driver listed for the selected vehicle is " "populated when the :guilabel:`Vehicle` is selected. If the driver needs to " "be changed, another driver can be selected from the drop-down menu." msgstr "" #: ../../content/applications/hr/fleet/service.rst:51 msgid "" ":guilabel:`Odometer Value`: enter the odometer reading when the service was " "done. The units of measure are either in kilometers (:guilabel:`km`) or " "miles (:guilabel:`mi`), depending on how the selected vehicle was " "configured." msgstr "" #: ../../content/applications/hr/fleet/service.rst:55 msgid "" "When the :guilabel:`Vehicle` is selected, the unit of measure for this field" " is populated. This comes from the vehicle form." msgstr "" #: ../../content/applications/hr/fleet/service.rst:59 msgid "" "To change from kilometers to miles, or vice versa, click the " ":guilabel:`Internal Link` button to the right of the vehicle selected in the" " :guilabel:`Vehicle` field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:62 msgid "" "Change the unit of measure, then navigate back to the service form, via the " "breadcrumb links. The unit of measure is then updated in the " ":guilabel:`Odometer Value` field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:65 msgid "" ":guilabel:`Notes`: enter any notes for the repair at the bottom of the " "service form." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "" "Enter the information for a new service. The required fields are Service " "Type and Vehicle." msgstr "" #: ../../content/applications/hr/fleet/service.rst:74 msgid "Create service type" msgstr "" #: ../../content/applications/hr/fleet/service.rst:76 msgid "" "Service types must be created from a service form. There is no other way to " "access the list of service types." msgstr "" #: ../../content/applications/hr/fleet/service.rst:79 msgid "" "On the :ref:`service form `, type in the name of the new" " :guilabel:`Service Type` in the corresponding field. Then, click " ":guilabel:`Create and edit...`, and a :guilabel:`Create Service Type` pop-up" " form appears." msgstr "" #: ../../content/applications/hr/fleet/service.rst:83 msgid "" "The service type entered on the service form automatically populates the " ":guilabel:`Name` field, which can be modified, if desired." msgstr "" #: ../../content/applications/hr/fleet/service.rst:86 msgid "" "Then, select the :guilabel:`Category` for the new service type from the " "drop-down menu in that field. The two default options to choose from are " ":guilabel:`Contract` or :guilabel:`Service`. Additional categories " "**cannot** be created." msgstr "" #: ../../content/applications/hr/fleet/service.rst:90 msgid "" "If the service applies to **only** contracts or services, select the " "corresponding :guilabel:`Category`. If the service applies to **both** " "contracts *and* services, leave this field blank." msgstr "" #: ../../content/applications/hr/fleet/service.rst:94 msgid "When done, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:99 msgid "Create vendor" msgstr "" #: ../../content/applications/hr/fleet/service.rst:101 msgid "" "When a service is done for the first time, typically, the vendor is not in " "the database yet. It is best practice to add the full details for a vendor " "in the database, so that any necessary information can be easily retrieved." msgstr "" #: ../../content/applications/hr/fleet/service.rst:105 msgid "" "On the :ref:`service form `, type in the name of the new" " :guilabel:`Vendor` in the corresponding field. Then, click " ":guilabel:`Create and edit...`, and a :guilabel:`Create Vendor` form " "appears." msgstr "" #: ../../content/applications/hr/fleet/service.rst:109 msgid "" "The vendor name entered on the service form populates the :guilabel:`Name` " "field, by default. This field can be modified, if desired." msgstr "" #: ../../content/applications/hr/fleet/service.rst:113 msgid "" "Different tabs or fields may be visible on the :guilabel:`Create Vendor` " "form, depending on what other applications are installed." msgstr "" #: ../../content/applications/hr/fleet/service.rst:119 msgid "Fill out the following information in the top-half of the form:" msgstr "" #: ../../content/applications/hr/fleet/service.rst:121 msgid "" ":guilabel:`Individual` or :guilabel:`Company`: select whether the new vendor" " being added is an individual or a company, by clicking the corresponding " "radio button." msgstr "" #: ../../content/applications/hr/fleet/service.rst:124 msgid "" "When a selection is made, some fields may disappear from the form. If any of" " the fields below are not visible, that is because :guilabel:`Company` was " "selected, instead of :guilabel:`Individual`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:126 msgid "" ":guilabel:`Name`: enter a name for the individual or company in this field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:127 msgid "" ":guilabel:`Company Name`: using the drop-down menu, select the company that " "the vendor is associated with, if any." msgstr "" #: ../../content/applications/hr/fleet/service.rst:130 #: ../../content/applications/hr/fleet/service.rst:156 msgid "" "If the :guilabel:`Company` radio button at the top of the form is selected, " "this field does not appear." msgstr "" #: ../../content/applications/hr/fleet/service.rst:142 msgid "" "If :guilabel:`Company` is selected for the :guilabel:`Individual` or " ":guilabel:`Company` field, this field is labeled :guilabel:`Address`, and " "**cannot** be modified." msgstr "" #: ../../content/applications/hr/fleet/service.rst:145 msgid ":guilabel:`Tax ID`: enter the vendor's tax ID in this field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:146 msgid "" ":guilabel:`Job Position`: enter the vendor's job position in this field. If " "the :guilabel:`Company` radio button at the top of the form is selected, " "this field does not appear." msgstr "" #: ../../content/applications/hr/fleet/service.rst:148 #: ../../content/applications/hr/lunch.rst:89 msgid ":guilabel:`Phone`: enter the vendor's phone number in this field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:149 msgid ":guilabel:`Mobile`: enter the vendor's mobile number in this field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:150 msgid ":guilabel:`Email`: enter the vendor's email address in this field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:151 msgid ":guilabel:`Website`: enter the vendor's website address in this field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:152 msgid "" ":guilabel:`Title`: using the drop-down menu, select the vendor's title in " "this field. The default options are :guilabel:`Doctor`, :guilabel:`Madam`, " ":guilabel:`Miss`, :guilabel:`Mister`, and :guilabel:`Professor`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:158 msgid "" ":guilabel:`Tags`: using the drop-down menu, select any tags that apply to " "the vendor." msgstr "" #: ../../content/applications/hr/fleet/service.rst:163 msgid "" ":guilabel:`Image`: a photo of either the main contact person, or the company" " logo, can be added to the form. Hover over the :guilabel:`📷 (camera)` box, " "in the top-right of the form, to reveal a :guilabel:`✏️ (pencil)` icon, and " "click it. A file explorer window appears. Navigate to the desired file, then" " click :guilabel:`Open` to select it." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "The top portion of the create vendor form." msgstr "" #: ../../content/applications/hr/fleet/service.rst:175 msgid "" "After the top-half of the :guilabel:`Create Vendor` form is filled out, add " "any other contacts and addresses associated with the vendor in this tab." msgstr "" #: ../../content/applications/hr/fleet/service.rst:178 msgid "" "Click the :guilabel:`Add` button to add a new contact, and a " ":guilabel:`Create Contact` pop-up window appears." msgstr "" #: ../../content/applications/hr/fleet/service.rst:181 msgid "" "Select one of the appropriate contact type options from the radio buttons, " "located at the top of the pop-up window. Those options are as follows:" msgstr "" #: ../../content/applications/hr/fleet/service.rst:184 msgid "" ":guilabel:`Contact`: select this option to add general contact details for " "employees of the associated vendor." msgstr "" #: ../../content/applications/hr/fleet/service.rst:186 msgid "" ":guilabel:`Invoice Address`: select this option to add a preferred address " "for all invoices. When added to the form, this address is selected by " "default when sending an invoice to the associated vendor." msgstr "" #: ../../content/applications/hr/fleet/service.rst:189 msgid "" ":guilabel:`Delivery Address`: select this option to add a preferred address " "for all deliveries. When added to the form, this address is selected by " "default when delivering an order to the associated vendor." msgstr "" #: ../../content/applications/hr/fleet/service.rst:195 msgid "" ":guilabel:`Other Address`: select this option to add any other necessary " "addresses for the vendor." msgstr "" #: ../../content/applications/hr/fleet/service.rst:202 msgid "" "If an option *other than* :guilabel:`Contact` is selected for the contact " "type, an :guilabel:`Address` section appears on the form. Enter the address " "details in the :guilabel:`Address` section." msgstr "" #: ../../content/applications/hr/fleet/service.rst:208 msgid "" "After all of the information is added, click either :guilabel:`Save & Close`" " to add the one new contact, or :guilabel:`Save & New` to add the current " "address record and create another address record." msgstr "" #: ../../content/applications/hr/fleet/service.rst:216 msgid "" "A :guilabel:`Delivery Address` displays a :guilabel:`⛟ (truck)` icon inside " "that specific address box, whereas an :guilabel:`Invoice Address` displays a" " :guilabel:`💵 (dollar bill)` icon inside." msgstr "" #: ../../content/applications/hr/fleet/service.rst:226 msgid "" "Enter the following sales and purchasing information for the various " "sections below. Depending on the other installed applications, additional " "fields and sections may appear. The following are all default fields for the" " *Fleet* application only." msgstr "" #: ../../content/applications/hr/fleet/service.rst:231 msgid "Sales" msgstr "Bán hàng" #: ../../content/applications/hr/fleet/service.rst:233 msgid "" ":guilabel:`Salesperson`: using the drop-down menu, select a user as the main" " point of contact for sales with this vendor." msgstr "" #: ../../content/applications/hr/fleet/service.rst:242 msgid "" ":guilabel:`Company ID`: if the company has an ID number **other than** its " "*tax ID*, enter it in this field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:244 msgid "" ":guilabel:`Reference`: enter any text to give more information regarding the" " contact. This is an internal note to provide any additional information." msgstr "" #: ../../content/applications/hr/fleet/service.rst:248 msgid "" "A company has several people with the same name, Mary Jones. The " ":guilabel:`Reference` field could state `Mary Jones at X108 - returns` to " "provide additional details." msgstr "" #: ../../content/applications/hr/fleet/service.rst:254 msgid "" "Add any notes that pertain to the vendor, or any other necessary " "information, in this tab." msgstr "" #: ../../content/applications/hr/fleet/service.rst:257 msgid "List of services" msgstr "" #: ../../content/applications/hr/fleet/service.rst:259 msgid "" "To view all services logged in the database, including old and new requests," " navigate to :menuselection:`Fleet app --> Fleet --> Services`. All services" " appear in a list view, including all the details for each service." msgstr "" #: ../../content/applications/hr/fleet/service.rst:263 msgid "" "The service records are grouped by :ref:`service type `. The" " number of repairs for each service type appears in parentheses after the " "name of the service type." msgstr "" #: ../../content/applications/hr/fleet/service.rst:266 msgid "Each service listed displays the following information:" msgstr "" #: ../../content/applications/hr/fleet/service.rst:268 msgid "" ":guilabel:`Date`: the date that the service, or repair, was performed (or " "requested to be performed)." msgstr "" #: ../../content/applications/hr/fleet/service.rst:270 msgid "" ":guilabel:`Description`: a short description of the specific type of " "service, or repair, performed to clarify the specific service." msgstr "" #: ../../content/applications/hr/fleet/service.rst:272 msgid "" ":guilabel:`Service Type`: the type of service, or repair, performed. This is" " selected from a list of services that :ref:`must be configured `." msgstr "" #: ../../content/applications/hr/fleet/service.rst:274 msgid "" ":guilabel:`Vehicle`: the specific vehicle the service was performed on." msgstr "" #: ../../content/applications/hr/fleet/service.rst:275 msgid ":guilabel:`Driver`: the current driver for the vehicle." msgstr "" #: ../../content/applications/hr/fleet/service.rst:276 msgid "" ":guilabel:`Vendor`: the specific vendor who performed the service, or " "repair." msgstr "" #: ../../content/applications/hr/fleet/service.rst:277 msgid "" ":guilabel:`Notes`: any information associated with the service, or repair, " "that is documented to add clarification." msgstr "" #: ../../content/applications/hr/fleet/service.rst:279 msgid ":guilabel:`Cost`: the total cost of the service, or repair." msgstr "" #: ../../content/applications/hr/fleet/service.rst:280 msgid "" ":guilabel:`Stage`: the status of the service, or repair. Options are " ":guilabel:`New`, :guilabel:`Running`, :guilabel:`Done`, or " ":guilabel:`Canceled`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:283 msgid "" "At the bottom of the :guilabel:`Cost` column, the total cost of all services" " and repairs are listed." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "The full list of services in the Odoo database." msgstr "" #: ../../content/applications/hr/fleet/service.rst:290 msgid "View services" msgstr "" #: ../../content/applications/hr/fleet/service.rst:292 msgid "" "It is recommended to view the list of services in one of several pre-" "configured ways to better view the information presented. In the top-right " "corner of the list, there are several icons that when clicked, sort the data" " in different ways." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "" "The icons in the top right corner than can be clicked to present the information in\n" "different ways." msgstr "" #: ../../content/applications/hr/fleet/service.rst:302 msgid "List view" msgstr "Xem danh sách" #: ../../content/applications/hr/fleet/service.rst:304 msgid "" "The default view of the service records is a list view. This presents all " "the services, first grouped alphabetically by type of service, then grouped " "by status." msgstr "" #: ../../content/applications/hr/fleet/service.rst:307 msgid "" "The information can be re-sorted by any column. At the top of each column, " "hover over the column name, and an arrow appears in the far-right of that " "column. Click the arrow to sort the data by that specific column." msgstr "" #: ../../content/applications/hr/fleet/service.rst:311 msgid "" "The default sorting is in descending alphabetical order (A to Z), " "represented by a :guilabel:`⌄ (down arrow)` icon. Click the :guilabel:`⌄ " "(down arrow)` icon to reverse the alphabetical order (Z to A). The " ":guilabel:`⌄ (down arrow)` icon changes to an :guilabel:`^ (up arrow)` icon." msgstr "" #: ../../content/applications/hr/fleet/service.rst:315 msgid "" "The two exceptions to this sorting are the default :guilabel:`Date` column " "and the :guilabel:`Cost` column. The :guilabel:`Date` column sorts the " "information in chronological order (January to December), instead of " "alphabetical order. The :guilabel:`Cost` column sorts the information by " "repair price, from lowest to highest." msgstr "" #: ../../content/applications/hr/fleet/service.rst:321 #: ../../content/applications/hr/fleet/service.rst:401 msgid "Add a service" msgstr "" #: ../../content/applications/hr/fleet/service.rst:323 msgid "" "To add a service record from the list view, click the :guilabel:`New` " "button, and a service form loads. :ref:`Enter all the information " "` on the service form." msgstr "" #: ../../content/applications/hr/fleet/service.rst:326 msgid "The form automatically saves as data is entered." msgstr "" #: ../../content/applications/hr/fleet/service.rst:329 #: ../../content/applications/hr/recruitment.rst:33 msgid "Kanban view" msgstr "Chế độ xem kanban" #: ../../content/applications/hr/fleet/service.rst:331 msgid "" "To view services by their stage, click the :guilabel:`Kanban` button, which " "is the second icon in the top-right corner, and appears as two different " "length bars beneath a line." msgstr "" #: ../../content/applications/hr/fleet/service.rst:334 msgid "" "All services are organized by service type, and appear in the corresponding " "Kanban column." msgstr "" #: ../../content/applications/hr/fleet/service.rst:336 msgid "" "The number of repairs for each type of service appears in the far-right of " "each Kanban column header." msgstr "" #: ../../content/applications/hr/fleet/service.rst:339 msgid "" "The collective status of the scheduled activities for each service type " "appears in the color-coded bar beneath each Kanban column title. Repairs " "with activities scheduled in the future appear green, activities due today " "appear yellow, overdue activities appear red, and repairs with no activities" " scheduled appear gray." msgstr "" #: ../../content/applications/hr/fleet/service.rst:344 msgid "" "Each Kanban card displays a color-coded activity-related icon, such as a " ":guilabel:`🕘 (clock)` icon or :guilabel:`📞 (phone)` icon, for example. These" " icons indicate both the type of scheduled activity and the status. The " "status of the activity corresponds to the colors in the status bar. Click on" " an activity icon to view the details of that specific activity." msgstr "" #: ../../content/applications/hr/fleet/service.rst:349 msgid "" "The length of the color bar is proportionate to the number of corresponding " "activities with that specific status in that particular stage. Hover over a " "color section to reveal the number of service records in that specific " "grouping." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "The service records presented in a Kanban view." msgstr "" #: ../../content/applications/hr/fleet/service.rst:357 msgid "" "To view **only** the records with a specific status, click the desired color" " bar section. The background color for the column changes to a pale hue of " "the same color (either green, yellow, red, or gray), and the color bar " "appears striped instead of solid. **Only** repairs and services with the " "selected status appear in the column." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "" "The oil change service records showing only repairs with past-due " "activities." msgstr "" #: ../../content/applications/hr/fleet/service.rst:369 msgid "Schedule activities" msgstr "Lên lịch hoạt động" #: ../../content/applications/hr/fleet/service.rst:371 msgid "" "To schedule an activity for a repair or service from the Kanban view, click " "the activity icon in the lower-right corner of the service record, and click" " :guilabel:`+ Schedule an activity`. A :guilabel:`Schedule Activity` pop-up " "window appears." msgstr "" #: ../../content/applications/hr/fleet/service.rst:376 msgid "" "Depending on what kind of activity, if any, is scheduled, the activity icon " "may appear differently. For example, a :guilabel:`📞 (phone)` appears if a " "phone call is scheduled, or an :guilabel:`✉️ (envelope)` appears if an email" " is scheduled." msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:31 #: ../../content/applications/hr/lunch.rst:230 #: ../../content/applications/hr/payroll.rst:889 #: ../../content/applications/hr/payroll/work_entries.rst:54 #: ../../content/applications/hr/time_off.rst:219 msgid "Enter the following information on the form:" msgstr "" #: ../../content/applications/hr/fleet/service.rst:382 msgid "" ":guilabel:`Activity Type`: using the drop-down menu, select the activity " "being scheduled. The default options are :guilabel:`Email`, " ":guilabel:`Call`, :guilabel:`Meeting`, :guilabel:`To-Do`, and " ":guilabel:`Upload Document`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:385 msgid "" ":guilabel:`Summary`: enter a short description of the activity, such as " "`Schedule oil change`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:386 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the date the " "activity must be completed. Using the :guilabel:`< (left)` and :guilabel:`> " "(right)` arrow icons, navigate to the desired month, then click on the date " "to select it." msgstr "" #: ../../content/applications/hr/fleet/service.rst:389 msgid "" ":guilabel:`Assigned to`: using the drop-down menu, select the user " "responsible for the activity." msgstr "" #: ../../content/applications/hr/fleet/service.rst:390 msgid "" ":guilabel:`Notes`: add any notes or details in the blank area in the bottom-" "half of the form." msgstr "" #: ../../content/applications/hr/fleet/service.rst:392 msgid "" "When the :guilabel:`Schedule Activity` is completed, click " ":guilabel:`Schedule` to schedule the activity, or click :guilabel:`Done & " "Schedule Next` to schedule the current activity and schedule another " "activity for the same repair." msgstr "" #: ../../content/applications/hr/fleet/service.rst:397 msgid "" "For more detailed information regarding activities, refer to the main " ":doc:`activities <../../essentials/activities>` document." msgstr "" #: ../../content/applications/hr/fleet/service.rst:403 msgid "" "A new repair can be added from this view. Click the :guilabel:`➕ (plus " "icon)` in the top-right corner of the Kanban column, and a new block appears" " at the top of the column, beneath the Kanban title." msgstr "" #: ../../content/applications/hr/fleet/service.rst:407 msgid "" "Enter a :guilabel:`Title` for the service or repair, then click " ":guilabel:`Add`. A :guilabel:`Create` service form appears in a pop-up " "window. :ref:`Enter all the information ` on the service" " form, then click :guilabel:`Save & Close` to add the record. The new record" " now appears in the Kanban column." msgstr "" #: ../../content/applications/hr/fleet/service.rst:413 msgid "Graph view" msgstr "" #: ../../content/applications/hr/fleet/service.rst:415 msgid "" "Another way to view the data is in a graph. To change to the graph view, " "click the :guilabel:`Graph` icon, which is the third icon in the top-right, " "and appears as a small graph." msgstr "" #: ../../content/applications/hr/fleet/service.rst:418 msgid "" "The default graph view displays the service information in a stacked bar " "chart, grouped by :guilabel:`Service Type`. The X-axis represents the " ":guilabel:`Service Type` and the Y-axis represents the :guilabel:`Cost`." msgstr "" #: ../../content/applications/hr/fleet/service.rst:422 msgid "" "Each column visually represents the total cost for all repairs and services " "for that specific :guilabel:`Service Type`. Hover over any bar to reveal a " "popover window that displays the total :guilabel:`Cost` for the service and " "repairs the bar represents." msgstr "" #: ../../content/applications/hr/fleet/service.rst:426 msgid "" "The graph can change to either a :guilabel:`Line Chart` or a :guilabel:`Pie " "Chart` by clicking the corresponding button above the graph. Additionally, " "the graph can display the data in either :guilabel:`Stacked`, " ":guilabel:`Descending`, or :guilabel:`Ascending` order, by clicking the " "corresponding buttons." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "" "A bar chart view of the services and repairs, with the various option " "buttons highlighted." msgstr "" #: ../../content/applications/hr/fleet/service.rst:436 msgid "Pivot view" msgstr "" #: ../../content/applications/hr/fleet/service.rst:438 msgid "" "Another way to view the service data is in a spreadsheet pivot table. Click " "the :guilabel:`Pivot` icon, which is the fourth icon in the top-right, and " "appears as a small spreadsheet." msgstr "" #: ../../content/applications/hr/fleet/service.rst:441 msgid "" "The default way the data is presented shows the total cost of each type of " "service. The horizontal rows represent the various types of service, with a " "different service type in its own line. The vertical columns represent the " "total costs for each specific type of service, further divided by the type " "of service." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "The default pivot table view of the services." msgstr "" #: ../../content/applications/hr/fleet/service.rst:450 msgid "" "The table can either be inserted in a spreadsheet or downloaded, if desired." msgstr "" #: ../../content/applications/hr/fleet/service.rst:452 msgid "" "To add the pivot table to a spreadsheet in Odoo, first, the appearance of " "the pivot table must change. The default pivot table view does not allow it " "to be inserted into a spreadsheet (the :guilabel:`Insert in Spreadsheet` " "button is grayed out)." msgstr "" #: ../../content/applications/hr/fleet/service.rst:456 msgid "" "First, click the :guilabel:`➖ (minus)` icon to the left of :guilabel:`Total`" " at the top of the pivot table. This collapses the service types, leaving " "only a single :guilabel:`Cost` column visible." msgstr "" #: ../../content/applications/hr/fleet/service.rst:459 msgid "" "Then, click the :guilabel:`Insert in Spreadsheet` button, which is no longer" " grayed out, and a :guilabel:`Select a spreadsheet to insert your pivot` " "pop-up window appears. Two tabs are visible in this pop-up window, a " ":guilabel:`Spreadsheets` tab and a :guilabel:`Dashboards` tab." msgstr "" #: ../../content/applications/hr/fleet/service.rst:463 msgid "" "Click the desired tab to indicate where the spreadsheet should be placed, " "either in a :guilabel:`Spreadsheet` or on a :guilabel:`Dashboard`. After " "clicking the desired option, click :guilabel:`Confirm`. The spreadsheet then" " loads on the screen." msgstr "" #: ../../content/applications/hr/fleet/service.rst:468 msgid "" "Spreadsheets are stored in Odoo's *Documents* application, while dashboards " "are stored in Odoo's *Dashboards* application." msgstr "" #: ../../content/applications/hr/fleet/service.rst:471 msgid "" "Click :guilabel:`Services` in the top-left corner to navigate back to the " "previous pivot table view." msgstr "" #: ../../content/applications/hr/fleet/service.rst:473 msgid "" "To download the table in an *xlsx* format, click the download xlsx icon, " "represented by a :guilabel:`⬇️ (down arrow above a line)` icon." msgstr "" #: ../../content/applications/hr/fleet/service.rst:477 msgid "" "For more detailed information regarding reporting, refer to the main " ":doc:`reporting <../../essentials/reporting>` document." msgstr "" #: ../../content/applications/hr/fleet/service.rst:481 msgid "Activity view" msgstr "Xem hoạt động" #: ../../content/applications/hr/fleet/service.rst:483 msgid "" "To view the scheduled activities for services or repairs, click the " ":guilabel:`🕗 (clock)` activity icon in the top-right corner of the screen. " "This presents all activities, organized by vehicle and activity type." msgstr "" #: ../../content/applications/hr/fleet/service.rst:487 msgid "" "The vertical columns are organized by activity type, and the horizontal " "lines are organized by vehicle." msgstr "" #: ../../content/applications/hr/fleet/service.rst:490 msgid "" "The entries are color-coded according to the status of each activity. Green " "activities are scheduled in the future, yellow activities are due today, and" " red activities are overdue." msgstr "" #: ../../content/applications/hr/fleet/service.rst:493 msgid "" "The user responsible for the activity appears in a photo in the lower-left " "corner of each activity entry." msgstr "" #: ../../content/applications/hr/fleet/service.rst:496 msgid "" "The due date of each activity is written in the top-center of each activity " "entry." msgstr "" #: ../../content/applications/hr/fleet/service.rst:498 msgid "" "A color-coded bar at the top of each activity column indicates the status of" " the activities within that column." msgstr "" #: ../../content/applications/hr/fleet/service.rst:501 msgid "" "The number of activities for each activity type is written on the right side" " of the color-coded bar beneath the column name." msgstr "" #: ../../content/applications/hr/fleet/service.rst-1 msgid "" "The activity view, with the columns called out, and an activity box " "highlighted." msgstr "" #: ../../content/applications/hr/fleet/service.rst:509 msgid "Schedule an activity" msgstr "Lên lịch một hoạt động" #: ../../content/applications/hr/fleet/service.rst:511 msgid "" "To add a service record from the activity view, click :guilabel:`+ Schedule " "an activity` in the bottom-left corner of the list, and a :guilabel:`Search:" " Services` pop-up window loads. Click the service that the activity is being" " scheduled for, and a :guilabel:`Schedule Activity` form loads." msgstr "" #: ../../content/applications/hr/fleet/service.rst:515 msgid "" ":ref:`Enter all the information ` on the activity " "form." msgstr "" #: ../../content/applications/hr/fleet/service.rst:517 msgid "" "When the form is complete, click the :guilabel:`Schedule` button. Then, both" " pop-up windows close, and the activity now appears on the activity view." msgstr "" #: ../../content/applications/hr/frontdesk.rst:3 msgid "Frontdesk" msgstr "Quầy lễ tân" #: ../../content/applications/hr/frontdesk.rst:5 msgid "" "The Odoo *Frontdesk* application provides a way for visitors to check in to " "a building or location, and alert the person they are meeting about their " "arrival. Additionally, they can request a pre-configured beverage to be " "brought to them, while they wait." msgstr "" #: ../../content/applications/hr/frontdesk.rst:9 msgid "" "This application is ideal for businesses that do **not** have someone " "working at a reception desk, locations **without** a designated waiting area" " available to guests and visitors." msgstr "" #: ../../content/applications/hr/frontdesk.rst:15 msgid "" "The first item to configure with the *Frontdesk* application is the station," " followed by any drink selections that might optionally be offered." msgstr "" #: ../../content/applications/hr/frontdesk.rst:19 msgid "Stations" msgstr "Địa điểm" #: ../../content/applications/hr/frontdesk.rst:21 msgid "" "In Odoo's *Frontdesk* application, a *Station* can be thought of as any " "location where someone can sign in and wait for an employee. This is " "typically some form of waiting room, such as a lobby. Each station has a " "kiosk where visitors check in." msgstr "" #: ../../content/applications/hr/frontdesk.rst:25 msgid "" "When setting up the *Frontdesk* application, a minimum of one station " "**must** be configured, but there is no limit to how many stations can be " "created and configured." msgstr "" #: ../../content/applications/hr/frontdesk.rst:28 msgid "" "To create a station, navigate to :menuselection:`Frontdesk app --> " "Configuration --> Stations`, and click :guilabel:`New`. When clicked, a " "blank frontdesk form appears." msgstr "" #: ../../content/applications/hr/frontdesk.rst:33 msgid "" ":guilabel:`Frontdesk Name`: enter a name for the specific frontdesk " "location. This should be short and easily identifiable, such as `Reception " "Desk` or `Main Lobby`. This field is required in order to create a station." msgstr "" #: ../../content/applications/hr/frontdesk.rst:36 msgid "" ":guilabel:`Responsibles`: select the person (or persons) who are alerted " "when a visitor checks in using this specific frontdesk. Multiple selections " "can be entered. This field is required in order to create a station." msgstr "" #: ../../content/applications/hr/frontdesk.rst:39 msgid "" ":guilabel:`Kiosk URL`: this field auto-populates once the frontdesk form is " "saved, with at least the :guilabel:`Frontdesk Name` and " ":guilabel:`Responsibles` fields filled. To save manually, click the " ":guilabel:`(cloud with upward arrow)` icon, located at the top of the form." msgstr "" #: ../../content/applications/hr/frontdesk.rst:43 msgid "" "Once saved, a URL is generated in the :guilabel:`Kiosk URL` field. This URL " "is one way the frontdesk kiosk is accessed." msgstr "" #: ../../content/applications/hr/frontdesk.rst:46 msgid "" "To access the kiosk, click the :guilabel:`Copy` button at the end of the " "URL, and navigate to that URL in a web browser. This URL opens that specific" " station's frontdesk sign-in page." msgstr "" #: ../../content/applications/hr/frontdesk.rst:50 msgid "" "To add an image/photo to a frontdesk form, hover over the :guilabel:`(camera" " with a '+' sign)` icon in the top-right of the form to reveal a " ":guilabel:`✏️ (pencil)` icon." msgstr "" #: ../../content/applications/hr/frontdesk.rst:53 #: ../../content/applications/hr/frontdesk.rst:166 #: ../../content/applications/hr/frontdesk.rst:182 msgid "" "Click on the :guilabel:`✏️ (pencil)` icon to open a file explorer, navigate " "to the desired image/photo file, then click :guilabel:`Open` to select it." msgstr "" #: ../../content/applications/hr/frontdesk.rst:56 msgid "" "The image selected for the station photo appears as the background image for" " the station kiosk." msgstr "" #: ../../content/applications/hr/frontdesk.rst:59 #: ../../content/applications/hr/recruitment.rst:608 msgid "Options tab" msgstr "" #: ../../content/applications/hr/frontdesk.rst:63 msgid "" ":guilabel:`Host Selection`: if the visitor is attending a meeting, this " "option allows the visitor to select the meeting host from a presented list, " "and notify that individual. When enabled, additional fields appear, as " "detailed below." msgstr "" #: ../../content/applications/hr/frontdesk.rst:66 msgid "" ":guilabel:`Authenticate Guest`: if additional information is required when a" " guest checks in, enable this option, and select which of the following are " "required:" msgstr "" #: ../../content/applications/hr/frontdesk.rst:69 msgid "" ":guilabel:`Email`: select whether the guest's email address is " ":guilabel:`Required`, :guilabel:`Optional`, or if the information is not " "requested at all (:guilabel:`None`)." msgstr "" #: ../../content/applications/hr/frontdesk.rst:71 msgid "" ":guilabel:`Phone`: select whether the guest's phone number is " ":guilabel:`Required`, :guilabel:`Optional`, or if the information is not " "requested at all (:guilabel:`None`)." msgstr "" #: ../../content/applications/hr/frontdesk.rst:73 msgid "" ":guilabel:`Organization`: select whether the guest's organization is " ":guilabel:`Required`, :guilabel:`Optional`, or if the information is not " "requested at all (:guilabel:`None`)." msgstr "" #: ../../content/applications/hr/frontdesk.rst:76 msgid "" ":guilabel:`Theme`: select the color mode of the kiosk. Choose either " ":guilabel:`Light` or :guilabel:`Dark`. The :guilabel:`Light` selection " "displays a pale gray background on the kiosk, whereas the :guilabel:`Dark` " "selection displays a dark gray and black background." msgstr "" #: ../../content/applications/hr/frontdesk.rst:79 msgid "" ":guilabel:`Self Check-In`: enable this option to present a check-in QR code " "on the kiosk. The QR code allows guests to check in using their mobile " "device, instead of using the kiosk. This option is recommended for a busy " "kiosk with multiple guests checking in at any time." msgstr "" #: ../../content/applications/hr/frontdesk.rst:82 msgid "" ":guilabel:`Offer Drinks`: enable this option to offer guests a drink upon " "check in. If this option is enabled, it is necessary to :ref:`configure the " "drinks being offered `, via the :guilabel:`Configure " "Drinks` link that appears when the option is enabled. Once all drink options" " are configured, select each drink to be offered using the drop-down menu." msgstr "" #: ../../content/applications/hr/frontdesk.rst:88 msgid "" "The following options are only visible in the :guilabel:`Options` tab if the" " :ref:`Host Selection ` option is enabled." msgstr "" #: ../../content/applications/hr/frontdesk.rst:91 msgid "" ":guilabel:`Notify by email`: enable this option to have an email sent to the" " person the guest is visiting upon check in. When enabled, an " ":guilabel:`Email Template` field appears beneath, with the default " ":guilabel:`Frontdesk Email Template` selected." msgstr "" #: ../../content/applications/hr/frontdesk.rst:95 msgid "" "To change the default email template, click the drop-down menu in the " ":guilabel:`Email Template` field, then select another email template." msgstr "" #: ../../content/applications/hr/frontdesk.rst:98 msgid "" "To modify the currently selected template, click the :guilabel:`Internal " "link (arrow)` icon at the end of the line, and make any edits to the " "template." msgstr "" #: ../../content/applications/hr/frontdesk.rst:100 msgid "" ":guilabel:`Notify by SMS`: enable this option to have an SMS (text) message " "sent to the person the guest is visiting upon check in. When enabled, an " ":guilabel:`SMS Template` field appears beneath, with the default " ":guilabel:`Frontdesk SMS Template` selected." msgstr "" #: ../../content/applications/hr/frontdesk.rst:104 msgid "" "To change the default SMS template, click the drop-down menu in the " ":guilabel:`SMS Template` field, and select another SMS template." msgstr "" #: ../../content/applications/hr/frontdesk.rst:107 msgid "" "To modify the currently selected template, click the :guilabel:`Internal " "link (arrow)` icon at the end of the line, and make any desired edits to the" " content of the template. The SMS message may have a maximum of 242 " "characters, which fits in 4 SMS (UNICODE) messages." msgstr "" #: ../../content/applications/hr/frontdesk.rst:110 msgid "" ":guilabel:`Notify by Discuss`: this option is enabled by default when the " ":guilabel:`Host Selection` option is enabled. This option opens a *Discuss* " "application message window with the person the guest is visiting upon check " "in." msgstr "" #: ../../content/applications/hr/frontdesk.rst:114 msgid "" "When enabled, a default message appears for the person the guest is " "visiting. The *Discuss* application **must** be installed in order for this " "option to work." msgstr "" #: ../../content/applications/hr/frontdesk.rst:118 msgid "" "*Discuss* is installed by default when creating an Odoo database, and does " "not count towards billing. As long as the *Discuss* application is not " "intentionally uninstalled, the :guilabel:`Notify by Discuss` option works." msgstr "" #: ../../content/applications/hr/frontdesk.rst:123 msgid "" "The default message format for the :guilabel:`Notify by Discuss` option is: " "`(Frontdesk Station) Check-In: (Guest Name) (Guest Phone Number) " "(Organization) to meet (Name of employee).`" msgstr "" #: ../../content/applications/hr/frontdesk.rst:126 msgid "" "An example of how that might appear in a *Discuss* message is: `Main Lobby " "Check-In: John Doe (123-555-1234) (Odoo, Inc.) to meet Marc Demo.`" msgstr "" #: ../../content/applications/hr/frontdesk.rst-1 msgid "Frontdesk station form with all the information filled out." msgstr "" #: ../../content/applications/hr/frontdesk.rst:134 msgid "Side Message tab" msgstr "" #: ../../content/applications/hr/frontdesk.rst:136 msgid "" "Enter any desired text to appear on the station kiosk after a guest has " "checked in, such as a welcome greeting or any necessary instructions. The " "text appears on the confirmation page, on the right side of the screen after" " a guest has completed the check-in process." msgstr "" #: ../../content/applications/hr/frontdesk.rst:143 msgid "Drinks" msgstr "Đồ uống" #: ../../content/applications/hr/frontdesk.rst:145 msgid "" "After a station is created, the next step is to configure the drinks to " "offer visitors, if desired. This step is **not** necessary or required for " "the *Frontdesk* application to work, and only needs to be configured if " "drinks are offered to guests." msgstr "" #: ../../content/applications/hr/frontdesk.rst:149 msgid "" "To add a drink option, navigate to :menuselection:`Frontdesk app --> " "Configuration --> Drinks`, and click :guilabel:`New`. Doing so reveals a " "blank drink form to configure." msgstr "" #: ../../content/applications/hr/frontdesk.rst:152 msgid "Enter the following information on the drink form:" msgstr "" #: ../../content/applications/hr/frontdesk.rst:154 msgid "" ":guilabel:`Drink Name`: type the name of the drink option in this field. " "This field is required." msgstr "" #: ../../content/applications/hr/frontdesk.rst:155 msgid "" ":guilabel:`People to Notify`: use the drop-down menu in this field to select" " who is notified when the drink is selected. Multiple people can be entered " "in this field. This field is required." msgstr "" #: ../../content/applications/hr/frontdesk.rst:157 msgid "" ":guilabel:`Sequence`: enter a numerical value in this field to indicate " "where in the list of drink options this specific option appears. The lower " "the number, the higher on the list the drink appears. For example, entering " "the number one would place that drink at the top of the list, and appear " "first in the sequence." msgstr "" #: ../../content/applications/hr/frontdesk.rst:163 #: ../../content/applications/hr/frontdesk.rst:179 msgid "" "To add an image/photo to a drink form, hover over the :guilabel:`(camera " "with a '+' sign)` icon in the top-right of the form to reveal a " ":guilabel:`✏️ (pencil)` icon." msgstr "" #: ../../content/applications/hr/frontdesk.rst:169 #: ../../content/applications/hr/frontdesk.rst:185 msgid "" "The image selected now appears in the picture field, and is set as the image" " for the drink." msgstr "" #: ../../content/applications/hr/frontdesk.rst-1 msgid "Drink form with the information filled out for an espresso." msgstr "" #: ../../content/applications/hr/frontdesk.rst:176 msgid "Station dashboard" msgstr "" #: ../../content/applications/hr/frontdesk.rst:191 msgid "Visitors" msgstr "Khách" #: ../../content/applications/hr/frontdesk.rst:193 msgid "" "To access a complete list of visitors that are currently checked in, " "navigate to :menuselection:`Frontdesk app --> Visitors`." msgstr "" #: ../../content/applications/hr/frontdesk.rst:196 msgid "" "The visitors are listed in a list view, with the following details that were" " entered when they checked in:" msgstr "" #: ../../content/applications/hr/frontdesk.rst:200 msgid "" "By default, the :guilabel:`Planned or Checked-In` and :guilabel:`Today` " "filters appear in the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/hr/frontdesk.rst:203 msgid ":guilabel:`Name`: the guest's name." msgstr "" #: ../../content/applications/hr/frontdesk.rst:204 msgid ":guilabel:`Visitor Company`: the company the guest represents." msgstr "" #: ../../content/applications/hr/frontdesk.rst:205 msgid ":guilabel:`Phone`: the guest's phone number." msgstr "" #: ../../content/applications/hr/frontdesk.rst:206 msgid ":guilabel:`Drinks`: the drink the guest requested." msgstr "" #: ../../content/applications/hr/frontdesk.rst:207 msgid ":guilabel:`Host`: who the guest is waiting to see." msgstr "" #: ../../content/applications/hr/frontdesk.rst:208 msgid ":guilabel:`CheckIn`: the date and time the guest checked in." msgstr "" #: ../../content/applications/hr/frontdesk.rst:209 msgid "" ":guilabel:`Checkout`: the date and time the guest checked out. As mentioned," " in the default view, only guests with a :guilabel:`Checked-In` or " ":guilabel:`Planned` status are visible. Guests with check-out times are only" " visible if the :guilabel:`Today` filter is not active." msgstr "" #: ../../content/applications/hr/frontdesk.rst:212 msgid "" ":guilabel:`Duration`: the amount of time the guest has been checked in for." msgstr "" #: ../../content/applications/hr/frontdesk.rst:213 msgid ":guilabel:`Station`: the location of where the guest checked in." msgstr "" #: ../../content/applications/hr/frontdesk.rst:214 msgid "" ":guilabel:`Status`: the status of the guest. The options are " ":guilabel:`Checked-In`, :guilabel:`Planned`, :guilabel:`Checked-Out`, or " ":guilabel:`Canceled`. In the default view, only guests with a " ":guilabel:`Checked-In` or :guilabel:`Planned` status are visible." msgstr "" #: ../../content/applications/hr/frontdesk.rst:217 msgid ":guilabel:`Email`: the guest's email address." msgstr "" #: ../../content/applications/hr/frontdesk.rst:219 msgid "" "To the far right of the titled columns on the :guilabel:`Visitors` page is " "an untitled column, where a guest's status can be updated." msgstr "" #: ../../content/applications/hr/frontdesk.rst:222 msgid "" "When a guest leaves, click the available :guilabel:`Check out` button to " "update the guest's record, and log the date and time they left." msgstr "" #: ../../content/applications/hr/frontdesk.rst:225 msgid "" "If a scheduled guest arrives, and they did not check in using the " "*Frontdesk* kiosk, they can be checked in here, by clicking the available " ":guilabel:`Check in` button to log the date and time they arrived." msgstr "" #: ../../content/applications/hr/frontdesk.rst:229 msgid "" "Beside the untitled status column a :guilabel:`Drink Served` button appears," " but only if that particular visitor requested a drink." msgstr "" #: ../../content/applications/hr/frontdesk.rst:232 msgid "" "When their drink has been served, click the :guilabel:`Drink Served` button " "to indicate the drink has been delivered to the guest. Once clicked, that " "button disappears." msgstr "" #: ../../content/applications/hr/frontdesk.rst-1 msgid "" "The full list of currently checked in visitors, with the drinks to be served" " highlighted." msgstr "" #: ../../content/applications/hr/frontdesk.rst:239 msgid "" "If any column is not visible, or if a visible column is preferred to be " "hidden, click the :guilabel:`Additional Options (two horizontal lines with " "dots)` icon, located at the end of the column name list." msgstr "" #: ../../content/applications/hr/frontdesk.rst:243 msgid "" "Clicking that reveals a drop-down menu of column options to enable or " "disable. A :guilabel:`✅ (checkmark)` icon indicates the column is visible." msgstr "" #: ../../content/applications/hr/frontdesk.rst:247 msgid "Planned visitors" msgstr "" #: ../../content/applications/hr/frontdesk.rst:249 msgid "" "If a guest is expected to arrive at a future date and time, it is possible " "to enter their information into the *Frontdesk* application in advance." msgstr "" #: ../../content/applications/hr/frontdesk.rst:252 msgid "" "To create a planned guest, navigate to :menuselection:`Frontdesk app --> " "Visitors --> New`. Then, enter the same information as any other " ":ref:`visitor `. The only required fields are the " "visitor's :guilabel:`Name` and the :guilabel:`Station` at which they are " "expected to arrive." msgstr "" #: ../../content/applications/hr/frontdesk.rst:258 msgid "" "If a guest is planned in advance, they must be checked in from the list on " "the :guilabel:`Visitors` page in the *Frontdesk* application " "(:menuselection:`Frontdesk app --> Visitors`). If a planned guest checks in " "using a kiosk, they will be checked in separately, and their planned visitor" " entry remains listed as :guilabel:`Planned`." msgstr "" #: ../../content/applications/hr/frontdesk.rst:263 msgid "" "Only when a planned guest is checked in inside the application's visitor " "list, their :guilabel:`Planned` status changes to :guilabel:`Checked-In`." msgstr "" #: ../../content/applications/hr/frontdesk.rst:266 msgid "" "If a guest does check in using a kiosk, ensure all records are current, and " "the list of currently on-site guests is correct. Be sure to check in and/or " "check out the correct entries, so the visitors list correctly reflects who " "is currently on the premises." msgstr "" #: ../../content/applications/hr/frontdesk.rst:270 msgid "" "Ensure planned guests are informed that they should **not** check in using " "the kiosk if they are listed as a planned guest in advance." msgstr "" #: ../../content/applications/hr/frontdesk.rst:274 msgid "Frontdesk flow" msgstr "" #: ../../content/applications/hr/frontdesk.rst:276 msgid "" "Set up each kiosk for use after configuring the various stations. It is " "recommended to use a dedicated device for each frontdesk kiosk, such as a " "tablet." msgstr "" #: ../../content/applications/hr/frontdesk.rst:279 msgid "Navigate to the kiosk in one of two ways:" msgstr "" #: ../../content/applications/hr/frontdesk.rst:281 msgid "" "Navigate to the main *Frontdesk* application dashboard, and click the " ":guilabel:`Open Desk` button on the desired station card. The kiosk loads in" " a new browser tab." msgstr "" #: ../../content/applications/hr/frontdesk.rst:283 msgid "" "Navigate to :menuselection:`Frontdesk app --> Configuration --> Stations`, " "and click on the desired station. Then, click the :guilabel:`Copy` button at" " the end of the :guilabel:`Kiosk URL` line, and paste the URL into a new " "browser tab or window." msgstr "" #: ../../content/applications/hr/frontdesk.rst:288 msgid "" "It is recommended to log out of the database, and close the tab, after " "navigating to the kiosk. That way, there is no possibility of a visitor " "accessing the database when checking-in." msgstr "" #: ../../content/applications/hr/frontdesk.rst:292 msgid "Visitor flow" msgstr "" #: ../../content/applications/hr/frontdesk.rst:294 msgid "" "When a visitor arrives at a facility, they approach a frontdesk kiosk, and " "enter their information. The information requested is what was configured " "for that specific frontdesk station. If any information is required, the " "field displays a red asterisk (*). The visitor must enter the required " "information in order to check in." msgstr "" #: ../../content/applications/hr/frontdesk.rst:299 msgid "" "Once all the information is entered, the visitor taps the :guilabel:`Check " "In` button." msgstr "" #: ../../content/applications/hr/frontdesk.rst:301 msgid "" "If drinks were configured for the station, after tapping :guilabel:`Check " "In`, a registration confirmation screen loads, along with the question: `Do " "you want something to drink?`" msgstr "" #: ../../content/applications/hr/frontdesk.rst:304 msgid "" "The visitor can tap either :guilabel:`Yes, please`, or :guilabel:`No, thank " "you`." msgstr "" #: ../../content/applications/hr/frontdesk.rst:306 msgid "" "If they select :guilabel:`Yes, please`, a drink selection screen appears, " "and the pre-configured options are listed. The visitor then taps the desired" " selection, or, if they do not want anything, they can tap the " ":guilabel:`Nothing, thanks` button at the bottom of the screen." msgstr "" #: ../../content/applications/hr/frontdesk.rst:310 msgid "" "If a drink selection was made, a `Thank you for registering! Your drink is " "on the way.` message appears." msgstr "" #: ../../content/applications/hr/frontdesk.rst:313 msgid "" "At any point in the check-in process, if ten seconds pass with no selection," " the kiosk returns to the main welcome screen." msgstr "" #: ../../content/applications/hr/frontdesk.rst:316 msgid "" "Once the visitor has checked in, the person they are visiting, and any other" " users who were configured to be notified when checks ins occur at the " "kiosk, are notified. The notification is either by email, SMS message, a " "*Discuss* chat, or any combination of those three options." msgstr "" #: ../../content/applications/hr/frontdesk.rst:320 msgid "" "If the visitor requested a drink, the user(s) configured as the " ":guilabel:`People to Notify` on the drink form, are notified via the " "*Discuss* application. The message that appears is: `(Visitor Name) just " "checked-in. They requested (Drink Name).