# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Felix Schubert , 2024 # Martin Trigaux, 2024 # Wil Odoo, 2024 # Larissa Manderfeld, 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: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: de\n" "Plural-Forms: nplurals=2; plural=(n != 1);\n" #: ../../content/applications/hr.rst:5 msgid "Human resources" msgstr "Personalwesen" #: ../../content/applications/hr/appraisals.rst:3 #: ../../content/applications/hr/appraisals.rst:50 #: ../../content/applications/hr/appraisals.rst:195 msgid "Appraisals" msgstr "Mitarbeiterbeurteilung" #: ../../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 "" "In Odoo kann die App *Mitarbeiterbeurteilung* verwendet werden, um die " "Leistung von Mitarbeitern regelmäßig zu bewerten. Manager können die " "Leistung ihrer Mitarbeiter bewerten und auch den Mitarbeitern die " "Möglichkeit geben, eine Selbstbewertung vorzunehmen. Beurteilungen sind " "anpassbar und können für jede Art von Zeitplan festgelegt werden" #: ../../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 "" "Durch Beurteilungen erhalten Mitarbeiter wertvolles Feedback, einschließlich" " umsetzbarer Ziele, auf die sie hinarbeiten können, und messbarer " "Fähigkeiten, die sie verbessern können. Außerdem können Beurteilungen die " "Grundlage für Gehaltserhöhungen, Beförderungen und andere Zusatzleistungen " "bilden." #: ../../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 "" "Regelmäßige Beurteilungen sind sowohl für die Mitarbeiter als auch für das " "Unternehmen von Vorteil, da sie die Leistung anhand der Unternehmensziele " "genau messen und den Mitarbeitern zeigen können, wo sie sich verbessern " "müssen." #: ../../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 "Konfiguration" #: ../../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 "" "Über das Menü :guilabel:`Konfiguration` in der App *Mitarbeiterbeurteilung* " "können die Einstellungen konfiguriert, Feedback-Vorlagen bearbeitet, " "Intervalle festgelegt, Bewertungsskalen verwaltet, Daten für 360-Feedback " "gespeichert und Ziel-Stichwörter angezeigt/erstellt werden." #: ../../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 "Einstellungen" #: ../../content/applications/hr/appraisals.rst:27 msgid "" "To access the *Settings* menu, navigate to :menuselection:`Appraisals " "application --> Configuration --> Settings`." msgstr "" "Um auf das Menü *Einstellungen* zuzugreifen, navigieren Sie zu " ":menuselection:`Mitarbeiterbeurteilung --> Konfiguration --> Einstellungen`." #: ../../content/applications/hr/appraisals.rst:31 msgid "Feedback templates" msgstr "Feedback-Vorlagen" #: ../../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 "" "Feedback-Vorlagen sind Formulare, die während einer Mitarbeiterbeurteilung " "verwendet werden. Alle Änderungen, die an einer Vorlage vorgenommen werden, " "spiegeln sich letztendlich in den Beurteilungen wider, die an die " "Mitarbeiter gesendet werden." #: ../../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 "" "In Odoo *Mitarbeiterbeurteilung* sind zwei Standardvorlagen vorkonfiguriert:" " eine für Mitarbeiterfeedback und eine für Managerfeedback. Jede enthält " "mehrere Abschnitte mit Fragen und kurzen Erklärungen, wie die Fragen zu " "beantworten sind." #: ../../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 "" "Die :guilabel:`Vorlage für Mitarbeiter-Feedback` hat die folgenden " "Abschnitte: :guilabel:`Meine Arbeit`, :guilabel:`Meine Zukunft`, und " ":guilabel:`Meine Gefühle`." #: ../../content/applications/hr/appraisals.rst:43 msgid "" "The :guilabel:`Manager Feedback Template` has the following sections: " ":guilabel:`Feedback`, :guilabel:`Evaluation`, and :guilabel:`Improvements`." msgstr "" "Die :guilabel:`Vorlage für Manager-Feedback` hat die folgenden Abschnitte: " ":guilabel:`Feedback`, :guilabel:`Bewertung`, und :guilabel:`Verbesserungen`." #: ../../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 "" "Gewünschte Änderungen an den Standard-Feedbackvorlagen können Sie direkt in " "jeder Vorlage vornehmen." #: ../../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 "" "Der Abschnitt :guilabel:`Mitarbeiterbeurteilungen` des Einstellungsmenüs " "legt fest, wie oft Beurteilungen durchgeführt werden und ob es möglich ist, " "zusätzliches Feedback anzufordern." #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The appraisals sections with the timeline filled in and 360 feedback " "enabled." msgstr "" "Die Abschnitte für die Beurteilungen mit dem ausgefüllten Zeitplan und dem " "aktivierten 360°-Feedback." #: ../../content/applications/hr/appraisals.rst:62 msgid "Appraisals plans" msgstr "Beurteilungspläne" #: ../../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 "" "Standardmäßig sind Beurteilungen so vorkonfiguriert, dass sie sechs Monate " "nach der Einstellung eines Mitarbeiters automatisch erstellt werden und " "genau sechs Monate danach eine zweite Beurteilung erfolgt." #: ../../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 "" "Sobald diese beiden ersten Beurteilungen im ersten Jahr des Mitarbeiters " "abgeschlossen sind, werden die folgenden Beurteilungen nur noch einmal pro " "Jahr (alle zwölf Monate) erstellt." #: ../../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 "" "Um diesen Zeitplan zu ändern, ändern Sie die Anzahl der Monate in den leeren" " Feldern unter dem Abschnitt :guilabel:`Beurteilungspläne`." #: ../../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 "" "Wenn der Abschnitt :guilabel:`Beurteilungspläne` geändert wird, werden " "**alle** leeren :guilabel:`Nächste Beurteilungsdaten` für **alle** " "Mitarbeiter geändert." #: ../../content/applications/hr/appraisals.rst:78 #: ../../content/applications/hr/appraisals.rst:120 msgid "360 feedback" msgstr "360°-Feedback" #: ../../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 "" "Die Option :guilabel:`360-Feedback` kann aktiviert werden, um es Managern zu" " ermöglichen, unabhängig vom Beurteilungszeitplan jederzeit ein Feedback von" " anderen Mitarbeitern mit einem anderen Umfrageformular anzufordern." #: ../../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 "" "Normalerweise bitten Manager andere Personen, die mit einem von ihnen " "geführten Mitarbeiter zusammenarbeiten, um Feedback. Dazu gehören die " "verschiedenen Manager des Mitarbeiters, Kollegen und direkte Mitarbeiter." #: ../../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 "" "Um die :guilabel:`360-Feedback`-Umfrage anzuzeigen, klicken Sie auf das " "Symbol :guilabel:`→ Interner Link` am Ende des Feldes " ":guilabel:`Standardvorlage`. Die :guilabel:`360-Feedback`-Umfrage wird " "geladen und Sie können alle gewünschten Änderungen an der Umfrage vornehmen." #: ../../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 "" "Weitere Informationen darüber, wie Sie eine Umfrage bearbeiten können, " "finden Sie im Dokument :doc:`../marketing/surveys/create`." #: ../../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 "" "Das Formular :guilabel:`360-Feedback` ist eine vorkonfigurierte Umfrage " "innerhalb der *Umfragenapp*. Um die Option :guilabel:`360-Feedback` zu " "nutzen, einschließlich der Möglichkeit, die Umfrage zu bearbeiten, **muss** " "die *Umfragenapp* installiert sein." #: ../../content/applications/hr/appraisals.rst:99 msgid "Evaluation scale" msgstr "Bewertungsskala" #: ../../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 "" "Auf jedem Mitarbeiterbeurteilungsformular werden standardmäßig Optionen für " "die Endbewertung angezeigt. Um diese Optionen anzuzeigen und zu bearbeiten, " "navigieren Sie zu :menuselection:`Mitarbeiterbeurteilung --> Konfiguration " "--> Bewertungsskala`. Hier werden die Bewertungen in einer Listenansicht " "angezeigt." #: ../../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 "" "Die vorkonfigurierten Bewertungen sind :guilabel:`Verbesserung " "erforderlich`, :guilabel:`Erfüllt Erwartungen`, :guilabel:`Übertrifft " "Erwartungen` und :guilabel:`Übertrifft Erwartungen bei weitem`. Um eine " "weitere Bewertung hinzuzufügen, klicken Sie auf die Schaltfläche " ":guilabel:`Neu`." #: ../../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 "" "Wenn Sie auf der Seite :guilabel:`Bewertungsskala` auf die Schaltfläche " ":guilabel:`Neu` klicken, erscheint am unteren Ende der Liste eine leere " "Zeile. Geben Sie den Namen der Bewertung in das Feld ein." #: ../../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 "" "Um die Reihenfolge der Bewertungen zu ändern, klicken Sie auf das Symbol " ":guilabel:`(sechs kleine graue Kästchen)` links neben einer Bewertung und " "ziehen Sie die Bewertung an die gewünschte Position in der Liste." #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The evaluation scale, with the new button and click and drag icons " "highlighted." msgstr "" "Die Bewertungsskala, wobei die neue Schaltfläche und die Drag-and-drop-" "Symbole hervorgehoben sind." #: ../../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 "" "Im Abschnitt :guilabel:`360°-Feedback` werden Informationen zu allen " "Umfragen angezeigt, die derzeit in der *Mitarbeiterbeurteilungsapp* " "konfiguriert sind. Um die Umfragen und ihre Statistiken anzuzeigen, " "navigieren Sie zu :menuselection:`Mitarbeiterbeurteilung --> Konfiguration " "--> 360°-Feedback`." #: ../../content/applications/hr/appraisals.rst-1 msgid "A list view of all available surveys in the Appraisals application." msgstr "" "Eine Listenansicht aller verfügbaren Umfragen in der " "Mitarbeitereurteilungsapp." #: ../../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 "" "Jede Beurteilung (oder Umfrage) wird in einer eigenen Zeile auf der Seite " ":guilabel:`360°-Feedback` dargestellt, zusammen mit verschiedenen " "Informationen zu dieser bestimmten Beurteilung." #: ../../content/applications/hr/appraisals.rst:133 msgid "Each appraisal includes the following information:" msgstr "Jede Beurteilung enthält die folgenden Informationen:" #: ../../content/applications/hr/appraisals.rst:135 msgid ":guilabel:`Survey Name`: the name of the specific survey." msgstr ":guilabel:`Name der Umfrage`: der Name der bestimmnten Umfrage." #: ../../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 "" ":guilabel:`Verantwortlich`: der für die Umfrage verantwortliche Mitarbeiter," " einschließlich Monat und Jahr, in dem er diese Bezeichnung erhielt." #: ../../content/applications/hr/appraisals.rst:138 msgid "" ":guilabel:`Questions`: the number of questions in that particular survey." msgstr ":guilabel:`Fragen`: die Anzahl der Fragen in dieser Umfrage." #: ../../content/applications/hr/appraisals.rst:139 msgid "" ":guilabel:`Average Duration`: the average time a user spends completing the " "survey." msgstr "" ":guilabel:`Durchschnittliche Dauer`: die durchschnittliche Zeit, die ein " "Benutzer mit dem Ausfüllen der Umfrage verbringt." #: ../../content/applications/hr/appraisals.rst:140 msgid "" ":guilabel:`Registered`: the number of people who have been sent the survey." msgstr "" ":guilabel:`Registriert`: die Anzahl der Personen, die die Umfrage erhalten " "haben." #: ../../content/applications/hr/appraisals.rst:141 msgid "" ":guilabel:`Completed`: the number of people who have completed the survey." msgstr "" ":guilabel:`Abgeschlossen`: die Anzahl der Personen, die die Umfrage " "abgeschlossen haben." #: ../../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 "" "Jede Beurteilung hat außerdem zwei Schaltflächen am Ende jeder Zeile: eine " ":guilabel:`Test`-Schaltfläche und eine :guilabel:`Ergebnisse " "ansehen`-Schaltfläche." #: ../../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 "" "Um zu sehen, wie eine Beurteilung für den Endbenutzer (d. h. einen " "Mitarbeiter) aussieht, klicken Sie auf die Schaltfläche :guilabel:`Test`, " "und die Beurteilung wird in einem neuen Browserreiter geladen. Die gesamte " "Beurteilung wird geladen und Sie können sich durch die Beurteilung klicken, " "ohne Antworten eingeben zu müssen." #: ../../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 "" "Um die Umfrage zu beenden, schließen Sie den Reiter. Oder klicken Sie auf " ":guilabel:`Dies ist eine Testumfrage. → Umfrage bearbeiten` oben auf der " "Seite, um zum Detailformular für diese bestimmte Umfrage zu gelangen." #: ../../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 "" "Um die Ergebnisse aller Personen, die eine Beurteilung abgegeben haben, " "anzuzeigen, klicken Sie auf die Schaltfläche :guilabel:`Ergebnisse ansehen`." " Dadurch werden alle Antworten für die Umfrage in einem neuen Reiter " "angezeigt. Jede Frage enthält Informationen darüber, wie viele Personen die " "Frage beantwortet und wie viele sie übersprungen haben. Alle Antworten für " "jede Frage sind sichtbar." #: ../../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 "" "Um die Umfrage zu beenden, schließen Sie den Reiter. Oder klicken Sie auf " ":guilabel:`→ Umfrage bearbeiten` oben auf der Seite, um zum Detailformular " "für diese bestimmte Umfrage zu gelangen." #: ../../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 "" "Sie können nicht nur die Antworten vergangener Beurteilungen und Umfragen " "einsehen, sondern auch neue Umfragen auf der Seite :guilabel:`360°-Feedback`" " erstellen. Klicken Sie einfach auf die Schaltfläche :guilabel:`Neu` oben " "links auf der Seite, um eine neue Umfrage zu erstellen." #: ../../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 "" "Weitere Informationen darüber, wie Sie eine Umfrage erstellen können, finden" " Sie im Dokument :doc:`../marketing/surveys/create`." #: ../../content/applications/hr/appraisals.rst:169 msgid "" "In previous versions of Odoo, this section was referred to as " ":guilabel:`Surveys`." msgstr "" "In früheren Versionen von Odoo wurde dieser Bereich als :guilabel:`Umfragen`" " bezeichnet." #: ../../content/applications/hr/appraisals.rst:172 msgid "Tags" msgstr "Stichwörter" #: ../../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 "" "Eine zusätzliche Funktion der *Mitarbeiterbeurteilungsapp* ist die " "Möglichkeit, :ref:`Ziele ` für Mitarbeiter festzulegen. " "Auf jedem Zielformular gibt es ein Feld zum Hinzufügen von Stichwörtern. Die" " verfügbaren Stichwörter werden aus einer Liste gezogen, die in den " "Einstellungen konfiguriert wird." #: ../../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 "" "Um eine Liste aller vorhandenen Zielstichwörter anzuzeigen und neue " "Stichwörter zu erstellen, gehen Sie auf die Seite " ":guilabel:`Zielstichwörter`, indem Sie zu " ":menuselection:`Mitarbeiterbeurteilung --> Konfiguration --> Stichwörter` " "navigieren." #: ../../content/applications/hr/appraisals.rst:181 msgid "All currently configured tags are presented in a list view." msgstr "" "Alle aktuell konfigurierten Stichwörter werden in einer Listenansicht " "angezeigt." #: ../../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 "" "Die *Mitarbeiterbeurteilungsapp* hat **keine** vorkonfigurierten " "Stichwörter, sodass alle Stichwörter aus dieser Liste oder direkt aus dem " "Zielformular hinzugefügt werden müssen." #: ../../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 "" "Um ein neues Stichwort auf der Seite :guilabel:`Zielstichwörter` zu " "erstellen, klicken Sie auf die Schaltfläche :guilabel:`Neu`, woraufhin eine " "leere Zeile erscheint." #: ../../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 "" "Geben Sie den Namen der Stichwörter in die Zeile ein. Drücken Sie dann die " "Eingabetaste, um die Markierung zu speichern und eine neue leere Zeile zu " "erstellen. Wiederholen Sie diesen Vorgang für alle Stichwörter, die Sie " "hinzufügen möchten." #: ../../content/applications/hr/appraisals.rst:192 msgid "The list of tags is automatically arranged in alphabetical order." msgstr "" "Die Liste der Stichwörter wird automatisch in alphabetischer Reihenfolge " "angeordnet." #: ../../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 "" "Navigieren Sie zum Hauptdashboard *Mitarbeiterbeurteilung*, indem Sie die " "App :guilabel:`Mitarbeiterbeurteilung` öffnen. Das " ":guilabel:`Mitarbeiterbeurteilungsdashboard` ist die Standardansicht." #: ../../content/applications/hr/appraisals.rst:200 msgid "" "To view the dashboard at any point in the application, navigate to " ":menuselection:`Appraisals application --> Appraisals`." msgstr "" "Um das Dashboard an einem beliebigen Punkt in der App anzuzeigen, navigieren" " Sie zu :menuselection:`Mitarbeiterbeurteilung --> Mitarbeiterbeurteilung`." #: ../../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 "" "Alle Beurteilungen werden auf dem Dashboard standardmäßig in einer Kanban-" "Ansicht angezeigt, mit einer Liste von Gruppierungen auf der linken Seite " "des Dashboards, einschließlich :guilabel:`Unternehmen`, " ":guilabel:`Abteilung` und :guilabel:`Status`." #: ../../content/applications/hr/appraisals.rst:207 msgid "" "Click any grouping option to view appraisals for **only** the chosen " "selection." msgstr "" "Klicken Sie auf eine beliebige Gruppierungsoption, um Beurteilungen **nur** " "für die gewählte Auswahl anzuzeigen." #: ../../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 "" "Nur Gruppierungen mit mehreren Auswahlmöglichkeiten erscheinen in der Liste." " Wenn eine Datenbank z. B. nur ein Unternehmen hat, erscheint die " "Gruppierung :guilabel:`Unternehmen` **nicht**, da es kein anderes " "Unternehmen zur Auswahl gibt." #: ../../content/applications/hr/appraisals.rst:214 msgid "Each appraisal card displays the following information:" msgstr "Jede Beurteilungskarte enthält die folgenden Informationen:" #: ../../content/applications/hr/appraisals.rst:216 msgid ":guilabel:`Name`: the employee's name." msgstr ":guilabel:`Name`: der Name des Mitarbeiters." #: ../../content/applications/hr/appraisals.rst:217 msgid "" ":guilabel:`Department`: the department the employee is associated with." msgstr "" ":guilabel:`Abteilung`: die Abteilung, der der Mitarbeiter zugeordnet ist." #: ../../content/applications/hr/appraisals.rst:218 msgid "" ":guilabel:`Company`: the company the employee works for. This only appears " "in a multi-company database." msgstr "" ":guilabel:`Unternehmen`: das Unternehmen, für das der Mitarbeiter arbeitet. " "Dies erscheint nur in einer Datenbank mit mehreren Unternehmen." #: ../../content/applications/hr/appraisals.rst:220 msgid "" ":guilabel:`Date`: the date the appraisal was requested, or is scheduled for " "in the future." msgstr "" ":guilabel:`Datum`: das Datum, an dem die Beurteilung angefordert wurde oder " "für das sie in der Zukunft geplant ist." #: ../../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 "" ":guilabel:`Aktivitäten`: alle Aktivitäten, die für die Beurteilung geplant " "sind, wie z. B. :guilabel:`Meetings` oder :guilabel:`Telefonate`. Wenn keine" " Aktivitäten geplant sind, kann eine Aktivität über das Symbol :guilabel:`🕘 " "(Uhr)` in der linken unteren Ecke einer Beurteilungskarte geplant werden." #: ../../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 "" ":guilabel:`Manager`: der Vorgesetzte des Mitarbeiters, angezeigt durch das " "Profilsymbol in der unteren rechten Ecke einer Beurteilungskarte." #: ../../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 "" ":guilabel:`Statusbanner`: der Status der Beurteilung. Ein Banner erscheint, " "wenn eine Beurteilung entweder als :guilabel:`Abgebrochen` oder " ":guilabel:`Erledigt` markiert ist. Wenn kein Banner angezeigt wird, bedeutet" " dies, dass die Beurteilung noch nicht stattgefunden hat oder noch nicht " "geplant wurde." #: ../../content/applications/hr/appraisals.rst:231 msgid "" "To view the details of any appraisal, click on the card to open the " "appraisal form." msgstr "" "Um die Details einer Beurteilung zu sehen, klicken Sie auf die Karte, um das" " Beurteilungsformular zu öffnen." #: ../../content/applications/hr/appraisals.rst-1 msgid "The Appraisals dashboard with each appraisal in its own box." msgstr "" "Das Mitarbeiterbeurteilungsdashboard mit jeder Beurteilung in einem eigenen " "Feld." #: ../../content/applications/hr/appraisals.rst:238 msgid "New appraisal" msgstr "Neue Mitarbeiterbeurteilung" #: ../../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 "" "Um eine neue Mitarbeiterbeurteilung zu erstellen, klicken Sie auf die " "Schaltfläche :guilabel:`Neu` oben im Dashboard " ":guilabel:`Mitarbeiterbeurteilung`, um ein leeres " "Mitarbeiterbeurteilungsformular zu laden. Geben Sie dann die folgenden " "Informationen in das Formular ein:" #: ../../content/applications/hr/appraisals.rst:243 msgid ":guilabel:`Name`: enter the employee's name." msgstr ":guilabel:`Name`: Geben Sie den Namen des Mitarbeiters ein." #: ../../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 "" ":guilabel:`Manager`: Wählen Sie den Manager des Mitarbeiters aus dem " "Dropdown-Menü. Der Manager ist für das Ausfüllen des Abschnitts " ":guilabel:`Feedback des Managers` in der Beurteilung verantwortlich. Dieses " "Feld wird automatisch ausgefüllt, nachdem der Mitarbeiter ausgewählt wurde, " "wenn in seinem Mitarbeiterprofil ein Manager festgelegt ist." #: ../../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 "" ":guilabel:`Beurteilungsdatum`: In dieses Feld wird automatisch das aktuelle " "Datum eingetragen. Dieses Feld wird automatisch aktualisiert, sobald die " "Beurteilung abgeschlossen oder abgebrochen wird, mit dem entsprechenden " "Datum des Abschlusses oder der Beendigung." #: ../../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 "" ":guilabel:`Abteilung`: Wählen Sie die Abteilung des Mitarbeiters aus dem " "Dropdown-Menü. Dieses Feld wird automatisch ausgefüllt, nachdem der " "Mitarbeiter ausgewählt wurde, wenn er eine Abteilung in seinem " "Mitarbeiterprofil festgelegt hat." #: ../../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 "" ":guilabel:`Unternehmen`: Wählen Sie das Unternehmen des Mitarbeiters aus dem" " Dropdown-Menü. Dieses Feld wird automatisch ausgefüllt, nachdem der " "Mitarbeiter ausgewählt wurde, wenn er ein Unternehmen in seinem " "Mitarbeiterprofil festgelegt hat." #: ../../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 "" "Die einzigen erforderlichen Felder für das Beurteilungsformular sind der " ":guilabel:`Name`, der :guilabel:`Manager` und das :guilabel:`Unternehmen` " "des Mitarbeiters." #: ../../content/applications/hr/appraisals.rst:262 msgid "" "Once the form is complete, click the :guilabel:`Confirm` button to confirm " "the appraisal request." msgstr "" "Sobald das Formular vollständig ausgefüllt ist, klicken Sie auf die " "Schaltfläche :guilabel:`Bestätigen`, um die Anfrage für die Beurteilung zu " "bestätigen." #: ../../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 "" "Nach der Bestätigung erhält der Mitarbeiter eine E-Mail, in der er darüber " "informiert wird, dass eine Beurteilung angefordert wurde, und wird dann " "aufgefordert, einen Beurteilungstermin zu vereinbaren." #: ../../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 "" "Der Status ändert sich in :guilabel:`Bestätigt` und der Abschnitt " ":guilabel:`Feedback des Mitarbeiters` im Reiter :guilabel:`Beurteilung` wird" " ausgegraut. Die Informationen in diesem Abschnitt erscheinen erst, nachdem " "der Mitarbeiter seine Selbsteinschätzung veröffentlicht hat. Das Feld " ":guilabel:`Finale Bewertung` erscheint ebenfalls, sobald die " "Beurteilungsanfrage bestätigt wurde." #: ../../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 "" "Wenn es bereits Beurteilungen für den Mitarbeiter gibt, erscheint oben auf " "der Seite eine intelligente Schaltfläche :guilabel:`Beurteilungen`, die die " "Gesamtzahl der Beurteilungen für den Mitarbeiter auflistet." #: ../../content/applications/hr/appraisals.rst:276 msgid "Ask for feedback" msgstr "Um Feedback bitten" #: ../../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 "" "Im Rahmen des Beurteilungsprozesses kann der Manager jeden im Unternehmen um" " Feedback zu einem Mitarbeiter bitten. In der Regel wird das Feedback von " "Kollegen und anderen Personen eingeholt, die mit dem Mitarbeiter zu tun " "haben oder mit ihm zusammenarbeiten. Dies dient dazu, ein umfassenderes Bild" " des Mitarbeiters zu erhalten und die Gesamtbeurteilung des Managers zu " "unterstützen." #: ../../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 "" "Um Feedback anzufordern, **muss** die Beurteilung bestätigt werden. Nach der" " Bestätigung erscheint oben im Formular eine Schaltfläche :guilabel:`Um " "Feedback bitten`." #: ../../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 "" "Wenn Sie auf die Schaltfläche :guilabel:`Um Feedback bitten` klicken, " "erscheint ein Pop-up-Fenster :guilabel:`Um Feedback bitten`, das die E-Mail-" "Vorlage :guilabel:`Beurteilung: Um Feedback bitten` verwendet und die " "Umfrage :guilabel:`360°-Feedback` versendet." #: ../../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 "" "Geben Sie die Mitarbeiter, die an der Umfrage teilnehmen sollen, in das Feld" " :guilabel:`Empfänger` ein. Es können mehrere Mitarbeiter ausgewählt werden." #: ../../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 "" "Die E-Mail-Vorlage enthält dynamische Platzhalter, um die Nachricht zu " "personalisieren. Fügen Sie der E-Mail zusätzlichen Text hinzu, falls " "gewünscht." #: ../../content/applications/hr/appraisals.rst:296 msgid "If required, an :guilabel:`Answer Deadline` can be added, as well." msgstr "" "Falls erforderlich, kann auch ein :guilabel:`Antwortfrist` hinzugefügt " "werden." #: ../../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 "" "Wenn Sie Anhänge benötigen, klicken Sie auf die Schaltfläche " ":guilabel:`Anhänge`, woraufhin ein Datei-Explorer-Fenster erscheint. " "Navigieren Sie zu der/den Datei(en), wählen Sie sie aus und klicken Sie dann" " auf :guilabel:`Öffnen`." #: ../../content/applications/hr/appraisals.rst:301 msgid "When the email is ready to send, click :guilabel:`Send.`" msgstr "" "Wenn die E-Mail versandfertig ist, klicken Sie auf :guilabel:`Senden.`" #: ../../content/applications/hr/appraisals.rst-1 msgid "The email pop-up when requesting feedback from other employees." msgstr "" "Das E-Mail-Pop-up, wenn Sie um Feedback von anderen Mitarbeitern bitten." #: ../../content/applications/hr/appraisals.rst:308 msgid "Appraisal form" msgstr "Beurteilungsformular" #: ../../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 "" "Sobald eine Beurteilung bestätigt wurde, füllt der Mitarbeiter die " "Selbstbeurteilung aus, woraufhin der Manager seine Beurteilung " "vervollständigt." #: ../../content/applications/hr/appraisals.rst:316 msgid "Employee's feedback" msgstr "Feedback des Mitarbeiters" #: ../../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 "" "Um ihren Teil des Feedbacks zu vervollständigen, sollten die Mitarbeiter zum" " Hauptdashboard der :menuselection:`Mitarbeiterbeurteilungsapp` navigieren, " "wo die einzigen sichtbaren Einträge die Beurteilungen für den Mitarbeiter, " "für sich selbst und/oder für die Personen sind, die sie verwalten und für " "die sie Manager-Feedback geben müssen." #: ../../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 "" "Klicken Sie auf die Beurteilung, um das Beurteilungsformular zu öffnen. " "Geben Sie die Antworten im Abschnitt :guilabel:`Mitarbeiter-Feedback` im " "Reiter :guilabel:`Mitarbeiterbeurteilung` ein." #: ../../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 "" "Wenn Sie fertig sind, klicken Sie auf den Schalter :guilabel:`Nicht für " "Manager sichtbar` (die Standardeinstellung, sobald eine Beurteilung " "bestätigt wurde). Wenn Sie darauf klicken, ändert sich das Kästchen in " ":guilabel:`Für Manager sichtbar`." #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The feedback section for the employee with the toggle button highlighted." msgstr "" "Der Feedback-Bereich für den Mitarbeiter mit der hervorgehobenen " "Umschaltschaltfläche." #: ../../content/applications/hr/appraisals.rst:335 msgid "Manager's feedback" msgstr "Feedback des Managers" #: ../../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 "" "Nachdem der Mitarbeiter den Abschnitt :guilabel:`Feedback des Mitarbeiters` " "im Reiter :guilabel:`Mitarbeiterbeurteilung` ausgefüllt hat, ist es Zeit für" " den Manager, den Abschnitt :guilabel:`Feedback des Managers` auszufüllen." #: ../../content/applications/hr/appraisals.rst:341 msgid "" "The manager enters their responses in the fields in the :ref:`same manner as" " the employee `." msgstr "" "Der Manager gibt seine Antworten in die Felder :ref:`auf die gleiche Weise " "ein wie der Mitarbeiter `" #: ../../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 "" "Wenn der Feedbackbereich ausgefüllt ist, klicken Sie auf den Schalter " ":guilabel:`Nicht für Mitarbeiter sichtbar` (die Standardeinstellung, sobald " "eine Beurteilung bestätigt wurde). Wenn Sie darauf klicken, ändert sich das " "Kästchen in :guilabel:`Für Mitarbeiter sichtbar`." #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The feedback section for both employees and managers. The toggle buttons are" " highlighted." msgstr "" "Der Feedback-Bereich für Mitarbeiter und Manager. Die Umschaltschaltflächen " "sind hervorgehoben." #: ../../content/applications/hr/appraisals.rst:353 msgid "Skills tab" msgstr "Reiter „Kompetenzen“" #: ../../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 "" "Teil einer Beurteilung ist es, die Fähigkeiten eines Mitarbeiters zu " "bewerten und seine Fortschritte im Laufe der Zeit zu verfolgen. Der Reiter " ":guilabel:`Kompetenzen` des Beurteilungsformulars wird automatisch mit den " "Kompetenzen aus dem :doc:`Mitarbeiterformular " "<../hr/employees/new_employee>` ausgefüllt, sobald eine Beurteilung " "bestätigt wird." #: ../../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 "" "Jede Kompetenz wird mit ähnlichen Kompetenzen gruppiert und das " ":guilabel:