`" msgstr "" #: ../../content/applications/hr/frontdesk.rst:324 msgid "" "Once the drink has been delivered to the guest, the person who delivered the" " drink is responsible for marking the drink as delivered." msgstr "" #: ../../content/applications/hr/frontdesk.rst:327 msgid "" "To mark a drink as delivered, navigate to :menuselection:`Frontdesk app --> " "Stations --> (#) Drinks to serve` on the desired station card." msgstr "" #: ../../content/applications/hr/frontdesk.rst:330 msgid "" "This opens a list of all the visitors checked in at that station, and are " "waiting for a drink. Click the :guilabel:`Drink Served` button at the end of" " the line for the visitor who was served. Once they are marked as having " "their drink served, the visitor disappears from the list." msgstr "" #: ../../content/applications/hr/frontdesk.rst:334 msgid "" "Once the visitor has completed their business, and has left the premises, it" " is important to check them out for accurate record keeping." msgstr "" #: ../../content/applications/hr/frontdesk.rst:337 msgid "" "To check visitors out properly, navigate to :menuselection:`Frontdesk app " "--> Stations --> (#) On Site`. Doing so opens a list of all the visitors who" " are currently checked-in at that station." msgstr "" #: ../../content/applications/hr/frontdesk.rst:340 msgid "" "Click the :guilabel:`Check Out` button near the end of the line for the " "visitor who left. Once they are marked as checked-out, the visitor " "disappears from the list." msgstr "" #: ../../content/applications/hr/frontdesk.rst:344 msgid "" "Visitors do **not** check themselves out when they leave. It is important to" " check out visitors for accurate record keeping." msgstr "" #: ../../content/applications/hr/frontdesk.rst:347 msgid "" "Always have an accurate list of who is on the premises at any given time. " "This is important for security purposes, and in the case of an emergency." msgstr "" #: ../../content/applications/hr/frontdesk.rst:353 msgid "" "The *Frontdesk* application has two reports available: :guilabel:`Visitors` " "and :guilabel:`Drinks`." msgstr "" #: ../../content/applications/hr/frontdesk.rst:355 msgid "" "To access either of these reports, navigate to :menuselection:`Frontdesk app" " --> Reporting` to reveal a drop-down menu containing the options: " ":guilabel:`Visitors` and :guilabel:`Drinks`." msgstr "" #: ../../content/applications/hr/frontdesk.rst:358 msgid "" "The :guilabel:`Visitors` report displays the number of visitors by month, " "for the current year. The :guilabel:`Drinks` report shows how many total " "requests were made for each drink." msgstr "" #: ../../content/applications/hr/frontdesk.rst:361 msgid "" "As with all reports in Odoo, the filters and groups can be modified to show " "other metrics, as well." msgstr "" #: ../../content/applications/hr/lunch.rst:5 msgid "Lunch" msgstr "Bữa ăn" #: ../../content/applications/hr/lunch.rst:7 msgid "" "The *Lunch* application in Odoo allows users a convenient way to order food " "and pay for their meal directly from the database." msgstr "" #: ../../content/applications/hr/lunch.rst:10 msgid "" "Before employees can use the *Lunch* application, there are a number of " "configurations to consider: settings, vendors, locations, products, product " "categories, and alerts. Once these are created, employees can view offerings" " and order food." msgstr "" #: ../../content/applications/hr/lunch.rst:17 msgid "" "Only two settings are needed to configure in the *Lunch* app: overdraft " "settings and notifications. To access the settings, navigate to " ":menuselection:`Lunch app --> Configuration: Settings`." msgstr "" #: ../../content/applications/hr/lunch.rst:20 msgid "Configure the following:" msgstr "" #: ../../content/applications/hr/lunch.rst:22 msgid "" ":guilabel:`Lunch Overdraft`: enter the maximum overdraft amount for " "employees. The currency format is determined by the localization setting of " "the company." msgstr "" #: ../../content/applications/hr/lunch.rst:24 msgid "" ":guilabel:`Reception notification`: set the message users receive via the " "*Discuss* app when their food has been delivered. The default message `Your " "lunch has been delivered. Enjoy your meal!` populates this field, but can be" " modified, if desired." msgstr "" #: ../../content/applications/hr/lunch.rst:29 msgid "" "If in a database with multiple languages installed, many forms in the " "*Lunch* application have the option of entering translations for various " "fields." msgstr "" #: ../../content/applications/hr/lunch.rst:32 msgid "" "If translations are available to be configured, a language code appears next" " to a translatable field on a form. To add translations for that field, " "click the two letter language code (for example, :guilabel:`EN` for English)" " and a translation pop-up window appears." msgstr "" #: ../../content/applications/hr/lunch.rst:36 msgid "" "The following is an example for the :guilabel:`Reception notification` field" " in the settings menu:" msgstr "" #: ../../content/applications/hr/lunch.rst:39 msgid "" "Navigate to :menuselection:`Lunch app --> Configuration: Settings`. Click " "the :guilabel:`EN` In the top-right of the text box beneath the " ":guilabel:`Reception notification` section. A :guilabel:`Translate: " "company_lunch_notify_message` pop-up window loads with the option to enter a" " translation for the other languages used by the database." msgstr "" #: ../../content/applications/hr/lunch.rst:44 msgid "" "The first column lists the different languages in alphabetical order, with " "the currently selected language in bold. The second column has the currently" " configured message in each column. The last column in the far-right " "provides a text box to type in a translation for each language." msgstr "" #: ../../content/applications/hr/lunch.rst:48 msgid "" "Enter the text that should appear for each language, then click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/hr/lunch.rst:0 msgid "" "The translation text box, with the current language highlighted, and the Arabic\n" "translation field highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:56 msgid "Vendors" msgstr "Nhà cung cấp" #: ../../content/applications/hr/lunch.rst:58 msgid "" "Before food can be ordered, the restaurants that make the food, referred to " "as *vendors* in Odoo, **must** be configured." msgstr "" #: ../../content/applications/hr/lunch.rst:61 msgid "" "First navigate to :menuselection:`Lunch app --> Configuration: Vendors`, and" " all currently configured vendors for the *Lunch* app appear in a default " "Kanban view. To change to a list view, click the :guilabel:`≣ (four " "horizontal lines)` icon in the top-right corner." msgstr "" #: ../../content/applications/hr/lunch.rst:65 msgid "" "To add a new vendor, click the :guilabel:`New` button in the top-left " "corner, and a new lunch supplier form loads." msgstr "" #: ../../content/applications/hr/lunch.rst:68 msgid "Fill out the following fields on the form." msgstr "" #: ../../content/applications/hr/lunch.rst:71 msgid "Vendor information" msgstr "" #: ../../content/applications/hr/lunch.rst:73 msgid ":guilabel:`Vendor`: enter a name for the vendor." msgstr "" #: ../../content/applications/hr/lunch.rst:74 msgid "" ":guilabel:`Vendor`: select the vendor from the drop-down menu. If the vendor" " has not already been entered in the system, type in the vendor name and " "click either :guilabel:`Create \"vendor\"` to add them, or :guilabel:`Create" " and edit...` to create the vendor and edit the vendor form. The vendor form" " allows for more detail, aside from the name, to be entered, such as contact" " information." msgstr "" #: ../../content/applications/hr/lunch.rst:80 msgid "" "If a selection is made to the drop-down :guilabel:`Vendor` field, the text " ":guilabel:`Vendor` field (above the drop-down :guilabel:`Vendor` field) " "updates with the name of the vendor chosen from the drop-down menu." msgstr "" #: ../../content/applications/hr/lunch.rst:84 msgid "" "The list of vendors that is presented in the drop-down menu is pulled from " "the *Contacts* application." msgstr "" #: ../../content/applications/hr/lunch.rst:87 msgid "" ":guilabel:`Address`: enter the vendor's address in the various fields in " "this section." msgstr "" #: ../../content/applications/hr/lunch.rst:88 msgid ":guilabel:`Email`: enter the vendor's email in this field." msgstr "" #: ../../content/applications/hr/lunch.rst:90 msgid "" ":guilabel:`Company`: if this vendor is only available to a specific company," " select the company from the drop-down menu. If this field is left blank, " "the vendor's items are available to **all** companies." msgstr "" #: ../../content/applications/hr/lunch.rst-1 msgid "The top portion of the vendor form filled out." msgstr "" #: ../../content/applications/hr/lunch.rst:101 msgid "Availability" msgstr "Tình trạng còn hàng" #: ../../content/applications/hr/lunch.rst:103 msgid "" "The :guilabel:`AVAILABILITY` section presents a table with two rows. The " "days of the week populate the top row, and the bottom row has checkboxes. " "Check the corresponding box for each day of the week the vendor is " "available." msgstr "" #: ../../content/applications/hr/lunch.rst:107 msgid "By default, Monday through Friday have checkmarks." msgstr "" #: ../../content/applications/hr/lunch.rst-1 msgid "The default view of the availability section, with Mon-Fri enabled." msgstr "" #: ../../content/applications/hr/lunch.rst:114 #: ../../content/applications/hr/lunch/orders.rst:5 msgid "Orders" msgstr "Đơn hàng" #: ../../content/applications/hr/lunch.rst:116 msgid "" ":guilabel:`Delivery`: using the drop-down menu, select either " ":guilabel:`Delivery` if the vendor delivers food to the office, or " ":guilabel:`No Delivery` if ordered food must be picked up." msgstr "" #: ../../content/applications/hr/lunch.rst:118 msgid "" ":guilabel:`Location`: select which locations are able to order from this " "vendor. Multiple locations can be selected. If this field is left blank, " "**all** locations can order from the vendor." msgstr "" #: ../../content/applications/hr/lunch.rst:123 msgid "" "By default, an `HQ Office` location is created by default when creating a " "database, and is available to select from the list." msgstr "" #: ../../content/applications/hr/lunch.rst:126 msgid "" ":guilabel:`Send Order By`: click the radio button to select how orders are " "sent to the vendor. The available options are :guilabel:`Phone` or " ":guilabel:`Email`." msgstr "" #: ../../content/applications/hr/lunch.rst:128 msgid "" ":guilabel:`Order Time`: this field appears if :guilabel:`Email` is selected " "for :guilabel:`Send Order By`. Enter the time that an order must be emailed " "for the order to be accepted. Enter the time in a `HH:MM` format, then " "select either :guilabel:`AM` or :guilabel:`PM` from the drop-down next to " "the time field." msgstr "" #: ../../content/applications/hr/lunch.rst-1 msgid "The orders section of a vendor form, with all fields filled out." msgstr "" #: ../../content/applications/hr/lunch.rst:140 msgid "Extras" msgstr "Thông tin bổ sung" #: ../../content/applications/hr/lunch.rst:142 msgid "" "When ordering an item in the *Lunch* app, it is possible to show extra items" " that can be added to an order, sometimes referred to as *add-ons*. These " "can be configured in any manner that suits the products being offered." msgstr "" #: ../../content/applications/hr/lunch.rst:146 msgid "" "By default, Odoo allows for three types of extra items, which can be thought" " of as *categories*. By default, the first type or *category* of add-ons is " "labeled `Extras`, the second is labeled `Beverages`, and the third is " "labeled `Extra Label 3`." msgstr "" #: ../../content/applications/hr/lunch.rst:151 msgid "" "When configuring the extras, it is important to keep in mind that all the " "extras configured will appear for **every item** offered by the vendor. That" " means that only items which apply to **all** products from the vendor " "should be added." msgstr "" #: ../../content/applications/hr/lunch.rst:158 msgid "Configure extras" msgstr "" #: ../../content/applications/hr/lunch.rst:160 msgid "" "Enter the following information for each of the three available extra " "sections:" msgstr "" #: ../../content/applications/hr/lunch.rst:162 msgid "" ":guilabel:`Extra (#) Label`: enter a name for the type of extra, such as " "`Toppings` or `Beverages`. This can be thought of as a *category*." msgstr "" #: ../../content/applications/hr/lunch.rst:164 msgid "" ":guilabel:`Extra (#) Quantity`: select how the extras are allowed to be " "selected. The options are:" msgstr "" #: ../../content/applications/hr/lunch.rst:166 msgid "" ":guilabel:`None or More`: select this if the user is not required to select " "anything." msgstr "" #: ../../content/applications/hr/lunch.rst:167 msgid "" ":guilabel:`One or More`: select this to **require** the user to make at " "least one selection." msgstr "" #: ../../content/applications/hr/lunch.rst:168 msgid "" ":guilabel:`Only One`: select this to **require** the user to make only one " "selection." msgstr "" #: ../../content/applications/hr/lunch.rst:171 msgid "Add extras" msgstr "" #: ../../content/applications/hr/lunch.rst:173 msgid "" "After the labels and quantities have been configured for an extra category, " "the individual extra items must be added for each category." msgstr "" #: ../../content/applications/hr/lunch.rst:176 msgid "" "Click :guilabel:`Add a line` at the bottom of the list that appears on the " "right-hand side of the extra category. Enter the :guilabel:`Name` and " ":guilabel:`Price` for each item being added. The price can remain at `$0.00`" " if there is no cost. This is common for items like disposable silverware or" " condiments." msgstr "" #: ../../content/applications/hr/lunch.rst:182 msgid "" "For a pizzeria that only offers personal pies, see their extras configured " "as follows:" msgstr "" #: ../../content/applications/hr/lunch.rst:184 msgid "" "The first extra is configured for the various toppings they offer. The " ":guilabel:`Extra 1 Label` is set to `Toppings`, and the :guilabel:`Extra 1 " "Quantity` is set to :guilabel:`None or More`. The various toppings are then " "added, with their corresponding costs." msgstr "" #: ../../content/applications/hr/lunch.rst:0 msgid "The first of the extras configured for pizza toppings." msgstr "" #: ../../content/applications/hr/lunch.rst:192 msgid "" "The pizzeria also offers a free beverage with any purchase. To set this up, " "the :guilabel:`Extra 2 Label` is set to `Beverages`, and the " ":guilabel:`Extra 1 Quantity` is set to :guilabel:`Only One`. The various " "beverage choices are added, and the cost for each remains zero." msgstr "" #: ../../content/applications/hr/lunch.rst:0 msgid "The second of the extras configured for a free beverage with purchase." msgstr "" #: ../../content/applications/hr/lunch.rst:201 msgid "Locations" msgstr "Vị trí" #: ../../content/applications/hr/lunch.rst:203 msgid "" "By default, Odoo creates an `HQ Office` location when the *Lunch* " "application is installed. If a company has more than one location, they must" " be configured." msgstr "" #: ../../content/applications/hr/lunch.rst:206 msgid "" "To add a location, navigate to :menuselection:`Lunch app --> Configuration: " "Locations`. The currently configured locations appear in a list view. Click " "the :guilabel:`New` button in the top-left corner and a blank line appears " "beneath the last location in the list." msgstr "" #: ../../content/applications/hr/lunch.rst:210 msgid "" "Enter the name of the location in the field. Next, click into the " ":guilabel:`Address` field to the right of the name, and enter the location's" " address. It is possible to enter multiple lines in the address field." msgstr "" #: ../../content/applications/hr/lunch.rst:214 msgid "Repeat this for all locations that need to be added." msgstr "" #: ../../content/applications/hr/lunch.rst-1 msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 msgid "Products" msgstr "Sản phẩm" #: ../../content/applications/hr/lunch.rst:223 msgid "" "Before any orders can be placed, the individual products that are being " "offered must be configured, as no products are pre-configured in Odoo, by " "default." msgstr "" #: ../../content/applications/hr/lunch.rst:226 msgid "" "First, navigate to the products page by going to :menuselection:`Lunch app " "--> Configuration: Products`. Next click the :guilabel:`New` button in the " "top-left corner and a blank product form loads." msgstr "" #: ../../content/applications/hr/lunch.rst:232 msgid ":guilabel:`Product Name*`: enter the name for the product." msgstr "" #: ../../content/applications/hr/lunch.rst:233 msgid "" ":guilabel:`Product Category*`: using the drop-down menu, select the category" " this product falls under." msgstr "" #: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " "supplies this product." msgstr "" #: ../../content/applications/hr/lunch.rst:236 msgid "" ":guilabel:`Price`: enter the price for the product. The currency is " "determined by the localization of the company." msgstr "" #: ../../content/applications/hr/lunch.rst:238 msgid "" ":guilabel:`Description`: enter a description of the product in this field. " "This description appears beneath the product photo when users are viewing " "the options for the day." msgstr "" #: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`New Until`: using the calendar popover, select the date that the " "product will no longer be labeled as new. Until this date, a green `New` tag" " appears on the product." msgstr "" #: ../../content/applications/hr/lunch.rst:242 msgid "" ":guilabel:`Company`: if the product should only be available to a specific " "company, select it from the drop-down menu. If this field is left blank, " "this product is available for all companies in the database." msgstr "" #: ../../content/applications/hr/lunch.rst:245 msgid "" "Image: hover over the image box in the top-right corner of the form, and " "click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " "pop-up window appears. Navigate to the image, then click :guilabel:`Open`." msgstr "" #: ../../content/applications/hr/lunch.rst:249 msgid "(*) indicates required field." msgstr "" #: ../../content/applications/hr/lunch.rst-1 msgid "A product form filled out for a nine inch pizza." msgstr "" #: ../../content/applications/hr/lunch.rst:256 msgid "Product categories" msgstr "Danh mục sản phẩm" #: ../../content/applications/hr/lunch.rst:258 msgid "" "Product categories are a way to organize the offerings in the *Lunch* app, " "and allows for users to quickly filter the offerings when reviewing the menu" " for the day." msgstr "" #: ../../content/applications/hr/lunch.rst:261 msgid "" "To add or modify categories, navigate to :menuselection:`Lunch app --> " "Configuration: Product Categories`. The available categories appear in a " "list view. In the *Lunch* app, there are four default categories : " ":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " ":guilabel:`Drinks`." msgstr "" #: ../../content/applications/hr/lunch.rst:266 msgid "" "To add a new category, click the :guilabel:`New` button in the top-left " "corner, and a blank category form loads. Enter a name in the " ":guilabel:`Product Category` field. If the category is company-specific and " "should only appear for a certain company, select the :guilabel:`Company` " "from the drop-down menu." msgstr "" #: ../../content/applications/hr/lunch.rst:271 msgid "" "If desired, add a photo for the category. Hover over the image box in the " "top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " "file explorer pop-up window appears. Navigate to the image, then click " ":guilabel:`Open`." msgstr "" #: ../../content/applications/hr/lunch.rst-1 msgid "The category form, with the fields filled out for a Soup category." msgstr "" #: ../../content/applications/hr/lunch.rst:280 #: ../../content/applications/hr/referrals.rst:701 msgid "Alerts" msgstr "Cảnh báo" #: ../../content/applications/hr/lunch.rst:282 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" #: ../../content/applications/hr/lunch.rst:285 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " ":guilabel:`New` button in the top-left corner and a blank lunch alert form " "loads. Enter the following information on the form:" msgstr "" #: ../../content/applications/hr/lunch.rst:289 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" #: ../../content/applications/hr/lunch.rst:291 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" #: ../../content/applications/hr/lunch.rst:294 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " "receives the chat alert. The options are: :guilabel:`Everyone`, " ":guilabel:`Employee who ordered last week`, :guilabel:`Employee who ordered " "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" #: ../../content/applications/hr/lunch.rst:299 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " "**required**, therefore, if the alert applies to all locations, select all " "the locations from the drop-down menu." msgstr "" #: ../../content/applications/hr/lunch.rst:302 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" #: ../../content/applications/hr/lunch.rst:304 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" #: ../../content/applications/hr/lunch.rst:306 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" #: ../../content/applications/hr/lunch.rst:307 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" #: ../../content/applications/hr/lunch.rst:310 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " "message should be sent. Next, select if the time is either :guilabel:`AM` or" " :guilabel:`PM` using the drop-down menu to the right of the " ":guilabel:`Time` field." msgstr "" #: ../../content/applications/hr/lunch.rst-1 msgid "" "An alert form with all of the information filled out for a chat alert sent at 10:30 AM,\n" "asking employees to submit orders by 11:30 AM." msgstr "" #: ../../content/applications/hr/lunch.rst:321 msgid ":doc:`lunch/orders`" msgstr "" #: ../../content/applications/hr/lunch.rst:322 msgid ":doc:`lunch/user-accounts`" msgstr "" #: ../../content/applications/hr/lunch.rst:323 msgid ":doc:`lunch/management`" msgstr "" #: ../../content/applications/hr/lunch/management.rst:3 msgid "Lunch management" msgstr "" #: ../../content/applications/hr/lunch/management.rst:5 msgid "" "In Odoo's *Lunch* application, it is required to have someone manage the " "orders, vendors, and products. In addition, someone must be responsible for " "the orders, and notifying employees when their orders have arrived. This can" " be the same person." msgstr "" #: ../../content/applications/hr/lunch/management.rst:9 msgid "" "Orders can be :ref:`canceled `, :ref:`sent to the vendor " "`, :ref:`confirmed ` upon arrival, " "and :ref:`employees can be notified `, either from the " ":ref:`Today's Orders ` dashboard, or the :ref:`Control " "Vendors ` dashboard." msgstr "" #: ../../content/applications/hr/lunch/management.rst:14 msgid "" "To manage the *Lunch* app, users need the appropriate " ":guilabel:`Administrator` rights. These can be set by navigating to the " ":menuselection:`Settings app` and selecting :guilabel:`Manage Users`. Then, " "click on the desired user to view their access rights." msgstr "" #: ../../content/applications/hr/lunch/management.rst:18 msgid "" "For more information on access rights, refer to the :doc:`Access rights " "<../../general/users/access_rights/>` documentation." msgstr "" #: ../../content/applications/hr/lunch/management.rst:22 msgid "" "Only users with administration rights are able to view the " ":guilabel:`Manager` and :guilabel:`Configuration` menus in the *Lunch* " "application." msgstr "" #: ../../content/applications/hr/lunch/management.rst:28 msgid "Today's Orders" msgstr "Đặt món hôm nay" #: ../../content/applications/hr/lunch/management.rst:30 msgid "" "To view and manage the orders for the day, navigate to :menuselection:`Lunch" " app --> Manager --> Today's Orders`. All orders for the day are presented " "in a list view on the :guilabel:`Today's Orders` dashboard, with a filter " "for :guilabel:`Today`, and grouped by :guilabel:`Vendor`, by default." msgstr "" #: ../../content/applications/hr/lunch/management.rst:35 #: ../../content/applications/hr/lunch/management.rst:160 msgid "The following information appears in the list:" msgstr "" #: ../../content/applications/hr/lunch/management.rst:37 #: ../../content/applications/hr/lunch/management.rst:162 msgid ":guilabel:`Order Date`: the date the order was placed." msgstr "" #: ../../content/applications/hr/lunch/management.rst:38 #: ../../content/applications/hr/lunch/management.rst:163 msgid ":guilabel:`Vendor`: the vendor the product is being ordered from." msgstr "" #: ../../content/applications/hr/lunch/management.rst:39 #: ../../content/applications/hr/lunch/management.rst:164 msgid ":guilabel:`Product`: the specific product ordered." msgstr "" #: ../../content/applications/hr/lunch/management.rst:40 #: ../../content/applications/hr/lunch/management.rst:165 msgid ":guilabel:`Extras`: any extras selected for the product." msgstr "" #: ../../content/applications/hr/lunch/management.rst:41 #: ../../content/applications/hr/lunch/management.rst:166 msgid ":guilabel:`Notes`: any information needed to be sent to the vendor." msgstr "" #: ../../content/applications/hr/lunch/management.rst:42 #: ../../content/applications/hr/lunch/management.rst:167 msgid ":guilabel:`User`: the user who ordered the product." msgstr "" #: ../../content/applications/hr/lunch/management.rst:43 #: ../../content/applications/hr/lunch/management.rst:168 msgid ":guilabel:`Lunch Location`: where the product is set to be delivered." msgstr "" #: ../../content/applications/hr/lunch/management.rst:44 #: ../../content/applications/hr/lunch/management.rst:169 msgid "" ":guilabel:`Price`: the total price for the product, including all extras." msgstr "" #: ../../content/applications/hr/lunch/management.rst:45 #: ../../content/applications/hr/lunch/management.rst:170 msgid ":guilabel:`Status`: the current status of the product." msgstr "" #: ../../content/applications/hr/lunch/management.rst:46 #: ../../content/applications/hr/lunch/management.rst:171 msgid "" ":guilabel:`Company`: the company under which the order was placed. This only" " appears in a multi-company database." msgstr "" #: ../../content/applications/hr/lunch/management.rst-1 msgid "" "The list that appears in the Today's Orders dashboard, with the filters and top column\n" "names highlighted." msgstr "" #: ../../content/applications/hr/lunch/management.rst:57 msgid "Cancel orders" msgstr "" #: ../../content/applications/hr/lunch/management.rst:59 msgid "All users can cancel an order, not just managers of the *Lunch* app." msgstr "" #: ../../content/applications/hr/lunch/management.rst:61 msgid "" "To cancel an order from a vendor, individual products **must** be canceled " "one at a time." msgstr "" #: ../../content/applications/hr/lunch/management.rst:63 msgid "" "On the :guilabel:`Today's Orders` dashboard, a :guilabel:`✖️ Cancel` button " "is shown at the far-right of each product line that can be canceled. Click " "the :guilabel:`✖️ Cancel` button to cancel the order for that individual " "product." msgstr "" #: ../../content/applications/hr/lunch/management.rst:68 msgid "" "Only products with a red :guilabel:`Status` tag of :guilabel:`Ordered` can " "be canceled." msgstr "" #: ../../content/applications/hr/lunch/management.rst-1 msgid "Order lines with the cancel button highlighted." msgstr "" #: ../../content/applications/hr/lunch/management.rst:77 msgid "Send orders" msgstr "" #: ../../content/applications/hr/lunch/management.rst:79 msgid "" "The first step in managing the *Lunch* app is to send the orders to the " "vendors." msgstr "" #: ../../content/applications/hr/lunch/management.rst:81 msgid "" "When orders are ready to be sent, the manager responsible for sending orders" " **must** send the orders to the vendor, outside of the database (call, " "online order, etc.)." msgstr "" #: ../../content/applications/hr/lunch/management.rst:84 msgid "" "Once orders have been placed with the vendors, click the :guilabel:`Send " "Orders` button that appears next to each vendor's name and phone number." msgstr "" #: ../../content/applications/hr/lunch/management.rst:87 msgid "" "Once sent, the :guilabel:`Send Orders` button changes to a " ":guilabel:`Confirm Orders` button, and the :guilabel:`Status` column is " "updated from red :guilabel:`Ordered` tags to blue :guilabel:`Sent` tags, " "indicating the order has been sent to the vendor. Users who have placed " "orders in the *Lunch* app rely on the :guilabel:`Status` tags to track their" " orders." msgstr "" #: ../../content/applications/hr/lunch/management.rst-1 msgid "" "A vendor's order with the X Cancel and Send Orders buttons highlighted." msgstr "" #: ../../content/applications/hr/lunch/management.rst:99 msgid "Confirm orders" msgstr "" #: ../../content/applications/hr/lunch/management.rst:101 msgid "" "After orders have been sent to the vendor, the next step is to confirm the " "orders after they have been delivered." msgstr "" #: ../../content/applications/hr/lunch/management.rst:104 msgid "" "On the :guilabel:`Today's Orders` dashboard, click the :guilabel:`Confirm " "Orders` button that appears next to the vendor's name and phone number." msgstr "" #: ../../content/applications/hr/lunch/management.rst:107 msgid "" "Once confirmed, the :guilabel:`Confirm Orders` button disappears, and the " ":guilabel:`Status` column is updated from blue :guilabel:`Sent` tags to " "green :guilabel:`Received` tags, indicating the vendor has delivered the " "orders." msgstr "" #: ../../content/applications/hr/lunch/management.rst:111 msgid "" "In addition, the :guilabel:`✖️ Cancel` button at the end of each product " "line changes to a :guilabel:`✉️ Send Notification` button." msgstr "" #: ../../content/applications/hr/lunch/management.rst:114 msgid "" "If needed, instead of confirming all of the individual products from a " "vendor, individual products can be confirmed one at a time. To confirm an " "individual product, click the :guilabel:`✔️ Confirm` button at the end of " "the individual product line. When confirming individual products with this " "method, the :guilabel:`Confirm Orders` button remains on the vendor line." msgstr "" #: ../../content/applications/hr/lunch/management.rst-1 msgid "" "The Today's Orders dashboard, with the two different ways to confirm an " "order highlighted." msgstr "" #: ../../content/applications/hr/lunch/management.rst:124 msgid "" "A vendor receives an order for three pizzas, and an order of garlic knots. " "When the delivery is made to the company, the *Lunch* manager notices the " "garlic knots are missing." msgstr "" #: ../../content/applications/hr/lunch/management.rst:127 msgid "" "The manager first marks the three pizzas as received, by individually " "confirming the products with the :guilabel:`✔️ Confirm` button at the end of" " each product line." msgstr "" #: ../../content/applications/hr/lunch/management.rst:130 msgid "" "Later, when the vendor delivers the garlic knots, the manager can either " "click the :guilabel:`✔️ Confirm` button at the end of the line for the " "garlic knots, or click the :guilabel:`Confirm Orders` button that appears " "next to the vendor's name and phone number." msgstr "" #: ../../content/applications/hr/lunch/management.rst:137 msgid "Notify employees" msgstr "" #: ../../content/applications/hr/lunch/management.rst:139 msgid "" "After products are received, and the orders are confirmed, the employees " "**must** be informed that their orders have been delivered, and are ready to" " be picked up." msgstr "" #: ../../content/applications/hr/lunch/management.rst:142 msgid "" "Unlike sending and confirming orders, notifications must be sent " "individually, and cannot be sent in a batch." msgstr "" #: ../../content/applications/hr/lunch/management.rst:145 msgid "" "To notify the user their product has arrived, click the :guilabel:`✉️ Send " "Notification` button at the end of each product line. An email is sent to " "the user informing them their products have been delivered." msgstr "" #: ../../content/applications/hr/lunch/management.rst:152 msgid "Control Vendors" msgstr "Kiểm soát nhà cung cấp" #: ../../content/applications/hr/lunch/management.rst:154 msgid "" "All orders for all vendors, both past and present, can be found in the " "*Control Vendors* dashboard. To access these records, navigate to " ":menuselection:`Lunch app --> Manager --> Control Vendors`." msgstr "" #: ../../content/applications/hr/lunch/management.rst:157 msgid "" "All orders appear in a list view, grouped alphabetically by " ":guilabel:`Vendor`. The list loads with all vendors expanded to show all " "order lines for every vendor, by default." msgstr "" #: ../../content/applications/hr/lunch/management.rst:174 msgid "" "Orders can be :ref:`canceled `, :ref:`sent to the vendor " "`, :ref:`confirmed ` upon arrival, " "and :ref:`employees can be notified ` using the same method as" " on the :ref:`Today's Orders ` dashboard." msgstr "" #: ../../content/applications/hr/lunch/management.rst-1 msgid "" "A list view of all the orders as seen in the Control Vendors dashboard." msgstr "" #: ../../content/applications/hr/lunch/management.rst:184 msgid "" "The difference between the :ref:`Today's Orders ` " "dashboard and the :ref:`Control Vendors ` dashboard " "is that the *Today's Orders* dashboard **only** displays orders for the " "current day, while the :guilabel:`Control Vendors` dashboard displays " "**all** orders made in the *Lunch* app." msgstr "" #: ../../content/applications/hr/lunch/management.rst:190 msgid ":doc:`../lunch`" msgstr "" #: ../../content/applications/hr/lunch/management.rst:191 msgid ":doc:`orders`" msgstr "" #: ../../content/applications/hr/lunch/management.rst:192 msgid ":doc:`user-accounts`" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:7 msgid "" "When the *Lunch* application is opened, the :guilabel:`Order Your Lunch` " "dashboard loads. This view is also accessed by navigating to " ":menuselection:`Lunch app --> My Lunch --> New Order`." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:10 msgid "" "The :guilabel:`Order Your Lunch` dashboard provides a summary of lunch " "offerings, the user's account information, and the current day's orders, " "along with their statuses." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:14 msgid "Order Your Lunch" msgstr "Đơn đặt bữa ăn của bạn" #: ../../content/applications/hr/lunch/orders.rst:16 msgid "" "On the main :guilabel:`Order Your Lunch` dashboard, all the necessary " "information needed to place an order is visible. The default filter for the " "products is :guilabel:`Available Today`, which is present in the " ":guilabel:`Search...` bar. This filter shows only products that can be " "purchased that day, based on the :ref:`vendor's availability " "`." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:21 msgid "" "The left-side of the dashboard displays the various :guilabel:`Categories` " "of products available, along with the :guilabel:`Vendors` supplying the " "products. To the right of each line is a number, which indicates how many " "products are associated with that respective category or vendor." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:25 msgid "" "To filter the products by categories or vendors, tick the checkbox next to " "the desired category or vendor to only view items related to those " "selections. Multiple selections can be made in each section." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:30 msgid "" "If multiple selections are made, **only** products that fall under **all** " "the selected options are shown." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:33 msgid "" "The top portion of the dashboard, which serves as an order summary, displays" " the user's account information, and the order details for today, if any " "orders have been placed." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:36 msgid "" "The main section, beneath the user's information, displays all the products " "in a default Kanban view. Each product card displays the name, cost, vendor," " photo, and description of the product. If the product is configured as new," " it also displays a :guilabel:`New` tag." msgstr "" #: ../../content/applications/hr/lunch/orders.rst-1 msgid "The *Lunch* app dashboard with all areas highlighted." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:45 msgid "" "Anywhere a vendor's name is listed in the *Lunch* app, such as on Kanban " "product cards, their phone number is listed, as well." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:48 msgid "" "The products can also be displayed in a list view, by clicking the " ":guilabel:`≣ (four parallel lines)` icon in the top-right corner of the " "dashboard." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:52 msgid "Placing orders" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:54 msgid "" "To place a lunch order, navigate to the main :guilabel:`Order Your Lunch` " "dashboard, by either opening the *Lunch* app, or by navigating to " ":menuselection:`Lunch app --> My Lunch --> New Order`." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:58 msgid "Add products to an order" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:60 msgid "" "From the :guilabel:`Order Your Lunch` dashboard, click on a desired product " "to add to an order, and the product appears in a :guilabel:`Configure Your " "Order` pop-up window." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:63 msgid "" "At the top of the pop-up window is the product image, name, and price. " "Beneath that, there is a potential :guilabel:`Extras` field, showcasing any " ":ref:`extra items or options `. Tick the checkbox next to any " "desired extras present in the :guilabel:`Extras` field to add them to the " "order." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:68 msgid "" "Each extra option is organized by a category, complete with its name and " "price. As extras are selected, the displayed price at the top of the pop-up " "window updates to reflect all current selections." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:72 msgid "" "Beneath the :guilabel:`Extras` field is the :guilabel:`Description` of the " "product, followed by a :guilabel:`Notes` field. The :guilabel:`Notes` field " "is used to enter any vital information, which is then sent to the vendor " "regarding the order, such as any special requests or food allergies." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:76 msgid "" "When all selections for the product have been made, click the :guilabel:`Add" " To Cart` button in the lower-left of the pop-up window. To cancel the " "order, click the :guilabel:`Discard` button." msgstr "" #: ../../content/applications/hr/lunch/orders.rst-1 msgid "" "The pop-up window for a personal pizza, with all the extras highlighted and " "selected." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:86 msgid "" "Depending on how the various :ref:`extras ` are " "configured for a vendor, it is possible to receive an error when attempting " "to add products to the cart." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:89 msgid "" "An error can occur when a configured product **requires** the user to select" " an option in the :guilabel:`Extras` field, but the user neglects to make " "one." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:92 msgid "" "When this occurs, a :guilabel:`Validation Error` pop-up window appears. The " "error is briefly explained in the pop-up window. Click :guilabel:`Close` to " "close the window, and make any necessary changes to the :guilabel:`Configure" " Your Order` pop-up window." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:97 msgid "" "The vendor, The Pizza Palace, provides a free beverage with any purchase. " "Their products are configured so that a beverage selection is **required** " "in the :guilabel:`Extras` field *before* adding one of their products to the" " cart." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:101 msgid "" "If a selection is **not** made, an error occurs. The message that appears is" " `You have to order one and only one Free Beverage with Purchase`." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:0 msgid "" "The :guilabel:`Validation Error` pop-up window with the specific error for the free\n" "beverage displayed." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:110 msgid "Your Order summary" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:112 msgid "" "When at least one item is added to an order, the items appear at the top of " "the dashboard in the :guilabel:`Your Order` summary. In addition to the " "products, users can view the account information, in addition to all the " "information related to orders placed during the current calendar day." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:116 msgid "" "As products are added to an order, they appear at the top center of the " "summary box. Each product is listed beneath the words :guilabel:`Your " "Order`, with the product name, quantity, and a status tag." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:119 msgid "The available tags that can be displayed for each item are:" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:121 msgid "" ":guilabel:`To Order`: the product has been added to the cart, but has not " "been purchased yet by the user." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:123 msgid "" ":guilabel:`Ordered`: the product has been purchased by the user, and is " "waiting to be sent to the vendor by a *Lunch* app manager." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:125 msgid "" ":guilabel:`Sent`: the order for the product has been sent to the vendor by a" " *Lunch* app manager." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:126 msgid "" ":guilabel:`Received`: the product has been delivered by the vendor to the " "user's location, and has been verified as received by a *Lunch* app manager." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:129 msgid "" "Product quantities can be adjusted by clicking the :guilabel:`➕ (plus sign)`" " or :guilabel:`➖ (minus sign)` to the left of the listed product. The " "product price adjusts in real-time to display the cost for the currently " "selected quantity of the product." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:133 msgid "" "The right side of the :guilabel:`Your Order` summary displays the purchasing" " information. The :guilabel:`Total` amount for the entire day's lunch order " "is displayed. The :guilabel:`Already Paid` field indicates how much has been" " paid that day towards the :guilabel:`Total` amount. The :guilabel:`To Pay` " "field displays how much of the remaining :guilabel:`Total` amount must be " "paid, in order to place the currently configured order." msgstr "" #: ../../content/applications/hr/lunch/orders.rst-1 msgid "" "The Your Orders section of the dashboard, with the purchasing information " "highlighted." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:144 msgid "" "Users can place multiple orders throughout the day, and are not restricted " "to only placing one lunch order each day. Multiple orders might need to be " "placed, due to users forgetting to add items to an order, or if there are " "multiple meals that are available to be purchased for the office ()not just " "lunch), and so on." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:149 msgid "" "Depending on the various vendors, and how the vendors and products are " "configured, it is possible to order breakfast, lunch, dinner, coffee, and/or" " snacks." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:153 msgid "Submit an order" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:155 msgid "" "To place the order, click the :guilabel:`Order Now` button on the right-side" " of the :guilabel:`Your Order` summary. The user is charged the amount that " "is displayed in the :guilabel:`To Pay` field, and the cost is deducted from " "their *Lunch* account balance." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:159 msgid "" "Once the order is placed, the tags for the items just purchased in the " ":guilabel:`Your Order` field change from orange :guilabel:`To Order` tags to" " red :guilabel:`Ordered` tags." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:163 msgid "Track an order" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:165 msgid "" "When orders have been sent to the vendors, the tags for the items in the " ":guilabel:`Your Order` summary change from red :guilabel:`Ordered` tags to " "blue :guilabel:`Sent` tags." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:168 msgid "" "Once orders have been received and verified, the tags change from blue " ":guilabel:`Sent` tags to green :guilabel:`Received` tags." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:172 msgid "Receive an order" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:174 msgid "" "When orders are received at the delivery location, they are confirmed by a " "*Lunch* app manager, and a notification is sent to the employee who ordered " "the food." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:178 msgid "My Orders" msgstr "Đơn hàng của tôi" #: ../../content/applications/hr/lunch/orders.rst:180 msgid "" "To view a full list of all orders placed in the *Lunch* app for the " "currently signed-in user, navigate to :menuselection:`Lunch app --> My Lunch" " --> My Order History`. This navigates to the :guilabel:`My Orders` " "dashboard. The data is filtered by :guilabel:`My Orders` and grouped by " ":guilabel:`Order Date: Day`, by default, both of which are located in the " ":guilabel:`Search...` bar." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:185 msgid "" "All products appear in a list view, organized by date. The list displays the" " :guilabel:`Order Date`, :guilabel:`Vendor`, :guilabel:`Product`, " ":guilabel:`Extras`, :guilabel:`Notes`, :guilabel:`User`, :guilabel:`Lunch " "Location`, :guilabel:`Price`, and :guilabel:`Status` information. If in a " "multi-company database, a :guilabel:`Company` column also appears." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:190 msgid "" "The total cost for each order is displayed on the line containing the order " "date. At the bottom of the list, beneath all the lines, the overall total " "amount paid for all the orders appears, under the :guilabel:`Price` column." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:194 msgid "" "At the end of each product line with a status of :guilabel:`Ordered` or " ":guilabel:`Sent`, an :guilabel:`X Cancel` button appears. Click :guilabel:`X" " Cancel` to cancel that product order. Once a product order has been " "canceled, the money paid for that product is refunded, and appears in the " "user's account." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:199 msgid "" "At the end of each product line with a status of :guilabel:`Received`, a " ":guilabel:`Re-order` button appears. Click :guilabel:`Re-order` to instantly" " reorder that same product, with the same extras, if applicable. The new " "order appears in the list, under the current date, and the product is paid " "for, with money deducted from the user's account." msgstr "" #: ../../content/applications/hr/lunch/orders.rst-1 msgid "The list view that appears when navigating to the My Orders dashboard." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:209 msgid "My Account" msgstr "Tài khoản của Tôi" #: ../../content/applications/hr/lunch/orders.rst:211 msgid "" "To view a summary of all transactions in the user's account, navigate to " ":menuselection:`Lunch app --> My Lunch --> My Account History`. Doing so " "reveals the :guilabel:`My Account` dashboard." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:214 msgid "" "The default presentation of the :guilabel:`My Account` dashboard displays " "all entries, from newest to oldest. The :guilabel:`Date`, " ":guilabel:`Description`, and :guilabel:`Amount` are the only fields " "displayed in the list." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:218 msgid "" "Entries with a negative figure listed in the :guilabel:`Amount` column " "represent products purchased in the *Lunch* app. These appear in a `$-XX.XX`" " format." msgstr "" #: ../../content/applications/hr/lunch/orders.rst:221 msgid "" "Entries with a positive balance either represent funds added to the user's " "lunch account, or canceled orders that were eventually refunded to the user." " These appear in a `$XX.XX` format." msgstr "" #: ../../content/applications/hr/lunch/orders.rst-1 msgid "" "The My Account dashboard with the entry for adding funds to the user's lunch account\n" "highlighted." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:5 msgid "" "In Odoo's *Lunch* application, users pay for products directly from their " "*Lunch* app account. For funds to appear in their account, a *Lunch* app " "manager **must** transfer funds into each user's account." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:10 msgid "" "To add funds and manage user accounts, the user must have " ":guilabel:`Administrator` access rights set for the *Lunch* application. " "This is verified by navigating to :menuselection:`Settings app --> → Manage " "Users`. Then, click on a user to view their various settings and access " "rights." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:14 msgid "" "For more information, refer to the :doc:`Access rights " "<../../general/users/access_rights/>` documentation." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:17 msgid "" "The *Lunch* application does **not** directly interface in any way with " "software or products linked to any monetary accounts or billing. Money " "**cannot** be transferred from users' bank accounts, nor can users' credit " "cards be charged." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:21 msgid "" "Odoo's *Lunch* application **only** allows for manual entries of cash " "exchanges that are handled by the *Lunch* app manager. It is up to each " "individual company to create the method with which lunch accounts are " "replenished." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:26 msgid "" "Some examples of how money can be organized and transferred within a " "company:" msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:28 msgid "" "Cash is handed to the *Lunch* app manager, who then updates the user's " "account." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:29 msgid "" "Money is automatically deducted from the user's paychecks, then the *Lunch* " "app manager updates the account when paychecks are issued. This requires " ":ref:`adding a salary attachment ` for the " "user's payslip in the *Payroll* app." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:32 msgid "" "Companies can sell \"lunch tickets\" at a set price (for example, one ticket" " costs $5.00). Users can purchase tickets from a *Lunch* app manager, who " "then updates the user's account." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:38 msgid "Cash Moves" msgstr "Chuyển tiền" #: ../../content/applications/hr/lunch/user-accounts.rst:40 msgid "" "To add funds to user accounts, each cash move must be individually logged. " "To view all cash move records, or create a new cash move, navigate to " ":menuselection:`Lunch app --> Manager --> Cash Moves`. Doing so reveals the " ":guilabel:`Cash Moves` dashboard." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:44 msgid "" "On the :guilabel:`Cash Moves` dashboard, all cash moves are presented in a " "default list view, displaying each record's :guilabel:`Date`, " ":guilabel:`User`, :guilabel:`Description`, and :guilabel:`Amount`. The total" " of all the cash moves is displayed at the bottom of the :guilabel:`Amount` " "column." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst-1 msgid "The list view of all cash moves." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:54 msgid "Add funds" msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:56 msgid "" "To add funds to a lunch account, click the :guilabel:`New` button, located " "in the top-left corner of the :guilabel:`Cash Moves` dashboard." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:59 msgid "" "A blank :guilabel:`Cash Moves` form loads. Enter the following information " "on the form:" msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:61 msgid "" ":guilabel:`User`: select the user depositing cash into their account from " "the drop-down menu. If the user is not in the database, they can be created " "by typing their name in the :guilabel:`User` field, and clicking either " ":guilabel:`Create \"user\"` or :guilabel:`Create and edit...` to create the " "user and edit the :guilabel:`Create User` form." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:65 msgid "" ":guilabel:`Date`: using the calendar popover, select the date the " "transaction occurred." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:66 msgid ":guilabel:`Amount`: enter the amount being added to the lunch account." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:67 msgid ":guilabel:`Description`: enter a brief description of the transaction." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst-1 msgid "The cash move form filled out for a transaction of $40.00." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:75 msgid "Control Accounts" msgstr "Kiểm soát tài khoản" #: ../../content/applications/hr/lunch/user-accounts.rst:77 msgid "" "An overview of every transaction in the *Lunch* app, including all cash " "deposits and purchases, can be viewed on the main *Control Accounts* " "dashboard. To access this dashboard, navigate to :menuselection:`Lunch app " "--> Manager --> Control Accounts.`" msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:81 msgid "" "All transactions are grouped :guilabel:`By Employee`, and listed " "alphabetically by the user's first name. At the end of the user's name, a " "number appears. This indicates the number of individual records logged for " "that user." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:85 msgid "" "The default view is to have all individual transactions hidden. To view all " "transactions for a user, click the :guilabel:`▶ (triangle)` icon to the left" " of the desired name to expand that specific group." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:89 msgid "" "Each record includes the :guilabel:`Date`, :guilabel:`User`, " ":guilabel:`Description`, and :guilabel:`Amount`." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst-1 msgid "" "The Control Accounts dashboard with two employee's transactions expanded." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:97 msgid "" "This list only displays the various transactions within the *Lunch* app, and" " does **not** allow modifications to be made to any records listed." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:100 msgid "" "Cash moves can be modified, but **only** from the :ref:`Cash Moves " "` dashboard, not from the :guilabel:`Control Accounts` " "dashboard." msgstr "" #: ../../content/applications/hr/lunch/user-accounts.rst:103 msgid "It is **not** possible to modify any product-related records." msgstr "" #: ../../content/applications/hr/payroll.rst:5 #: ../../content/applications/hr/payroll.rst:81 #: ../../content/applications/hr/payroll/reporting.rst:31 msgid "Payroll" msgstr "Bảng lương" #: ../../content/applications/hr/payroll.rst:7 msgid "" "Odoo *Payroll* is used to process work entries and create payslips for " "employees. *Payroll* works in conjunction with other Odoo apps, such as " "*Employees*, *Time Off*, *Attendances*, and *Planning*." msgstr "" #: ../../content/applications/hr/payroll.rst:10 msgid "" "The *Payroll* app helps ensure there are no issues or conflicts when " "validating work entries. It also handles country-specific localizations to " "ensure payslips follow local rules and taxes, and allows for salary " "assignments." msgstr "" #: ../../content/applications/hr/payroll.rst:17 msgid "" "Configure the *Payroll* app by navigating to :menuselection:`Payroll app -->" " Configuration --> Settings`. The various settings for accounting, " "localizations, time off, alerts, and payslips are specified here." msgstr "" #: ../../content/applications/hr/payroll.rst:22 msgid "Accounting" msgstr "Kế toán" #: ../../content/applications/hr/payroll.rst:24 msgid "" "The accounting section of the configuration menu relates to three options:" msgstr "" #: ../../content/applications/hr/payroll.rst:26 msgid "" ":guilabel:`Payroll Entries`: enable this option to post payroll slips in " "accounting." msgstr "" #: ../../content/applications/hr/payroll.rst:27 msgid ":guilabel:`Payroll SEPA`: enable this option to create SEPA payments." msgstr "" #: ../../content/applications/hr/payroll.rst:28 msgid "" ":guilabel:`Batch Account Move Lines`: enable this option to have a single " "account move line created from all the accounting entries from the same " "period. This disables the generation of single payments." msgstr "" #: ../../content/applications/hr/payroll.rst:33 msgid "Localizations" msgstr "Địa phương" #: ../../content/applications/hr/payroll.rst:35 msgid "" "*Localizations* are country-specific settings pre-configured in Odoo at the " "creation of the database, which account for all taxes, fees, and allowances " "for that particular country." msgstr "" #: ../../content/applications/hr/payroll.rst:38 msgid "" "The :guilabel:`Localization` section of the *Payroll* app " ":guilabel:`Settings` page may include specific settings that need to be set " "for the specific locality. This selection also provides a detailed view of " "all benefits provided to employees." msgstr "" #: ../../content/applications/hr/payroll.rst:42 msgid "" "The settings and options shown in this section varies, depending on the " "localization enabled for the database." msgstr "" #: ../../content/applications/hr/payroll.rst:46 msgid "" "It is **not** recommended to alter the localization settings, unless " "specifically required." msgstr "" #: ../../content/applications/hr/payroll.rst:49 msgid "" "Odoo can handle a multi-company configuration. This is generally done when " "there is a main company or office location, such as a headquarters, and " "there are other offices/branches around the country or globe, that fall " "under that main company or headquarters. In Odoo, each company, including " "the headquarters, would be set up as their own company/branch using the " "multi-company method." msgstr "" #: ../../content/applications/hr/payroll.rst:55 msgid "" "Each individual company can have a different localization setting configured" " for that specific company, since company locations can vary and be located " "anywhere in the world, where rules and laws differ." msgstr "" #: ../../content/applications/hr/payroll.rst:59 msgid "" "For more information on companies, refer to the :doc:`Companies " "<../general/companies>` documentation, which covers how to set up companies." msgstr "" #: ../../content/applications/hr/payroll.rst:63 msgid "Time off" msgstr "Nghỉ phép" #: ../../content/applications/hr/payroll.rst:65 msgid "" ":guilabel:`Deferred Time Off`: if time off is taken after payslips are " "validated, the time off needs to be applied to the following pay period. " "Select the person responsible for validating these specific time off " "situations using the drop-down menu in the :guilabel:`Responsible` field." msgstr "" #: ../../content/applications/hr/payroll.rst:70 msgid "" "An employee is paid on the 15th of the month and the last day of the month. " "Payslips are typically processed a day before." msgstr "" #: ../../content/applications/hr/payroll.rst:73 msgid "" "If an employee's payslip is approved and processed on the 30th, but that " "same employee takes an unexpected sick day on the 31st, the time off needs " "to be logged." msgstr "" #: ../../content/applications/hr/payroll.rst:76 msgid "" "Since the employee is already paid for a regular work day on the 31st, to " "keep the time off balances correct, the sick day is moved/applied to the 1st" " of the next month (the next pay period)." msgstr "" #: ../../content/applications/hr/payroll.rst:83 msgid "" ":guilabel:`Contract Expiration Notice Period`: enter the number of " ":guilabel:`Days` before a contract expires, and Odoo notifies the " "responsible person about the upcoming expiration at that time." msgstr "" #: ../../content/applications/hr/payroll.rst:86 msgid "" ":guilabel:`Work Permit Expiration Notice Period`: enter the number of " ":guilabel:`Days` before a work permit expires, and Odoo notifies the " "responsible person about the upcoming expiration at that time." msgstr "" #: ../../content/applications/hr/payroll.rst:89 msgid "" ":guilabel:`Payslip PDF Display`: enable this option to have payslips display" " a PDF file on the payslip form." msgstr "" #: ../../content/applications/hr/payroll.rst:95 #: ../../content/applications/hr/payroll/contracts.rst:3 msgid "Contracts" msgstr "Hợp đồng" #: ../../content/applications/hr/payroll.rst:97 msgid "" "In order for an employee to be paid, they **must** have an active contract " "for a specific type of employment. Creating and viewing contract templates, " "and creating and viewing employment types, is possible from this section of " "the configuration header menu." msgstr "" #: ../../content/applications/hr/payroll.rst:104 msgid "Templates" msgstr "Mẫu" #: ../../content/applications/hr/payroll.rst:106 msgid "" "Contract templates are used with the *Recruitment* application when sending " "an offer to a candidate. The contract template forms the basis of an offer, " "and can be modified for specific candidates or employees, when necessary. If" " a contract template is created or modified in the *Payroll* application, " "the changes are also reflected in the *Recruitment* application." msgstr "" #: ../../content/applications/hr/payroll.rst:111 msgid "" "To view all the current contract templates in the database, navigate to " ":menuselection:`Payroll app --> Configuration --> Contracts: Templates`." msgstr "" #: ../../content/applications/hr/payroll.rst:114 msgid "" "On the :guilabel:`Contract Templates` page, all current contract templates " "appear in a list view. To view the details of a contract template, click " "anywhere on the line to open the contract form. The contract template can be" " modified from this form. Proceed to make any desired changes to the " "contract." msgstr "" #: ../../content/applications/hr/payroll.rst:119 msgid "" "To create a new contract template, click the :guilabel:`New` button. Then, " "enter the following information on the blank contract template form that " "appears:" msgstr "" #: ../../content/applications/hr/payroll.rst:122 msgid "" ":guilabel:`Contract Reference`: enter a brief description for the template. " "This should be clear and easily understood, as this name appears in the " "*Recruitment* application, as well." msgstr "" #: ../../content/applications/hr/payroll.rst:124 msgid "" ":guilabel:`Working Schedule`: select the desired working schedule the " "contract applies to from the drop-down menu. If a new working schedule is " "needed, create a :ref:`new working schedule `." msgstr "" #: ../../content/applications/hr/payroll.rst:127 msgid "" ":guilabel:`Work Entry Source`: select how the work entries are generated. " "Choices are either:" msgstr "" #: ../../content/applications/hr/payroll.rst:129 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected working schedule." msgstr "" #: ../../content/applications/hr/payroll.rst:130 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "attendance, as they are logged in the *Attendances* application. Refer to " "the :ref:`Attendances ` documentation for information " "on checking in and out." msgstr "" #: ../../content/applications/hr/payroll.rst:133 msgid "" ":guilabel:`Planning`: work entries are generated based on the employee's " "planning in the *Planning* application." msgstr "" #: ../../content/applications/hr/payroll.rst:136 msgid "" ":guilabel:`Salary Structure Type`: select the :ref:`salary structure type " "` from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:138 msgid "" ":guilabel:`Department`: select the department the contract template applies " "to from the drop-down menu. If blank, the template applies to all " "departments." msgstr "" #: ../../content/applications/hr/payroll.rst:140 msgid "" ":guilabel:`Job Position`: select the :ref:`job position ` the contract template applies to from the drop-down menu. If " "blank, the template applies to all job positions." msgstr "" #: ../../content/applications/hr/payroll.rst:142 msgid ":guilabel:`Wage on Payroll`: enter the monthly wage in the field." msgstr "" #: ../../content/applications/hr/payroll.rst:143 msgid "" ":guilabel:`Contract Type`: select the type of contract from the drop-down " "menu. This list is the same as the :ref:`Employment Types " "`." msgstr "" #: ../../content/applications/hr/payroll.rst:145 msgid "" ":guilabel:`HR Responsible`: select the employee responsible for validating " "contracts, using this template, from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:147 msgid "" ":guilabel:`New Contract Document Template`: select a default document that a" " new employee has to sign to accept an offer." msgstr "" #: ../../content/applications/hr/payroll.rst:149 msgid "" ":guilabel:`Contract Update Document Template`: select a default document " "that a current employee has to sign to update their contract." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "A new contract template form, with the fields filled in." msgstr "" #: ../../content/applications/hr/payroll.rst:157 msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:159 #: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:161 msgid "" ":guilabel:`Schedule Pay`: using the drop-down menu, select how often the " "employee is paid. Options include :guilabel:`Annually`, :guilabel:`Semi-" "annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, " ":guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, " ":guilabel:`Weekly`, or :guilabel:`Daily`." msgstr "" #: ../../content/applications/hr/payroll.rst:165 msgid "" ":guilabel:`Wage`: enter the gross wage. The time period presented in this " "field is based on what is selected for the :guilabel:`Scheduled Pay` field. " "It is recommended to populate the :guilabel:`Yearly Cost (Real)` field " "*first*, since that entry updates this field automatically." msgstr "" #: ../../content/applications/hr/payroll.rst:168 msgid "" ":guilabel:`Yearly Cost (Real)`: enter the total yearly cost the employee " "costs the employer. When this value is entered, the :guilabel:`Monthly Cost " "(Real)` is automatically updated." msgstr "" #: ../../content/applications/hr/payroll.rst:170 msgid "" ":guilabel:`Monthly Cost (Real)`: this field is **not** editable. The value " "is automatically populated after the :guilabel:`Yearly Cost (Real)` is " "entered." msgstr "" #: ../../content/applications/hr/payroll.rst:174 msgid "" "The :guilabel:`Schedule Pay`, :guilabel:`Wage`, and :guilabel:`Yearly Cost " "(Real)` fields are all linked. If any of these fields are updated, the other" " two fields automatically update to reflect the change. It is best practice " "to check these three fields if any modifications have been made, to ensure " "they are accurate." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "The salary information tab, with the fields filled in." msgstr "" #: ../../content/applications/hr/payroll.rst:184 msgid "Pre-tax benefits and post-tax deductions" msgstr "" #: ../../content/applications/hr/payroll.rst:186 msgid "" "Depending on the localization settings set for the company, the entries " "presented in this section either vary, or may not appear at all." msgstr "" #: ../../content/applications/hr/payroll.rst:189 msgid "" "For example, some entries may pertain to retirement accounts, health " "insurance benefits, and commuter benefits." msgstr "" #: ../../content/applications/hr/payroll.rst:192 msgid "" "Enter the monetary amounts or percentages to specify how much of the " "employee's salary goes to the various benefits and/or deductions." msgstr "" #: ../../content/applications/hr/payroll.rst:198 msgid "Employment types" msgstr "" #: ../../content/applications/hr/payroll.rst:200 msgid "" "To view all the pre-configured employment types, navigate to " ":menuselection:`Payroll application --> Configuration --> Contracts: " "Employment Types`." msgstr "" #: ../../content/applications/hr/payroll.rst:203 msgid "" "The employment types are presented in a list view on the " ":guilabel:`Employment Types` page." msgstr "" #: ../../content/applications/hr/payroll.rst:205 msgid "" "The default employment types are :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Interim`, " ":guilabel:`Full-Time`, :guilabel:`Part-Time`, and :guilabel:`Permanent`." msgstr "" #: ../../content/applications/hr/payroll.rst:208 msgid "" "To make a new employment type, click the :guilabel:`New` button in the " "upper-left corner, and a blank line appears at the bottom of the " ":guilabel:`Employment Types` page." msgstr "" #: ../../content/applications/hr/payroll.rst:211 msgid "" "On this new blank line, enter the name of the employment type in the " ":guilabel:`Name` column. If the employment type is country-specific, select " "the country using the drop-down menu in the :guilabel:`Country` column. If a" " country is selected, then the employment type is *only* applicable for that" " specific country." msgstr "" #: ../../content/applications/hr/payroll.rst:216 msgid "" "To rearrange the order of the employment types, click the :guilabel:`six " "small gray boxes` icon to the left of the employment type :guilabel:`Name`, " "and drag the line to the desired position on the list." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "The employment types in the database by default, in a list view." msgstr "" #: ../../content/applications/hr/payroll.rst:227 #: ../../content/applications/hr/payroll/work_entries.rst:3 msgid "Work entries" msgstr "" #: ../../content/applications/hr/payroll.rst:229 msgid "" "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`." msgstr "" #: ../../content/applications/hr/payroll.rst:234 msgid ":doc:`Manage work entries `" msgstr "" #: ../../content/applications/hr/payroll.rst:237 msgid "Work entry types" msgstr "" #: ../../content/applications/hr/payroll.rst:239 msgid "" "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." msgstr "" #: ../../content/applications/hr/payroll.rst:244 msgid "" "To view the current work entry types available, go to " ":menuselection:`Payroll app --> Configuration --> Work Entries --> Work " "Entry Types`." msgstr "" #: ../../content/applications/hr/payroll.rst:247 msgid "" "Each work entry type has a code to aid in the creation of payslips, and to " "ensure all taxes and fees are correctly entered." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "" "List of all work entry types currently available for use, with the payroll " "code and color." msgstr "" #: ../../content/applications/hr/payroll.rst:255 msgid "New work entry type" msgstr "" #: ../../content/applications/hr/payroll.rst:257 msgid "" "To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` " "button, and enter the information for the following sections on the form." msgstr "" #: ../../content/applications/hr/payroll.rst:261 #: ../../content/applications/hr/payroll.rst:725 #: ../../content/applications/hr/payroll/contracts.rst:43 msgid "General information section" msgstr "" #: ../../content/applications/hr/payroll.rst:263 msgid "" ":guilabel:`Work Entry Type Name`: the name should be short and descriptive, " "such as `Sick Time` or `Public Holiday`." msgstr "" #: ../../content/applications/hr/payroll.rst:265 msgid "" ":guilabel:`Payroll Code`: this code appears with the work entry type on " "timesheets and payslips. Since the code is used in conjunction with the " "*Accounting* application, it is advised to check with the accounting " "department for a code to use." msgstr "" #: ../../content/applications/hr/payroll.rst:268 msgid "" ":guilabel:`DMFA code`: this code is used to identify :abbr:`DMFA (De " "Multifunctionele Aangifte)` entries on a corresponding :abbr:`DMFA (De " "Multifunctionele Aangifte)` report. The :abbr:`DMFA (De Multifunctionele " "Aangifte)` report is a quarterly report that Belgian-based companies are " "required to submit for social security reporting purposes. This report " "states the work done by the employees during the quarter, as well as the " "salaries paid to those employees." msgstr "" #: ../../content/applications/hr/payroll.rst:273 msgid "" ":guilabel:`External Code`: this code is used for exporting data to a third-" "party payroll service. Check with the third-party being used to determine " "the :guilabel:`External Code` to enter for the new work entry type." msgstr "" #: ../../content/applications/hr/payroll.rst:276 msgid "" ":guilabel:`SDWorx code`: this code is only for companies that use SDWorx, a " "payroll service provider." msgstr "" #: ../../content/applications/hr/payroll.rst:278 msgid ":guilabel:`Color`: select a color for the particular work entry type." msgstr "" #: ../../content/applications/hr/payroll.rst:281 msgid "Display in payslip section" msgstr "" #: ../../content/applications/hr/payroll.rst:283 msgid "" ":guilabel:`Rounding`: the rounding method selected determines how quantities" " on timesheet entries are displayed on the payslip." msgstr "" #: ../../content/applications/hr/payroll.rst:286 msgid ":guilabel:`No Rounding`: a timesheet entry is not modified." msgstr "" #: ../../content/applications/hr/payroll.rst:287 msgid "" ":guilabel:`Half Day`: a timesheet entry is rounded to the closest half day " "amount." msgstr "" #: ../../content/applications/hr/payroll.rst:288 msgid "" ":guilabel:`Day`: a timesheet entry is rounded to the closest full day " "amount." msgstr "" #: ../../content/applications/hr/payroll.rst:291 msgid "" "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." msgstr "" #: ../../content/applications/hr/payroll.rst:297 msgid "Unpaid section" msgstr "" #: ../../content/applications/hr/payroll.rst:299 msgid "" ":guilabel:`Unpaid in Structures Types`: if the work entry is for work that " "is not paid, specify which pay structure the unpaid work entry applies to " "from the drop-down menu. Some situations where work is logged on a " "timesheet, but no compensation given would be for unpaid internships, unpaid" " training, or volunteer work." msgstr "" #: ../../content/applications/hr/payroll.rst:305 msgid "Valid for advantages section" msgstr "" #: ../../content/applications/hr/payroll.rst:307 msgid "" ":guilabel:`Meal Voucher`: if the work entry should count towards a meal " "voucher, check the box." msgstr "" #: ../../content/applications/hr/payroll.rst:308 msgid "" ":guilabel:`Representation Fees`: if the work entry should count towards " "representation fees, check the box." msgstr "" #: ../../content/applications/hr/payroll.rst:310 msgid "" ":guilabel:`Private Car Reimbursement`: if the work entry should count " "towards a private car reimbursement, check the box." msgstr "" #: ../../content/applications/hr/payroll.rst:314 msgid "Time off options section" msgstr "" #: ../../content/applications/hr/payroll.rst:316 msgid "" ":guilabel:`Time Off`: check this box if the work entry type can be selected " "for a time off request, or entry, in the *Time Off* application." msgstr "" #: ../../content/applications/hr/payroll.rst:319 msgid "" "If :guilabel:`Time Off` is checked, a :guilabel:`Time Off Type` field " "appears. This field has a drop-down menu to select the specific type of time" " off, such as `Paid Time Off`, `Sick Time Off`, or `Extra Hours`, for " "example." msgstr "" #: ../../content/applications/hr/payroll.rst:323 msgid "" "A new type of time off can be entered in the field, if the listed types of " "time off in the drop-down menu do **not** display the type of time off " "needed." msgstr "" #: ../../content/applications/hr/payroll.rst:325 msgid "" ":guilabel:`Keep Time Off Right`: this is for Belgian-specific companies " "**only**, and does **not** appear for other localizations. Check this box if" " the work entry is for time off that affects the time off benefits for the " "following year. Workers are given time off each year, according to the " "government, and in some cases, time off taken during a specific time period " "can affect how much time off the employee receives or accrues the following " "year." msgstr "" #: ../../content/applications/hr/payroll.rst:332 msgid "Reporting section" msgstr "" #: ../../content/applications/hr/payroll.rst:334 msgid "" ":guilabel:`Unforeseen Absence`: if the work entry should be visible on the " "unforeseen absences report, check this box." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "New work entry type form with all fields to be filled in." msgstr "" #: ../../content/applications/hr/payroll.rst:344 msgid "Working schedules" msgstr "" #: ../../content/applications/hr/payroll.rst:346 msgid "" "To view the currently configured working schedules, go to " ":menuselection:`Payroll app --> Configuration --> Work Entries --> Working " "Schedules`. The working schedules that are available for an employee's " "contracts and work entries are found in this list." msgstr "" #: ../../content/applications/hr/payroll.rst:350 msgid "" "Working schedules are company-specific. Each company **must** identify each " "type of working schedule they use. If the database is created for only one " "company, the company column is not available." msgstr "" #: ../../content/applications/hr/payroll.rst:354 msgid "" "An Odoo database containing multiple companies that use a standard 40-hour " "work week needs to have a separate working schedule entry for each company " "that uses the 40-hour standard work week." msgstr "" #: ../../content/applications/hr/payroll.rst:357 msgid "" "A database with five companies that all use a standard 40-hour work week " "needs to have five separate 40-hour working schedules configured." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "" "All working schedules available to use currently set up in the database for " "the company." msgstr "" #: ../../content/applications/hr/payroll.rst:367 msgid "New working schedule" msgstr "" #: ../../content/applications/hr/payroll.rst:369 msgid "" "To create a new working schedule, click the :guilabel:`New` button, and " "enter the information on the form." msgstr "" #: ../../content/applications/hr/payroll.rst:372 msgid "" "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." msgstr "" #: ../../content/applications/hr/payroll.rst:376 msgid "" "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." msgstr "" #: ../../content/applications/hr/payroll.rst:382 msgid "" "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`." msgstr "" #: ../../content/applications/hr/payroll.rst:385 msgid "" "If the working time should be in a two-week configuration, click the " ":guilabel:`Switch to 2 weeks calendar` button in the top left. This creates " "entries for an :guilabel:`Even week` and an :guilabel:`Odd week`." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "New working schedule form." msgstr "" #: ../../content/applications/hr/payroll.rst:399 msgid "Structure types" msgstr "" #: ../../content/applications/hr/payroll.rst:401 msgid "" "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)." msgstr "" #: ../../content/applications/hr/payroll.rst:407 msgid "" "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." msgstr "" #: ../../content/applications/hr/payroll.rst:413 msgid "" "The different :guilabel:`Structure Types` can be seen by navigating to " ":menuselection:`Payroll app --> Configuration --> Salary --> Structure " "Types`." msgstr "" #: ../../content/applications/hr/payroll.rst:416 msgid "" "There are two default structure types configured in Odoo: " ":guilabel:`Employee` and :guilabel:`Worker`. Typically, :guilabel:`Employee`" " is used for salaried employees, which is why the wage type is " ":guilabel:`Monthly Fixed Wage`, and :guilabel:`Worker` is typically used for" " employees paid by the hour, so the wage type is :guilabel:`Hourly Wage`." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "List of all currently configured structure types available to use." msgstr "" #: ../../content/applications/hr/payroll.rst:428 msgid "New structure type" msgstr "" #: ../../content/applications/hr/payroll.rst:430 msgid "" "To make a new structure type, click the :guilabel:`New` button, and a blank " "structure type form appears." msgstr "" #: ../../content/applications/hr/payroll.rst:433 msgid "" "Proceed to enter information in the fields. Most fields are pre-populated, " "but all the fields can be modified." msgstr "" #: ../../content/applications/hr/payroll.rst:436 msgid "" ":guilabel:`Structure Type`: enter the name for the new structure type, such " "as `Employee` or `Worker`." msgstr "" #: ../../content/applications/hr/payroll.rst:438 msgid "" ":guilabel:`Country`: select the country that the new structure type applies " "to from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:440 msgid "" ":guilabel:`Wage Type`: select what type of wage the new structure type uses," " either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`." msgstr "" #: ../../content/applications/hr/payroll.rst:443 msgid "" "If the type is to be used for salaried employees, who receive the same wage " "every pay period, select :guilabel:`Fixed Wage`." msgstr "" #: ../../content/applications/hr/payroll.rst:446 msgid "" "If the type is to be used for employees, who receive wages based on how many" " hours they worked during a pay period, select :guilabel:`Hourly Wage`." msgstr "" #: ../../content/applications/hr/payroll.rst:448 msgid "" ":guilabel:`Default Scheduled Pay`: select the typical pay schedule for the " "new structure type from the drop-down menu. Options are :guilabel:`Monthly`," " :guilabel:`Quarterly`, :guilabel:`Semi-annually`, :guilabel:`Annually`, " ":guilabel:`Weekly`, :guilabel:`Bi-weekly`, :guilabel:`Bi-monthly`. This " "indicates how often this specific type of structure is paid out." msgstr "" #: ../../content/applications/hr/payroll.rst:452 msgid "" ":guilabel:`Default Working Hours`: select the default working hours for the " "new structure type from the drop-down menu. All available working hours for " "the currently selected company appear in the drop-down menu. The default " "working hours that are pre-configured in Odoo is the :guilabel:`Standard 40 " "hours/week` option. If the needed working hours do not appear in the list, a" " :ref:`new set of default working hours can be created `." msgstr "" #: ../../content/applications/hr/payroll.rst:457 msgid "" ":guilabel:`Regular Pay Structure`: type in the name for the regular pay " "structure." msgstr "" #: ../../content/applications/hr/payroll.rst:458 msgid "" ":guilabel:`Default Work Entry Type`: select the default type of work entry " "the new structure type falls under from the drop-down menu. The default " "options include :guilabel:`Attendance`, :guilabel:`Overtime Hours`, " ":guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`, " ":guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, " ":guilabel:`Paid Time Off`, :guilabel:`Out Of Contract`, :guilabel:`Extra " "Hours`, and :guilabel:`Long Term Time Off`." msgstr "" #: ../../content/applications/hr/payroll.rst:464 msgid "" "To view all the options for the :guilabel:`Default Work Entry Type`, click " "the :guilabel:`Search More..` button at the bottom of the drop-down list." msgstr "" #: ../../content/applications/hr/payroll.rst:467 msgid "" "Depending on the localization settings, this list may contain more options " "in addition to the default options." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "" "New structure type form to fill out when creating a new structure type." msgstr "" #: ../../content/applications/hr/payroll.rst:477 msgid "New default working hours" msgstr "" #: ../../content/applications/hr/payroll.rst:479 msgid "" "To make new default working hours, type the name for the new working hours " "in the :guilabel:`Default Working Hours` field on the new structure type " "form. Click :guilabel:`Create and edit`. A default working hours form pops " "up. The default working hours form has two sections, a general information " "section and a tab listing out all the individual working hours by day and " "time. When the form is completed, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/hr/payroll.rst:485 msgid "" ":guilabel:`Name`: type in the name for the new default working hours. This " "should be descriptive and clear to understand, such as `Standard 20 " "Hours/Week`." msgstr "" #: ../../content/applications/hr/payroll.rst:487 msgid "" ":guilabel:`Company`: select the company that can use these new default " "working hours from the drop-down menu. Keep in mind, working hours are " "company-specific, and cannot be shared between companies. Each company needs" " to have their own working hours set." msgstr "" #: ../../content/applications/hr/payroll.rst:490 msgid "" ":guilabel:`Average Hour Per Day`: the average hours per day field is auto-" "populated, based on the working hours configured in the :guilabel:`Working " "Hours` tab. This entry affects resource planning, since the average daily " "hours affect what resources can be used, and in what quantity, per work day." msgstr "" #: ../../content/applications/hr/payroll.rst:494 msgid "" ":guilabel:`Timezone`: select the time zone to be used for the new default " "working hours from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:496 msgid "" ":guilabel:`Company Full Time`: enter the number of hours per week an " "employee would need to work to be considered a full-time employee. " "Typically, this is approximately 40 hours, and this number affects what " "types of benefits an employee can receive, based on their employment status " "(full-time vs part-time)." msgstr "" #: ../../content/applications/hr/payroll.rst:500 msgid "" ":guilabel:`Work Time Rate`: this percentage is auto-generated based on the " "entry for the :guilabel:`Company Full Time` and the working hours configured" " in the :guilabel:`Working Hours` tab. This number should be between `0.00%`" " and `100%`, so if the percentage is above `100%`, it is an indication that " "the working times and/or :guilabel:`Company Full Time` hours need " "adjustment." msgstr "" #: ../../content/applications/hr/payroll.rst:504 msgid "" ":guilabel:`Working Hours` Tab: this tab is where each day's specific working" " hours are listed. When a new default working hour form is created, the " ":guilabel:`Working Hours` tab is pre-populated with a default 40-hour week, " "with each day divided into three timed sections." msgstr "" #: ../../content/applications/hr/payroll.rst:508 msgid "" "Every day has morning (8:00-12:00), lunch (12:00-13:00), and evening " "(13:00-17:00) hours configured, using a 24 hour time format." msgstr "" #: ../../content/applications/hr/payroll.rst:511 msgid "" "To adjust any of these hours, click on the specific field to adjust, and " "make the adjustment using the drop-down menus, or in the specific case of " "the times, type in the desired time." msgstr "" #: ../../content/applications/hr/payroll.rst:514 msgid "" "Keep in mind, working hours are company-specific, and cannot be shared " "between companies. Each company needs to have their own working hours set." msgstr "" #: ../../content/applications/hr/payroll.rst:518 msgid "" "If the working hours are not consistent each week, and the hours are on a " "bi-weekly schedule instead, click the :guilabel:`Switch to 2 week calendar` " "button at the top of the new default working hours form. This changes the " ":guilabel:`Working Hours` tab to display two weeks of working times that can" " be adjusted." msgstr "" #: ../../content/applications/hr/payroll.rst:524 msgid "Structures" msgstr "Cấu trúc" #: ../../content/applications/hr/payroll.rst:526 msgid "" "*Salary structures* are the different ways an employee gets paid within a " "specific *structure*, and are specifically defined by various rules." msgstr "" #: ../../content/applications/hr/payroll.rst:529 msgid "" "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`." msgstr "" #: ../../content/applications/hr/payroll.rst:533 msgid "" "To view all the various structures for each structure type, go to " ":menuselection:`Payroll app --> Configuration --> Salary --> Structures`." msgstr "" #: ../../content/applications/hr/payroll.rst:536 msgid "" "Each :ref:`structure type ` lists the various " "structures associated with it. Each structure contains a set of rules that " "define it." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "All available salary structures." msgstr "" #: ../../content/applications/hr/payroll.rst:543 msgid "" "Click on a structure to view its :guilabel:`Salary Rules`. These rules are " "what calculate the payslip for the employee." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "" "Salary structure details for Regular Pay, listing all the specific Salary " "Rules." msgstr "" #: ../../content/applications/hr/payroll.rst:551 #: ../../content/applications/hr/time_off.rst:258 msgid "Rules" msgstr "Quy tắc" #: ../../content/applications/hr/payroll.rst:553 msgid "" "Each structure has a set of *salary rules* to follow for accounting " "purposes. These rules are configured by the localization, and affect actions" " in the *Accounting* application, so modifications to the default rules, or " "the creation of new rules, should only be done when necessary." msgstr "" #: ../../content/applications/hr/payroll.rst:557 msgid "" "To view all the rules, go to :menuselection:`Payroll app --> Configuration " "--> Salary --> Rules`. Click on a structure (such as :guilabel:`Regular " "Pay`) to view all the rules." msgstr "" #: ../../content/applications/hr/payroll.rst:560 msgid "" "To make a new rule, click :guilabel:`New`. A new rule form appears. Enter " "the following information in the fields." msgstr "" #: ../../content/applications/hr/payroll.rst:564 msgid "Top section" msgstr "" #: ../../content/applications/hr/payroll.rst:566 msgid "" ":guilabel:`Rule Name`: enter a name for the rule. This field is required." msgstr "" #: ../../content/applications/hr/payroll.rst:567 msgid "" ":guilabel:`Category`: select a category the rule applies to from the drop-" "down menu, or enter a new one. This field is required." msgstr "" #: ../../content/applications/hr/payroll.rst:569 msgid "" ":guilabel:`Code`: enter a code to be used for this new rule. It is " "recommended to coordinate with the accounting department for a code to use " "as this affects accounting reports and payroll processing. This field is " "required." msgstr "" #: ../../content/applications/hr/payroll.rst:572 msgid "" ":guilabel:`Sequence`: enter a number indicating when this rule is calculated" " in the sequence of all other rules." msgstr "" #: ../../content/applications/hr/payroll.rst:574 msgid "" ":guilabel:`Salary Structure`: select a salary structure the rule applies to " "from the drop-down menu, or enter a new one. This field is required." msgstr "" #: ../../content/applications/hr/payroll.rst:576 msgid "" ":guilabel:`Active`: enable this toggle, so the rule is available for use. " "Disable the toggle to hide the rule without deleting it in the database." msgstr "" #: ../../content/applications/hr/payroll.rst:578 msgid "" ":guilabel:`Appears on payslip`: tick the checkbox to have the rule appear on" " employee payslips." msgstr "" #: ../../content/applications/hr/payroll.rst:579 msgid "" ":guilabel:`View on Employer Cost Dashboard`: tick the checkbox to have the " "rule appear on the :guilabel:`Employer Cost` report, located on the " "*Payroll* app dashboard." msgstr "" #: ../../content/applications/hr/payroll.rst:581 msgid "" ":guilabel:`View on Payroll Reporting`: tick the checkbox to have the rule " "appear on payroll reports." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "Enter the information for the new rule on the new rule form." msgstr "" #: ../../content/applications/hr/payroll.rst:589 msgid "General tab" msgstr "" #: ../../content/applications/hr/payroll.rst:592 msgid "Conditions" msgstr "Điều kiện" #: ../../content/applications/hr/payroll.rst:594 msgid "" ":guilabel:`Condition Based on`: 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). " "This field is required." msgstr "" #: ../../content/applications/hr/payroll.rst:600 msgid "Computation" msgstr "Tính toán" #: ../../content/applications/hr/payroll.rst:602 msgid "" ":guilabel:`Amount Type`: 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. This field is required." msgstr "" #: ../../content/applications/hr/payroll.rst:608 msgid "Company contribution" msgstr "" #: ../../content/applications/hr/payroll.rst:610 msgid "" ":guilabel:`Partner`: if another company financially contributes to this " "rule, select the company from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:614 #: ../../content/applications/hr/payroll.rst:810 msgid "Description tab" msgstr "" #: ../../content/applications/hr/payroll.rst:616 msgid "" "Provide any additional information in this tab to help clarify the rule. " "This tab only appears in the rule form." msgstr "" #: ../../content/applications/hr/payroll.rst:620 msgid "Accounting tab" msgstr "" #: ../../content/applications/hr/payroll.rst:622 msgid "" ":guilabel:`Debit Account`: select the debit account from the drop-down menu " "the rule affects." msgstr "" #: ../../content/applications/hr/payroll.rst:623 msgid "" ":guilabel:`Credit Account`: select the credit account from the drop-down " "menu the rule affects." msgstr "" #: ../../content/applications/hr/payroll.rst:624 msgid "" ":guilabel:`Not computed in net accountability`: tick the checkbox to delete " "the value of this rule in the `Net Salary` rule." msgstr "" #: ../../content/applications/hr/payroll.rst:628 msgid "Rule parameters" msgstr "" #: ../../content/applications/hr/payroll.rst:631 msgid "" "Currently, the :guilabel:`Rule Parameters` feature found inside the " ":menuselection:`Payroll app --> Configuration --> Salary --> Rule " "Parameters` menu is still in development and only serves a specific use case" " for Belgian markets. The documentation will be updated when this section " "has matured to more markets." msgstr "" #: ../../content/applications/hr/payroll.rst:637 msgid "Other input types" msgstr "" #: ../../content/applications/hr/payroll.rst:639 msgid "" "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 navigating to :menuselection:`Payroll app " "--> Configuration --> Salary --> Other Input Types`." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "" "A list of other input types for payroll that can be selected when creating a new entry for\n" "a payslip." msgstr "" #: ../../content/applications/hr/payroll.rst:648 msgid "" "To create a new input type, click the :guilabel:`New` button. Enter the " ":guilabel:`Description`, the :guilabel:`Code`, and which structure it " "applies to in the :guilabel:`Availability in Structure` field." msgstr "" #: ../../content/applications/hr/payroll.rst:653 msgid "" "The :guilabel:`Code` is used in the salary rules to compute payslips. If the" " :guilabel:`Availability in Structure` field is left blank, it indicates " "that the new input type is available for all payslips and is not exclusive " "to a specific structure." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "A new Input Type form filled in." msgstr "" #: ../../content/applications/hr/payroll.rst:664 msgid "Salary attachment types" msgstr "" #: ../../content/applications/hr/payroll.rst:666 msgid "" "Salary attachments, also thought of as \"wage garnishments\", are portions " "of earnings taken out of a payslip for something specific. Much like all " "other aspects of payroll configurations, the types of salary attachments " "**must** be defined." msgstr "" #: ../../content/applications/hr/payroll.rst:670 msgid "" "To view the currently configured salary attachments, navigate to " ":menuselection:`Payroll app --> Configuration --> Salary --> Salary " "Attachment Types`. The default salary attachment types are " ":guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and " ":guilabel:`Child Support`." msgstr "" #: ../../content/applications/hr/payroll.rst:674 msgid "" "To make a new type of salary attachment, click the :guilabel:`New` button. " "Then, enter the :guilabel:`Name`, the :guilabel:`Code` (used in the salary " "rules to compute payslips), and decide if it should have :guilabel:`No End " "Date`." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "A new salary attachment form filled in." msgstr "" #: ../../content/applications/hr/payroll.rst:683 msgid "Salary package configurator" msgstr "" #: ../../content/applications/hr/payroll.rst:685 msgid "" "The various options under the :guilabel:`Salary Package Configurator` " "section of the :menuselection:`Payroll app --> Configuration --> Salary " "Package Configurator` menu all affect an employee's potential salary. These " "sections (:guilabel:`Benefits`, :guilabel:`Personal Info`, and " ":guilabel:`Resume`) specify what benefits can be offered to an employee in " "their salary package." msgstr "" #: ../../content/applications/hr/payroll.rst:690 msgid "" "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." msgstr "" #: ../../content/applications/hr/payroll.rst:696 msgid "Benefits" msgstr "Quyền lợi" #: ../../content/applications/hr/payroll.rst:698 msgid "" "When offering potential employees a position, there can be certain benefits " "set in Odoo, in addition to the salary, to make an offer more appealing " "(such as extra time off, the use of a company car, reimbursement for a phone" " or internet, etc.)." msgstr "" #: ../../content/applications/hr/payroll.rst:702 msgid "" "To view the benefits, go to :menuselection:`Payroll app --> Configuration " "--> Salary Package Configurator: Benefits`. Benefits are grouped by " ":guilabel:`Structure type`, and the benefit listed for a particular " "structure type is only available for that specific structure." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "A list view of all the benefits available for each structure type." msgstr "" #: ../../content/applications/hr/payroll.rst:711 msgid "" "A company has two structure types, one labeled :guilabel:`Employee`, and " "another labeled :guilabel:`Intern`. The :guilabel:`Employee` structure type " "contains the benefit of using a company car, while the :guilabel:`Intern` " "structure type has a meal voucher benefit available." msgstr "" #: ../../content/applications/hr/payroll.rst:715 msgid "" "A person hired under the :guilabel:`Employee` structure type can use the " "company car benefit, but cannot have meal vouchers. A person hired under the" " :guilabel:`Intern` structure type would have meal voucher benefits " "available to them, not the use of a company car." msgstr "" #: ../../content/applications/hr/payroll.rst:719 msgid "" "To make a new benefit, click the :guilabel:`New` button, and enter the " "information in the fields on the blank benefits form." msgstr "" #: ../../content/applications/hr/payroll.rst:722 msgid "The various fields for creating a benefit are as follows:" msgstr "" #: ../../content/applications/hr/payroll.rst:727 msgid "" ":guilabel:`Benefits`: enter the name for the benefit. This field is " "required." msgstr "" #: ../../content/applications/hr/payroll.rst:728 msgid "" ":guilabel:`Benefit Field`: select from the drop-down menu the type of " "benefit this is." msgstr "" #: ../../content/applications/hr/payroll.rst:729 msgid "" ":guilabel:`Cost Field`: select from the drop-down menu the type of cost " "incurred by the company for this specific benefit. The default options are " ":guilabel:`Calendar Changed`, :guilabel:`Yearly Cost (Real)`, " ":guilabel:`Extra Time Off`, :guilabel:`Hourly Wage`, :guilabel:`Part Time`, " ":guilabel:`Wage`, :guilabel:`Wage with Holidays`, and :guilabel:`Work time " "rate`. Depending on the localization settings, additional options are " "available." msgstr "" #: ../../content/applications/hr/payroll.rst:734 msgid "" ":guilabel:`Related Type`: select from the drop-down menu what type of " "benefit it is. Select from :guilabel:`Monthly Benefit in Kind`, " ":guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly Benefit in Cash`, " ":guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. " "This field is required." msgstr "" #: ../../content/applications/hr/payroll.rst:738 msgid "" ":guilabel:`Benefit Field`: select from the drop-down menu the specific field" " on the contract the benefit appears." msgstr "" #: ../../content/applications/hr/payroll.rst:740 msgid "" ":guilabel:`Cost Field`: select the specific field on the contract that the " "cost of the benefit is linked to, using the drop-down menu. If this field is" " left blank, the cost of the benefit is not computed in the employee budget." msgstr "" #: ../../content/applications/hr/payroll.rst:743 msgid "" ":guilabel:`Impacts Net Salary`: tick the checkbox if the benefit should " "impact the employee's net salary." msgstr "" #: ../../content/applications/hr/payroll.rst:745 msgid "" ":guilabel:`Requested Documents`: select any document that is required to be " "submitted for this benefit, from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:747 msgid "" ":guilabel:`Mandatory Benefits`: using the drop-down menu, select the benefit" " that is required in order for this specific benefit to be offered to the " "employee." msgstr "" #: ../../content/applications/hr/payroll.rst:750 msgid "" "For example, a benefit for car insurance would populate `Company Car` in " "this field. This would allow the car insurance benefit to **only** be " "displayed if the employee has selected/enabled the benefit of a company car." msgstr "" #: ../../content/applications/hr/payroll.rst:753 msgid "" ":guilabel:`Salary Structure Type`: select from the drop-down menu which " "salary structure type this benefit applies to. This field is required." msgstr "" #: ../../content/applications/hr/payroll.rst:755 msgid "" ":guilabel:`Unit of Measure`: select the metric that the benefit is granted, " "using the drop-down menu. The options are :guilabel:`Days`, " ":guilabel:`Percent`, or :guilabel:`Currency`." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "A new benefit form filled out for an internet subscription." msgstr "" #: ../../content/applications/hr/payroll.rst:763 msgid "Display section" msgstr "" #: ../../content/applications/hr/payroll.rst:765 msgid "" ":guilabel:`Show Name`: tick the checkbox to have the benefit name appear in " "the salary package configurator." msgstr "" #: ../../content/applications/hr/payroll.rst:767 msgid "" ":guilabel:`Display Type`: select from the drop-down menu how this benefit is" " displayed. The options are :guilabel:`Always Selected`, " ":guilabel:`Dropdown`, :guilabel:`Dropdown Group`, :guilabel:`Slider`, " ":guilabel:`Radio Buttons`, :guilabel:`Manual Input`, or :guilabel:`Text`. " "This field is required." msgstr "" #: ../../content/applications/hr/payroll.rst:772 msgid "" "Depending on the selection made, additional configurations need to be made. " "For example, if :guilabel:`Radio Buttons` is selected, the individual radio " "buttons must be entered." msgstr "" #: ../../content/applications/hr/payroll.rst:774 msgid "" ":guilabel:`Icon`: an icon from the `Font Awesome 4 library " "`_ can be visible for this benefit. Enter" " the text code for the icon in this field. For example, to display a " "suitcase icon, the code `fa fa-suitcase` is entered on this line." msgstr "" #: ../../content/applications/hr/payroll.rst:777 msgid "" ":guilabel:`Hide Description`: tick the checkbox to hide the benefit " "description if the benefit is not selected by the employee." msgstr "" #: ../../content/applications/hr/payroll.rst:779 msgid "" ":guilabel:`Folded`: if the benefit should be folded, or hidden, because it " "is dependant on another benefit selection, tick the checkbox. The following " "fields appear when this is active:" msgstr "" #: ../../content/applications/hr/payroll.rst:782 msgid "" ":guilabel:`Fold Label`: enter a name for the folded section of the benefit." msgstr "" #: ../../content/applications/hr/payroll.rst:783 msgid "" ":guilabel:`Fold Res Field`: select the contract field this benefit is tied " "to using the drop-down menu. If this field is selected on the contract, then" " this benefit becomes visible." msgstr "" #: ../../content/applications/hr/payroll.rst:787 msgid "Activity section" msgstr "" #: ../../content/applications/hr/payroll.rst:789 msgid "" ":guilabel:`Activity Type`: from the drop-down menu, select the activity type" " that is automatically created when this benefit is selected by the " "employee." msgstr "" #: ../../content/applications/hr/payroll.rst:791 msgid "" ":guilabel:`Activity Creation`: select when the activity is created, either " "when the :guilabel:`Employee signs his contract`, or when the " ":guilabel:`Contract is countersigned`. Click the radio button next to the " "desired selection." msgstr "" #: ../../content/applications/hr/payroll.rst:794 msgid "" ":guilabel:`Activity Creation Type`: select the parameters for when the " "activity is created, either :guilabel:`When the benefit is set` or " ":guilabel:`When the benefit is modified`. Click the radio button next to the" " desired selection." msgstr "" #: ../../content/applications/hr/payroll.rst:797 msgid "" ":guilabel:`Assigned to`: select the user the activity is automatically " "assigned to, using the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:801 #: ../../content/applications/hr/payroll/contracts.rst:143 msgid "Sign section" msgstr "" #: ../../content/applications/hr/payroll.rst:803 msgid "" ":guilabel:`Template to Sign`: if the employee is required to sign a document" " when selecting this benefit, select the document template from the drop-" "down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:806 msgid "" "For example, a benefit regarding the use of a company car may require the " "employee to sign a document acknowledging the company's car policies." msgstr "" #: ../../content/applications/hr/payroll.rst:812 msgid "" "Provide any additional information in this tab to help clarify the benefit." msgstr "" #: ../../content/applications/hr/payroll.rst:815 msgid "Personal info" msgstr "" #: ../../content/applications/hr/payroll.rst:817 msgid "" "Every employee in Odoo has an *employee card* which is created when a " "candidate becomes an employee. This card includes all of their personal " "information, resume, work information, and documents." msgstr "" #: ../../content/applications/hr/payroll.rst:821 msgid "" "The personal information is gathered from the salary package configurator " "section that a candidate fills out after being offered a position. This " "personal information is then transferred to the employee card when they are " "hired." msgstr "" #: ../../content/applications/hr/payroll.rst:825 msgid "" "To view an employee's card, go to the main :menuselection:`Employees` app " "dashboard, and click on the employee's card." msgstr "" #: ../../content/applications/hr/payroll.rst:829 msgid "An employee card can be thought of as an employee personnel file." msgstr "" #: ../../content/applications/hr/payroll.rst:831 msgid "" "The :guilabel:`Personal Info` section lists all of the fields that are " "available to enter on the employee's card. To access this section, go to " ":menuselection:`Payroll app --> Configuration --> Salary Package " "Configurator: Personal Info`." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "" "A list of all the personal information that appears on the employee card to " "enter." msgstr "" #: ../../content/applications/hr/payroll.rst:839 msgid "" "To edit a personal info entry, select an entry from the list on the " ":guilabel:`Personal Info` page, and modify the personal info on the form " "that appears." msgstr "" #: ../../content/applications/hr/payroll.rst:842 msgid "To create a new personal info entry, click the :guilabel:`New` button." msgstr "" #: ../../content/applications/hr/payroll.rst:844 msgid "" "The required fields, aside from entering the :guilabel:`Information` name, " "are :guilabel:`Related Model`, :guilabel:`Related Field`, and " ":guilabel:`Category`." msgstr "" #: ../../content/applications/hr/payroll.rst:847 msgid "" "Select a :guilabel:`Related Model` from the drop-down menu. " ":guilabel:`Employee` populates the field by default, but the :guilabel:`Bank" " Account` option is also available if the information is related to a bank " "account, instead." msgstr "" #: ../../content/applications/hr/payroll.rst:851 msgid "" "Select a :guilabel:`Related Field` from the drop-down menu that best " "describes what kind of personal information this entry is, and where it is " "stored in the backend. Then, select a :guilabel:`Category` from the drop-" "down menu that the personal information should be under, such as " ":guilabel:`Address` or :guilabel:`Personal Documents`." msgstr "" #: ../../content/applications/hr/payroll.rst:856 msgid "" "The two most important fields on the personal info form are :guilabel:`Is " "Required` and :guilabel:`Display Type`." msgstr "" #: ../../content/applications/hr/payroll.rst:859 msgid "" "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, like a :guilabel:`Text` box," " to a customizable :guilabel:`Radio` button, a :guilabel:`Checkbox`, a " ":guilabel:`Document`, and more." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "New personal information entry." msgstr "" #: ../../content/applications/hr/payroll.rst:871 msgid "" "The resumé section, housed within the salary package configurator section of" " the settings menu, is how salary information rules are configured when " "offering a position to potential employees." msgstr "" #: ../../content/applications/hr/payroll.rst:874 msgid "" "When an offer is sent to a prospective employee, the values for the offer " "are computed from these settings, and appear on the offer page." msgstr "" #: ../../content/applications/hr/payroll.rst:877 msgid "" "To configure this section, navigate to :menuselection:`Payroll app --> " "Configuration --> Salary Package Configurator: Resumé`." msgstr "" #: ../../content/applications/hr/payroll.rst:880 msgid "" "By default, there are three :guilabel:`Salary Structure Types` pre-" "configured in Odoo: :guilabel:`Worker`, :guilabel:`Employee`, and " ":guilabel:`None`." msgstr "" #: ../../content/applications/hr/payroll.rst:883 msgid "" "Each :guilabel:`Salary Structure Type` has several rules configured. These " "affect how an offer is calculated using that particular :guilabel:`Salary " "Structure Type`." msgstr "" #: ../../content/applications/hr/payroll.rst:886 msgid "" "To create a new rule, click the :guilabel:`New` button, and a blank " ":guilabel:`Contract Salary Resumé` form loads." msgstr "" #: ../../content/applications/hr/payroll.rst:891 msgid ":guilabel:`Information`: type in a name for this field." msgstr "" #: ../../content/applications/hr/payroll.rst:892 msgid "" ":guilabel:`Category`: select the category this value is housed under, using " "the drop-down menu. The default options are :guilabel:`Monthly Salary`, " ":guilabel:`Monthly Benefits`, :guilabel:`Yearly Benefits`, and " ":guilabel:`Total`." msgstr "" #: ../../content/applications/hr/payroll.rst:896 msgid "New categories can be made if needed." msgstr "" #: ../../content/applications/hr/payroll.rst:898 msgid "" "Click the :guilabel:`New` button, then enter the name for the new category " "in the :guilabel:`Name` field. Next, select the :guilabel:`Periodicity` from" " the drop-down menu, either :guilabel:`Monthly` or :guilabel:`Yearly`. Last," " enter a number for the sequence. This corresponds to where this rule " "appears in the :guilabel:`Salary Structure Type` rule list." msgstr "" #: ../../content/applications/hr/payroll.rst:903 msgid "Finally, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/hr/payroll.rst:904 msgid "" ":guilabel:`Impacts Monthly Total`: tick the checkbox if this value is added " "in the monthly total calculation." msgstr "" #: ../../content/applications/hr/payroll.rst:906 msgid "" ":guilabel:`Unit of Measure`: select what kind of value this rule is, either " ":guilabel:`Currency`, :guilabel:`Days`, or :guilabel:`Percent`." msgstr "" #: ../../content/applications/hr/payroll.rst:909 msgid "" ":guilabel:`Currency` is for a set monetary value, :guilabel:`Days` is for " "compensation in the form of time off, and :guilabel:`Percent` is for a " "monetary value awarded that is based upon another metric, such as " "commissions." msgstr "" #: ../../content/applications/hr/payroll.rst:912 msgid "" ":guilabel:`Salary Structure Type`: select which :guilabel:`Salary Structure " "Type` this rule is nested under, from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll.rst:914 msgid "" ":guilabel:`Value Type`: select how the value is computed, using the drop-" "down menu. The default options are :guilabel:`Fixed Value`, " ":guilabel:`Contract Value`, :guilabel:`Payslip Value`, :guilabel:`Sum of " "Benefits Values`, and :guilabel:`Monthly Total`." msgstr "" #: ../../content/applications/hr/payroll.rst:917 msgid "" ":guilabel:`Code`: select the code this rule applies to from the drop-down " "menu." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "" "The net wage rule form filled out, with all the information for net pay." msgstr "" #: ../../content/applications/hr/payroll.rst:924 msgid "Jobs" msgstr "Tuyển dụng" #: ../../content/applications/hr/payroll.rst:926 msgid "" "Since the *Payroll* application is responsible for paying employees for " "specific job positions, the complete list of job positions can be found in " "both the *Payroll* and *Recruitment* applications." msgstr "" #: ../../content/applications/hr/payroll.rst:932 #: ../../content/applications/hr/recruitment/new_job.rst:3 msgid "Job positions" msgstr "" #: ../../content/applications/hr/payroll.rst:934 msgid "" "The job positions listed in the *Payroll* application are identical to the " "job positions listed in the *Recruitment* application. If a new job position" " is added in the *Recruitment* application, it is also visible in the " "*Payroll* application, and vice versa." msgstr "" #: ../../content/applications/hr/payroll.rst:938 msgid "" "To view the job positions, navigate to :menuselection:`Payroll app --> " "Configuration --> Jobs: Job Positions`." msgstr "" #: ../../content/applications/hr/payroll.rst:941 msgid "" "A list of all the job positions appear, along with the corresponding " "department, on the :guilabel:`Job Position` page." msgstr "" #: ../../content/applications/hr/payroll.rst-1 msgid "A list of all the job positions and corresponding departments." msgstr "" #: ../../content/applications/hr/payroll.rst:948 msgid "" "To create a new job description, click the :guilabel:`New` button and a job " "form appears." msgstr "" #: ../../content/applications/hr/payroll.rst:950 msgid "" "Enter the information on the form for the new position. The information is " "identical as to the information entered when creating a new job position in " "the *Recruitment* application." msgstr "" #: ../../content/applications/hr/payroll.rst:953 msgid "" "Refer to the :doc:`../hr/recruitment/new_job` documentation for more details" " on how to fill out this form." msgstr "" #: ../../content/applications/hr/payroll.rst:957 msgid ":doc:`payroll/contracts`" msgstr "" #: ../../content/applications/hr/payroll.rst:958 msgid ":doc:`payroll/payslips`" msgstr "" #: ../../content/applications/hr/payroll.rst:959 msgid ":doc:`payroll/work_entries`" msgstr "" #: ../../content/applications/hr/payroll.rst:960 msgid ":doc:`payroll/reporting`" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" "Every employee in Odoo is required to have a contract to be paid. A contract" " outlines the terms of an employee's job position, compensation, working " "hours, and any other details specific to their role." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 msgid "" "Contract documents (PDFs) are uploaded and organized using the *Documents* " "application, and are signed using the *Sign* application. Ensure these " "applications are installed to send and sign contracts. Please refer to the " ":doc:`../../productivity/documents` and :doc:`../../productivity/sign` " "documentation." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" "To view the employee contracts, go to :menuselection:`Payroll app --> " "Contracts --> Contracts` from the top menu. All employee contracts are " "displayed in a default list view, grouped into four categories: " ":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " ":guilabel:`Cancelled`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:19 msgid "" "The default view has all categories collapsed. The number of contracts in " "each category is displayed next to the category name (example: `Running " "(20)`). To view the list of contracts under any category, click on the " "category, and the list expands downward, showing all contracts beneath it." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "Contracts dashboard view showing running contracts and contracts with " "issues." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:28 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:34 msgid "Create new contracts" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:36 msgid "" "For an employee to be paid, an active contract is required. When a new " "contract is needed, click the :guilabel:`New` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " "information can be entered." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:47 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " "the :guilabel:`< > (arrow)` icons, then click on the desired date. This " "field is **required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:51 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:54 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:58 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " ":menuselection:`Payroll app --> Configuration --> Working Schedules`. Click " ":guilabel:`New`, and create a new working schedule, or click on an existing " "working schedule and make edits." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:66 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:68 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " ":guilabel:`Employee` or :guilabel:`Worker`. A :ref:`new salary structure " "type ` can be created, if needed." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:76 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:77 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:81 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " "Structure Type` changes to the one associated with that :guilabel:`Job " "Position`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:85 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:86 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" "The general information section filled out, with the required fields " "highlighted in red." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:97 msgid "Salary Information tab" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:99 msgid "" "This section is where the specific salary details are defined. This section " "is country-specific, so depending on where the company is located, these " "fields may vary." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 msgid "The following fields are universal and apply to all localizations:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:106 msgid "" ":guilabel:`Schedule Pay`: select how often the employee is paid using the " "drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," " :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " ":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " ":guilabel:`Daily`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" ":guilabel:`Wage`: enter the employee's gross wage. The metric for the " ":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " "Pay`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 msgid "" "If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " "the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " ":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " ":guilabel:`Wage` field appears in a `$0.00/two weeks` format." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " "modified. However, if this is modified, the :guilabel:`Wage` field updates, " "accordingly. Ensure both the :guilabel:`Wage` and :guilabel:`Yearly Cost " "(Real)` are correct if this field is modified." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:123 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total monthly cost for the employer. This field **cannot** be " "modified, and is calculated based on the :guilabel:`Yearly Cost (Real)`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 msgid "Optional tabs for a new contract." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:133 msgid "Contract Details tab" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:135 msgid "" "The contract details section allows for the addition and editing of a " "contract, and the ability to send the contract to the employee for approval " "and signatures." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:138 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:145 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:147 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:149 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:154 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" " the *Sign* application is installed, along with the `hr_contract_salary` " "and `hr_contract_salary_payroll` :doc:`modules " "<../../general/apps_modules>`. The *Sign* application is where the contract " "templates are stored. This application is required for an employee to sign " "any contract." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:161 msgid "Accounting section" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:163 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:167 msgid "Part Time section" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:172 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:176 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:180 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " "hours). The employee generates twenty (20) hours of work entries under the " "work entry type `part-time`, and another twenty (20) hours of work entries " "under the work entry type `generic time off`, for a total of forty (40) " "hours worth of work entries." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Notes section" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Contract details in optional tabs for a new contract." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:197 msgid "Personal Documents tab" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:199 msgid "" "Once an :guilabel:`Employee` is selected in the :ref:`General Information " "section `, the :guilabel:`Personal Documents` tab appears." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:202 msgid "" "If any documents are needed to keep on file, add them in the " ":guilabel:`Personal Documents` tab. Depending on what other applications are" " installed, and what kind of benefits are enabled (and offered) to the " "employee, the various options to add a file varies. The :guilabel:`Image` " "option always appears, and is available by default." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:207 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:211 msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:213 msgid "" "Contracts templates can be modified at any point when changes are needed." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:215 msgid "" "To modify a contract template, refer to the :ref:`contract templates " "` section of the main payroll documentation." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:219 msgid "Salary attachments" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:221 msgid "" "Any automatic deductions or allocations for an employee, such as child " "support payments and wage garnishments, are referred to as a *salary " "attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " "Salary Attachments` to view a list of all the currently configured salary " "attachments." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:225 msgid "" "Each salary attachment appears with all its relevant details displayed. The " ":guilabel:`Status` for each attachment is color-coded in the far right " "column." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:228 msgid "" "Currently running salary attachments have a :guilabel:`Status` of " ":guilabel:`Running`, and appear in green. Salary attachments that have been " "paid in-full, and are no longer active, have a :guilabel:`Status` of " ":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" " a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "A list view of all the salary attachments with their status displayed." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:238 msgid "New salary attachment" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" "To create a new salary attachment from the :guilabel:`Salary Attachment` " "page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" " the following information on the form:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:244 msgid "" ":guilabel:`Employees`: add any employees the salary attachment applies to " "using the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:248 msgid "" "Multiple employees can be added, if the salary attachment details are " "identical. After all employees are added, a :guilabel:`Create Individual " "Attachments` button appears at the top of the form." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" "After the form is completed, click the :guilabel:`Create Individual " "Attachments` button to create separate salary attachments for each of the " "employees listed in this field." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 msgid "" "The Create Individual Attachments button that appears after multiple employees are\n" "added to the Employees field." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:260 msgid "" "This is a time-saving tip, so that separate salary attachments do not need " "to be created individually. They can be created in a batch using this " "method." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" ":guilabel:`Description`: enter a description for the specific type of salary" " attachment." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:264 msgid "" ":guilabel:`Type`: select the :ref:`type of salary attachment " "` from the drop-down menu. The options " "listed come from the salary attachment types configured in the configuration" " menu." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:267 msgid "" ":guilabel:`Start Date`: enter the date the salary attachment begins. The " "first of the current month populates this field, by default. Click on the " "date, and a calendar appears. Navigate to the desired month and year, using " "the :guilabel:`< > (arrow)` icons, and click on the date to select it." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:271 msgid "" ":guilabel:`Document`: if any documents are needed for the salary attachment," " click the :guilabel:`Upload your file` button, and a file explorer appears." " Navigate to the file, and click :guilabel:`Open` to select them, and attach" " them to the form." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" ":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" " each month for this salary attachment." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:276 msgid "" ":guilabel:`Estimated End Date`: this field only appears after the " ":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " "is **not** set to :guilabel:`Child Support`. This date is when the salary " "attachment is predicted to end, and is automatically calculated once both, " "the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " "populated. This is calculated based on how much is required to be paid, and " "how much is paid towards that amount each month. If either the " ":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " "automatically updates. It is **not** possible to modify this field." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:283 msgid "" ":guilabel:`Total Amount`: enter the total amount to be paid in this field. " "If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " "field does **not** appear." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Enter a new line for each type of garnishment." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:291 msgid "" "When the total amount has been paid for the salary attachment, navigate to " "the individual salary attachment, and click the :guilabel:`Mark as " "Completed` button at the top of the form. This changes the status to " ":guilabel:`Completed`, and the garnishments are no longer taken out of the " "employee's paychecks." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:297 msgid "Offers" msgstr "Thư mời nhận việc" #: ../../content/applications/hr/payroll/contracts.rst:299 msgid "" "Once a contract has been created or modified, the contract **must** be sent " "to the employee to be accepted and signed." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:303 msgid "Send an offer" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:305 msgid "" "Open an individual contract by navigating to :menuselection:`Payroll app -->" " Contracts -> Contracts`, and click on a contract to open the contract form." " Click on the :guilabel:`Generate Offer` button at the top of the page, and " "a :guilabel:`Generate Simulation Link` pop-up form appears." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:314 msgid "" "The :guilabel:`Generate Simulation Link` pop-up form contains all the " "information pulled from the contract, including the :guilabel:`Contract " "Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " ":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " "Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:319 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:323 msgid "" "Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " "Email` template pop-up window appears. Make any modifications to the email, " "and attach any additional documents needed, then click :guilabel:`Send` to " "send the offer." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "The email template pop-up to send an offer." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:332 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:336 msgid "Accept an offer" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:338 msgid "" "Once the offer email is received, the offer can be accepted, and the " "contract can be signed." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:340 msgid "" "In the offer email, click the :guilabel:`Configure your package` button, and" " the offer loads in a new tab. Enter the requested information on the form. " "Next, click the :guilabel:`Review Contract & Sign` button to begin the " "signing process." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:344 msgid "" "Click the :guilabel:`CLICK TO START` button at the top-left of the contract." " Follow the prompts to complete the signature request. The contract auto-" "populates with the information entered on the :guilabel:`Configure your " "package` page. When done, click the :guilabel:`Validate & Send Completed " "Document` button at the bottom of the contract." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" "After the document is signed by the (potential) employee, management signs " "the contract next. The manager's signature is completed directly in the " "*Sign* application." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "The contract offer, ready to sign with the Click to Start button " "highlighted." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:357 msgid "" "Depending on the localization settings, there may be the option to customize" " the offer in the :guilabel:`Configure your package` tab." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:361 msgid "View offers" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:363 msgid "" "To view the current offers, navigate to :menuselection:`Payroll app --> " "Contracts --> Offers`. This presents all offers in a list view, grouped by " "status, and displays the number of offers in each status category. The " "statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " ":guilabel:`In Progress`, and :guilabel:`Expired`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:368 msgid "" "To view the offers with a specific status, click on the status to expand the" " list. If a specific status has no offers, the status is not visible in the " "list." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "The offers in a list view, grouped by status." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 msgid "Payslips" msgstr "Phiếu lương" #: ../../content/applications/hr/payroll/payslips.rst:5 msgid "" "*Payslips* are created either by the employees themselves or their managers," " and are approved by authorized employees (typically managers). Then, once " "payslips are approved, employees are issued payslips and are paid either by " "check or direct deposit, depending on how their employee profile is " "configured." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:10 msgid "" "The :guilabel:`Payslips` drop-down header of the :menuselection:`Payroll` " "application consists of three sections: :guilabel:`To Pay`, :guilabel:`All " "Payslips`, and :guilabel:`Batches`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:13 msgid "" "These three sections provide all the tools needed to create payslips for " "employees, including individual payslips, a batch of payslips, or commission" " payslips." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "Payslips menu selection in Payroll." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:23 msgid "To pay" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:25 msgid "" "Click on :menuselection:`Payroll app --> Payslips --> To Pay` to see the " "payslips that need to be paid. On this page, Odoo displays the payslips that" " have not been generated yet, and can be created from this dashboard." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "View all payslips that need to be paid on the Payslips To Pay page." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:33 msgid "" "Each payslip lists the :guilabel:`Reference` number for the individual " "payslip, the :guilabel:`Employee` name, the :guilabel:`Batch Name`, the " ":guilabel:`Company`, the :guilabel:`Basic Wage`, :guilabel:`Gross Wage`, " ":guilabel:`Net Wage`, and the :guilabel:`Status` of the payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:37 msgid "" "Click on an individual payslip entry to view the details for that individual" " payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:42 msgid "Create a new payslip" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:44 msgid "" "A new payslip can be created from either the :ref:`Payslips To Pay " "` page or the :ref:`Employee Payslips ` page." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:47 msgid "" "Create a new payslip by clicking the :guilabel:`New` button in the top-left " "corner." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:49 msgid "" "A blank payslip form is loaded, where the necessary payslip information can " "be entered." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:52 msgid "Payslip form" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:54 msgid "" "On the blank payslip form, several fields are required. Most of the required" " fields auto-populate after an employee is selected." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:57 msgid "Fill out the following information on the payslip form:" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:59 msgid "" ":guilabel:`Employee`: type in the name of an employee, or select the desired" " employee from the drop-down list in this field. This field is **required**." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:63 msgid "" "It is recommended to **only** create payslips for employees that are already" " in the database. If there is no current employee record (and therefore no " "employee contract) it is recommended to create the new employee in the " "*Employees* application **before** creating payslips for that employee. " "Refer to the :doc:`new employee <../employees/new_employee>` documentation " "for instructions on how to add an employee." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:69 msgid "" ":guilabel:`Period`: the first day to the last day of the *current* month " "auto-populates the :guilabel:`Period` fields by default. The dates can be " "changed, if desired." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:72 msgid "" "To change the start date, click on the first date in the :guilabel:`Period` " "field to reveal a pop-up calendar. On this calendar, use the :guilabel:`< " "(less-than)` and :guilabel:`> (greater-than)` icons to select the desired " "month. Then, click on the desired day to select that specific date." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:77 msgid "" "Repeat this process to modify the end date for the payslip. These fields are" " **required**." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:78 msgid "" ":guilabel:`Contract`: using the drop-down menu, select the desired contract " "for the employee. Only the available corresponding contracts for the " "selected employee appear as options. This field is **required**." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:81 msgid "" ":guilabel:`Batch`: using the drop-down menu in this field, select the batch " "of payslips this new payslip should be added to." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:83 msgid "" ":guilabel:`Structure`: using the drop-down menu, select the salary structure" " type. Only the corresponding structures associated with the selected " "contract for the employee appear as options." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:86 msgid "" "If no employee and/or no contract is selected yet, all available " ":guilabel:`Structures` appear in the list. Once an employee and/or contract " "is selected, any unavailable :guilabel:`Structures` set for that employee " "and/or contract do not appear. This field is **required**." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "" "The top fields for a new payslip all filled out for a February payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:95 msgid "" "Typically, after making a selection in the :guilabel:`Employee` field, Odoo " "auto-populates all other required fields (besides the :guilabel:`Period` " "field), but **only** if that information is already on that employee's form " "in the *Employees* app." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:100 msgid "" "If modifications to auto-populated fields are made, it is recommended to " "check with the accounting department to ensure every entry that affects the " "*Accounting* application is correct." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:106 msgid "Worked days & inputs tab" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:108 msgid "" ":guilabel:`Worked Days`: the entries under :guilabel:`Worked Days` " "(including the :guilabel:`Type`, :guilabel:`Description`, :guilabel:`Number " "of Days`, :guilabel:`Number of Hours`, and :guilabel:`Amount`) are " "automatically filled in, based on what was entered for the " ":guilabel:`Period`, :guilabel:`Contract`, and :guilabel:`Structure` fields " "of the payslip form." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:112 msgid "" ":guilabel:`Other Inputs`: additional inputs affecting the payslip can be " "entered in this section, such as deductions, reimbursements, and expenses." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:115 msgid "" "Click :guilabel:`Add a line` to create an entry in the :guilabel:`Other " "Inputs` section." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:117 msgid "" "Using the drop-down menu in the :guilabel:`Type` column, select a " ":guilabel:`Type` for the input. Next, enter a :guilabel:`Description`, if " "desired. Lastly, enter the amount in the :guilabel:`Count` field." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "The fields filled out in the worked days and inputs tab." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:126 msgid "Salary computation tab" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:128 msgid "" ":guilabel:`Salary Computation`: the :guilabel:`Salary Computation` tab is " "automatically filled in after the :guilabel:`Compute Sheet` button is " "clicked. Doing so displays the wages, deductions, taxes, etc. for the entry." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:131 msgid "" ":guilabel:`Has Negative Net To Report`: click the checkbox if the employee " "has a negative net amount for this payslip. This **only** appears if the " "employee's payslip has a negative balance." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "The fields filled out in the salary computation tab." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:139 msgid "Other info tab" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:141 msgid "" ":guilabel:`Payslip Name`: type in a name for the payslip in this field. The " "name should be short and descriptive, such as `(Employee Name) April 2023`. " "This field is **required**." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:143 msgid "" ":guilabel:`Company`: select the company the payslip applies to using the " "drop-down menu in this field. This field is **required**." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:145 msgid "" ":guilabel:`Close Date`: enter the date that the payment is made to the " "employee in this field." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:147 msgid "" "Click in the field to reveal a calendar pop-up window. Using the " ":guilabel:`< > (less-than/greater-than)` icons, navigate to the desired " "month and year." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:150 msgid "Then, click on the desired date to select it." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:151 msgid "" ":guilabel:`Date Account`: enter the date on which the payslip should be " "posted in this field." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:152 msgid "" ":guilabel:`Salary Journal`: this field auto-populates after selecting an " "existing :guilabel:`Employee`. This field **cannot** be edited, as it is " "linked to the *Accounting* application. This field is **required**." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:155 msgid "" ":guilabel:`Accounting Entry`: if applicable, this field is automatically " "populated once the payslip is confirmed. This field **cannot** be modified." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:157 msgid "" ":guilabel:`Add an Internal Note...`: any note or reference message for the " "new entry can be typed in this field." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "The fields filled out in the other info tab." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:165 msgid "Process the new payslip" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:167 msgid "" "When all the necessary information on the payslip is entered, click the " ":guilabel:`Compute Sheet` button. Upon doing so, all the information on the " "payslip is saved, and the :guilabel:`Salary Computation` tab auto-populates," " based on the information on the employee's contract or attendance records." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:172 msgid "" "If any modifications need to be made, first click the :guilabel:`Cancel` " "button, then click the :guilabel:`Set to Draft` button. Make any desired " "changes, then click the :guilabel:`Compute Sheet` button once again, and the" " changes are reflected in the :guilabel:`Worked Days` and :guilabel:`Salary " "Computation` tabs." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:177 msgid "" "Once everything on the payslip form is correct, click the :guilabel:`Create " "Draft Entry` button to create the payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:180 msgid "" "Then, a confirmation pop-up window appears, asking :guilabel:`Are you sure " "you want to proceed?`. Click :guilabel:`OK` to confirm." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:183 msgid "" "The chatter is automatically updated to show the email sent to the employee," " along with a PDF copy of the payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:187 msgid "" "The database may need to be refreshed for the payslip and email to appear." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:189 msgid "" "To print the payslip, click the :guilabel:`Print` button. To cancel the " "payslip, click the :guilabel:`Cancel` button." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "" "The new payslip is emailed to the employee and the email appears in the " "chatter." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:196 msgid "" "Next, the payment must be sent to the employee. To do this, click the " ":guilabel:`Register Payment` button. Doing so reveals a pop-up form, in " "which the desired :guilabel:`Bank Journal` that the payment should be made " "against must be selected from a drop-down menu. Then, click the " ":guilabel:`Confirm` button to confirm the journal, and return to the " "payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:202 msgid "" "In order for a payslip to be paid, the employee *must* have a bank account " "entered in their contact information. If there is no bank information, a " "payslip cannot be paid, and an error appears when the :guilabel:`Make " "Payment` button is clicked. Banking information can be found in the " ":ref:`Private Information ` tab on the employee's " "card in the *Employees* app. Edit the employee card, and add banking " "information, if it is missing." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:0 msgid "Banking information can be entered in an employee's card." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:212 msgid "" "Odoo automatically checks bank account information. If there is an error " "with the employee's listed bank account, an error appears in a pop-up " "window, stating, *The employee bank account is untrusted.* If this error " "appears, update the employee's bank account information on their " ":ref:`Employee Form `." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:217 msgid "" "If a payment needs to be canceled or refunded, click the corresponding " ":guilabel:`Cancel` or :guilabel:`Refund` button, located at the top-left of " "the screen." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:221 msgid "" "Before processing payslips, it is best practice to check the *Warnings* " "section of the *Payroll* app dashboard. Here, all possible issues concerning" " payroll appear." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:224 msgid "" "To view the warnings, navigate to :menuselection:`Payroll app --> " "Dashboard`. The warnings appear in the top-left corner of the dashboard." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:0 msgid "" "The dashboard view of the Payroll app, with the warnings box highlighted." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:231 msgid "" "Warnings are grouped by type, such as `Employees Without Running Contracts` " "or `Employees Without Bank account Number`. Click on a warning to view all " "entries associated with that specific issue." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:234 msgid "" "If the warnings are not resolved, at any point in the payslip processing " "process, an error may occur. Errors appear in a pop-up window, and provide " "details for the error, and how to resolve them." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:238 msgid "" "Payslips **cannot** be completed if there are any warnings or issues " "associated with the payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:243 msgid "All payslips" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:245 msgid "" "To view all payslips, regardless of status, go to :menuselection:`Payroll " "app --> Payslips --> All Payslips`. The :guilabel:`Employee Payslips` page " "loads, displaying all payslips, organized by batch, in a default nested list" " view." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:249 msgid "" "Click on the :guilabel:`▶ (right arrow)` next to an individual batch name to" " view all the payslips in that particular batch, along with all the payslip " "details." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:252 msgid "" "The number of payslips in the batch is written in parenthesis after the " "batch name. The :guilabel:`Status` for each individual payslip appears on " "the far-right side, indicating one of the following status options:" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:256 msgid "" ":guilabel:`Draft`: the payslip is created, and there is still time to make " "edits, since the amounts are not calculated." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:258 msgid "" ":guilabel:`Waiting`: the payslip has been calculated, and the salary details" " can be found in the *Salary Computation* tab." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:260 msgid ":guilabel:`Done`: the payslip is calculated and ready to be paid." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:261 msgid ":guilabel:`Paid`: the employee has been paid." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "" "View all payslips organized by batches. Click on the arrow to expand each " "batch." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:267 msgid "" "Click on an individual payslip to view the details for that payslip on a " "separate page. Using the breadcrumb menu, click :guilabel:`Employee " "Payslips` to go back to the list view of all payslips." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:270 msgid "" "A new payslip can be created from the :guilabel:`Employee Payslips` page, by" " clicking the :guilabel:`New` button in the upper-left corner. Doing so " "reveals a separate blank payslip form page. On that blank payslip form page," " enter all the necessary information, as described in the :ref:`Create new " "payslips ` section." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:275 msgid "" "To print PDF versions of payslips from the *Payslips to Pay* or " ":guilabel:`Employee Payslips` pages, first select the desired payslips by " "clicking on the individual checkbox to the left of each payslip to be " "printed. Or, click the box to the left of the :guilabel:`Reference` column " "title, which selects all visible payslips on the page. Then, click the " ":guilabel:`Print` button to print the payslips." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:281 msgid "" "Payslips can also be exported to an Excel spreadsheet. To export **all** " "payslips, click on the :guilabel:`⚙️ (gear)` icon at the end of the words " ":guilabel:`Employee Payslips` in the top-left corner. This reveals a drop-" "down menu. Click :guilabel:`Export All` to export all payslips to a " "spreadsheet." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "" "Click on the Export All smart button to export all payslips to an Excel " "payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:290 msgid "" "To export only select payslips, first select the payslips to be exported " "from the list. Then, click the checkbox to the left of each individual " "payslip to select it. As payslips are selected, a smart button appears in " "the top-center of the page, indicating the number of selected payslips. " "Then, click the :guilabel:`⚙️ (gear) Actions` icon in the top-center of the " "page, and click :guilabel:`Export`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "" "The individual list of employee ayslips with three selected to be exported." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:301 msgid "" "Both *To Pay* and *All Payslips* display all the detailed information for " "each payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:304 msgid "Batches" msgstr "Loạt" #: ../../content/applications/hr/payroll/payslips.rst:306 msgid "" "To view payslips in batches, navigate to :menuselection:`Payroll app --> " "Payslips --> Batches` to display all the payslip batches that have been " "created. These payslip batches are displayed in a list view, by default." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:310 msgid "" "Each batch displays the :guilabel:`Name`, :guilabel:`Date From` and " ":guilabel:`Date To` dates, its :guilabel:`Status`, the number of payslips in" " the batch (:guilabel:`Payslips Count`), and the :guilabel:`Company`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "View displaying all batches created." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:319 msgid "Create a new batch" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:321 msgid "" "To create a new batch of payslips from the :guilabel:`Payslips Batches` page" " (:menuselection:`Payroll app --> Payslips --> Batches`), click the " ":guilabel:`New` button in the top-left corner. Doing so reveals a blank " "payslip batch form on a separate page." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:325 msgid "On the new payslip batch form, enter the :guilabel:`Batch Name`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:327 msgid "" "Next, select the date range to which the batch applies. Click into one of " "the :guilabel:`Period` fields, and a calendar pop-up window appears. From " "this calendar pop-up window, navigate to the correct month, and click on the" " corresponding day for both the start and end dates of the batch." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:331 msgid "" "The current company populates the :guilabel:`Company` field. If operating in" " a multi-company environment, it is **not** possible to modify the " ":guilabel:`Company` from the form. The batch **must** be created while in " "the database for the desired company." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "Enter the details for the new batch." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:342 msgid "Process a batch" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:344 msgid "" "Click on an individual batch to view the details for that batch on a " "separate page. On this batch detail page, different options (buttons) appear" " at the top, depending on the status of the batch:" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:347 msgid "" ":guilabel:`New` status: batches without any payslips added to them have a " "status of :guilabel:`New`. The following button options appear for these " "batches:" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:0 msgid "A batch with a status of new, with the available buttons highlighted." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:354 msgid "" ":guilabel:`Add Payslips`: click the :guilabel:`Add Payslips` button to add " "payslips to the batch, and an :guilabel:`Add Payslips` pop-up window " "appears. Only payslips that can be added to the batch (payslips not " "currently part of a batch) appear on the list." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:358 msgid "" "Select the desired payslips by clicking the checkbox to the left of each " "payslip name, then click the :guilabel:`Select` button to add them to the " "batch. Once payslips are selected and added to the batch, the status changes" " to :guilabel:`Confirmed`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:362 msgid "" ":guilabel:`Generate Payslips`: after payslips have been added to the batch, " "click the :guilabel:`Generate Payslips` button to process the payslips and " "create individual payslips in the database." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:366 msgid "" "A :guilabel:`Generate Payslips` pop-up window appears. If only a specific " ":guilabel:`Salary Structure` and/or specific :guilabel:`Department` is " "desired to make payslips for, select them from the corresponding drop-down " "menus. If no selections are made, then all payslips listed in the pop-up " "window are processed as usual." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:371 msgid "" "Click the :guilabel:`Generate` button to create the payslips. The " ":guilabel:`Generate Payslips` button changes to a :guilabel:`Create Draft " "Entry` button, and the status changes to :guilabel:`Confirmed`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:375 msgid "" ":guilabel:`Confirmed` status: batches that have been created and have " "payslips in them, but the payslips have *not* been processed, have a status " "of :guilabel:`Confirmed`. The following two button options appear for these " "batches:" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:0 msgid "" "A batch with a status of confirmed, with the available buttons highlighted." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:383 msgid "" ":guilabel:`Create Draft Entry`: click the :guilabel:`Create Draft Entry` " "button to confirm the individual payslips (and the batch), and create a " "draft of the payslips. The batch now has a status of :guilabel:`Done`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:386 #: ../../content/applications/hr/payroll/payslips.rst:408 msgid "" ":guilabel:`Set to Draft`: if at any point the batch needs to be reverted " "back to a status of :guilabel:`New`, click the :guilabel:`Set to Draft` " "button. This action does **not** remove any payslips that have already been " "added to the batch." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:390 msgid "" ":guilabel:`Done` status: batches with confirmed payslips in them have a " "status of :guilabel:`Done`. The following button options appear for these " "batches:" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:0 msgid "A batch with a status of done, with the available buttons highlighted." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:397 msgid "" ":guilabel:`Create Payment Report`: click the :guilabel:`Create Payment " "Report` button, and a :guilabel:`Select a bank journal` pop-up window " "appears. Select the correct bank journal from the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:401 msgid "" "The batch name appears in the :guilabel:`File name` field, but this can be " "modified, if desired. Finally, click :guilabel:`Confirm` to process the " "payslips, and pay the employees." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:403 msgid "" ":guilabel:`Mark as paid`: after the payments have been created via the " ":guilabel:`Create Payment Report` button, the payslips need to be marked as " "paid in the database." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:406 msgid "" "Click the :guilabel:`Mark as paid` button, and the status of the batch " "changes to :guilabel:`Paid`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:412 msgid "" ":guilabel:`Paid` status: batches that have been completed have a status of " ":guilabel:`Paid`. No other button options appear for this status." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:0 msgid "A batch with a status of paid, with the available buttons highlighted." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:419 msgid "" "On the batch detail page, the individual payslips in the batch are " "accessible, via the :guilabel:`Payslips` smart button, located above the " "batch information, in the center. Click the :guilabel:`Payslips` smart " "button to view a list of all the individual payslips." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:423 msgid "" "Use the breadcrumb menu to navigate back to the individual batch detail " "page, or back to the list of all batches." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:427 msgid "Generate warrant payslips" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:429 msgid "Commissions are paid to employees in Odoo using *warrant payslips*." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:431 msgid "" "Warrant payslips can be generated directly from the :guilabel:`Payslips " "Batches` page (:menuselection:`Payroll app --> Payslips --> Batches`)." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:434 msgid "" "First, select the desired batches by clicking the box to the left of each " "batch for which commission payslips should be created. Next, click the " ":guilabel:`Generate Warrant Payslips` button at the top of the page." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:438 msgid "" "Doing so reveals a :guilabel:`Generate Warrant Payslips` pop-up window, in " "which the necessary information **must** be filled out." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst-1 msgid "Enter the commission details." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:445 msgid "" "In this pop-up window, click on the drop-down menus, located beside the " ":guilabel:`Period` field, to reveal calendar pop-up windows. On these " "calendar pop-up windows, select the desired period for which the payslips " "are being generated. Using the :guilabel:`< (left)` and :guilabel:`> " "(right)` arrow icons, navigate to the correct month, and click on the date " "to select it." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:450 msgid "" "In the :guilabel:`Department` field, select the desired department from the " "drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:452 msgid "" "When a department is selected, the employees listed for that department " "appear in the :guilabel:`Employee` section." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:455 msgid "" "Under the :guilabel:`Employee` section, enter the :guilabel:`Commission " "Amount` for each employee in the far-right column. To remove an employee, " "click the :guilabel:`🗑️ (trash)` icon to remove the line." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:459 msgid "" "Add a new entry by clicking :guilabel:`Add a Line`, and entering the " ":guilabel:`Employee` and the appropriate :guilabel:`Commission Amount`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:462 msgid "" "Click the :guilabel:`Upload your file` button to add a file, if necessary. " "Any file type is accepted." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:465 msgid "" "Once all the commissions are properly entered, click the :guilabel:`Generate" " Payslips` button to create the warrant payslips in a batch." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:468 msgid "" ":ref:`Process the batch ` in the same way as a " "typical batch to complete the payment process." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:5 msgid "" "The *Reporting* section of the *Payroll* app offers a variety of reports to " "choose from, organized by location." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:8 msgid "" "The *Payroll* report, *Work Entry Analysis* report, and *Salary Attachment " "Report* are default reports in the *Payroll* app, and are available for all " "companies, regardless of location." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:11 msgid "" "Beneath the three default reports are all localization-based reports, " "organized by country, in alphabetical order. These reports contain all the " "various information for the offered benefits and local tax laws." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:15 msgid "" "To view all the available reports for the database, including all the " "localization-specific ones, navigate to :menuselection:`Payroll app --> " "Reporting` to view the available reports in a drop-down menu. Click on a " "specific report to view it." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "Report dashboard view showing extra reports for Belgium databases." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:23 msgid "" "If a report is unavailable to a user, an :guilabel:`Invalid Operation` pop-" "up window appears, stating: :guilabel:`You must be logged in to a (country) " "company to use this feature`, where \"(country)\" is the specific country " "the company is configured for." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:28 msgid "Default reports" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:33 msgid "" "Click on :menuselection:`Payroll app --> Reporting --> Payroll` to display " "the :guilabel:`Payroll Analysis` report. This report shows all the payslips " "generated in the last 365 days, due to the default :ref:`filter " "`: `Last 365 Days Payslip`." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "Payroll overview report showing payroll for the last 365 days." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:41 msgid "" "The report can display metrics for a variety of parameters. Click the " ":guilabel:`Measures` box to view a drop-down menu with the various metric " "options to display. The default options available include:" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:45 msgid ":guilabel:`# Payslip`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:46 msgid ":guilabel:`Basic Wage`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:47 msgid ":guilabel:`Basic Wage for Time Off`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:48 msgid ":guilabel:`Days of Paid Time Off`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:49 msgid ":guilabel:`Days of Unforeseen Absence`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:50 msgid ":guilabel:`Days of Unpaid Time Off`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:51 msgid ":guilabel:`Gross Wage`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:52 msgid ":guilabel:`Net Wage`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:53 msgid ":guilabel:`Number of Days`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:54 msgid ":guilabel:`Number of Hours`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:55 msgid ":guilabel:`Work Days`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:56 msgid ":guilabel:`Work Hours`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:57 msgid ":guilabel:`Count`" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:59 msgid "" ":guilabel:`Net Wage` is the default metric for the :guilabel:`Payroll` " "report." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "" "The various measures available to display for the Payroll Analysis report." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:66 msgid "Line chart" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:68 msgid "" "A line chart is the default view for the *Payroll* report. If a different " "view is selected, click the :guilabel:`Line Chart` button (represented by a " ":guilabel:`📈 (chart increasing)` icon) in the menu bar to change the view " "back to a line chart." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:72 msgid "" "Several options are available for the line chart. Click the corresponding " "button to activate the selection, and change the way the data is presented. " "These icons appear at the end of the chart options. The various options are:" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:78 msgid "" ":guilabel:`Stacked`: data is presented with each metric in its own line, " "\"stacked\" on top of each other. This helps visualize the distribution and " "variances between different categories." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:83 msgid "" ":guilabel:`Cumulative`: data is presented with each metric on an individual " "line, with the total amount calculated by combining all the lines. This " "provides a comprehensive view of the cumulative data." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:89 msgid "" ":guilabel:`Descending`: data is shown with the largest values on the left " "side of the chart, gradually decreasing towards the smallest values on the " "right side, along the x-axis. This arrangement helps emphasize trends or " "outliers at the extremes." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:95 msgid "" ":guilabel:`Ascending`: data is presented with the smallest values on the " "left side of the chart, increasing towards the largest values on the right " "side, along the x-axis. This arrangement can be useful for highlighting " "progressive growth or trends." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:100 msgid "These options can be combined to create a variety of views." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "" "Menu buttons with the line chart called out, along with the other option " "buttons." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:107 msgid "Bar chart" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:109 msgid "" "To display the data in a bar chart, click on the :guilabel:`Bar Chart` " "button (represented by a :guilabel:`📊 (bar chart)` icon) in the menu bar." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:112 msgid "" "Click the :ref:`Stacked ` icon to view the bar chart in a " "stacked format (where multiple values appear in each column). " ":ref:`Cumulative ` bar charts are useful for visualizing" " the progression over time or other categories." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:116 msgid "" "An option to display the columns in :ref:`Descending ` " "or :ref:`Ascending ` order appears at the end of the " "options." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "" "Menu buttons with the bar chart called out, along with the other option " "buttons." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:124 msgid "" "Clicking an option enables it. To turn off the option, click it again. When " "the option is enabled the icon appears lighter, with a turquoise outline. " "When it is inactive, it appears gray, with no outline." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:129 msgid "Pie chart" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:131 msgid "" "To display the data in a pie chart, click on the :guilabel:`Pie Chart` " "button (represented by a :guilabel:`(pie chart)` icon) in the menu bar. " "There are no additional options available in this view." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "Menu buttons with the pie chart called out." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:140 msgid "Pivot table" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:142 msgid "" "To display the data in a pivot table, click on the :guilabel:`Pivot` button " "(represented by a :guilabel:`(pivot)` icon) located in the far-right side of" " the top menu bar." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:145 msgid "" "The default information displayed includes the number of payslips " "(:guilabel:`# Payslip`), the :guilabel:`Net Wage`, the :guilabel:`Gross " "Wage`, the number of :guilabel:`Days of Paid Time Off`, and the number of " ":guilabel:`Days of Unpaid Time Off`. The information is organized by " "department." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:149 msgid "" "To display more information on the report, click the :guilabel:`Measures` " "button to reveal a drop-down menu. Then, click on any other metric to " "display it on the pivot table." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "Pivot table view with the various metrics called out." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:156 msgid "" "To sort the entries by a specific column, such as :guilabel:`Net Wage`, " "click on the column name twice. The first click selects the column, and the " "second click sorts the information in descending order." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:160 #: ../../content/applications/hr/payroll/reporting.rst:225 msgid "" "To export the data in an XLSX format, click the :guilabel:`Download xlsx` " "button, represented by a :guilabel:`⬇️ (down arrow above a horizontal bar)` " "icon, located at the far-right of the available icons. The information is " "then downloaded into a spreadsheet." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "The menu options with the download button highlighted." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:168 msgid "" "Any report can be inserted into a spreadsheet by clicking the " ":guilabel:`Insert in Spreadsheet` button. A :guilabel:`Select a spreadsheet " "to insert your (type of report)` pop-up window appears, asking which " "spreadsheet to place the information in. Select an existing spreadsheet or " "dashboard, or select a new :guilabel:`Blank spreadsheet`. Click the " ":guilabel:`Confirm` button to move to a spreadsheet view with the report " "added to it." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "The view of data sent to a spreadsheet." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:181 msgid "" "If the *Documents* app is **not** installed, the :guilabel:`Insert in " "Spreadsheet` option places the newly-created spreadsheet in the *Dashboards*" " app." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:184 msgid "" "If the *Documents* application **is** installed, the spreadsheet has the " "option to be stored in either the *Dashboards* app or *Documents* app." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:188 msgid "Work entry analysis" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:190 msgid "" "The default :guilabel:`Work entry analysis` report provides an overview of " "the validated work entries for the current month. To view this report, " "navigate to :menuselection:`Payroll app --> Reporting --> Work Entry " "Analysis`." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:194 msgid "" "The work entries appear in a pivot table, with the default filters of " "`Current month: (Month)(Year)` and `Validated`. The various types of " ":doc:`work_entries` are listed on the left-hand side (x-axis), while the " ":guilabel:`Total` values appear along the top (the y-axis)." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:198 msgid "" "To change the displayed view, click the :guilabel:`➕ (plus)` icon next to " "the word :guilabel:`Total`, then click on one of the grouping options. The " "available options are :guilabel:`Work Entry Type`, :guilabel:`Employee`, and" " :guilabel:`Department`. If in a multi-company database, a " ":guilabel:`Company` option also appears." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:203 msgid "" "To add a new group to sort the data, click :guilabel:`Add Custom Group`, " "then click one of the presented options." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:207 msgid "" "Wherever a :guilabel:`➕ (plus)` icon appears on a pivot table, the " "information can be further grouped. Click on a :guilabel:`➕ (plus)` icon to " "reveal the available grouping options." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:210 msgid "" "Click on a :guilabel:`➖ (minus)` icon anywhere on the pivot table to remove " "that respective grouping." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:213 msgid "" "It is possible to compare the current :guilabel:`Work entry analysis` report" " to the previous month or the previous year. To view these comparisons, " "click the :guilabel:`⬇️ (down arrow)` icon in the search bar to reveal the " "various :ref:`filter ` and grouping options." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:217 msgid "" "In the section titled :guilabel:`Comparison`, click on either " ":guilabel:`Current Month: Previous Period` or :guilabel:`Current Month: " "Previous Year`. The report updates and displays the previous time period " "values, as well as the :guilabel:`Variation` between the two." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "" "A pivot table comparing the work entries of the current month and the " "previous month." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:229 msgid "" "The data can also be inserted into a spreadsheet. Click the " ":guilabel:`Insert in Spreadsheet` button and a :guilabel:`Select a " "spreadsheet to insert your (type of report)` pop-up window appears, asking " "which spreadsheet to place the information in. Select an existing " "spreadsheet or dashboard, or select a new :guilabel:`Blank spreadsheet`. " "Click the :guilabel:`Confirm` button to move to a spreadsheet view with the " "report added to it." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:236 msgid "" "The work entry analysis spreadsheet is :ref:`stored in the same locations " "` as a pivot table." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:240 msgid "Salary attachment report" msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:242 msgid "" "The :guilabel:`Salary Attachment Report` shows all deductions or allocations" " per employee, such as child support payments and wage garnishments. To view" " this report, navigate to :menuselection:`Payroll app --> Reporting --> " "Salary Attachment Report`." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "" "View the Attachment of Salary report that shows all salary garnishments." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:250 msgid "" "The employees are listed in the left-side column, while the different " "deductions are listed in the top row, organized by deduction and monthly " "individual payslips." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:253 msgid "" "The report can be exported as an XLSX file, or inserted into a spreadsheet, " "using the corresponding buttons at the top." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:256 msgid "" "Click the :guilabel:`Measures` button to reveal the options of what data can" " be displayed. :guilabel:`Assignment of salary`, :guilabel:`Attachment of " "salary`, :guilabel:`Child support`, and :guilabel:`Count` can all be " "selected or deselected by clicking on the item. If an item has a checkmark " "next to it, that information is displayed." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "Select the options to be displayed in the Salary Attachment Report." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:265 msgid "" "The :guilabel:`Salary Attachment Report` can be compared to the report for " "the previous time period or the previous year. To view these comparisons, " "click the :guilabel:`⬇️ (down arrow)` icon in the search bar to reveal the " "various :ref:`filter ` and grouping options." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:269 msgid "" "In the section titled :guilabel:`Comparison`, click on either " ":guilabel:`Payslip End Date: Previous Period` or :guilabel:`Payslip End " "Date: Previous Year`. The report updates and displays the previous time " "period values, as well as the :guilabel:`Variation` between the two." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:278 msgid "" "At the top of each report, the default filters are shown inside the " ":guilabel:`Search...` box." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:280 msgid "" "Click the :guilabel:`⬇️ (down arrow)` icon in the search bar to display the " "available :guilabel:`Filters`. Filters show information that match the " "specific filter parameters." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:284 msgid "" "The :guilabel:`Work Entries Analysis` report has two default filters, the " "`Current month:(Month) (Year)` filter, and the `Validated` filter." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst-1 msgid "Filters enabled for the Work Entries Analysis report." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:291 msgid "" "The :guilabel:`Payroll` report has only one default filter, the `Last 365 " "Days Payslip` filter." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:293 msgid "" "The :guilabel:`Salary Attachment Report` has only one default filter, the " "`Payslip End Date: (Year)` filter." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:296 msgid "" "All reports can include custom filters, or group information, by different " "metrics (employee, department, company, etc.)." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:299 msgid "" "Some reports have the option to compare the current report to the previous " "time period or year (a :guilabel:`Comparison` option)." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:302 msgid "" "Click on a parameter to select it and activate it. The report is immediately" " updated with the new parameters." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:305 msgid "" "The updated report can be set as a *favorite* report, meaning the parameters" " are stored for quick access in the future. To do that, click " ":guilabel:`Save the current search`, under the :guilabel:`Favorites` " "section, located in the search bar drop-down mega menu of filter options. " "Doing so reveals two options and a :guilabel:`Save` button." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:310 msgid "" "To set the current report as the default configuration when the report is " "accessed, check the box next to :guilabel:`Default filter`. If the current " "report should be accessible to everyone in the database, check the box next " "to :guilabel:`Share`." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:314 msgid "" "Finally, click :guilabel:`Save`, which saves the currently configured " "report. Then, it appears beneath the :guilabel:`Favorites` in the search bar" " drop-down mega menu of filter options." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:5 msgid "" "Work entries are created automatically in the *Payroll* app, based on the " "employee's :ref:`salary structure type `, and from " "the *Planning*, *Attendances*, and *Time Off* applications." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:9 msgid "" "The *Work Entries* dashboard of the *Payroll* application provides a visual " "overview of the individual work entries for every employee." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:12 msgid "" "To open the dashboard, navigate to :menuselection:`Payroll app --> Work " "Entries --> Work Entries`." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:14 msgid "" "On the :guilabel:`Work Entry` dashboard, work entries appear in alphabetical" " order, based on the first name of the employees. The entire month is " "displayed, with the current day highlighted in pale yellow." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:18 msgid "" "If any entries have :ref:`conflicts ` that need to be " "resolved, the dashboard defaults to filter only the :guilabel:`Conflicting` " "entries." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:21 msgid "" "To remove the filter from the :guilabel:`Search...` bar to view all work " "entries, click the :guilabel:`✖️ (remove)` icon on the " ":guilabel:`Conflicting` filter in the :guilabel:`Search...` bar, and all " "work entries appear in the list." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "" "Conflicts dashboard view showing all employee's conflicts in work entries." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:31 msgid "" "To change the view, so only the entries for a single day, week, or month are" " shown, click on :guilabel:`Month`. A drop-down menu appears with the " "options of :guilabel:`Day`, :guilabel:`Week`, or :guilabel:`Month`. Click on" " one of the options to only display data for that specific selection." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:35 msgid "" "Use the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right arrow)` icons " "on the left and right side of the :guilabel:`Month` button to adjust the " "displayed dates. The arrows adjust the date based on the type of time " "selected." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:39 msgid "" "For example, if :guilabel:`Month` is selected, the arrows move one month " "with each click of the arrow. If :guilabel:`Week` or :guilabel:`Day` is " "selected, the time moves by either a week or a day for each click of the " "arrow, respectively." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:43 msgid "" "At any point, to return to a view containing the current day, click the " ":guilabel:`Today` button." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:46 msgid "Add a new work entry" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:52 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:56 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:59 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:60 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:65 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " "month and year, using the :guilabel:`< (left arrow)` and :guilabel:`> (right" " arrow)` icons, then click on the specific day." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:69 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:72 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:73 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:77 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "Filling in the work entry Create form in Odoo." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:87 msgid "Conflicts" msgstr "Điểm không nhất quán" #: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " "required fields being left blank. Conflicts are required to be resolved " "before payslips can be generated." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:93 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " ":menuselection:`Payroll app --> Work Entries --> Work Entries`. Only " "conflicts needing resolution are shown by default." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:97 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " "date and time for the specific work entry, then click :guilabel:`Edit` to " "view the conflict details in a pop-up window." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:105 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:108 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " ":guilabel:`From` and :guilabel:`To` date and time range, as well as the " "total time (in hours) in the :guilabel:`Duration` field, appears on the " "right side." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:112 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " "time off requested in the description." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:120 msgid "Time off conflicts" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:126 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:129 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:133 msgid "Resolve on work entry" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:138 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " "window. The conflict disappears from the :guilabel:`Work Entry` dashboard, " "since the conflict is resolved." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:143 msgid "Resolve on time off request" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " ":guilabel:`Time Off` entry line, and the time off request details appear in " "a new pop-up window. The request can be modified, if needed." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:149 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" " entry conflict pop-up window." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "The detailed time off request form." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:156 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:159 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:162 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " "disappears from the :guilabel:`Work Entry` dashboard, since it has been " "resolved." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:169 msgid "Regenerate work entries" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:174 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " "be resolved individually, if the conflicts are caused from another " "application, it is best practice to ensure the records in the other " "applications are also correct. That is why it is recommended to resolve " "these conflicts in the applications that created the conflict." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:180 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:183 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:186 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:189 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:192 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "Regenerate a work entry for a particular employee." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:200 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:204 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " "*Payroll* app, regenerate work entries for that employee, for that specific " "time period." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:208 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:212 msgid "Generating payslips" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " ":guilabel:`Conflicting` filter is removed. When the desired pay period is " "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:219 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " "date selected includes dates in the future. Resolve all conflicts before " "generating payslips." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:223 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:226 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:229 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:232 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "Information that appears when generating payslips." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:242 msgid "Printing payslips" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:247 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " ":guilabel:`Reference` column title, to select all the payslips in the list " "at once." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:251 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "Print button for printing the payslips." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:258 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:262 msgid "Time off to report" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " "in the *Payroll* app, which is accessible by navigating to " ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:268 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " "already paid for that day, and it was logged as time spent at work, as a " "typical work day." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:272 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " "ensures time off request balances are current, it also eliminates the need " "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:276 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " "unexpectedly sick on one of the last days of the pay period. The employee " "puts in a time off request for a day that was already processed on a payslip" " as a regular work day. Instead of canceling the payslip, modifying the work" " entries, and reissuing the paycheck, Odoo allows for those time off " "requests to be applied to the following pay period, instead." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:283 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:287 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " "payslip`." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "" "A list of all time off requests that were not approved before payslips were " "generated." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:295 msgid "Defer multiple time off entries" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:301 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " "button. The :guilabel:`(#) Selected` button indicates how many entries are " "currently selected." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:305 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " ":guilabel:`Defer to Next Month` in the list, and all selected entries are " "deferred to the following month." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "" "The actions button and # Selected buttons that appear after any selections " "are made." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:314 msgid "Defer individual time off entries" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:324 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " ":guilabel:`Report to Next Month` button disappears, and the " ":guilabel:`Payslip State` changes from :guilabel:`To defer to next payslip` " "to :guilabel:`Computed in Current Payslip`." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:329 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst-1 msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:337 msgid ":ref:`Configure work entries `" msgstr "" #: ../../content/applications/hr/recruitment.rst:6 msgid "Recruitment" msgstr "Tuyển dụng" #: ../../content/applications/hr/recruitment.rst:8 msgid "" "Odoo keeps all job applicants organized with a pre-configured series of " "steps and stages that each applicant goes through. Each stage has a specific" " step(s) that should be performed. These range from scheduling a phone call," " conducting an interview, to sending a job offer, just to name a few. This " "process is referred to as the 'applicant flow'." msgstr "" #: ../../content/applications/hr/recruitment.rst:13 msgid "" "When an applicant applies for a job position, an *applicant card* is " "automatically created in Odoo's *Recruitment* app for that specific job " "position. As the applicant progresses through the recruitment pipeline, the " "recruitment team moves their card from one stage to the next." msgstr "" #: ../../content/applications/hr/recruitment.rst:17 msgid "" ":ref:`Stages can be configured ` so that an email" " is automatically sent out using a set, pre-configured template as soon as " "an applicant's card enters a stage. These automated emails are defined on " "each stage in the applicant flow." msgstr "" #: ../../content/applications/hr/recruitment.rst:21 msgid "" "The applicant flow explained in this document is the default flow in Odoo, " "and goes through the applicant flow when using the *Recruitment* " "application's default configuration. The applicant flow is able to be " "modified to suit the specific recruitment flow for any business." msgstr "" #: ../../content/applications/hr/recruitment.rst:26 msgid "" "The applicant flow with all its stages are universal and applies to all job " "positions, unless specified. :ref:`A specific stage can be configured " "` to be job-specific, meaning that specific " "stage is only visible for that specific job position. Otherwise, if a new " "stage is created, or an existing stage is modified, those changes will be " "visible on all job positions." msgstr "" #: ../../content/applications/hr/recruitment.rst:35 msgid "" "To access the kanban view for a job position, navigate to the main " ":menuselection:`Recruitment app` dashboard, which is the default view when " "opening the application. All job positions appear on the main dashboard. " "Click the :guilabel:`New Applications` smart button on a job position card " "to navigate to the kanban view for all the applicants for that particular " "job position." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "Main dashboard view of job position card, showing new applications button." msgstr "" #: ../../content/applications/hr/recruitment.rst:44 msgid "" "Inside the job application, the kanban stages appear, with all the " "applicants populated in their respective columns, indicating what stage they" " are currently in. There are five default stages in Odoo:" msgstr "" #: ../../content/applications/hr/recruitment.rst:48 msgid ":ref:`Initial Qualification `" msgstr "" #: ../../content/applications/hr/recruitment.rst:49 msgid ":ref:`First Interview `" msgstr "" #: ../../content/applications/hr/recruitment.rst:50 msgid ":ref:`Second Interview `" msgstr "" #: ../../content/applications/hr/recruitment.rst:51 msgid ":ref:`Contract Proposal `" msgstr "" #: ../../content/applications/hr/recruitment.rst:52 msgid ":ref:`Contract Signed `" msgstr "" #: ../../content/applications/hr/recruitment.rst:54 msgid "" "The last column, :guilabel:`Contract Signed`, is folded by default, meaning " "that the column appears in gray and the applicants in it are hidden from " "view. To expand the folded stage and view the applicant cards for that " "column, click anywhere on the thin gray column that says the stage name and " "the column expands, revealing the applicants." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "Expand a folded column by clicking on it in the kanban view." msgstr "" #: ../../content/applications/hr/recruitment.rst:63 msgid "" "Each stage has a color-coded bar beneath the stage name, giving information " "about the applicant's status in the stage. The colors are:" msgstr "" #: ../../content/applications/hr/recruitment.rst:66 msgid "" ":guilabel:`Green`: there are applicants in the stage with an activity that " "is either already scheduled or needs to be scheduled in the future (such as " "a phone call or interview), according to the parameters for that particular " "stage." msgstr "" #: ../../content/applications/hr/recruitment.rst:69 msgid "" ":guilabel:`Yellow`: there are applicants in the stage with an activity " "either scheduled for today or due to be scheduled today." msgstr "" #: ../../content/applications/hr/recruitment.rst:71 msgid "" ":guilabel:`Red`: there are applicants in the stage with overdue activities " "which need to be scheduled." msgstr "" #: ../../content/applications/hr/recruitment.rst:73 msgid "" ":guilabel:`Gray`: there are either no activities currently scheduled and no " "future activities that are required to be scheduled, or there are no " "applicants currently in the stage." msgstr "" #: ../../content/applications/hr/recruitment.rst:79 msgid "Customize stages" msgstr "" #: ../../content/applications/hr/recruitment.rst:81 msgid "" "Stages can be modified, added, or deleted to best meet the needs of the " "particular hiring steps of a business." msgstr "" #: ../../content/applications/hr/recruitment.rst:85 msgid "New stage" msgstr "" #: ../../content/applications/hr/recruitment.rst:87 msgid "" "To create a new stage, click on :guilabel:`+ Add a Column` and a new column " "appears. Enter the title for the new stage in the :guilabel:`Column title` " "field, then click :guilabel:`Add`. The new column appears, and another new " "stage is available to create. If no new stages are needed, click anywhere on" " the screen to exit the new column creation." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "The plus sign to click in order to add a new column to the kanban stages." msgstr "" #: ../../content/applications/hr/recruitment.rst:99 msgid "Modify stage" msgstr "" #: ../../content/applications/hr/recruitment.rst:101 msgid "" "To modify the settings of a stage, hover over the name of the stage, and a " ":guilabel:`⚙️ (gear)` icon appears in the upper right hand side of the " "stage. Click on the :guilabel:`⚙️ (gear)` icon and a menu appears. Then " "click on the :guilabel:`Edit Stage` option. An :guilabel:`Edit Column` form " "appears. Make any modifications to the form, then click :guilabel:`Save` " "when done." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "The gear icon that appears when a column name is moused over, and the drop-down menu it\n" "displays when clicked." msgstr "" #: ../../content/applications/hr/recruitment.rst:112 msgid "Edit column form" msgstr "" #: ../../content/applications/hr/recruitment.rst:114 msgid "" "The :guilabel:`Edit Column` form is where the stage's settings are " "configured. The only required fields are the :guilabel:`Stage Name`, and the" " :guilabel:`Tooltips` section." msgstr "" #: ../../content/applications/hr/recruitment.rst:117 msgid "The fields to be populated or modified are:" msgstr "" #: ../../content/applications/hr/recruitment.rst:119 msgid ":guilabel:`Stage Name`: type in a name for the stage." msgstr "" #: ../../content/applications/hr/recruitment.rst:120 msgid "" ":guilabel:`Email Template`: select an email template to be used from the " "drop-down menu. If a template is selected, when the applicant card enters " "the stage, an email will automatically be sent to the applicant using the " "selected template." msgstr "" #: ../../content/applications/hr/recruitment.rst:123 msgid "" ":guilabel:`Folded in Kanban`: check the box to have the stage appear folded " "(hidden) at all times in the default view." msgstr "" #: ../../content/applications/hr/recruitment.rst:125 msgid "" ":guilabel:`Hired Stage`: check the box if this stage indicates that the " "applicant is hired. When an applicant's card enters this stage, the card " "displays a :guilabel:`Hired` banner in the upper right corner. If this box " "is checked, this stage is used to determine the hire date of an applicant." msgstr "" #: ../../content/applications/hr/recruitment.rst:129 msgid "" ":guilabel:`Job Specific`: if the stage only applies to a specific job " "position(s), select the job position(s) from the drop-down menu. Multiple " "job positions can be selected." msgstr "" #: ../../content/applications/hr/recruitment.rst:131 msgid "" ":guilabel:`Show in Referrals`: check the box if this stage should be seen in" " the *Referrals* application, and allow the referrer to accrue points when a" " referral of theirs reaches this stage. If this is active, a " ":guilabel:`Points` field appears. Enter the amount of referral points the " "employee receives when an applicant enters this stage." msgstr "" #: ../../content/applications/hr/recruitment.rst:135 msgid "" ":guilabel:`Tooltips` section: there are three pre-configured labels (colored" " circles) for each applicant's card, indicating its status. These colors are" " displayed at the top of each stage to reflect the statuses of the " "applicants in the stage. The *names* for the label can be modified, but the " "label itself (the color) cannot. The default names and labels are: " ":guilabel:`In Progress` (gray), :guilabel:`Blocked` (red), and " ":guilabel:`Ready for Next Stage` (green)." msgstr "" #: ../../content/applications/hr/recruitment.rst:140 msgid "" ":guilabel:`Requirements`: enter any internal notes for this stage explaining" " any requirements of the stage." msgstr "" #: ../../content/applications/hr/recruitment.rst:144 msgid "Delete stage" msgstr "" #: ../../content/applications/hr/recruitment.rst:146 msgid "" "If a stage is no longer needed, the stage can be deleted. To delete a stage," " hover over the name of the stage, and a :guilabel:`⚙️ (gear)` icon appears." " First, click on the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu, " "then click :guilabel:`Delete`. A pop-up warning appears, asking " ":guilabel:`Are you sure you want to remove this column?`. Click " ":guilabel:`OK` to delete the column." msgstr "" #: ../../content/applications/hr/recruitment.rst:152 msgid "" "If there are applicants currently in the stage being deleted, an error pops " "up when attempting to delete the stage, explaining that there are records in" " the stage which need to be deleted, archived, or moved to a different stage" " before deleting." msgstr "" #: ../../content/applications/hr/recruitment.rst:157 msgid "Email templates" msgstr "Mẫu Email" #: ../../content/applications/hr/recruitment.rst:159 msgid "" "To communicate with the applicant, Odoo has several pre-configured email " "templates that can be used. The pre-configured email templates and when to " "use them are as follows:" msgstr "" #: ../../content/applications/hr/recruitment.rst:162 msgid "" ":guilabel:`Applicant: Acknowledgement`: this template is used to let the " "applicant know that their application was received. This email is " "automatically sent out once the applicant is in the :guilabel:`First " "Interview` stage." msgstr "" #: ../../content/applications/hr/recruitment.rst:165 msgid "" ":guilabel:`Applicant: Interest`: this template is used to let the applicant " "know that they have passed the :guilabel:`Initial Qualification` stage and " "they will be contacted to set up an interview with the recruiter." msgstr "" #: ../../content/applications/hr/recruitment.rst:168 msgid "" ":guilabel:`Applicant: Not interested anymore`: this template is used when an" " applicant communicates that they are no longer interested in the position, " "and thanks them for their time and consideration." msgstr "" #: ../../content/applications/hr/recruitment.rst:171 msgid "" ":guilabel:`Applicant: Refuse`: this template is used when an applicant is no" " longer being considered for the position." msgstr "" #: ../../content/applications/hr/recruitment.rst:173 msgid "" ":guilabel:`Applicant: Your Salary Package`: this template is used when " "offering an applicant a position. This informs the applicant they can " "configure their salary package." msgstr "" #: ../../content/applications/hr/recruitment.rst:177 msgid "" "Email templates can be created, modified, and deleted to suit the needs of a" " business. For more information on email templates, refer to the " ":doc:`../general/companies/email_template` document." msgstr "" #: ../../content/applications/hr/recruitment.rst:180 msgid "" "To manually send an email click :guilabel:`Send message` in the chatter. A " "text box appears, as well as the applicant's email address. Click the " ":guilabel:`⤢ (double arrow)` full composer icon in the bottom right corner " "of the :guilabel:`Send Message` tab in the chatter." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "Send an email from the chatter." msgstr "" #: ../../content/applications/hr/recruitment.rst:188 msgid "" "An email composer pop-up loads, with the :guilabel:`Recipients` and " ":guilabel:`Subject` pre-populated. The applicant's email address is entered " "on the :guilabel:`Recipients` line, and the :guilabel:`Subject` is `Re: " "(Subject / Application Name)`. The email body is empty by default." msgstr "" #: ../../content/applications/hr/recruitment.rst:192 msgid "" "To use a pre-configured email template, click the drop-down next to the " ":guilabel:`Load template` field in the lower right section of the window. " "Pre-configured email templates may contain dynamic placeholders so unique " "information can be populated in the email for a more personalized message to" " the applicant. There are several pre-configured email templates to choose " "from. Depending on the template selected, the email subject and/or body may " "change." msgstr "" #: ../../content/applications/hr/recruitment.rst:199 msgid "" "Only the email templates that are configured for the model will load. There " "are other email templates pre-configured in Odoo, but if they are not " "configured for the recruitment application, they will not appear in the list" " of available templates." msgstr "" #: ../../content/applications/hr/recruitment.rst:203 msgid "" "If any attachments are to be added, click the :guilabel:`Attach A File` " "button in the lower left corner. Navigate to the file to be attached, then " "click :guilabel:`Open` to attach it. To delete an attachment, click the " ":guilabel:`X (Delete)` icon to the right of the attachment. If any changes " "need to be made to the email, edit the body of the email. If the edits " "should be saved to be used in the future, the email can be saved as a new " "template. Click the :guilabel:`Save As New Template` button in the bottom " "right corner. To send the email, click :guilabel:`Send` and the email will " "be sent to the applicant. The email then appears in the chatter." msgstr "" #: ../../content/applications/hr/recruitment.rst:212 msgid "Stage flow" msgstr "" #: ../../content/applications/hr/recruitment.rst:214 msgid "" "In order to move an applicant's card from one stage to another, the " "applicant's card can either be dragged and dropped in the kanban view to the" " desired stage, or the stage can be modified on the applicant's card." msgstr "" #: ../../content/applications/hr/recruitment.rst:218 msgid "" "To change the stage on the applicant's card, click on the applicant's card " "in the kanban view to go to a detailed view of the card. The current stage " "for the card is highlighted in purple at the top, above the card. Simply " "click the desired stage for the card, and the stage changes. A log note " "indicating the stage change appears in the chatter. Navigate back to the " "kanban view by clicking on :guilabel:`Applications` in the breadcrumb menu " "in the top left, and the applicant's card now appears in the new stage." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "Change the stage of an applicant by clicking on the desired stage at the top of the\n" "applicant's card." msgstr "" #: ../../content/applications/hr/recruitment.rst:233 msgid "Initial qualification" msgstr "" #: ../../content/applications/hr/recruitment.rst:236 msgid "" "The following information is based on Odoo's default recruitment pipeline " "flow. Be advised that if modifications are made to create a customized " "recruitment pipeline flow, it will vary from the following information." msgstr "" #: ../../content/applications/hr/recruitment.rst:240 msgid "" "All applicants appear in the :guilabel:`Initial Qualification` stage, " "whether submitted online or if the applicant is manually entered by a " "recruiter. When the applicant's card is created, Odoo automatically " "populates the applicant's :guilabel:`Name`, :guilabel:`Email address`, and " ":guilabel:`Phone number` on the applicant's card. This information is " "required when applying for a job position." msgstr "" #: ../../content/applications/hr/recruitment.rst:246 msgid "" "If the applicant entered any information in the :guilabel:`Short " "Introduction` section of the online application, it is populated in the " ":guilabel:`Application Summary` tab at the bottom of the applicant's card. " "If a resumé was attached to the online application, the resumé appears in " "the attachments section of the chatter, and is also stored in the " "*Documents* application. To find the recruitment documents stored in the " "Documents application, navigate to the main :menuselection:`Documents` " "dashboard, and click the folder labeled :guilabel:`Recruitment` on the right" " side. All recruitment documents will be stored within that folder." msgstr "" #: ../../content/applications/hr/recruitment.rst:255 msgid "Send interview" msgstr "" #: ../../content/applications/hr/recruitment.rst:257 msgid "" "At any point in the hiring process, an *interview* can be sent to the " "applicant to obtain more information. These interviews are custom-made, and " "can be formatted in a variety of ways." msgstr "" #: ../../content/applications/hr/recruitment.rst:260 msgid "" "Odoo uses the term *interview*, but these can be thought of as " "questionnaires, surveys, tests, certifications, etc. Custom interviews can " "be formatted to suit each individual job position's needs. For example, a " "job position for a computer programmer could have an interview in the form " "of a programming quiz to determine the skill level of the applicant. A job " "position for a restaurant server could have a questionnaire inquiring about " "the applicant's availability, if the desired applicant needs to be available" " on weekend evenings. For more information on creating and editing interview" " forms, refer to the :doc:`../hr/recruitment/new_job` documentation." msgstr "" #: ../../content/applications/hr/recruitment.rst:269 msgid "" "In order to send an email to an applicant, there must be an email address on" " the applicant's card. If an email address is not entered on the applicant's" " card, when :guilabel:`Send Interview` is clicked, the applicant's card " "appears instead of the :guilabel:`Survey` pop-up window. Enter the email " "address in the email field, then click :guilabel:`Save`. Once the " "applicant's card is saved, the applicant's card closes and the " ":guilabel:`Survey` pop-up window appears." msgstr "" #: ../../content/applications/hr/recruitment.rst:275 msgid "" "To send an interview to an applicant, click on an applicant's card to " "navigate to a detailed view of the applicant's card. At the top of the " "applicant's card, click the button labeled :guilabel:`Send Interview`." msgstr "" #: ../../content/applications/hr/recruitment.rst:279 msgid "" "If the applicant's card has an email address on file, a :guilabel:`Survey` " "pop-up window appears, with all the information populated. If an email is " "not on the applicant's card, then a contact form appears. Enter the " "applicants email address, then click :guilabel:`Save`. The card closes and " "the :guilabel:`Survey` pop-up window appears." msgstr "" #: ../../content/applications/hr/recruitment.rst:284 msgid "" "Odoo refers to the interview forms as *surveys*. These email templates also " "use dynamic placeholders to personalize the email to the applicant and the " "job position. Add any additional recipients for the survey if more people " "should receive the email. If an email is in the database as a contact, add " "that contact on the :guilabel:`Recipients` line. If an email should be sent " "to someone who is not in the database as a contact, and they should **not** " "be added as a contact, add their email to the :guilabel:`Additional emails` " "line." msgstr "" #: ../../content/applications/hr/recruitment.rst:291 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " "then click :guilabel:`Open` to attach it to the email. The attachment loads," " and is listed above the :guilabel:`Attachments` button." msgstr "" #: ../../content/applications/hr/recruitment.rst:295 msgid "" "If the emailed interview must be completed by a specific date, select a date" " for the :guilabel:`Answer deadline` in the lower-right area of the pop-up " "window. Click on the line next to :guilabel:`Answer deadline`, and a " "calendar selector appears. Use the :guilabel:`< (left)` and :guilabel:`> " "(right)` arrows on either side of the month to navigate to the desired " "month, then click on the :guilabel:`day` to select the date." msgstr "" #: ../../content/applications/hr/recruitment.rst:301 msgid "" "The :guilabel:`Mail template` field is pre-populated based on the " "configuration for the interview. A different template can be chosen from the" " drop-down menu if desired. If a new template is selected, the new email " "template loads in the email body." msgstr "" #: ../../content/applications/hr/recruitment.rst:305 msgid "" "To send the email with the interview link to the applicant, click " ":guilabel:`Send` at the bottom of the email pop-up." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "Send a custom survey, also referred to as an interview form, to an applicant using a\n" "pre-configured template." msgstr "" #: ../../content/applications/hr/recruitment.rst:314 msgid "Refuse" msgstr "Từ chối" #: ../../content/applications/hr/recruitment.rst:316 msgid "" "At any point in the recruitment pipeline, an applicant can be refused from " "the job application process. To refuse an applicant, click on an applicant's" " card to navigate to a detailed view of the applicant's card. At the top of " "the applicant's card, there are several buttons. Click the one labeled " ":guilabel:`Refuse`." msgstr "" #: ../../content/applications/hr/recruitment.rst:321 msgid "" "A :guilabel:`Refuse Reason` pop-up appears. Select the :guilabel:`Refuse " "Reason` from the drop-down menu. The default refuse reasons in Odoo are: " ":guilabel:`Doesn't fit the job requirements`, :guilabel:`The applicant is " "not interested anymore`, and :guilabel:`The applicant gets a better offer`. " "These three refusal reasons have pre-configured email templates associated " "with them. Additional refusal reasons can be created and existing ones can " "be modified or deleted. To add a new refusal reason, type in the name of the" " reason, then click :guilabel:`Create and Edit...`. A :guilabel:`Create: " "Refuse Reason` pop-up window appears. Type in the name of the new email " "template in the :guilabel:`Email Template` field, and click " ":guilabel:`Create and Edit...`. A :guilabel:`Create: Email Template` window " "loads. Configure the new email template, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/hr/recruitment.rst:333 msgid "" "Pre-configured email templates in Odoo sometimes use dynamic placeholders, " "which are customized pieces of data that populate dynamic content. For " "example, if the applicant's name is a piece of dynamic content, the " "applicant's name will appear anytime that dynamic placeholder appears on the" " email template. For more detailed information on email templates, refer to " "the :doc:`../general/companies/email_template` documentation." msgstr "" #: ../../content/applications/hr/recruitment.rst:339 msgid "" "An email template populates the :guilabel:`Email Template` field after a " "refusal reason is selected. If an email should not be sent to the applicant," " uncheck the :guilabel:`Send Email` checkbox. To view the email template, " "click the :guilabel:`External Link` icon to the right of the email template " "selected. The email template loads in the pop-up window, and can be modified" " if needed. After making modifications, click :guilabel:`Save`. To close the" " email template, click :guilabel:`Discard`." msgstr "" #: ../../content/applications/hr/recruitment.rst:345 msgid "" "To send the refusal email to the applicant, click :guilabel:`Send`. The " "refusal email is sent to the applicant, and a :guilabel:`Refused` banner " "appears on the applicant's card." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "An applicant's card with the refused banner appearing in the top right " "corner in red." msgstr "" #: ../../content/applications/hr/recruitment.rst:352 msgid "" "After refusal, the applicant's card is no longer visible in the job " "position's kanban view. To view refused applicants, navigate to the " ":menuselection:`Recruitment app --> Applications --> All Applications`. All " "applications for all job positions are presented in a list view. To view the" " refused applicants only, click :guilabel:`Filters`, then click " ":guilabel:`Archived/Refused`. All applicants that have been archived and/or " "refused appear in the list. To further organize this list and view refusals " "by job position, click :guilabel:`≣ Group By`, then click :guilabel:`Job`." msgstr "" #: ../../content/applications/hr/recruitment.rst:360 msgid "New applicant" msgstr "" #: ../../content/applications/hr/recruitment.rst:362 msgid "" "An applicant card can be manually added if needed. If an applicant needs to " "be added to the list of prospective candidates and an applicant card has not" " been created yet (they have not applied for the job online yet) an " "applicant card can be easily added from the job position kanban view in one " "of two ways, using either the :ref:`Quick add ` icon or the :ref:`Create ` " "button." msgstr "" #: ../../content/applications/hr/recruitment.rst:371 msgid "Quick add" msgstr "Thêm nhanh" #: ../../content/applications/hr/recruitment.rst:373 msgid "" "Quickly add a new applicant using the :guilabel:`Quick add` icon. If not " "already in the job position kanban view, navigate to the main recruitment " "dashboard, and click the :guilabel:`New Applicants` button on the job " "position card that the applicant should be added to. Then, click on the " "small :guilabel:`+ (plus sign) Quick add` icon in the top right of the " ":guilabel:`Initial Qualification` stage to quickly add a new applicant." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "All the fields for a new applicant form entered when using the Quick Add " "option." msgstr "" #: ../../content/applications/hr/recruitment.rst:383 msgid "Enter the following information on the card:" msgstr "" #: ../../content/applications/hr/recruitment.rst:385 msgid "" ":guilabel:`Subject/Application Name`: this is the only required field. Enter" " the title for the card. Typically this is the applicant's name and job " "position being applied to, for example: `Laura Smith - Experienced " "Developer`. This field is not visible in the kanban view (unless in the " "Developer mode), but is visible on the individual card." msgstr "" #: ../../content/applications/hr/recruitment.rst:389 #: ../../content/applications/hr/recruitment.rst:434 msgid ":guilabel:`Applicant's Name`: enter the applicant's name." msgstr "" #: ../../content/applications/hr/recruitment.rst:390 #: ../../content/applications/hr/recruitment.rst:435 msgid ":guilabel:`Email`: enter the applicant's email address." msgstr "" #: ../../content/applications/hr/recruitment.rst:391 msgid "" ":guilabel:`Applied Job`: the current job position populates this field. If " "needed, the job position can be changed by selecting a different position " "from the drop-down menu. If a different job position is selected, after the " "card is created, the card will appear in the selected job position." msgstr "" #: ../../content/applications/hr/recruitment.rst:396 msgid "" "After the information is entered, click :guilabel:`Add`. The applicant " "appears in the list, and a new blank applicant card appears. Click either " "the :guilabel:`🗑️ (delete)` icon or click anywhere on the screen to close " "the card." msgstr "" #: ../../content/applications/hr/recruitment.rst:400 msgid "" "If preferred, after entering the applicant name, click :guilabel:`Edit` and " "a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " "the form `, then click :guilabel:`Save`" msgstr "" #: ../../content/applications/hr/recruitment.rst:407 msgid "Create" msgstr "Tạo" #: ../../content/applications/hr/recruitment.rst:409 msgid "" "Add a new applicant including all the relevant information using the " ":guilabel:`Create` button. If not already in the kanban view for the job " "position to add an applicant to, navigate to the main recruitment dashboard," " and click the :guilabel:`New Applicants` button on the job position card " "that the applicant should be added to. Then, click the :guilabel:`Create` " "button in the top left of the kanban view and an applicant form loads." msgstr "" #: ../../content/applications/hr/recruitment.rst:415 msgid "" "Certain fields on the applicant card may be pre-populated, depending on how " "the job position is configured. Typically, the :guilabel:`Job` section, as " "well as the :guilabel:`Recruiter` field, are all pre-populated." msgstr "" #: ../../content/applications/hr/recruitment.rst:419 msgid "" "Enter the following information on the new applicant form. Note that not all" " fields listed below may be visible. Depending on installed applications and" " configurations, some fields may not be displayed." msgstr "" #: ../../content/applications/hr/recruitment.rst:426 msgid "Applicant section" msgstr "" #: ../../content/applications/hr/recruitment.rst:428 msgid "" ":guilabel:`Subject/Application Name`: this is the only required field. Enter" " the title for the card. Typically this is the applicant's name and job " "position being applied to, for example: `Laura Smith - Experienced " "Developer`. This field is not visible in the kanban view, unless the " ":guilabel:`Applicant's Name` is left blank. If there is no " ":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " "is what is displayed on the applicant card in the kanban view." msgstr "" #: ../../content/applications/hr/recruitment.rst:436 msgid ":guilabel:`Phone`: enter the applicant's phone number." msgstr "" #: ../../content/applications/hr/recruitment.rst:437 msgid ":guilabel:`Mobile`: enter the applicant's mobile number." msgstr "" #: ../../content/applications/hr/recruitment.rst:438 msgid "" ":guilabel:`Degree`: select the applicant's highest level of education earned" " from the drop-down menu. Options are :guilabel:`Graduate`, " ":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " ":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " "graduating the highest level of school before a Bachelor's degree, such as a" " high school or secondary school diploma, depending on the country." msgstr "" #: ../../content/applications/hr/recruitment.rst:443 msgid "" ":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" " add a tag that does not exist, type in the tag name, the click " ":guilabel:`Create \"new tag\"`." msgstr "" #: ../../content/applications/hr/recruitment.rst:445 msgid "" ":guilabel:`Interviewer`: select the person who will be conducting the " "interview(s) from the drop-down menu. The person must have either " "*recruiter* or *officer* rights configured for the Recruitment application " "in order to appear on the drop-down." msgstr "" #: ../../content/applications/hr/recruitment.rst:448 msgid "" ":guilabel:`Recruiter`: select the person responsible for the entire " "recruitment process for the job position. Only *users* can be selected, and " "all users are presented in the drop-down to select from." msgstr "" #: ../../content/applications/hr/recruitment.rst:451 msgid "" ":guilabel:`Appreciation`: click on one of the stars to select a rating for " "the applicant. One star indicates :guilabel:`Good`, two stars indicates " ":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" msgstr "" #: ../../content/applications/hr/recruitment.rst:454 msgid "" ":guilabel:`Referred By User`: if referral points are to be earned for this " "job position in the *Referrals* application, select the user who referred " "the applicant from the drop-down menu. The *Referrals* application must be " "installed for this to appear." msgstr "" #: ../../content/applications/hr/recruitment.rst:459 msgid "Job section" msgstr "" #: ../../content/applications/hr/recruitment.rst:461 msgid "" "The following fields are pre-populated when creating a new applicant, as " "long as these field are specified on the Job Position. Editing the fields is" " possible, if desired." msgstr "" #: ../../content/applications/hr/recruitment.rst:464 msgid "" ":guilabel:`Applied Job`: select the job position the applicant is applying " "to from the drop-down menu." msgstr "" #: ../../content/applications/hr/recruitment.rst:466 msgid "" ":guilabel:`Department`: select the department the job position falls under " "from the drop-down menu." msgstr "" #: ../../content/applications/hr/recruitment.rst:468 msgid "" ":guilabel:`Company`: select the company the job positions is for using the " "drop-down menu." msgstr "" #: ../../content/applications/hr/recruitment.rst:471 msgid "Contract section" msgstr "" #: ../../content/applications/hr/recruitment.rst:473 msgid "" ":guilabel:`Expected Salary`: enter the amount the applicant is requesting " "for the role in this field. The number should be in a `XX,XXX.XX` format. " "The currency is determined by the localization setting for the company." msgstr "" #: ../../content/applications/hr/recruitment.rst:476 msgid "" ":guilabel:`Expected Salary - Extra advantages...`: if any extra advantages " "are requested by the applicant, enter it in this field. This should be short" " and descriptive, such as `1 week extra vacation` or `dental plan`." msgstr "" #: ../../content/applications/hr/recruitment.rst:479 msgid "" ":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" " for the role in this field. The number should be in a `XX,XXX.XX` format." msgstr "" #: ../../content/applications/hr/recruitment.rst:481 msgid "" ":guilabel:`Proposed Salary - Extra advantages...`: if any extra advantages " "are offered to the applicant, enter it in this field. This should be short " "and descriptive, such as `1 week extra vacation` or `dental plan`." msgstr "" #: ../../content/applications/hr/recruitment.rst:484 msgid "" ":guilabel:`Availability`: using the calendar module in the drop-down menu, " "select the available start date for the applicant." msgstr "" #: ../../content/applications/hr/recruitment.rst:488 msgid "Application summary tab" msgstr "" #: ../../content/applications/hr/recruitment.rst:490 msgid "" "Any additional details or notes that should be added to the applicant's card" " can be typed into this field." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "All the fields for a new applicant form entered." msgstr "" #: ../../content/applications/hr/recruitment.rst:500 msgid "First interview" msgstr "" #: ../../content/applications/hr/recruitment.rst:502 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " "position kanban view. To move the applicant to the next stage, drag and drop" " the applicant's card to the :guilabel:`First Interview` stage, or click on " "the :guilabel:`First Interview` stage button at the top of the individual " "applicant's card." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "An applicant's card moves from one stage t another by using the click and " "drag method." msgstr "" #: ../../content/applications/hr/recruitment.rst:511 msgid "" "When the applicant's card moves to the :guilabel:`First Interview` stage, an" " acknowledgement email is automatically sent to the applicant. The email is " "created using an email template titled :guilabel:`Applicant: " "Acknowledgement`. This email template is pre-configured in Odoo, and " "contains dynamic placeholders for the job position, the recruiter's name, " "and the company's information. Once the email is sent, the email appears in " "the chatter." msgstr "" #: ../../content/applications/hr/recruitment.rst:522 msgid "" "When a date and time have been agreed upon for both the applicant and " "interviewer, the interview can be scheduled. To schedule an interview, " "whether a phone or in-person interview, click the :guilabel:`Meeting` smart " "button at the top of the applicant's record." msgstr "" #: ../../content/applications/hr/recruitment.rst:526 msgid "" "The applicant's card can be found by navigating to the " ":menuselection:`Recruitment application` dashboard, click on a " ":guilabel:`New Applications` button in the job position card, then click on " "the applicant's card." msgstr "" #: ../../content/applications/hr/recruitment.rst:531 msgid "" "The meeting smart button will display :guilabel:`No Meeting` if no meetings " "are currently scheduled. For new applicants who are new to the " ":guilabel:`First Interview` stage, this will be the default. If there are " "any meetings already scheduled, the smart button will display " ":guilabel:`Next Meeting` with the date of the upcoming meeting." msgstr "" #: ../../content/applications/hr/recruitment.rst:536 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " "the employees who are listed under the :guilabel:`Attendees` section on the " "right side of the calendar view. To change the currently loaded meetings and" " events being displayed, uncheck the person who's calendar events are to be " "hidden. Only the checked attendees will be visible on the calendar." msgstr "" #: ../../content/applications/hr/recruitment.rst:542 msgid "" "The default view is the week view. To change the calendar view, click on a " "button to present the calendar in a different view, either :guilabel:`Day`, " ":guilabel:`Month`, or :guilabel:`Year`. To change the displayed date range " "for the calendar, either use the :guilabel:`⬅️ (Left)`, :guilabel:`➡️ " "(Right)`, or :guilabel:`Today` buttons above the calendar, or click on a " "date in the calendar on the right side of the displayed calendar." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" #: ../../content/applications/hr/recruitment.rst:552 msgid "" "To add a meeting to the calendar, click on the day the meeting is to take " "place, or click on the start time of the meeting and drag to the end time, " "to select the date, time, and the length of the meeting. If the calendar is " "displaying the day or week view, click on the day *and* the time slot the " "meeting is to take place. A :guilabel:`New Event` pop up appears, with the " ":guilabel:`Meeting Subject` populated with the applicant card's " ":guilabel:`Subject/Application Name`. The default time slot is 30 minutes. " "If the information is correct, click :guilabel:`Create` to add the meeting " "to the calendar, or click :guilabel:`Edit` to modify the meeting." msgstr "" #: ../../content/applications/hr/recruitment.rst:560 msgid "" "If :guilabel:`Edit` is clicked, an expanded :guilabel:`New Event` card " "loads. Make any changes needed to the form." msgstr "" #: ../../content/applications/hr/recruitment.rst:564 msgid "New event card" msgstr "" #: ../../content/applications/hr/recruitment.rst:566 msgid "" "The fields available to populate or modify on the detailed :guilabel:`New " "Event` card are as follows. The only required fields to enter are the " ":guilabel:`Meeting Subject`, :guilabel:`Starting At`, and :guilabel:`Ending " "At` fields. Once the card details are entered, click :guilabel:`Save` to " "save the changes and create the meeting." msgstr "" #: ../../content/applications/hr/recruitment.rst:571 msgid "" ":guilabel:`Meeting Subject`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" #: ../../content/applications/hr/recruitment.rst:574 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" #: ../../content/applications/hr/recruitment.rst:578 msgid "Meeting details tab" msgstr "" #: ../../content/applications/hr/recruitment.rst:580 msgid "" ":guilabel:`Starting At`: using the drop-down calendar, select the date and " "time for the meeting start time." msgstr "" #: ../../content/applications/hr/recruitment.rst:582 msgid "" ":guilabel:`Ending At`: using the drop-down calendar, select the date and " "time for the meeting end time." msgstr "" #: ../../content/applications/hr/recruitment.rst:584 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " "meeting time is adjusted, this field automatically adjusts to the correct " "duration length." msgstr "" #: ../../content/applications/hr/recruitment.rst:587 msgid "" ":guilabel:`All Day`: if the meeting is an all day long event, check the box " "next to :guilabel:`All Day`. After this box is checked, the " ":guilabel:`Duration` field is hidden from view, a well as the meeting start " "and end times." msgstr "" #: ../../content/applications/hr/recruitment.rst:590 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" #: ../../content/applications/hr/recruitment.rst:592 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," " as well as links, photos, and more. Use the powerbox feature, by typing a " "`/`, and a list of options are presented. Scroll through the options and " "click on the desired item. The item appears in the field and can be " "modified. Each command presents a different pop-up window. Follow the " "instructions for each command to complete the entry." msgstr "" #: ../../content/applications/hr/recruitment.rst:598 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Options " "include :guilabel:`Notification`, :guilabel:`Email`, and :guilabel:`SMS Text" " Message`, each with a specific time period before the event (hours, days, " "etc). The reminder chosen will alert the meeting participants of the meeting" " via the selected option." msgstr "" #: ../../content/applications/hr/recruitment.rst:602 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" #: ../../content/applications/hr/recruitment.rst:603 msgid "" ":guilabel:`Meeting URL`: if the meeting is virtual, enter the meeting link " "in this field." msgstr "" #: ../../content/applications/hr/recruitment.rst:604 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" #: ../../content/applications/hr/recruitment.rst:610 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " ":guilabel:`Recurrent`. This reveals a recurrence section. Enter the details " "for how often the meeting should repeat, including an end time." msgstr "" #: ../../content/applications/hr/recruitment.rst:613 msgid "" ":guilabel:`Privacy`: select the visibility of this meeting. Options are " ":guilabel:`Public`, :guilabel:`Private`, and :guilabel:`Only internal " "users`. :guilabel:`Public` allows for everyone to see the meeting, " ":guilabel:`Private` allows only the attendees listed on the meeting to see " "the meeting, and :guilabel:`Only internal users` allows anyone logged into " "the company database to see the meeting." msgstr "" #: ../../content/applications/hr/recruitment.rst:618 msgid "" ":guilabel:`Show as`: select from the drop-down whether the meeting time " "should appear as :guilabel:`Busy` or :guilabel:`Available` in the attendees'" " schedules. Setting this field to :guilabel:`Available` allows other " "meetings to be scheduled for the same time. It is recommended to set this " "field to :guilabel:`Busy`, so no other meetings can be scheduled for the " "attendees at the same time." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "A new meeting card with all the details populated, and ready to save." msgstr "" #: ../../content/applications/hr/recruitment.rst:629 msgid "Send meeting to attendees" msgstr "" #: ../../content/applications/hr/recruitment.rst:631 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message." msgstr "" #: ../../content/applications/hr/recruitment.rst:634 msgid "" "To send the meeting via email, click the :guilabel:`Email` button next to " "the list of attendees. A :guilabel:`Contact Attendees` email configurator " "pop-up appears. A pre-formatted email using the default :guilabel:`Calendar:" " Event Update` email template populates the email body field. The followers " "of the document (job application), as well as the user who created the " "meeting are added as :guilabel:`Recipients` by default. Add the applicant's " "email address to the list to send the email to the applicant as well. Make " "any other desired changes to the email. If an attachment is needed, click " "the :guilabel:`Attach A File` button, navigate to the file, then click " ":guilabel:`Open`. Once the email is ready to be sent, click " ":guilabel:`Send`." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "Enter the information to send the event via email." msgstr "" #: ../../content/applications/hr/recruitment.rst:647 msgid "" "To send the meeting via text message, click the :guilabel:`SMS` button next " "to the list of attendees. A :guilabel:`Send SMS Text Message` pop-up " "appears. At the top, in a blue box, information appears regarding the " "message. The first line lists how many records (phone numbers) are selected." " The second line lists the number of recipients and how many of them are " "invalid. If a contact does not have a valid phone number listed, click " ":guilabel:`Close`, and edit the attendee's record, then redo these steps." msgstr "" #: ../../content/applications/hr/recruitment.rst:655 msgid "" "It is *not* recommended to check the box to send to all the records in the " ":guilabel:`Send SMS Text Message` pop-up. This would send a message to all " "contacts with a valid phone number." msgstr "" #: ../../content/applications/hr/recruitment.rst:658 msgid "" "When the message reads :guilabel:`0 are invalid`, type in the message to be " "sent in the :guilabel:`Message` field. Beneath the message field, the number" " of characters, as well as the amount of text messages required to send the " "message (according to GSM7 criteria) appears. Click :guilabel:`Put In Queue`" " to have the text sent later, after any other messages are scheduled, or " "click :guilabel:`Send Now` to send the message immediately." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "Send a text message to the attendees of the meeting." msgstr "" #: ../../content/applications/hr/recruitment.rst:669 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " "information on IAP credits and plans, refer to the " ":doc:`../essentials/in_app_purchase` documentation." msgstr "" #: ../../content/applications/hr/recruitment.rst:676 msgid "Second interview" msgstr "" #: ../../content/applications/hr/recruitment.rst:678 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " "applicant to the next stage, drag and drop the applicant's card to the " ":guilabel:`Second Interview` stage, or click on the :guilabel:`Second " "Interview` stage button at the top of the individual applicant's card." msgstr "" #: ../../content/applications/hr/recruitment.rst:683 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage, " "unlike for the :guilabel:`First Interview` stage. The recruiter can now " ":ref:`schedule a second interview ` with the " "applicant, following the same process as for the first interview." msgstr "" #: ../../content/applications/hr/recruitment.rst:691 msgid "Contract proposal" msgstr "" #: ../../content/applications/hr/recruitment.rst:693 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " "and drop the applicant's card to the :guilabel:`Contract Proposal` stage, or" " click on the :guilabel:`Contract Proposal` stage button at the top right of" " the individual applicant's card." msgstr "" #: ../../content/applications/hr/recruitment.rst:698 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " "Simulation Link` pop-up appears. All fields are pre-populated with " "information from the job position, except for the :guilabel:`Force New Cars " "List`, :guilabel:`Default Vehicle`, and the :guilabel:`Canteen Cost` (this " "is set to `0.00`)." msgstr "" #: ../../content/applications/hr/recruitment.rst:705 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " "applications installed, some fields may not appear. For example if the " "*Fleet* application is not installed, the fields related to vehicles will " "not appear on the pop-up." msgstr "" #: ../../content/applications/hr/recruitment.rst:711 msgid "Universal fields" msgstr "" #: ../../content/applications/hr/recruitment.rst:713 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" #: ../../content/applications/hr/recruitment.rst:715 msgid "" ":guilabel:`Offer Template`: the template currently being used to populate " "the :guilabel:`Generate a Simulation Link` pop-up. To modify the template, " "click the :guilabel:`External link` icon to the right of the drop-down " "arrow. Make any changes, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/hr/recruitment.rst:718 msgid "" ":guilabel:`Job Title`: the name of the position being offered to the " "applicant." msgstr "" #: ../../content/applications/hr/recruitment.rst:719 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" " reveal a calendar. Use the :guilabel:`< (left)` and :guilabel:`> (right)` " "arrows on either side of the month to navigate to the desired month, then " "click on the :guilabel:`day` to select the date." msgstr "" #: ../../content/applications/hr/recruitment.rst:723 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" #: ../../content/applications/hr/recruitment.rst:724 msgid "" ":guilabel:`Offer Link`: this link takes the applicant to a webpage where " "they can enter their personal information, which will be imported to their " "employee record when created. If applicable, the applicant can modify their " "salary package (this option is not available for all localizations). Lastly," " this is where the applicant accepts the offer by clicking :guilabel:`Review" " Contract & Sign` to accept the contract and sign it using the *Sign* " "application." msgstr "" #: ../../content/applications/hr/recruitment.rst:732 msgid "" "The *Sign* application must be installed in order for a document to be " "signed. Ensure the *Sign* application is installed to use this feature." msgstr "" #: ../../content/applications/hr/recruitment.rst:738 msgid "" "The following fields will only appear if specific localization settings are " "selected, and/or certain applications are installed. For example if the " "*Fleet* application is not installed, none of the optional fields related to" " vehicles will appear, such as :guilabel:`Force New Cars List` or " ":guilabel:`Default Vehicle`." msgstr "" #: ../../content/applications/hr/recruitment.rst:743 msgid "" ":guilabel:`Job Position`: the official title of the job being offered to the" " applicant, from the :guilabel:`Job Position` card. To modify the name, " "click the :guilabel:`External link` icon to the right of the drop-down " "arrow. Make any changes, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/hr/recruitment.rst:746 msgid "" ":guilabel:`Department`: the department the job position falls under. To " "modify the department, click the :guilabel:`External link` icon to the right" " of the drop-down arrow. Make any changes, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/hr/recruitment.rst:749 msgid "" ":guilabel:`Force New Cars List`: check this box to offer a new vehicle to " "the applicant." msgstr "" #: ../../content/applications/hr/recruitment.rst:750 msgid "" ":guilabel:`Default Vehicle`: using the drop-down menu, select the vehicle " "that will be assigned to the applicant." msgstr "" #: ../../content/applications/hr/recruitment.rst:752 msgid "" ":guilabel:`Canteen Cost`: enter the amount that is offered to the applicant " "for the cafeteria." msgstr "" #: ../../content/applications/hr/recruitment.rst:753 msgid "" ":guilabel:`Contract Type`: using the drop-down menu, select the type of " "contract that is being offered." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "" "Format the offer to send to the applicant. Make any modifications before " "sending." msgstr "" #: ../../content/applications/hr/recruitment.rst:761 msgid "Send offer" msgstr "" #: ../../content/applications/hr/recruitment.rst:763 msgid "" "To send the offer to the applicant, click :guilabel:`Send`. If the applicant" " does not have an email address listed on their applicant card, the " "applicant form appears so their email can be configured. If there is already" " an email configured on the applicant's card, the email pop-up appears " "instead. If prompted with the applicant's card, enter the applicant's email " "address in the :guilabel:`Email` field, then click :guilabel:`Save`. The " "applicant form closes and the email pop-up appears." msgstr "" #: ../../content/applications/hr/recruitment.rst:769 msgid "" "The :guilabel:`Applicant: Your Salary Package` email template is used, and " "the :guilabel:`Recipients`, :guilabel:`Subject`, and email body are pre-" "populated based on the email template. If any attachments need to be added, " "click the :guilabel:`Attachments` button and a file explorer window appears." " Navigate to the desired file, then click :guilabel:`Open` to attach it to " "the email. The attachment loads, and is listed above the " ":guilabel:`Attachments` button. Once the email is ready to send, click " ":guilabel:`Send`." msgstr "" #: ../../content/applications/hr/recruitment.rst:777 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " "applicant does not need any software installed." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "Send an email to the applicant with a link to the offered salary." msgstr "" #: ../../content/applications/hr/recruitment.rst:787 msgid "Contract signed" msgstr "" #: ../../content/applications/hr/recruitment.rst:789 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " "move the applicant to the next stage, drag and drop the applicant's card to " "the :guilabel:`Contract Signed` stage, or click the :guilabel:`More` button " "at the top of the applicant's card to reveal the :guilabel:`Contract Signed`" " stage button at the top of the individual applicant's card, and click " ":guilabel:`Contract Signed`." msgstr "" #: ../../content/applications/hr/recruitment.rst:796 msgid "" "The :guilabel:`Contract Signed` stage is folded in the kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" #: ../../content/applications/hr/recruitment.rst:799 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`Hired` banner appears in the top right of the applicant's " "card." msgstr "" #: ../../content/applications/hr/recruitment.rst-1 msgid "Hired banner in the top right corner of applicant card." msgstr "" #: ../../content/applications/hr/recruitment.rst:807 msgid "Create employee" msgstr "Create employee" #: ../../content/applications/hr/recruitment.rst:809 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " "Employee` button in the top left. An employee form appears, and any " "information from the applicant's card that can be imported into the employee" " card appears in the form." msgstr "" #: ../../content/applications/hr/recruitment.rst:814 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, click " ":guilabel:`Save`. The employee record is now saved in the *Employees* app." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " "in the *Recruitment* app. This includes positions that are being actively " "recruited for, as well as inactive positions." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:8 msgid "" "Each job position is shown in an individual Kanban card. If the job position" " is active, and candidates can apply, a :guilabel:`Published` banner appears" " in the top-right corner of the card." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:11 msgid "" "View submitted applications by clicking anywhere on a job position card." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst-1 msgid "Main dashboard view of Recruitment app showing all job positions." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:18 msgid "Create a new job position" msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:20 msgid "" "To create a new job position from the main dashboard in the *Recruitment* " "app, click the :guilabel:`New` button in the top-left corner, and a " ":guilabel:`Create a Job Position` modal appears." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:24 msgid "" "First, enter the name of the :guilabel:`Job Position` (such as `Sales " "Manager`, `Mechanical Engineer`, etc.) in the field." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:27 msgid "" "Next, enter an :guilabel:`Application email` by typing in the first half of " "the email address in the first field, then select the second half of the " "email using the drop-down menu in the second field. Applicants can send a " "resumé to this specific email address, and Odoo creates an application for " "them automatically." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:32 msgid "" "When complete, click the :guilabel:`Create` button to save the entry, or the" " :guilabel:`Discard` button to delete it." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst-1 msgid "Create a new job position." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:39 msgid "" "Once the job position has been created, it appears as a card in the Kanban " "view on the main *Recruitment* app dashboard." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:43 msgid "Edit a new job position" msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:45 msgid "" "After the job position is created, it's time to enter the details for the " "position. Click on the :guilabel:`⋮ (three dots)` icon in the upper-right " "corner of the relevant card to reveal several options, and then click " ":guilabel:`Configuration` to edit the details." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst-1 msgid "Edit the job position card." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:53 msgid "" "All the basic information about the job position is listed under the " ":guilabel:`Recruitment` tab." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:55 msgid "" "None of the fields are required, but it is important to configure and " "populate the :guilabel:`Department`, :guilabel:`Location`, " ":guilabel:`Employment Type`, and :guilabel:`Job Summary` fields, as they are" " all visible to prospective applicants on the website." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:59 msgid "The fields can be filled out as follows:" msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:61 msgid "" ":guilabel:`Department`: select the relevant department for the job position." " This is visible on the website." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:63 msgid "" ":guilabel:`Job Location`: select the physical address for the job. If the " "job position is remote, leave this field blank. This is visible on the " "website." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:65 msgid "" ":guilabel:`Email Alias`: enter an email address to which applicants can send" " a resumé. Once emailed, Odoo automatically creates an application for them." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:67 msgid "" ":guilabel:`Employment Type`: select what type of position the job is, using " "the drop-down menu. The default options are :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Interim`, " ":guilabel:`Full-Time`, and :guilabel:`Part-Time`. This is visible on the " "website." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:71 msgid "" ":guilabel:`Company`: select the company the job is for. This field only " "appears if using a multi-company database." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:73 msgid "" ":guilabel:`Target`: enter the number of employees to be hired for this " "position." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:74 msgid "" ":guilabel:`Is Published`: activate this option to publish the job online." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:75 msgid ":guilabel:`Website`: select the website the job is published on." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:76 msgid "" ":guilabel:`Recruiter`: select the person responsible for recruiting this " "role." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:77 msgid "" ":guilabel:`Interviewers`: select who should perform the interviews. Multiple" " people can be selected." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:79 msgid "" ":guilabel:`Interview Form`: select an :ref:`Interview form " "` that applicants fill out prior to their interview." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:81 msgid "" ":guilabel:`Contract Template`: select a contract template to be used when " "offering the job to a candidate." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:83 msgid "" ":guilabel:`Process Details` section: this section contains information that " "is displayed online for the job position. This informs the applicants of the" " timeline and steps for the recruitment process, so they know when to expect" " a reply." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:87 msgid "" ":guilabel:`Time to Answer`: enter the number of days before the applicant is" " contacted." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:88 msgid "" ":guilabel:`Process`: enter the various stages the candidate goes through " "during the recruitment process." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:90 msgid "" ":guilabel:`Days to get an Offer`: enter the number of days before the " "applicant should expect an offer after the recruitment process has ended." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:94 msgid "" "The :guilabel:`Process Details` section is a text field. All answers are " "typed in rather than selected from a drop-down menu. The text is displayed " "on the website exactly as it appears in this tab." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:98 msgid "Finally, enter the job description in the :guilabel:`Job Summary` tab." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst-1 msgid "Enter job information details in the recruitment tab." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:107 msgid "Create interview form" msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:109 msgid "" "An *Interview Form* is used to determine if a candidate is a good fit for a " "job position. Interview forms can be as specific or general as desired, and " "can take the form of a certification, an exam, or a general questionnaire. " "Interview forms are determined by the recruitment team." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:113 msgid "" "Before creating an interview form, ensure the proper settings are enabled. " "Navigate to :menuselection:`Recruitment app --> Configuration --> Settings`," " and under the :guilabel:`Recruitment Process` section, ensure the " ":guilabel:`Send Interview Survey` option is enabled." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:118 msgid "" "Since there are no pre-configured forms in Odoo, all interview forms must be" " created. To create an interview form, start from the " ":guilabel:`Recruitment` tab of the :guilabel:`Job Position` form. In the " ":guilabel:`Interview Form` field, enter a name for the new interview form. " "As the name is typed, several options populate beneath the entry: " ":guilabel:`Create (interview form name)`, :guilabel:`Search More...`, and " ":guilabel:`Create and edit...`. Click :guilabel:`Create and edit...` and a " ":guilabel:`Create Interview Form` modal appears." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst-1 msgid "The blank interview form modal." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:130 msgid "" "The option :guilabel:`Search More...` only appears if there are any " "interview forms already created. If no interview forms exist, the only " "options available are :guilabel:`Create (interview form name)`, and " ":guilabel:`Create and edit...`." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:134 msgid "" "Proceed to fill out the modal interview form as a typical survey. For " "specific directions on how to create a survey, refer to the :doc:`survey " "essentials <../../marketing/surveys/create>` document, which provides step-" "by-step instructions on how to create and configure a survey." msgstr "" #: ../../content/applications/hr/referrals.rst:3 msgid "Referrals" msgstr "Giới thiệu" #: ../../content/applications/hr/referrals.rst:5 msgid "" "Odoo's *Referrals* application is a centralized place where all information " "regarding referrals is housed, from points earned, coworkers hired, and " "rewards selected. Users can recommend people they know for job positions, " "then earn referral points as those people progress through the recruitment " "pipeline. Once enough referral points are earned, they can be exchanged for " "prizes. The Referrals application integrates with the *Employees*, " "*Recruitment*, and *Website* applications, all of which must be installed in" " order for the *Referrals* application to function." msgstr "" #: ../../content/applications/hr/referrals.rst:12 msgid "" "The only configuration needed for the Referrals application after it is " "installed are the :ref:`rewards `; everything else is " "pre-configured when Odoo Referrals is installed." msgstr "" #: ../../content/applications/hr/referrals.rst:16 msgid "" "Any user with either :guilabel:`Referral User`, :guilabel:`Officer`, or " ":guilabel:`Administrator` rights for the Recruitment application has access " "to the Referrals application. Only user's with :guilabel:`Administrator` " "rights for the Recruitment application have access to the :ref:`reporting " "` and configurations menus. For more information on " "users and access rights, refer to these documents: :doc:`../general/users` " "and :doc:`../general/users/access_rights`." msgstr "" #: ../../content/applications/hr/referrals.rst:23 msgid "Onboarding" msgstr "Hướng dẫn" #: ../../content/applications/hr/referrals.rst:25 msgid "" "When opening the *Referrals* application for the first time, a pre-" "configured onboarding script appears. This is in the form of four slides, " "each explaining the different parts of the Referrals application. At the top" " of the dashboard, the following message is displayed throughout all the " "onboarding slides: :guilabel:`GATHER YOUR TEAM! Job Referral Program`. " "Behind this main message is an image, and beneath it some more explanatory " "text." msgstr "" #: ../../content/applications/hr/referrals.rst:31 msgid "" "Each of the onboarding slides has a corresponding image and message that is " "displayed. After reading each message, click the :guilabel:`Next` button to " "advance to the next slide." msgstr "" #: ../../content/applications/hr/referrals.rst:34 msgid "The text that appears on each slide is as follows:" msgstr "" #: ../../content/applications/hr/referrals.rst:36 msgid "" ":guilabel:`Oh no! Villains are lurking the city! Help us recruit a team of " "superheroes to save the day!`" msgstr "" #: ../../content/applications/hr/referrals.rst:38 msgid "" ":guilabel:`Browse through open job positions, promote them on social media, " "or refer friends.`" msgstr "" #: ../../content/applications/hr/referrals.rst:39 msgid "" ":guilabel:`Collect points and exchange them for awesome gifts in the shop.`" msgstr "" #: ../../content/applications/hr/referrals.rst:40 msgid "" ":guilabel:`Compete against your colleagues to build the best justice " "league!`" msgstr "" #: ../../content/applications/hr/referrals.rst:43 msgid "" "The onboarding slides will appear every time the Referrals application is " "opened, until all the slides have been viewed and the :guilabel:`Start Now` " "button has been clicked. If the onboarding is exited at any point, or if the" " :guilabel:`Start Now` button has *not* been clicked, the onboarding slides " "will begin again when the Referrals application is opened. Once the " ":guilabel:`Start Now` button has been clicked, the onboarding slides will " "not be seen again, and the main dashboard will load when the Referrals " "application is opened from that point on." msgstr "" #: ../../content/applications/hr/referrals.rst:50 msgid "" "At any point during onboarding, the :guilabel:`Skip` button may be clicked. " "This exits the onboarding, and the main Referrals dashboard loads. If " ":guilabel:`Skip` is clicked, onboarding slides will not load anymore when " "opening the Referrals application." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "An onboarding slide with the skip and next buttons visible at the bottom." msgstr "" #: ../../content/applications/hr/referrals.rst:59 msgid "" "If there are any candidates hired that the user had referred prior to " "opening the Referrals app (meaning the onboarding slides have not appeared " "before), when :guilabel:`Start Now` is clicked at the end of onboarding, " "instead of going to the main dashboard, a :ref:`hired ` " "screen appears instead." msgstr "" #: ../../content/applications/hr/referrals.rst:65 msgid "Modifying onboarding slides" msgstr "" #: ../../content/applications/hr/referrals.rst:67 msgid "" "Onboarding slides can be modified if desired. Only users with " ":guilabel:`Administrator` rights for the Recruitment application can modify " "onboarding slides. To edit a slide, navigate to :menuselection:`Referrals " "app --> Configuration --> Onboarding.` Each line displays the text for the " "individual onboarding slide. To edit an onboarding slide, click on an " "individual slide line to open the slide's onboarding form, then click " ":guilabel:`Edit`." msgstr "" #: ../../content/applications/hr/referrals.rst:73 msgid "" "Make any changes to the message in the :guilabel:`Text` box. To change the " "order the slide appear in the onboarding, the :guilabel:`Sequence` can be " "modified. Type in the corresponding number to indicate the order in which " "the slides should be displayed. A :guilabel:`Company` may be selected, " "however, if this field is populated, that slide will only be displayed for " "that particular company." msgstr "" #: ../../content/applications/hr/referrals.rst:78 msgid "" "The image can be modified as well. Hover over the image thumbnail in the top" " right corner of the form. A :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ " "(garbage can)` icon appear. Click the :guilabel:`✏️ (pencil)` icon to change" " the image. A file navigator window loads. Navigate to the desired image, " "select it, then click :guilabel:`Open`. The new image appears in the " "thumbnail. To delete an image, click the :guilabel:`🗑️ (garbage can)` icon, " "then select a new image using the :guilabel:`✏️ (pencil)` icon." msgstr "" #: ../../content/applications/hr/referrals.rst:85 msgid "" "To save any changes, click :guilabel:`Save`, or click :guilabel:`Discard` to" " delete any changes and revert to the original content." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "An onboarding slide in edit mode, with the main fields highlighted." msgstr "" #: ../../content/applications/hr/referrals.rst:92 msgid "" "The order of the slides can also be changed directly in the Onboarding " "dashboard, without having to edit an individual onboarding slide. Click the " "up and down arrow symbol that appears after the checkbox and before the " "slide text, and drag the slide to the desired position. The " ":guilabel:`Sequence` automatically changes on all the slide's onboarding " "forms, reflecting the new sequence." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "The onboarding slides in a list, with the drag and drop arrows highlighted." msgstr "" #: ../../content/applications/hr/referrals.rst:103 msgid "Share job positions" msgstr "" #: ../../content/applications/hr/referrals.rst:105 msgid "" "In order to earn referral points, a user must first share a job position so " "the applicant can apply for the position. There are several ways to share " "job positions within the Referrals application, through the :ref:`View Jobs " "` button and the :ref:`Email A Friend ` button." msgstr "" #: ../../content/applications/hr/referrals.rst:113 msgid "View Jobs" msgstr "Xem công việc" #: ../../content/applications/hr/referrals.rst:115 msgid "" "To see all job positions that are actively recruiting candidates, click the " ":guilabel:`View Jobs` button on the main Referrals dashboard. This presents " "all job positions, with each individual job presented in its own card." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "The 'View Jobs' screen, displaying all current open job positions. All information is\n" "displayed on the card." msgstr "" #: ../../content/applications/hr/referrals.rst:124 msgid "Each job position card contains the following information:" msgstr "" #: ../../content/applications/hr/referrals.rst:126 msgid "" "The title of the job position. This information is taken from the " ":guilabel:`Job Position` field of the job form." msgstr "" #: ../../content/applications/hr/referrals.rst:128 msgid "" "The number of positions being recruited. This information is taken from the " ":guilabel:`Expected New Employees` field of the :guilabel:`Recruitment` tab " "of the job form." msgstr "" #: ../../content/applications/hr/referrals.rst:130 msgid "" "The points a user will earn when an applicant applies for the position." msgstr "" #: ../../content/applications/hr/referrals.rst:131 msgid "" "The job description detailing the job position. This information is taken " "from the :guilabel:`Job Position` tab of the job form." msgstr "" #: ../../content/applications/hr/referrals.rst:134 msgid "" "To see all the details for a job position, click the :guilabel:`More Info` " "button on the specific card. This opens the job position webpage in a new " "browser tab. This is what an applicant sees before applying for a position." msgstr "" #: ../../content/applications/hr/referrals.rst:139 msgid "" "Only published job positions will be visible in the Referrals app. To check " "which job positions are published or not, refer to the " ":doc:`recruitment/new_job` documentation." msgstr "" #: ../../content/applications/hr/referrals.rst:143 msgid "Refer friends" msgstr "" #: ../../content/applications/hr/referrals.rst:145 msgid "" "To share a job position with someone, click the :guilabel:`Refer Friend` " "button on the specific job position card. A pre-configured :guilabel:`Send " "Job Offer by Mail` email pop-up window appears. Enter the recipient's email " "address in the :guilabel:`Email` field." msgstr "" #: ../../content/applications/hr/referrals.rst:149 msgid "" "The subject and body are populated using a default template. The subject " "`Job for you` appears, and can be modified if desired." msgstr "" #: ../../content/applications/hr/referrals.rst:152 msgid "" "The specific title of the job position will populate the :guilabel:`Job " "Position` placeholder in the email body. The `See Job Offer` text in the " "email body is an individualized tracking link to the specific job position " "listed on the website. When the prospective employee receives the email, the" " link will send them to the job position page, where they can apply for the " "position, and the person who referred them is tracked in the Referrals " "application." msgstr "" #: ../../content/applications/hr/referrals.rst:158 msgid "" "If desired, add any text or closing salutation to the email body. When all " "edits have been made, click :guilabel:`Send Email` to send the email, or " "click :guilabel:`Cancel` to close the email pop-up window." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "Referral email pop-up window with the email message inside it." msgstr "" #: ../../content/applications/hr/referrals.rst:167 msgid "Share a job" msgstr "" #: ../../content/applications/hr/referrals.rst:169 msgid "" "There are several other ways to share a job position aside from sending an " "email, via social media platforms and tracking links to the job position. At" " the bottom of each job position card are four icons and corresponding " "tracking links that can be used to share the job position, keeping track of " "applicants in the Referrals application." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "The various sharing icons that appear for each job." msgstr "" #: ../../content/applications/hr/referrals.rst:179 msgid "Link" msgstr "Liên kết" #: ../../content/applications/hr/referrals.rst:181 msgid "" "To share the job position with a customized tracking link, click the " ":guilabel:`Share Now` button with the :guilabel:`🔗 (chain)` icon inside it. " "A :guilabel:`Link to Share` pop-up window appears with the tracking link. " "Click :guilabel:`Copy` to copy the link. After the link is copied, click the" " :guilabel:`Close` button to close the pop-up. Next, share the link with the" " prospective employee however desired." msgstr "" #: ../../content/applications/hr/referrals.rst:188 msgid "Facebook" msgstr "Facebook" #: ../../content/applications/hr/referrals.rst:190 msgid "" "To share the job position using Facebook, click the :guilabel:`Share Now` " "button with the :guilabel:`f (Facebook icon)` inside it. If the user is " "already logged into Facebook, when the :guilabel:`f (Facebook icon)` is " "clicked, a :guilabel:`Share on Facebook` page loads in a new tab, with the " "link populated in the main body of the new post. If the user is *not* " "already logged in, a log-in screen loads instead, prompting the user to log-" "in to Facebook first." msgstr "" #: ../../content/applications/hr/referrals.rst:196 msgid "" "Type in any additional information to add to the post, in the space directly" " below your name. If desired, :guilabel:`tag` users, :guilabel:`check-in` at" " a location, or add a :guilabel:`status` to the post. To tag a user, click " "the :guilabel:`Tag Friends` icon and select the people to tag to the post. " "To add a check-in location, click the :guilabel:`Check in` icon, and select " "the location from the pop-up of predetermined locations based on your " "current location. To add a :guilabel:`status`, click the " ":guilabel:`Feeling/Activity` icon, then select either the feeling or the " "activity type, and lastly, if an activity type was selected, select the " "specific activity." msgstr "" #: ../../content/applications/hr/referrals.rst:204 msgid "" "There are five methods to share the job position, :guilabel:`Your Story`, " ":guilabel:`Share on a Friend's Timeline`, :guilabel:`Share in a Group`, " ":guilabel:`Share in an Event`, and :guilabel:`Share in a Private Message`. " "To select the sharing method, click the drop-down menu located at the top of" " the page, directly beneath the :guilabel:`Share on Facebook` banner." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "The view on Facebook when sharing a job description. All the various ways to share are\n" "highlighted, as are all the required settings." msgstr "" #: ../../content/applications/hr/referrals.rst:216 msgid "Share to news feed or story" msgstr "" #: ../../content/applications/hr/referrals.rst:218 msgid "" "The default sharing method is through the :guilabel:`News Feed`, " ":guilabel:`Story`, or both. At the lower portion of the form are radio " "buttons next to the two options, :guilabel:`Feed` (for the News Feed) and " ":guilabel:`Your Story` for stories. When :guilabel:`Share to News Feed or " "Story` is selected, these buttons are active, if another option is selected," " these radio buttons are greyed out. Activate the radio button(s) to " "indicate how the job position should be shared, either in the news feed, the" " story, or both." msgstr "" #: ../../content/applications/hr/referrals.rst:225 msgid "" "The :guilabel:`Share to news feed or story` option allows for specific " "privacy settings to be selected. In the lower right corner of the screen, " "there are two drop-down menu options, one for the :guilabel:`Feed` option, " "the other for the :guilabel:`Your story` option. Select the posting " "parameters from the drop-down menus. The :guilabel:`Feed` ad :guilabel:`Your" " story` options appear different from user to user, depending on what " "privacy settings have been created in Facebook. :guilabel:`Public` and " ":guilabel:`Friends` are default options, but other options that the user may" " have configured will appear as well, such as custom groups." msgstr "" #: ../../content/applications/hr/referrals.rst:233 msgid "" "When the post and/or story is ready to be shared, click the blue " ":guilabel:`Post to Facebook` button at the bottom of the screen." msgstr "" #: ../../content/applications/hr/referrals.rst:236 msgid "Share on a friend's timeline" msgstr "" #: ../../content/applications/hr/referrals.rst:238 msgid "" "Instead of making a public post on the user's on Facebook page, the job " "position can be shared directly on a friend's timeline. Click the " ":guilabel:`Share to News Feed or Story` drop-down menu near the top of the " "page, and select :guilabel:`Share on a Fried's Timeline`." msgstr "" #: ../../content/applications/hr/referrals.rst:242 msgid "" "When selected, a :guilabel:`Friend` field appears below the selection. Begin" " to type in the friend's name. As the name is typed, a list appears, " "populated with names that match what is entered. Select the friend from the " "list. **Only** one friend can be selected." msgstr "" #: ../../content/applications/hr/referrals.rst:246 #: ../../content/applications/hr/referrals.rst:261 #: ../../content/applications/hr/referrals.rst:275 msgid "" "When the post is ready to be shared, click the blue :guilabel:`Post to " "Facebook` button at the bottom of the screen." msgstr "" #: ../../content/applications/hr/referrals.rst:249 msgid "Share in a group" msgstr "" #: ../../content/applications/hr/referrals.rst:251 msgid "" "To reach a specific audience and not share the job position publicly with " "everyone, a job can be shared in a group. Click the :guilabel:`Share to News" " Feed or Story` drop-down menu near the top of the page, and select " ":guilabel:`Share in a Group`." msgstr "" #: ../../content/applications/hr/referrals.rst:255 msgid "" "When selected, a :guilabel:`Group` field appears below the selection. The " "available groups that can be posted to are groups the user is currently a " "member of. Job positions cannot be shared with groups the user has not " "joined. Begin to type in the name of the group. As the group name is typed, " "a list appears, populated with the group names that match what is entered. " "Select the group from the list. Only one group can be selected." msgstr "" #: ../../content/applications/hr/referrals.rst:264 msgid "Share in an event" msgstr "" #: ../../content/applications/hr/referrals.rst:266 msgid "" "A job position can also be shared on an event page. Click the " ":guilabel:`Share to News Feed or Story` drop-down menu near the top of the " "page, and select :guilabel:`Share in an Event`." msgstr "" #: ../../content/applications/hr/referrals.rst:269 msgid "" "When selected, an :guilabel:`Event` field appears below the selection. The " "available events that can be posted to are events the user is invited to. " "This includes events that the user has not responded to yet, and events that" " have occurred in the past. Begin to type in the name of the event. As the " "event name is typed, a list appears, populated with the events that match " "what is entered. Select the event from the list. Only one event can be " "selected." msgstr "" #: ../../content/applications/hr/referrals.rst:278 msgid "Share in a private message" msgstr "" #: ../../content/applications/hr/referrals.rst:280 msgid "" "The last option is to share a job position privately instead of publicly, in" " a Facebook message. Click the :guilabel:`Share to News Feed or Story` drop-" "down menu near the top of the page, and select :guilabel:`Share in an " "Private Message`." msgstr "" #: ../../content/applications/hr/referrals.rst:284 msgid "" "When selected, a :guilabel:`To` field appears below the selection. Begin to " "type in the friend's name. As the name is typed, a list appears, populated " "with names that match what is entered. Select the friend from the list. " "Multiple friends can be selected and added to a single message. Repeat this " "process for each friend to be added." msgstr "" #: ../../content/applications/hr/referrals.rst:289 msgid "" "When the message is ready to be sent, click the blue :guilabel:`Send " "message` button at the bottom of the screen." msgstr "" #: ../../content/applications/hr/referrals.rst:293 msgid "X/Twitter" msgstr "" #: ../../content/applications/hr/referrals.rst:295 msgid "" "A job position can also be shared on X/Twitter. Click the :guilabel:`Share " "Now` button with the bird icon inside it. If the user is already signed in " "to X/Twitter, when the :guilabel:`Share Now` icon is clicked, an X/Twitter " "page loads in a new tab with a pre-populated message ready to post, in a " "draft pop-up. If the user is *not* already signed in, a sign-in screen loads" " instead, prompting the user to sign in to X/Twitter." msgstr "" #: ../../content/applications/hr/referrals.rst:301 msgid "The default message is:" msgstr "" #: ../../content/applications/hr/referrals.rst:303 msgid "" ":guilabel:`Amazing job offer for (Job Position)! Check it live: (link to Job" " Position)`" msgstr "" #: ../../content/applications/hr/referrals.rst:305 msgid "" "Type in any additional information or make any edits to the message. If " "desired, click the :guilabel:`X` in the top left corner of the thumbnail " "preview of the webpage to remove it. To adjust the audience for the message," " click the drop-down button labeled :guilabel:`Everyone`. Select the " "preferred audience from the drop-down menu. The default option is " ":guilabel:`Everyone`, and the other options is :guilabel:`Circle`. The " ":guilabel:`Circle` is a group of people that the user has selected in " "X/Twitter." msgstr "" #: ../../content/applications/hr/referrals.rst:312 msgid "" "The default setting is :guilabel:`🌎 (globe) Everyone can reply`, an allows " "everyone on X/Twitter to reply to the message. To change this, click the " ":guilabel:`🌎 (globe) Everyone can reply` button in the lower left section of" " the message. There are four options presented: :guilabel:`Everyone`, " ":guilabel:`Accounts you follow`, :guilabel:`Verified accounts`, and " ":guilabel:`Only accounts you mention`. Selecting one of the other options " "restricts who can reply to the message." msgstr "" #: ../../content/applications/hr/referrals.rst:318 msgid "" "There are various other items that can be added to the message. Media " "(photos, videos, etc), GIF's, polls, emojis, and a location may all be " "added. Click the corresponding icon in the bottom left of the message and " "follow the prompts to add the desired additional elements." msgstr "" #: ../../content/applications/hr/referrals.rst:322 msgid "" "To have the message posted at a future date and time, click the " ":guilabel:`Schedule` icon in the lower left of the message window. It is the" " fifth icon from the left. Enter the date and time that the message should " "be posted using the date and time selector presented. Click " ":guilabel:`Confirm` to add the scheduled time to the message." msgstr "" #: ../../content/applications/hr/referrals.rst:327 msgid "" "To post the message, click :guilabel:`Post`. The message will be immediately" " posted, or, if it was scheduled, will be posted at the scheduled date and " "time." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "The X/Twitter pop-up when sharing a job description. All the other items than can be added\n" "to the message are highlighted, as is the visibility setting and the post button." msgstr "" #: ../../content/applications/hr/referrals.rst:336 msgid "LinkedIn" msgstr "LinkedIn" #: ../../content/applications/hr/referrals.rst:338 msgid "" "To share a job position on LinkedIn, click the :guilabel:`Share Now` button " "with the :guilabel:`in (LinkedIn logo)` inside it. If the user is already " "logged into LinkedIn, when the :guilabel:`Share Now` button is clicked, a " "new tab loads in LinkedIn, with a link to the job position at the top. If " "the user is *not* already logged in, a log-in screen loads instead, " "prompting the user to log-in to LinkedIn first." msgstr "" #: ../../content/applications/hr/referrals.rst:344 msgid "" "The job position can be shared either in a public post, or in a private " "message to an individual or group of individuals." msgstr "" #: ../../content/applications/hr/referrals.rst:348 msgid "Share in a post" msgstr "" #: ../../content/applications/hr/referrals.rst:350 msgid "" "To share the job position in a public post, click the :guilabel:`✏️ (pencil)" " Share in a post` button in the lower-left corner of the screen. A " ":guilabel:`Create a post` window loads, with the job position link " "populated. Enter any other information to the post in the field." msgstr "" #: ../../content/applications/hr/referrals.rst:354 msgid "" "To change the audience that will see the post, click the :guilabel:`🌎 " "(globe) Anyone` drop-down, located directly beneath the account name. Click " "on the desired selection, then click the :guilabel:`Save` button on the far " "right side of the screen, beneath the last listed option." msgstr "" #: ../../content/applications/hr/referrals.rst:358 msgid "" ":guilabel:`Anyone` allows anyone on LinkedIn to see the post. " ":guilabel:`Connections only` will only share the post with people who are " "connected with the user, and will be hidden from everyone else. " ":guilabel:`Group` shares the post with a specific group the user is a member" " of. The post can only be shared with one group; posting to multiple groups " "at once is not available. If :guilabel:`Group` is selected, a page loads " "with a list of all the groups the user is currently a member of. Click on a " "group to select it, then click the :guilabel:`Save` button in the lower " "right corner." msgstr "" #: ../../content/applications/hr/referrals.rst:366 msgid "" "Next, select who can comment on the post. To change this setting, click on " "the :guilabel:`💬 (speech bubble) Anyone` button located beneath the body of " "the post. A page loads with the various options. Click on one of the three " "options to select it. The three options are :guilabel:`Anyone`, " ":guilabel:`Connections only`, and :guilabel:`No one`. The default option is " ":guilabel:`Anyone`, which allows anyone with a LinkedIn account to comment " "on the post. :guilabel:`Connections only` will only allow people who are " "connected with the user to comment on the post. :guilabel:`No one` turns off" " commenting. After making a selection, click the :guilabel:`Save` button in " "the far lower right corner." msgstr "" #: ../../content/applications/hr/referrals.rst:375 msgid "" "Finally, once the post is edited and the settings have been selected, click " ":guilabel:`Post` to share the job position." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "A linkedIn post to share a job. The job position is highlighted as is the " "post button." msgstr "" #: ../../content/applications/hr/referrals.rst:383 msgid "Send as private message" msgstr "" #: ../../content/applications/hr/referrals.rst:385 msgid "" "Instead of making a public post, the post can be sent to a connection in a " "private message. To do so, click the :guilabel:`Send as private message` " "button in the lower left corner. A message window loads with the link to the" " job description in the bottom of the window. First, select the recipient(s)" " for the message. Type the name in the :guilabel:`Search for message " "recipients` field. As the name is typed in, any matching connections appear." " Click on a connection to add them. Repeat this for all the recipients to " "send the message to. There is no limit on the number of connections that can" " be messaged. Next, enter any additional text in the message body. Click " ":guilabel:`Send` in the lower right corner to send the message. A " ":guilabel:`Message successfully sent!` screen loads. Two options are " "presented, :guilabel:`View Message` and :guilabel:`Continue to LinkedIn`. " "Click on the desired selection to navigate to that choice, or close the " "browser tab to exit." msgstr "" #: ../../content/applications/hr/referrals.rst:399 msgid "Email a friend" msgstr "Gửi email cho một người bạn" #: ../../content/applications/hr/referrals.rst:401 msgid "" "Another way to share job opportunities is to share the entire current list " "of open job positions instead of one job position at a time. To do this, " "navigate to the main *Referrals* app dashboard. Click the :guilabel:`Email a" " friend` button at the bottom of the screen. A :guilabel:`Send Job Offer by " "Mail` pop-up window appears." msgstr "" #: ../../content/applications/hr/referrals.rst:406 msgid "" "Enter the email address(es) in the :guilabel:`Email` line. The email can be " "sent to multiple recipients, simply enter a comma followed by a single space" " after each email address. The :guilabel:`Subject` is pre-configured with " "`Job for you`, but can be edited." msgstr "" #: ../../content/applications/hr/referrals.rst:410 msgid "" "The email body is also populated with pre-configured text. The text that " "appears is:" msgstr "" #: ../../content/applications/hr/referrals.rst:412 msgid "`Hello,`" msgstr "" #: ../../content/applications/hr/referrals.rst:414 msgid "" "`There are some amazing job offers in my company! Have a look, they can be " "interesting for you`" msgstr "" #: ../../content/applications/hr/referrals.rst:416 msgid "`See Job Offers`" msgstr "" #: ../../content/applications/hr/referrals.rst:418 msgid "" "The `See Job Offers` text is a tracking link to a complete list of all job " "positions currently being recruited for, that are live on the company's " "website (published). Add any additional text and/or make any edits to the " "message body, then click :guilabel:`Send Mail` to send the email. The " "message will be sent and the window will close." msgstr "" #: ../../content/applications/hr/referrals.rst:426 msgid "Hired referrals" msgstr "" #: ../../content/applications/hr/referrals.rst:428 msgid "" "When a candidate that has been referred by a user is hired, the user \"grows" " their superhero team\" and adds superhero avatars to their Referrals " "dashboard." msgstr "" #: ../../content/applications/hr/referrals.rst:431 msgid "" "After a referral has been hired, when the user next opens the Referrals app," " instead of the main dashboard, a hired page loads. The text " ":guilabel:`(Referral Name) has been hired! Choose an avatar for your new " "friend!` appears." msgstr "" #: ../../content/applications/hr/referrals.rst:435 msgid "" "Below this message are five avatar thumbnails to choose from. If an avatar " "has already been assigned to a referral, the thumbnail is greyed out, and " "the name the avatar has been chosen for appears beneath the avatar. Click on" " an available avatar to select it." msgstr "" #: ../../content/applications/hr/referrals.rst:439 msgid "" "If more than one referral was hired since opening the Referrals application," " after selecting the first avatar, the user is prompted to select another " "avatar for the subsequent hired referral. Once all avatars have been " "selected, the dashboard loads and all the avatars are now visible. Mouse " "over each avatar and their name is displayed above them." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "The hired screen. A selection of avatars are presented to chose from, with any already\n" "chosen are greyed out." msgstr "" #: ../../content/applications/hr/referrals.rst:450 msgid "Modify friends" msgstr "" #: ../../content/applications/hr/referrals.rst:452 msgid "" "Friend avatars are able to be modified in the same manner that :ref:`levels " "` are modified. Only users with :guilabel:`Administrator` " "rights for the Recruitment application can make modifications to friends. " "The pre-configured friends can be seen and modified by navigating to " ":menuselection:`Referrals app --> Configuration --> Friends`. Each friend " "avatar appears in the :guilabel:`Dashboard Image` column, and the " "corresponding name appears in the :guilabel:`Friend Name` column. The " "default images are a motley group of hero characters, ranging from robots to" " dogs." msgstr "" #: ../../content/applications/hr/referrals.rst:459 msgid "" "To modify a friend's dashboard image, thumbnail, name, or position, click on" " an individual friend to open the referral friend form. Click " ":guilabel:`Edit` to make modifications. Type the name in the " ":guilabel:`Friend Name` field. The name is solely to differentiate the " "friends in the configuration menu; the friend's name is not visible anywhere" " else in the Referrals application." msgstr "" #: ../../content/applications/hr/referrals.rst:464 msgid "" "The :guilabel:`Position` can be set to either :guilabel:`Front` or " ":guilabel:`Back`. This determines the position of the friend in relation to " "the user's super hero avatar. Click the radio button next to the desired " "selection, and the friend will appear either in front of or behind the " "user's avatar when activated." msgstr "" #: ../../content/applications/hr/referrals.rst:469 msgid "" "If desired, both the thumbnail :guilabel:`Image` and the " ":guilabel:`Dashboard Image` can be modified. Hover over the image being " "replaced to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage" " can)` icon. Click the :guilabel:`✏️ (pencil)` icon and a file explorer " "window appears. Navigate to the desired image file then click " ":guilabel:`Open` to select it." msgstr "" #: ../../content/applications/hr/referrals.rst:474 #: ../../content/applications/hr/referrals.rst:659 msgid "" "Once all changes have been made, click the :guilabel:`Save` button to save " "the changes, or click the :guilabel:`Discard` button to revert to the " "original information." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:482 #: ../../content/applications/hr/referrals.rst:667 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " "about transparent images should attempt adjusting any images in the " "Referrals application." msgstr "" #: ../../content/applications/hr/referrals.rst:486 msgid "" "Once an image is changed and the friend is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the Referrals" " application must be *uninstalled then reinstalled.*" msgstr "" #: ../../content/applications/hr/referrals.rst:491 msgid "Referral points" msgstr "" #: ../../content/applications/hr/referrals.rst:493 msgid "" "The referral program is based on earning points that are then exchanged for " "rewards. On the main Referrals application dashboard, the top displays a " "summary of the user's current points. The left side of the summary displays " "the total points earned, and the right side displays the points that are " "available to spend." msgstr "" #: ../../content/applications/hr/referrals.rst:498 msgid "" "To see the various referrals and the points earned for each, click on one of" " the buttons directly beneath the avatars. The options are " ":guilabel:`Referrals`, :guilabel:`Ongoing`, and :guilabel:`Successful`." msgstr "" #: ../../content/applications/hr/referrals.rst:502 msgid "" "The current number of referrals who are still active in the recruitment " "pipeline, and have not yet been hired or refused, appear above the " ":guilabel:`Ongoing` button. The number of referrals who have been hired " "appear above the :guilabel:`Successful` button. The total number of " "referrals (both the ongoing and successful referrals combined) appear above " "the :guilabel:`Referrals` button." msgstr "" #: ../../content/applications/hr/referrals.rst:508 msgid "" "To view the referrals associated with each of the categories, " ":guilabel:`Referrals`, :guilabel:`Ongoing`, and :guilabel:`Successful`, " "click on the corresponding button. All the referrals for that specific " "category are displayed." msgstr "" #: ../../content/applications/hr/referrals.rst:513 msgid "My referrals" msgstr "" #: ../../content/applications/hr/referrals.rst:515 msgid "" "To see all the referrals (both ongoing and successful) click the " ":guilabel:`Referrals` button. A :guilabel:`My Referral` window loads. This " "screen displays all the referrals, with each referral in its own referral " "card." msgstr "" #: ../../content/applications/hr/referrals.rst:519 msgid "" "A successful referral has a green line down the left side of the card, and " "displays a :guilabel:`✓ Hired` image in the top right corner of the card. " "Referrals that are in process display an :guilabel:`In Progress` image in " "the top right corner." msgstr "" #: ../../content/applications/hr/referrals.rst:523 msgid "" "Each referral card lists the name of the applicant, the department the job " "position is in, the name of the job position, the person responsible for " "filling the role (recruiter), and the points earned." msgstr "" #: ../../content/applications/hr/referrals.rst:527 msgid "Points" msgstr "Điểm" #: ../../content/applications/hr/referrals.rst:529 msgid "" "The points that can be earned for a referral are the same across all job " "positions. Each stage of the recruitment process has corresponding points " "assigned to it. The stages listed correspond to the stages configured in the" " *Recruitment* application." msgstr "" #: ../../content/applications/hr/referrals.rst:533 msgid "" "On each individual referral card, beneath the points earned is a bar chart " "that displays how many points have been earned out of the total possible " "points that can be earned if the applicant is hired." msgstr "" #: ../../content/applications/hr/referrals.rst:537 msgid "" "Beneath the bar chart is a list of the various recruitment stages and the " "points earned when the referral moves to that stage. If a stage has been " "achieved and the points have been earned, a green check mark appears next to" " the stage." msgstr "" #: ../../content/applications/hr/referrals.rst:542 msgid "The pre-configured point structure for referrals is as follows:" msgstr "" #: ../../content/applications/hr/referrals.rst:544 msgid ":guilabel:`Initial Qualification`: 1 point" msgstr "" #: ../../content/applications/hr/referrals.rst:545 msgid ":guilabel:`First Interview`: 20 points" msgstr "" #: ../../content/applications/hr/referrals.rst:546 msgid ":guilabel:`Second Interview`: 9 points" msgstr "" #: ../../content/applications/hr/referrals.rst:547 msgid ":guilabel:`Contract Proposal`: 5 points" msgstr "" #: ../../content/applications/hr/referrals.rst:548 msgid ":guilabel:`Contract Signed`: 50 points" msgstr "" #: ../../content/applications/hr/referrals.rst:550 msgid "" "The total points earned for a referral that is hired is 85 points. " "Modifications of the points earned for each stage is done in the Recruitment" " application. Refer to the :ref:`Recruitment ` " "documentation to modify the points for each stage." msgstr "" #: ../../content/applications/hr/referrals.rst:557 msgid "Rewards" msgstr "Phần thưởng" #: ../../content/applications/hr/referrals.rst:560 msgid "Create rewards" msgstr "" #: ../../content/applications/hr/referrals.rst:562 msgid "" "The rewards are the only configurations needed when setting up the Referrals" " application. Only users with :guilabel:`Administrator` rights for the " "Recruitment application can create or modify rewards. To add rewards, " "navigate to :menuselection:`Referrals app --> Configuration --> Rewards`. " "Click :guilabel:`Create` and a reward form loads. Enter the following " "information on the form:" msgstr "" #: ../../content/applications/hr/referrals.rst:567 msgid "" ":guilabel:`Product Name`: Enter the name as it should appear for the reward." msgstr "" #: ../../content/applications/hr/referrals.rst:568 msgid "" ":guilabel:`Cost`: Enter the amount of points required to redeem the reward." msgstr "" #: ../../content/applications/hr/referrals.rst:569 msgid "" ":guilabel:`Company`: Using the drop-down menu, select the company the reward" " will appear for. If a reward is to be used for several companies, each " "company needs to have a record of the reward, with the company listed on the" " form." msgstr "" #: ../../content/applications/hr/referrals.rst:572 msgid "" ":guilabel:`Gift Responsible`: Select the person who will be responsible for " "procuring and delivering the reward to the recipient, using the drop-down " "menu. This person is alerted when the reward is purchased, so they know when" " to deliver the reward to the recipient." msgstr "" #: ../../content/applications/hr/referrals.rst:575 msgid "" ":guilabel:`Description`: Type in the description for the reward. This will " "be visible on the reward card, beneath the title." msgstr "" #: ../../content/applications/hr/referrals.rst:577 msgid "" ":guilabel:`Photo`: Add a photo of the reward, which appears on the rewards " "page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " "(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " "(pencil)` icon and a file explorer appears. Navigate to the photo file, then" " click :guilabel:`Open` to select it." msgstr "" #: ../../content/applications/hr/referrals.rst:582 msgid "" "The only required fields are the :guilabel:`Product Name`, " ":guilabel:`Company`, and :guilabel:`Description`." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "A filled out reward form with all details entered." msgstr "" #: ../../content/applications/hr/referrals.rst:590 msgid "" "It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " "cost is not entered, the default cost will be listed as zero, which would " "list the reward as free in the reward shop. If a photo is not selected, a " "placeholder icon will be displayed on the rewards page." msgstr "" #: ../../content/applications/hr/referrals.rst:595 msgid "Redeem rewards" msgstr "" #: ../../content/applications/hr/referrals.rst:597 msgid "" "To redeem points for a reward, click the :guilabel:`Rewards` button on the " "main Referrals dashboard. All the configured rewards are listed in " "individual reward cards. The points required to purchase the reward is " "listed in the top right corner of the card. If the user has enough points to" " purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " "bottom of the reward card. If they do not have enough points for a reward, " "the reward card displays :guilabel:`You need another (x) points to buy this`" " instead of a buy button." msgstr "" #: ../../content/applications/hr/referrals.rst:604 msgid "" "Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " "confirmation pop-up appears, asking if the user is sure they want to " "purchase the reward. Click :guilabel:`OK` to purchase the item, or " ":guilabel:`Cancel` to close the window and cancel the purchase." msgstr "" #: ../../content/applications/hr/referrals.rst:608 msgid "" "After :guilabel:`OK` is clicked, the pop-up window closes, and the points " "used to purchase the reward are subtracted from the user's available points." " The rewards presented are now updated to reflect the user's current " "available points." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" "many more reward points are needed to redeem." msgstr "" #: ../../content/applications/hr/referrals.rst:620 msgid "Levels" msgstr "Mốc" #: ../../content/applications/hr/referrals.rst:622 msgid "" "The referrals application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" #: ../../content/applications/hr/referrals.rst:626 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" #: ../../content/applications/hr/referrals.rst:629 msgid "" "The user's current level is displayed at the top of the main Referrals " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " "X` format. In addition, a colored ring appears around the user's photo, " "indicating how many points the user currently has, and how many additional " "points they need to level up. The cyan colored portion of the ring " "represents points earned, while the white colored portion represents the " "points still needed before they can level up." msgstr "" #: ../../content/applications/hr/referrals.rst:636 msgid "Modify levels" msgstr "" #: ../../content/applications/hr/referrals.rst:638 msgid "" "Only users with :guilabel:`Administrator` rights for the Recruitment " "application can modify levels. The pre-configured levels can be seen and " "modified by navigating to :menuselection:`Referrals app --> Configuration " "--> Levels`. Each avatar appears in the :guilabel:`Image` column, and the " "corresponding level number appears in the :guilabel:`Level Name` column. The" " default images are of Odoo superheroes, and each level adds an additional " "element to their avatar, such as capes and shields." msgstr "" #: ../../content/applications/hr/referrals.rst:645 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form. Click " ":guilabel:`Edit` to make modifications." msgstr "" #: ../../content/applications/hr/referrals.rst:648 msgid "" "Type in the name or number of the level in the :guilabel:`Level Name` field." " What is entered is displayed beneath the user's photo on the main dashboard" " when they reach that level. Enter the number of referral points needed to " "reach that level in the :guilabel:`Requirements` field. The points needed to" " level up are the total accumulated points earned over the lifetime of the " "employee, not additional points from the previous level that must be earned." msgstr "" #: ../../content/applications/hr/referrals.rst:654 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " "icon. Click the :guilabel:`✏️ (pencil)` icon and a file explorer window " "appears. Navigate to the desired image file then click :guilabel:`Open` to " "select it." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "A level form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:671 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the Referrals" " application must be *uninstalled then reinstalled.*" msgstr "" #: ../../content/applications/hr/referrals.rst:676 msgid "Level up" msgstr "" #: ../../content/applications/hr/referrals.rst:678 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " "stating :guilabel:`Level up!` appears above the photo, and the phrase " ":guilabel:`Click to level up!` appears beneath the user's photo and current " "level." msgstr "" #: ../../content/applications/hr/referrals.rst:683 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" " user. The user's avatar changes to the current level, and the ring around " "the photo is updated to indicate the current amount of points." msgstr "" #: ../../content/applications/hr/referrals.rst:687 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "" "A 'Click to level up!' appears beneath the user's image, and a large 'Level up!' appears\n" "above their image." msgstr "" #: ../../content/applications/hr/referrals.rst:696 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" #: ../../content/applications/hr/referrals.rst:703 msgid "" "In the Referrals application, it is possible to post a message, also " "referred to as an *alert*, at the top of the dashboard to share important " "information with users. These alerts appear as a thin semi-transparent " "banner, with the word :guilabel:`New!` appearing on the far left. The text " "for the alert is in the center of the banner, and on the far right side is " "an :guilabel:`X`." msgstr "" #: ../../content/applications/hr/referrals.rst:708 msgid "" "Alerts appear on the main dashboard for the specified time configured on the" " individual alert. If a user does not wish to see a specific alert again, " "click the :guilabel:`X` in the far right side of the alert. This removes the" " alert from the dashboard and will not appear again, even when opening the " "Referrals application for the first time in a new session." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "Two alert banners appear above the user's photo." msgstr "" #: ../../content/applications/hr/referrals.rst:718 msgid "Create an alert" msgstr "" #: ../../content/applications/hr/referrals.rst:720 msgid "" "Only users with :guilabel:`Administrator` rights for the Recruitment " "application can create alerts. To add a new alert, navigate to the " ":menuselection:`Referrals application --> Configuration --> Alerts`." msgstr "" #: ../../content/applications/hr/referrals.rst:724 msgid "" "Click :guilabel:`Create` and a blank alert form loads. Enter the following " "information on the form:" msgstr "" #: ../../content/applications/hr/referrals.rst:726 msgid "" ":guilabel:`Date From`: The date the alert starts. On this date, the alert " "will be visible on the dashboard." msgstr "" #: ../../content/applications/hr/referrals.rst:728 msgid "" ":guilabel:`Date To`: The date the alert ends. After this date, the alert " "will be hidden from view." msgstr "" #: ../../content/applications/hr/referrals.rst:729 msgid "" ":guilabel:`Company`: The current company populates this field by default. To" " modify the company the alert should be displayed for, select the company " "from the drop-down menu. If this field remains blank, the alert is visible " "to everyone with access to the Referrals application. If a company is " "specified, only user's within that company (who also have access to the " "Referrals application) will see the alert." msgstr "" #: ../../content/applications/hr/referrals.rst:734 msgid "" ":guilabel:`Alert`: Enter the text for the alert. This message appears inside" " the alert banner on the main dashboard." msgstr "" #: ../../content/applications/hr/referrals.rst:736 msgid "" ":guilabel:`On Click`: There are three options for the alert. Click the radio" " button next to the desired selection. The options are:" msgstr "" #: ../../content/applications/hr/referrals.rst:739 msgid "" ":guilabel:`Not Clickable`: The alert only displays text, there is no link to" " click." msgstr "" #: ../../content/applications/hr/referrals.rst:740 msgid "" ":guilabel:`Go to All Jobs`: The alert contains a link that when clicked, " "navigates to the website with all the currently posted job positions." msgstr "" #: ../../content/applications/hr/referrals.rst:742 msgid "" ":guilabel:`Specify URL`: The alert contains a link to a specific URL, that " "when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " "appears below the :guilabel:`On Click` section. Enter the URL in the field." msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "An alert form completely filled in with all selections entered." msgstr "" #: ../../content/applications/hr/referrals.rst:755 msgid "" "Only users with :guilabel:`Administrator` rights for the Recruitment " "application have access to the Reporting feature in Referrals. To access the" " reports, click :menuselection:`Referrals application --> Reporting`. The " "main view is the Reporting Dashboard view, which contains three sections." msgstr "" #: ../../content/applications/hr/referrals.rst:759 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " "pipeline. The candidates are further divided by channel, showing " "specifically where the referral came from, such as a direct referral, " "Facebook, etc. If a channel does not appear on the report, that indicates " "there are no referrals from that particular channel." msgstr "" #: ../../content/applications/hr/referrals.rst:765 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " "many applicants were referred, hired, or refused, how many applicants the " "current logged-in user referred, how many total points were earned, and how " "many points were given for refused applicants." msgstr "" #: ../../content/applications/hr/referrals.rst:770 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " "Spreadsheet` button right above the chart. A pop-up appears, asking which " "spreadsheet to insert the pivot chart into. Select the desired spreadsheet " "from the drop-down menu, or select :guilabel:`New Spreadsheet`. Click " ":guilabel:`Confirm` and the selected spreadsheet loads, with the new table " "in it." msgstr "" #: ../../content/applications/hr/referrals.rst:777 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed in order to use the :guilabel:`Insert in Spreadsheet` " "option." msgstr "" #: ../../content/applications/hr/time_off.rst:3 msgid "Time Off" msgstr "Nghỉ phép" #: ../../content/applications/hr/time_off.rst:5 msgid "" "Odoo's *Time Off* application serves as a centralized hub for all time-off-" "related information. This application manages requests, balances, " "allocations, approvals, and reports." msgstr "" #: ../../content/applications/hr/time_off.rst:8 msgid "" "Users can :ref:`request time off `, and see an " "overview of their requests and time off balances. Managers can " ":ref:`allocate time off ` to individuals, teams, or the " "whole company, and :ref:`approve time off requests `." msgstr "" #: ../../content/applications/hr/time_off.rst:12 msgid "" "Detailed :ref:`reports ` can be run to see how much time" " off (and what kinds of time off) are being used, :ref:`accrual plans " "` can be created, and :ref:`public holidays " "` can be set." msgstr "" #: ../../content/applications/hr/time_off.rst:17 msgid "" "Be advised, only users with specific access rights can see all aspects of " "the *Time Off* application." msgstr "" #: ../../content/applications/hr/time_off.rst:20 msgid "" "All users can access the :guilabel:`My Time Off` and :guilabel:`Overview` " "sections of the *Time Off* application. All other sections require specific " "access rights." msgstr "" #: ../../content/applications/hr/time_off.rst:23 msgid "" "To better understand how access rights affect the *Time Off* application, " "refer to the :doc:`employees/new_employee` document, specifically the " "section about configuring the work information tab." msgstr "" #: ../../content/applications/hr/time_off.rst:30 msgid "" "In order to allocate time off to employees, and for employees to request and" " use their time off, the various time off types must be configured first, " "then allocated to employees (if allocation is required)." msgstr "" #: ../../content/applications/hr/time_off.rst:37 msgid "Time off types" msgstr "" #: ../../content/applications/hr/time_off.rst:39 msgid "" "To view the currently configured time off types, navigate to " ":menuselection:`Time Off app --> Configuration --> Time Off Types`. The time" " off types are presented in a list view." msgstr "" #: ../../content/applications/hr/time_off.rst:42 msgid "" "The *Time Off* application comes with four pre-configured time off types: " ":guilabel:`Paid Time Off`, :guilabel:`Sick Time Off`, :guilabel:`Unpaid`, " "and :guilabel:`Compensatory Days`. These can be modified to suit business " "needs or used as-is." msgstr "" #: ../../content/applications/hr/time_off.rst:47 msgid "Create time off type" msgstr "" #: ../../content/applications/hr/time_off.rst:49 msgid "" "To create a new time off type, navigate to :menuselection:`Time Off app --> " "Configuration --> Time Off Types`. From here, click the :guilabel:`New` " "button to reveal a blank time off type form." msgstr "" #: ../../content/applications/hr/time_off.rst:52 msgid "" "Enter the name for the particular type of time off in the blank line at the " "top of the form, such as `Sick Time` or `Vacation`. Then, enter the " "following information on the form." msgstr "" #: ../../content/applications/hr/time_off.rst:56 msgid "" "The only **required** fields on the time off type form are the name of the " ":guilabel:`Time Off Type`, the :guilabel:`Take Time Off In`, and the " ":guilabel:`Kind of Time Off`. In addition, the :guilabel:`Time Off Requests`" " and :guilabel:`Allocation Requests` sections **must** be configured." msgstr "" #: ../../content/applications/hr/time_off.rst:62 msgid "Time Off Requests section" msgstr "" #: ../../content/applications/hr/time_off.rst:64 msgid "" ":guilabel:`Approval`: select what specific kind of approval is required for " "the time off type. The options are:" msgstr "" #: ../../content/applications/hr/time_off.rst:67 msgid "" ":guilabel:`No Validation`: no approvals are required when requesting this " "type of time off. The time off request is automatically approved." msgstr "" #: ../../content/applications/hr/time_off.rst:69 msgid "" ":guilabel:`By Time Off Officer`: only the specified :ref:`Time Off Officer " "`, set on this form in the :guilabel:`Notified " "Time Off Officer` field, is required to approve the time off request. This " "option is selected by default." msgstr "" #: ../../content/applications/hr/time_off.rst:72 msgid "" ":guilabel:`By Employee's Approver`: only the employee's specified approver " "for time off, which is set on the *Work Information* tab on the " ":ref:`employee's form `, is required to approve the" " time off request." msgstr "" #: ../../content/applications/hr/time_off.rst:75 msgid "" ":guilabel:`By Employee's Approver and Time Off Officer`: both the employee's" " :ref:`specified time off approver` and the " ":ref:`Time Off Officer ` are required to approve " "the time off request." msgstr "" #: ../../content/applications/hr/time_off.rst:80 msgid "Allocation Requests section" msgstr "" #: ../../content/applications/hr/time_off.rst:82 msgid "" ":guilabel:`Requires allocation`: if the time off must be allocated to " "employees, select :guilabel:`Yes`. If the time off can be requested without " "time off being previously allocated, select :guilabel:`No Limit`. If " ":guilabel:`No Limit` is selected, the following options do not appear on the" " form." msgstr "" #: ../../content/applications/hr/time_off.rst:86 msgid "" ":guilabel:`Employee Requests`: select :guilabel:`Extra Days Requests " "Allowed` if the employee is able to request more time off than was " "allocated." msgstr "" #: ../../content/applications/hr/time_off.rst:89 msgid "" "If employees should **not** be able to make requests for more time off than " "what was allocated, select the :guilabel:`Not Allowed` option." msgstr "" #: ../../content/applications/hr/time_off.rst:93 msgid "" "Ten days are allocated to the employee for this particular type of time off," " and the :guilabel:`Extra Days Requests Allowed` option is enabled. The " "employee wants to take a vacation for twelve days. They may submit a request" " for two additional days, since the :guilabel:`Extra Days Requests Allowed` " "option is enabled." msgstr "" #: ../../content/applications/hr/time_off.rst:99 msgid "" "It is important to note that requesting additional time off does **not** " "guarantee that time off is granted." msgstr "" #: ../../content/applications/hr/time_off.rst:102 msgid "" ":guilabel:`Approval`: select the type of approvals required for the " "allocation of this particular time off type." msgstr "" #: ../../content/applications/hr/time_off.rst:105 msgid "" ":guilabel:`Approved by Time Off Officer` indicates the :ref:`Time Off " "Officer ` set on this form must approve the " "allocation." msgstr "" #: ../../content/applications/hr/time_off.rst:107 msgid "" ":guilabel:`No validation needed` indicates that no approvals are required." msgstr "" #: ../../content/applications/hr/time_off.rst:110 msgid "Configuration section" msgstr "" #: ../../content/applications/hr/time_off.rst:114 msgid "" ":guilabel:`Notified Time Off Officer`: select the person who is notified and" " responsible for approving requests and allocations for this specific type " "of time off." msgstr "" #: ../../content/applications/hr/time_off.rst:116 msgid "" ":guilabel:`Take Time Off in`: select the format the time off is requested in" " from the drop-down menu." msgstr "" #: ../../content/applications/hr/time_off.rst:119 msgid "The options are:" msgstr "" #: ../../content/applications/hr/time_off.rst:121 msgid "" ":guilabel:`Day`: if time off can only be requested in full day increments (8" " hours)." msgstr "" #: ../../content/applications/hr/time_off.rst:122 msgid "" ":guilabel:`Half Day`: if time off can only be requested in half day " "increments (4 hours)." msgstr "" #: ../../content/applications/hr/time_off.rst:123 msgid ":guilabel:`Hours`: if the time off can be taken in hourly increments." msgstr "" #: ../../content/applications/hr/time_off.rst:127 msgid "" ":guilabel:`Deduct Extra Hours`: enable this option if the time off request " "should factor in any extra time accrued by the employee" msgstr "" #: ../../content/applications/hr/time_off.rst:131 msgid "" "If an employee works two extra hours for the week, and requests five hours " "of time off, the request would be for three hours, since the two extra " "worked hours are used first, and deducted from the request." msgstr "" #: ../../content/applications/hr/time_off.rst:135 msgid "" ":guilabel:`Allow To Attach Supporting Document`: enable this option to allow" " the employee to attach documents to the time off request. This is useful in" " situations where documentation is required, such as long-term medical " "leave." msgstr "" #: ../../content/applications/hr/time_off.rst:138 msgid "" ":guilabel:`Kind of Time Off`: select from the drop-down menu the type of " "time off this is, either :guilabel:`Worked Time` or :guilabel:`Absence`. " ":guilabel:`Worked Time` indicates that the time off taken counts toward " "worked time for any type of accrual the employee is working towards, whereas" " :guilabel:`Absence` does not count toward any type of accrual." msgstr "" #: ../../content/applications/hr/time_off.rst:142 msgid "" ":guilabel:`Company`: if multiple companies are created in the database, and " "this time off type only applies to one company, select the company from the " "drop-down menu. If this field is left blank, the time off type applies to " "all companies in the database. This field **only** appears in a multi-" "company database." msgstr "" #: ../../content/applications/hr/time_off.rst:148 msgid "Negative Cap section" msgstr "" #: ../../content/applications/hr/time_off.rst:150 msgid "" "Enable the :guilabel:`Allow Negative Cap` option if employees are able to " "request more time off than they currently have, allowing a negative balance." " If enabled, an :guilabel:`Amount in Negative` field appears. In this field," " enter the maximum amount of negative time allowed, in days." msgstr "" #: ../../content/applications/hr/time_off.rst:155 msgid "" "Sara currently has three days of the time off type `Vacation`. She is " "planning a trip that requires five days of time off." msgstr "" #: ../../content/applications/hr/time_off.rst:158 msgid "" "The `Vacation` time off type has the :guilabel:`Allow Negative Cap` option " "enabled, and the :guilabel:`Amount in Negative` is set to five." msgstr "" #: ../../content/applications/hr/time_off.rst:161 msgid "" "These settings allow Sara to submit a request for five days of the " "`Vacation` time off type. If approved, her `Vacation` time off balance will " "be negative two (-2) days." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "The top half of the time off type form, with all the information filled out for sick time\n" "off." msgstr "" #: ../../content/applications/hr/time_off.rst:170 msgid "Payroll section" msgstr "" #: ../../content/applications/hr/time_off.rst:172 msgid "" "If the time off type should create :doc:`../hr/payroll/work_entries` in the " "*Payroll* application, select the :guilabel:`Work Entry Type` from the drop-" "down list." msgstr "" #: ../../content/applications/hr/time_off.rst:176 msgid "Timesheets section" msgstr "" #: ../../content/applications/hr/time_off.rst:179 msgid "" "The :guilabel:`Timesheets` section only appears if the user is in developer " "mode. Refer to the :ref:`developer-mode` document for details on how to " "access the developer mode." msgstr "" #: ../../content/applications/hr/time_off.rst:182 msgid "" "When an employee takes time off, and is also using timesheets, Odoo creates " "entries in the *Timesheets* application for the time off. This section " "defines how they are entered." msgstr "" #: ../../content/applications/hr/time_off.rst:185 msgid "" ":guilabel:`Project`: select the project that the time off type entries " "appear in." msgstr "" #: ../../content/applications/hr/time_off.rst:186 msgid "" ":guilabel:`Task`: select the task that appears in the timesheet for this " "time off type. The default options are: :guilabel:`Time Off`, " ":guilabel:`Meeting`, or :guilabel:`Training`." msgstr "" #: ../../content/applications/hr/time_off.rst:190 msgid "Display Option section" msgstr "" #: ../../content/applications/hr/time_off.rst:192 msgid "" ":guilabel:`Color`: select a color to be used in the *Time Off* application " "dashboard." msgstr "" #: ../../content/applications/hr/time_off.rst:193 msgid "" ":guilabel:`Cover Image`: select an icon to be used in the *Time Off* " "application dashboard." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "The lower half of the time off type form, with all the information filled out for sick time\n" "off." msgstr "" #: ../../content/applications/hr/time_off.rst:203 msgid "Accrual plans" msgstr "" #: ../../content/applications/hr/time_off.rst:205 msgid "" "Some time off is earned through an accrual plan, meaning that for every " "specified amount of time an employee works (hour, day, week, etc), they earn" " or *accrue* a specified amount of time off." msgstr "" #: ../../content/applications/hr/time_off.rst:209 msgid "" "If an employee accrues a vacation day for every week they work, they would " "earn 0.2 vacation days for each hour they work. At the end of a forty hour " "work week, they would earn one whole vacation day (8 hours)." msgstr "" #: ../../content/applications/hr/time_off.rst:214 msgid "Create accrual plan" msgstr "" #: ../../content/applications/hr/time_off.rst:216 msgid "" "To create a new accrual plan, navigate to :menuselection:`Time Off app --> " "Configuration --> Accrual Plans`. Then, click the :guilabel:`New` button, " "which reveals a blank accrual plan form." msgstr "" #: ../../content/applications/hr/time_off.rst:221 msgid ":guilabel:`Name`: enter the accrual plan name." msgstr "" #: ../../content/applications/hr/time_off.rst:222 msgid "" ":guilabel:`Accrued Gain Time`: select when the employee begins to accrue " "time off, either :guilabel:`At the start of the accrual period` or " ":guilabel:`At the end of the accrual period`." msgstr "" #: ../../content/applications/hr/time_off.rst:224 msgid "" ":guilabel:`Carry-Over Time`: select when the employee received previously " "earned time. The options are:" msgstr "" #: ../../content/applications/hr/time_off.rst:227 msgid "" ":guilabel:`At the start of the year`: select this if the accrual rolls over " "on January 1 of the upcoming year." msgstr "" #: ../../content/applications/hr/time_off.rst:229 msgid "" ":guilabel:`At the allocation date`: select this if the accrual rolls over as" " soon as time is allocated to the employee." msgstr "" #: ../../content/applications/hr/time_off.rst:231 msgid "" ":guilabel:`Other`: select this option if neither of the other two options " "are applicable. When selected, a :guilabel:`Carry-Over Date` field appears. " "Select the date using the two drop-down menus, one for the day and one for " "the month." msgstr "" #: ../../content/applications/hr/time_off.rst:235 msgid "" ":guilabel:`Based on worked time`: enable this option if time off accrual is " "determined by the employee's worked hours. Days **not** considered as worked" " time do **not** contribute to the accrual plan in Odoo." msgstr "" #: ../../content/applications/hr/time_off.rst:238 msgid "" ":guilabel:`Milestone Transition`: this selection determines when employees " "move up to a new milestone. If they qualify to change milestones in the " "middle of a pay period, select if the employee changes milestones " ":guilabel:`Immediately` or :guilabel:`After this accrual's period` (after " "the current pay period)." msgstr "" #: ../../content/applications/hr/time_off.rst:244 msgid "" "The :guilabel:`Milestone Transition` field is **only** visible after a " "minimum of two :ref:`rules ` have been configured on the " "accrual plan." msgstr "" #: ../../content/applications/hr/time_off.rst:247 msgid "" ":guilabel:`Company`: using the drop-down menu, select the company the " "accrual plan applies to. If left blank, the accrual plan can be used for all" " companies. This field only appears in a multi-company database." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "An accrual plan form with all the entries filled out." msgstr "" #: ../../content/applications/hr/time_off.rst:260 msgid "" "Rules must be created in order for employees to accrue time off from the " "accrual plan." msgstr "" #: ../../content/applications/hr/time_off.rst:262 msgid "" "To create a new rule, click the :guilabel:`New Milestone` button in the gray" " :guilabel:`Rules` section, and a :guilabel:`Create Milestone` modal form " "appears." msgstr "" #: ../../content/applications/hr/time_off.rst:265 msgid "Fill out the following fields on the form:" msgstr "" #: ../../content/applications/hr/time_off.rst:267 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " "this section." msgstr "" #: ../../content/applications/hr/time_off.rst:269 msgid "" "First, select either :guilabel:`Days` or :guilabel:`Hours` for the increment" " of accrued time using the drop-down menu." msgstr "" #: ../../content/applications/hr/time_off.rst:272 msgid "" "Next, enter the numerical amount of the selected parameter that is accrued. " "The numerical format is `X.XXXX`, so that partial days or hours can also be " "configured." msgstr "" #: ../../content/applications/hr/time_off.rst:275 msgid "" "Last, select how often the time is accrued using the drop-down menu. The " "default options are :guilabel:`Hourly`, :guilabel:`Daily`, " ":guilabel:`Weekly`, :guilabel:`Twice a month`, :guilabel:`Monthly`, " ":guilabel:`Twice a year`, and :guilabel:`Yearly`." msgstr "" #: ../../content/applications/hr/time_off.rst:279 msgid "" "Depending on which option is selected, additional fields may appear. For " "example, if :guilabel:`Twice a month` is selected, two additional fields " "appear, to specify the two days of each month that the milestone occurs." msgstr "" #: ../../content/applications/hr/time_off.rst:282 msgid "" ":guilabel:`Cap accrued time`: if there is a maximum amount of days the " "employee can accrue with this plan, enable this option." msgstr "" #: ../../content/applications/hr/time_off.rst:285 msgid "" "When enabled, two additional fields appear beneath it. Select the type of " "time period from the drop-down menu, either :guilabel:`Days` or " ":guilabel:`Hours`." msgstr "" #: ../../content/applications/hr/time_off.rst:288 msgid "" "Then, enter a numerical value in the field to specify the maximum amount of " "time that can be accrued." msgstr "" #: ../../content/applications/hr/time_off.rst:290 msgid "" ":guilabel:`Milestone reached`: enter the number and value of the time period" " that must pass before the employee starts to accumulate time off. The first" " value is numerical; enter a number in the first field." msgstr "" #: ../../content/applications/hr/time_off.rst:294 msgid "" "Then, select the type of time period using the drop-down menu in the second " "field. The options are: :guilabel:`Days`, :guilabel:`Months`, or " ":guilabel:`Years`." msgstr "" #: ../../content/applications/hr/time_off.rst:296 msgid "" ":guilabel:`Carry over`: select how any unused time off is handled. The " "options are either:" msgstr "" #: ../../content/applications/hr/time_off.rst:298 msgid "" ":guilabel:`None. Accrued time reset to 0`: any unused time off is gone." msgstr "" #: ../../content/applications/hr/time_off.rst:299 msgid "" ":guilabel:`All accrued time carried over`: all unused time off is rolled " "over to the next calendar year." msgstr "" #: ../../content/applications/hr/time_off.rst:301 msgid "" ":guilabel:`Carry over with a maximum`: unused time off is rolled over to the" " next calendar year, but there is a cap. An :guilabel:`Up to` field appears " "if this is selected. Enter the maximum number of :guilabel:`Days` that can " "roll over to the following year. Any time off beyond this parameter is lost." msgstr "" #: ../../content/applications/hr/time_off.rst:306 msgid "" "Once the form is completed, click :guilabel:`Save & Close` to save the form " "and close the modal, or click :guilabel:`Save & New` to save the form and " "create another milestone. Add as many milestones as desired." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "A milestone form with all the entries filled out." msgstr "" #: ../../content/applications/hr/time_off.rst:317 msgid "Public holidays" msgstr "" #: ../../content/applications/hr/time_off.rst:319 msgid "" "To observe public or national holidays, and provide extra days off as " "holidays to employees, configure the observed *public holidays* in Odoo." msgstr "" #: ../../content/applications/hr/time_off.rst:322 msgid "" "It is important to configure these days in Odoo, so employees are aware of " "the days they have off, and do not request time off on days that are already" " set as a public holiday (non-working days)." msgstr "" #: ../../content/applications/hr/time_off.rst:325 msgid "" "Additionally, all public holidays configured in the *Time Off* app are also " "reflected in any app that uses working schedules, such as *Calendar*, " "*Planning*, *Manufacturing*, and more." msgstr "" #: ../../content/applications/hr/time_off.rst:328 msgid "" "Due to Odoo's integration with other apps that use working schedules, it is " "considered best practice to ensure *all* public holidays are configured." msgstr "" #: ../../content/applications/hr/time_off.rst:332 msgid "Create public holiday" msgstr "" #: ../../content/applications/hr/time_off.rst:334 msgid "" "To create a public holiday, navigate to :menuselection:`Time Off app --> " "Configuration --> Public Holidays`." msgstr "" #: ../../content/applications/hr/time_off.rst:337 msgid "All currently configured public holidays appear in a list view." msgstr "" #: ../../content/applications/hr/time_off.rst:339 msgid "" "Click the :guilabel:`New` button, and a new line appears at the bottom of " "the list." msgstr "" #: ../../content/applications/hr/time_off.rst:341 #: ../../content/applications/hr/time_off.rst:403 msgid "Enter the following information on that new line:" msgstr "" #: ../../content/applications/hr/time_off.rst:343 msgid ":guilabel:`Name`: enter the name of the holiday." msgstr "" #: ../../content/applications/hr/time_off.rst:344 msgid "" ":guilabel:`Company`: if in a multi-company database, the current company " "populates this field by default. It is not possible to edit this field." msgstr "" #: ../../content/applications/hr/time_off.rst:348 msgid "" "The :guilabel:`Company` field is hidden by default. To view this field, " "click the two dots in the top-right corner of the list, to the far-right of " "the column titles, and activate the :guilabel:`Company` selection from the " "drop-down menu that appears." msgstr "" #: ../../content/applications/hr/time_off.rst:352 msgid "" ":guilabel:`Start Date`: using the date and time picker, select the date and " "time that the holiday starts. By default, this field is configured for the " "current date. The start time is set according to the start time for the " "company (according to the :ref:`working schedules `)." " If the user's computer is set to a different time zone, the start time is " "adjusted according to the difference in the time zone, compared to the " "company's time zone." msgstr "" #: ../../content/applications/hr/time_off.rst:357 msgid "" ":guilabel:`End Date`: using the date and time picker, select the date and " "time that the holiday ends. By default, this field is configured for the " "current date, and the time is set to the end time for the company (according" " to the :ref:`working schedules `). If the user's " "computer is set to a different time zone, the start time is adjusted " "according to the difference in the time zone, compared to the company's time" " zone." msgstr "" #: ../../content/applications/hr/time_off.rst:364 msgid "" "A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an " "eight hour work day and one hour lunch break." msgstr "" #: ../../content/applications/hr/time_off.rst:367 msgid "" "For a user in New York, with a computer time zone set to Eastern Standard " "Time, a created public holiday displays a start time of 12:00 PM - 9:00 PM, " "accounting for the three hour time zone difference." msgstr "" #: ../../content/applications/hr/time_off.rst:371 msgid "" "Similarly, a user located in Los Angeles, with a computer time zone set to " "Pacific Standard Time, sees a public holiday time as 9:00 AM - 6:00 PM." msgstr "" #: ../../content/applications/hr/time_off.rst:374 msgid "" ":guilabel:`Working Hours`: if the holiday should only apply to employees who" " have a specific set of working hours, select the working hours from the " "drop-down menu. If left blank, the holiday applies to all employees." msgstr "" #: ../../content/applications/hr/time_off.rst:377 msgid "" ":guilabel:`Work Entry Type`: if using the *Payroll* application, this field " "defines how the :ref:`work entries ` for the holiday " "appear. Select the work entry type from the drop-down menu." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "The list of public holidays in the configuration menu." msgstr "" #: ../../content/applications/hr/time_off.rst:386 msgid "Mandatory days" msgstr "" #: ../../content/applications/hr/time_off.rst:388 msgid "" "Some companies have special days where specific departments, or the entire " "staff, is required to be present, and time off is not allowed on those " "specific days." msgstr "" #: ../../content/applications/hr/time_off.rst:391 msgid "" "These types of days are called *mandatory days* in Odoo. These can be " "configured to be company-wide, or department specific. When configured, " "employees in the specified department or company are unable to submit time " "off requests for these mandatory days." msgstr "" #: ../../content/applications/hr/time_off.rst:396 msgid "Create mandatory days" msgstr "" #: ../../content/applications/hr/time_off.rst:398 msgid "" "No mandatory days are configured in Odoo by default. To create a mandatory " "day, navigate to :menuselection:`Time Off app --> Configuration --> " "Mandatory Days`." msgstr "" #: ../../content/applications/hr/time_off.rst:401 msgid "" "Click the :guilabel:`New` button in the top-left corner, and a blank line " "appears in the list." msgstr "" #: ../../content/applications/hr/time_off.rst:405 msgid ":guilabel:`Name`: enter the name of the mandatory day." msgstr "" #: ../../content/applications/hr/time_off.rst:406 msgid "" ":guilabel:`Company`: if in a multi-company database, this field is visible, " "and the current company populates this field by default. Using the drop-down" " menu, select the company the mandatory day is for." msgstr "" #: ../../content/applications/hr/time_off.rst:409 msgid "" ":guilabel:`Departments`: this column is hidden by default. First, click the " ":guilabel:`(optional columns)` icon in the top-right corner, next to " ":guilabel:`Colors`, and then click the checkbox next to " ":guilabel:`Departments` to reveal that column." msgstr "" #: ../../content/applications/hr/time_off.rst:413 msgid "" "Next, select the desired departments from the drop-down menu. Multiple " "departments can be selected, and there is no limit to the amount of " "departments that can be added." msgstr "" #: ../../content/applications/hr/time_off.rst:416 msgid "" "If this field is left blank, the mandatory day applies to the entire " "company." msgstr "" #: ../../content/applications/hr/time_off.rst:417 msgid "" ":guilabel:`Start Date`: using the calendar picker, select the date the " "mandatory day starts." msgstr "" #: ../../content/applications/hr/time_off.rst:418 msgid "" ":guilabel:`End Date`: using the calendar picker, select the date the " "mandatory day ends. If creating a single mandatory day, the end date should " "be the same as the start date." msgstr "" #: ../../content/applications/hr/time_off.rst:420 msgid "" ":guilabel:`Color`: if desired, select a color from the available presented " "options. If no color is desired, select the `No color` option, represented " "by a white box with a red line diagonally across it. The selected color " "appears on the main *Time Off* application dashboard, in both the calendar " "and in the legend." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "The Mandatory Days section with three configured days." msgstr "" #: ../../content/applications/hr/time_off.rst:432 msgid "Allocate time off" msgstr "" #: ../../content/applications/hr/time_off.rst:434 msgid "" "Once time off types and accrual plans have been configured, the next step is" " to allocate, or give, time off to employees. This section is only visible " "to users who have either :guilabel:`Time Off Officer` or " ":guilabel:`Administrator` access rights for the *Time Off* application." msgstr "" #: ../../content/applications/hr/time_off.rst:438 msgid "" "To create a new allocation, navigate to :menuselection:`Time Off app --> " "Management --> Allocations`." msgstr "" #: ../../content/applications/hr/time_off.rst:441 msgid "" "This presents a list of all current allocations, including their respective " "statuses." msgstr "" #: ../../content/applications/hr/time_off.rst:443 msgid "" "Click :guilabel:`New` to allocate time off, and a blank allocation form " "appears." msgstr "" #: ../../content/applications/hr/time_off.rst:445 msgid "" "After entering a name for the allocation on the first blank field of the " "form, enter the following information:" msgstr "" #: ../../content/applications/hr/time_off.rst:448 msgid "" ":guilabel:`Time Off Type`: using the drop-down menu, select the type of time" " off that is being allocated to the employees." msgstr "" #: ../../content/applications/hr/time_off.rst:450 msgid "" ":guilabel:`Allocation Type`: select either :guilabel:`Regular Allocation` or" " :guilabel:`Accrual Allocation`. If the allocation is **not** based on an " "accrual plan, select :guilabel:`Regular Allocation`." msgstr "" #: ../../content/applications/hr/time_off.rst:453 msgid "" ":guilabel:`Accrual Plan`: if :guilabel:`Accrual Allocation` is selected for " "the :guilabel:`Allocation Type`, the :guilabel:`Accrual Plan` field appears." " Using the drop-down menu, select the accrual plan with which the allocation" " is associated. An accrual plan **must** be selected for an " ":guilabel:`Accrual Allocation`." msgstr "" #: ../../content/applications/hr/time_off.rst:457 msgid "" ":guilabel:`Validity Period/Start Date`: if :guilabel:`Regular Allocation` is" " selected for the :guilabel:`Allocation Type`, this field is labeled " ":guilabel:`Validity Period`. If :guilabel:`Accrual Allocation` is selected " "for the :guilabel:`Allocation Type`, this field is labeled :guilabel:`Start " "Date`." msgstr "" #: ../../content/applications/hr/time_off.rst:462 msgid "" "The current date populates the first date field by default. To select " "another date, click on the pre-populated date to reveal a popover calendar " "window. Navigate to the desired start date for the allocation, and click on " "the date to select it." msgstr "" #: ../../content/applications/hr/time_off.rst:466 msgid "" "If the allocation expires, select the expiration date in the next date " "field. If the time off does *not* expire, leave the second date field blank." " `No Limit` appears in the field if no date is selected." msgstr "" #: ../../content/applications/hr/time_off.rst:470 msgid "" "If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation " "Type`, this second field is labeled :guilabel:`Run until`." msgstr "" #: ../../content/applications/hr/time_off.rst:472 msgid "" ":guilabel:`Allocation`: enter the amount of time that is being allocated to " "the employees. This field displays the time in either :guilabel:`Hours` or " ":guilabel:`Days`, depending on how the selected :ref:`Time Off Type " "` is configured (in hours or days)." msgstr "" #: ../../content/applications/hr/time_off.rst:475 msgid "" ":guilabel:`Mode`: using the drop-down menu, select how the allocation is " "assigned. This selection determines who receives the time off allocation. " "The options are :guilabel:`By Employee`, :guilabel:`By Company`, " ":guilabel:`By Department`, or :guilabel:`By Employee Tag`." msgstr "" #: ../../content/applications/hr/time_off.rst:479 msgid "" "Depending on what is selected for the :guilabel:`Mode`, this following field" " is labeled either: :guilabel:`Employees`, :guilabel:`Company`, " ":guilabel:`Department`, or :guilabel:`Employee Tag`." msgstr "" #: ../../content/applications/hr/time_off.rst:482 msgid "" "Using the drop-down menu, indicate the specific employees, company, " "department, or employee tags who are receiving this time off." msgstr "" #: ../../content/applications/hr/time_off.rst:485 msgid "" "Multiple selections can be made for either :guilabel:`Employees` or " ":guilabel:`Employee Tag`." msgstr "" #: ../../content/applications/hr/time_off.rst:487 msgid "" "Only one selection can be made for the :guilabel:`Company` or " ":guilabel:`Department`." msgstr "" #: ../../content/applications/hr/time_off.rst:488 msgid "" ":guilabel:`Add a reason...`: if any description or note is necessary to " "explain the time off allocation, enter it in this field at the bottom of the" " form." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "A new allocation form with all the fields filled out for the annual two week vacation\n" "granted to all employees." msgstr "" #: ../../content/applications/hr/time_off.rst:499 msgid "Request time off" msgstr "" #: ../../content/applications/hr/time_off.rst:501 msgid "" "Once an employee has been allocated time off, a request to use the time off " "can be submitted. Time off can be requested in one of two ways, either from " "the :ref:`dashboard ` or from the :ref:`My Time Off " "` view." msgstr "" #: ../../content/applications/hr/time_off.rst:505 msgid "" "To create a new request for time off, click the :guilabel:`New` button on " "either the main *Time Off* :guilabel:`Dashboard` or the :guilabel:`My Time " "Off` list view." msgstr "" #: ../../content/applications/hr/time_off.rst:509 msgid "" "Both :guilabel:`New` buttons allow the user to request time off, but when " "requested from the :guilabel:`Dashboard`, a :guilabel:`New Time Off` request" " form appears in a modal. When requested from the :guilabel:`My Time Off` " "list view, the screen navigates to a new time off request page, instead." msgstr "" #: ../../content/applications/hr/time_off.rst:514 msgid "" "Enter the following information on the :guilabel:`New Time Off` request " "form:" msgstr "" #: ../../content/applications/hr/time_off.rst:516 msgid "" ":guilabel:`Time Off Type`: select the type of time off being requested from " "the drop-down menu." msgstr "" #: ../../content/applications/hr/time_off.rst:517 msgid "" ":guilabel:`Dates`: enter the dates that the time off falls under. There are " "two fields to populate, the start and end dates. Click on either date field " "and a popover calendar appears." msgstr "" #: ../../content/applications/hr/time_off.rst:520 msgid "" "Click on the start date, then click on the end date. The selected start and " "end dates are circled, and the dates between them are highlighted (if " "applicable)." msgstr "" #: ../../content/applications/hr/time_off.rst:523 msgid "" "If the time off requested is for a single day, click on the start date, then" " click the same date again for the end date." msgstr "" #: ../../content/applications/hr/time_off.rst:526 msgid "" "When the correct dates are selected/highlighted, click the :guilabel:`Apply`" " button." msgstr "" #: ../../content/applications/hr/time_off.rst:528 msgid "" "The selected dates now populate the two portions of the :guilabel:`Dates` " "field." msgstr "" #: ../../content/applications/hr/time_off.rst:530 msgid "" "If the selected :guilabel:`Time Off Type` is configured to have the time off" " taken in hours, the following two fields also appear:" msgstr "" #: ../../content/applications/hr/time_off.rst:533 msgid "" ":guilabel:`Half Day`: if the time off request is for a half day, check this " "box. When this is selected, the second date field disappears, and is " "replaced with a drop-down menu. From that drop-down menu, select either " ":guilabel:`Morning` or :guilabel:`Afternoon` to indicate which half of the " "day is being requested." msgstr "" #: ../../content/applications/hr/time_off.rst:537 msgid "" ":guilabel:`Custom Hours`: if the time off requested is not a whole or half " "day, check this box. A :guilabel:`From` and :guilabel:`To` field appears " "beneath this option, if selected. Using the drop-down menu, select the start" " and end time for the time off request." msgstr "" #: ../../content/applications/hr/time_off.rst:541 msgid "" ":guilabel:`Duration`: this field updates automatically once the " ":guilabel:`Date` section is completed. If the :guilabel:`Date` section is " "modified, this section automatically updates to reflect the total time off " "requested. This field is in either hours or days, depending on how the " "selected :guilabel:`Time Off Type` is configured." msgstr "" #: ../../content/applications/hr/time_off.rst:545 msgid "" ":guilabel:`Description`: enter a description for the time off request. This " "should include any details that managers and approvers may need in order to " "approve the request." msgstr "" #: ../../content/applications/hr/time_off.rst:547 msgid "" ":guilabel:`Supporting Document`: this field only appears if the " ":guilabel:`Time Off Type` selected allows for the attachments of documents. " "Click the :guilabel:`Attach File` button, and a file explorer window " "appears." msgstr "" #: ../../content/applications/hr/time_off.rst:551 msgid "" "Navigate to the desired files to attach, select them, then click the " ":guilabel:`Open` button. The files then appear on the time off request form." " Multiple documents can be attached, if necessary." msgstr "" #: ../../content/applications/hr/time_off.rst:554 #: ../../content/applications/hr/time_off.rst:604 msgid "" "If the request was created from the :guilabel:`Dashboard`, click the " ":guilabel:`Save & Close` button to save the information and submit the " "request." msgstr "" #: ../../content/applications/hr/time_off.rst:557 msgid "" "If the form was completed from the :guilabel:`My Time Off` list view, the " "information is automatically saved as it is entered. However, the form can " "be saved manually at any time by clicking the *save manually* button, " "represented by a :guilabel:`(cloud upload)` icon." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "A time off request form filled out for an employee home sick for two days " "with the flu." msgstr "" #: ../../content/applications/hr/time_off.rst:568 msgid "Request allocation" msgstr "" #: ../../content/applications/hr/time_off.rst:570 msgid "" "If an employee has used all their time off, or is going to run out of time " "off, they can request an allocation for additional time. Allocations can be " "requested in one of two ways, either from the :ref:`Dashboard " "` or the :ref:`My Allocations `" " view." msgstr "" #: ../../content/applications/hr/time_off.rst:574 msgid "" "To create a new allocation request, click either the :guilabel:`New " "Allocation Request` button on the main *Time Off* dashboard, or the " ":guilabel:`New` button in the :guilabel:`My Allocations` list view. Both " "buttons open a new allocation request form." msgstr "" #: ../../content/applications/hr/time_off.rst:579 msgid "" "Both :guilabel:`New` buttons open a :guilabel:`New Allocation` request form," " but when requested from the :guilabel:`Dashboard`, the form appears in a " "modal. When requested from the :guilabel:`My Allocations` list view, the " "screen navigates to a new allocation request page, instead." msgstr "" #: ../../content/applications/hr/time_off.rst:584 msgid "" "Enter the following information on the :guilabel:`New Allocation` request " "form:" msgstr "" #: ../../content/applications/hr/time_off.rst:586 msgid "" ":guilabel:`Time Off Type`: select the type of time off being requested for " "the allocation from the drop-down menu. After a selection is made, the title" " updates with the time off type." msgstr "" #: ../../content/applications/hr/time_off.rst:588 msgid "" ":guilabel:`Validity Period`: this field **only** appears if requesting an " "allocation with a time off type that has the :guilabel:`Take Time Off in` " "field :ref:`configured ` to either " ":guilabel:`Day` or :guilabel:`Half Day`. This field does **not** appear if " "the :guilabel:`Take Time Off in` field is set to :guilabel:`Hours`." msgstr "" #: ../../content/applications/hr/time_off.rst:593 msgid "" "Using the calendar selector, select a start and end date the allocation is " "valid for. By default, the current date populates the first field, and " ":guilabel:`No Limit` populates the second field." msgstr "" #: ../../content/applications/hr/time_off.rst:596 msgid "Adjust both of these dates, if desired." msgstr "" #: ../../content/applications/hr/time_off.rst:597 msgid "" ":guilabel:`Allocation`: enter the amount of time being requested in this " "field. The format is presented in either days or hours, depending on how the" " time off type is configured. Once this field is populated, the name of the " "allocation request is updated to include the amount of time being requested." msgstr "" #: ../../content/applications/hr/time_off.rst:601 msgid "" ":guilabel:`Add a reason...`: enter a description for the allocation request." " This should include any details that managers and approvers may need in " "order to approve the request." msgstr "" #: ../../content/applications/hr/time_off.rst:607 msgid "" "If the form was completed from the :guilabel:`My Allocations` list view, the" " information is automatically saved as it is entered. However, the form can " "be saved manually at any time by clicking the *save manually* button, " "represented by a :guilabel:`(cloud upload)` icon." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "An allocation request form filled out for an employee requesting an additional week of\n" "sick time." msgstr "" #: ../../content/applications/hr/time_off.rst:619 msgid "Management" msgstr "Quản lý" #: ../../content/applications/hr/time_off.rst:621 msgid "" "Time off and allocation requests typically undergo an approval process " "before being granted. Requests either need one or two approvals, if any, " "depending on how the specific type of time off is configured. These are all " "housed under the :guilabel:`Management` section of the *Time Off* " "application." msgstr "" #: ../../content/applications/hr/time_off.rst:626 msgid "" "Only users who can approve allocation and time off requests have the " ":guilabel:`Management` section visible in the *Time Off* application." msgstr "" #: ../../content/applications/hr/time_off.rst:632 msgid "Manage time off" msgstr "" #: ../../content/applications/hr/time_off.rst:634 msgid "" "To view time off requests that need approval, navigate to " ":menuselection:`Time Off app --> Management --> Time Off`. The only time off" " requests visible on this list are for employees the user has either " ":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " "in the *Time Off* application." msgstr "" #: ../../content/applications/hr/time_off.rst:639 msgid "" "The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " "This only presents time off requests that need to be approved for current " "employees on the user's team, with a status of either :guilabel:`To Approve`" " or :guilabel:`Second Approval`." msgstr "" #: ../../content/applications/hr/time_off.rst:643 msgid "" "The left side of the screen has various grouping options to narrow down the " "presented time off requests. Since only time off requests that need to be " "approved are shown, the only status options are :guilabel:`All`, " ":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " "departments the user is a member of, and manages employees under, also " "appear on the left side of the screen, under :guilabel:`Departments`." msgstr "" #: ../../content/applications/hr/time_off.rst:650 msgid "" "If there are no requests that fall under one of the status options or " "departments, that status or department is **not** visible on the left-side " "menu." msgstr "" #: ../../content/applications/hr/time_off.rst:653 msgid "" "To display time off requests for specific departments only, click on the " ":guilabel:`Department` on the left-hand side. Only requests within the " "selected department are then presented." msgstr "" #: ../../content/applications/hr/time_off.rst:656 #: ../../content/applications/hr/time_off.rst:721 msgid "" "The status column displays the status of each request, with the status " "highlighted in a specific color." msgstr "" #: ../../content/applications/hr/time_off.rst:659 msgid "" "The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " "highlighted in yellow and are the only ones that appear in the list by " "default. If the `Waiting For Me` filter is removed, then all statuses " "appear. :guilabel:`Approved` requests are highlighted in green, " ":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " ":guilabel:`Refused` requests are highlighted in gray." msgstr "" #: ../../content/applications/hr/time_off.rst:665 msgid "" "To approve a time off request, click the :guilabel:`👍 Approve` button at the" " end of the line. To validate a time off request that has already been " "approved, and is waiting on a second approval, click the :guilabel:`✔️ " "Validate` button at the end of the line. To refuse a request, click the " ":guilabel:`✖️ Refuse` button at the far end of the line." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "Time off requests with the filter, groupings, and status sections " "highlighted." msgstr "" #: ../../content/applications/hr/time_off.rst:674 msgid "" "For more details, click anywhere on the time off request line (except for " "the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " "Refuse` buttons) to load the time off request form. Depending on the rights " "of the user, changes can be made." msgstr "" #: ../../content/applications/hr/time_off.rst:678 msgid "" "To modify the request, make any desired changes to the form. All changes are" " automatically saved." msgstr "" #: ../../content/applications/hr/time_off.rst:680 msgid "" "It is also possible to approve or refuse the request from this form. Click " "the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " "to refuse the request." msgstr "" #: ../../content/applications/hr/time_off.rst:684 msgid "Manage allocations" msgstr "" #: ../../content/applications/hr/time_off.rst:686 msgid "" "To view allocations that need approval, navigate to :menuselection:`Time Off" " app --> Management --> Allocations`. The only allocations visible on this " "list are for employees the user has either :guilabel:`Time Off Officer` or " ":guilabel:`Administrator` access rights for in the *Time Off* application." msgstr "" #: ../../content/applications/hr/time_off.rst:691 msgid "" "The default filters that are configured to be in place when navigating to " "the :guilabel:`Allocations` list are :guilabel:`My Team` and " ":guilabel:`Active Employee`. This *only* presents employees on the user's " "team (who they manage) and active employees. Inactive users are not shown." msgstr "" #: ../../content/applications/hr/time_off.rst:696 msgid "" "The left side of the screen has various grouping options to narrow down the " "presented allocation requests." msgstr "" #: ../../content/applications/hr/time_off.rst:699 msgid "" "The :guilabel:`Status` options are :guilabel:`To Approve`, " ":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " ":guilabel:`Status` to view only requests with that status. To view all " "allocation requests, click :guilabel:`All`." msgstr "" #: ../../content/applications/hr/time_off.rst:703 msgid "" "It is also possible to display allocation requests by department. Click on " "the :guilabel:`Department` in the left side of the screen to only present " "allocations for that specific department." msgstr "" #: ../../content/applications/hr/time_off.rst:708 msgid "" "The groupings on the left side only present allocation requests that fall " "under the default filters of :guilabel:`My Team` and :guilabel:`Active " "Employee`. Only the statuses for allocation requests that fall under those " "filters are presented on the left side." msgstr "" #: ../../content/applications/hr/time_off.rst:712 msgid "" "For example, if there are no requests with a status of :guilabel:`To " "Submit`, that status option does not appear in the left-hand side." msgstr "" #: ../../content/applications/hr/time_off.rst:715 msgid "" "All departments for the user's employees appear in the list. If there are no" " allocation requests that fall under that department matching the pre-" "configured filters, the list is blank." msgstr "" #: ../../content/applications/hr/time_off.rst:718 msgid "" "It is always possible to remove any of the pre-configured filters, by " "clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " "it." msgstr "" #: ../../content/applications/hr/time_off.rst:724 msgid "" "The :guilabel:`To Approve` requests are highlighted in yellow, " ":guilabel:`Approved` requests are highlighted in green, and the " ":guilabel:`Refused` requests are highlighted in gray." msgstr "" #: ../../content/applications/hr/time_off.rst:727 msgid "" "To approve an allocation request, click the :guilabel:`✔ Validate` button at" " the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " "button." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "Allocations with the filter, groupings, and status sections highlighted." msgstr "" #: ../../content/applications/hr/time_off.rst:734 msgid "" "If more details are needed, click anywhere on the allocation request line " "(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" " view the request in detail." msgstr "" #: ../../content/applications/hr/time_off.rst:737 msgid "" "Depending on the rights of the user, changes can be made to the allocation " "request form that appears. To modify the request, make any desired changes " "to the form. All changes are automatically saved." msgstr "" #: ../../content/applications/hr/time_off.rst:741 msgid "" "It is also possible to approve or refuse the request from this form. Click " "the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" " to refuse the request." msgstr "" #: ../../content/applications/hr/time_off.rst:747 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " "This presents a calendar with the default filter of `My Team`, in a month " "view." msgstr "" #: ../../content/applications/hr/time_off.rst:751 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " ":guilabel:`Week`, or :guilabel:`Year` to present the calendar in that " "corresponding view." msgstr "" #: ../../content/applications/hr/time_off.rst:755 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " "arrow)` or :guilabel:`→ (right arrow)` to move either forward or backward in" " that specified amount of time." msgstr "" #: ../../content/applications/hr/time_off.rst:759 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" #: ../../content/applications/hr/time_off.rst:761 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" #: ../../content/applications/hr/time_off.rst:763 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" #: ../../content/applications/hr/time_off.rst:766 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" #: ../../content/applications/hr/time_off.rst:769 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" #: ../../content/applications/hr/time_off.rst:772 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" #: ../../content/applications/hr/time_off.rst:774 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " "on each individual bar represents the number of employees out for those " "highlighted days." msgstr "" #: ../../content/applications/hr/time_off.rst:778 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " "and end time of the time off. To view the details of the time off request in" " a modal, click the :guilabel:`View` button." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "Overview of the user's team, with time off requests shown." msgstr "" #: ../../content/applications/hr/time_off.rst:787 msgid "My time" msgstr "" #: ../../content/applications/hr/time_off.rst:789 msgid "" "The :guilabel:`My Time` section of the *Time Off* application contains the " "time off dashboard, as well as the user's time off requests and allocations." msgstr "" #: ../../content/applications/hr/time_off.rst:795 msgid "Dashboard" msgstr "Trang tổng quan" #: ../../content/applications/hr/time_off.rst:797 msgid "" "All users have access to the time off dashboard, which is the default view " "in the *Time Off* application. The dashboard can also be accessed at any " "point in the application by navigating to :menuselection:`Time Off app --> " "My Time --> Dashboard`." msgstr "" #: ../../content/applications/hr/time_off.rst:801 msgid "" "The current year is displayed, and the current day is highlighted in red." msgstr "" #: ../../content/applications/hr/time_off.rst:803 msgid "" "To change the view, click on the :guilabel:`Year` button to reveal a drop-" "down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " ":guilabel:`Month` to present the calendar in that corresponding view." msgstr "" #: ../../content/applications/hr/time_off.rst:807 msgid "" "To change the presented dates, click the :guilabel:`← (left arrow)` or " ":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " "button. The calendar view adjusts in increments of the presented view." msgstr "" #: ../../content/applications/hr/time_off.rst:811 msgid "" "For example, if :guilabel:`Year` is selected, the arrows adjust the view by " "one year." msgstr "" #: ../../content/applications/hr/time_off.rst:813 msgid "" "To change the view at any point to a view that includes the current date, " "click the :guilabel:`Today` button." msgstr "" #: ../../content/applications/hr/time_off.rst:816 msgid "" "Above the calendar view is a summary of the user's time off balances. Every " "time off type that has been allocated appears in its own summary box. Each " "summary lists the type of time off, the corresponding icon, the current " "available balance (in hours or days), and an expiration date (if " "applicable)." msgstr "" #: ../../content/applications/hr/time_off.rst:821 msgid "" "To view the full details of a time off balance, click the :guilabel:`? " "(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " "on the time off summary. The complete details are presented in a popover " "window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" " time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " "off, and the currently :guilabel:`Available` time off." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "A view of the complete time off balance details in the popover window." msgstr "" #: ../../content/applications/hr/time_off.rst:831 msgid "" "A user is also able to see how much time off they will have accrued in the " "future. On the right side of the time off summary blocks, there is a " ":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " "selector popover appears." msgstr "" #: ../../content/applications/hr/time_off.rst:835 msgid "" "The current date is the default date selected. Navigate to the desired date," " and Odoo displays the time off balances the user will have on that date. " "This takes into account all time off currently planned and approved. To " "return to the current date, click the :guilabel:`Today` button to the right " "of the date field." msgstr "" #: ../../content/applications/hr/time_off.rst:840 msgid "" "On the right side of the calendar, the various time off types are displayed," " with their corresponding colors. The :guilabel:`Legend` explains how the " "various statuses for time off requests are presented." msgstr "" #: ../../content/applications/hr/time_off.rst:844 msgid "" "Time off that has been validated appears in a solid color (in the color " "specified in the :guilabel:`Time Off Type` section above the " ":guilabel:`Legend`). Time off requests that still need to be approved appear" " with white stripes in the color. Refused time off requests have a colored " "line through the dates." msgstr "" #: ../../content/applications/hr/time_off.rst:849 msgid "" "New time off requests can be made from the dashboard. Click the " ":guilabel:`New` button at the top of the dashboard, and a :ref:`New Time Off" " ` modal appears." msgstr "" #: ../../content/applications/hr/time_off.rst:852 msgid "" "New allocation requests can also be made from the dashboard. Click the " ":guilabel:`New Allocation Request` button at the top of the dashboard to " "request more time off, and a :ref:`New Allocation ` modal appears." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "Time off dashboard view with the legend, time off summaries, and view " "buttons highlighted." msgstr "" #: ../../content/applications/hr/time_off.rst:863 msgid "My time off" msgstr "" #: ../../content/applications/hr/time_off.rst:865 msgid "" "To view a list of all the user's time off requests, navigate to " ":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " "off requests, both past and present, appear in a list view." msgstr "" #: ../../content/applications/hr/time_off.rst:868 msgid "" "The list includes the following information for each request: the " ":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " ":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." msgstr "" #: ../../content/applications/hr/time_off.rst:872 msgid "" "A new time off request can be made from this view. Click the :guilabel:`New`" " button to :ref:`request time off `." msgstr "" #: ../../content/applications/hr/time_off.rst:878 msgid "My allocations" msgstr "" #: ../../content/applications/hr/time_off.rst:880 msgid "" "To view a list of all the user's allocations, navigate to " ":menuselection:`Time Off app --> My Time --> My Allocations`. All " "allocations and requested allocations appear in a list view." msgstr "" #: ../../content/applications/hr/time_off.rst:883 msgid "" "The information presented on the :guilabel:`My Allocations` page includes: " "the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " ":guilabel:`Allocation Type`, and :guilabel:`Status`." msgstr "" #: ../../content/applications/hr/time_off.rst:887 msgid "" "A new allocation request can be made from this view, as well. Click the " ":guilabel:`New` button to :ref:`request an allocation `." msgstr "" #: ../../content/applications/hr/time_off.rst:895 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " "are taking time off, how much time off they are taking, and what time off " "types are being used." msgstr "" #: ../../content/applications/hr/time_off.rst:899 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " "application is installed, an option to add the report to a spreadsheet " "appears. If not, the report can be added to a *Dashboard*." msgstr "" #: ../../content/applications/hr/time_off.rst:904 msgid "By employee" msgstr "" #: ../../content/applications/hr/time_off.rst:906 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" #: ../../content/applications/hr/time_off.rst:909 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" #: ../../content/applications/hr/time_off.rst:913 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" #: ../../content/applications/hr/time_off.rst:916 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " ":guilabel:`End Date`, :guilabel:`Status`, and :guilabel:`Description`." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "Report of time off, shown by each employee in a list view." msgstr "" #: ../../content/applications/hr/time_off.rst:924 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " "specific way. The various options are a :guilabel:`List` (the default view)," " :guilabel:`Graph`, :guilabel:`Pivot` table, or :guilabel:`Calendar` view." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "The various other views highlighted, for the employee time off report." msgstr "" #: ../../content/applications/hr/time_off.rst:933 #: ../../content/applications/hr/time_off.rst:960 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" " various options, refer to the :doc:`reporting <../essentials/reporting>` " "documentation." msgstr "" #: ../../content/applications/hr/time_off.rst:938 msgid "By type" msgstr "By type" #: ../../content/applications/hr/time_off.rst:940 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" #: ../../content/applications/hr/time_off.rst:943 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." msgstr "" #: ../../content/applications/hr/time_off.rst-1 msgid "" "The various time off types, and how many days requested, in a bar chart. Details are\n" "highlighted in a red box." msgstr "" #: ../../content/applications/hr/time_off.rst:950 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" #: ../../content/applications/hr/time_off.rst:952 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " ":guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and the " ":guilabel:`Description`." msgstr "" #: ../../content/applications/hr/time_off.rst:956 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " "way. The various options are a :guilabel:`Graph` (the default view), " ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr ""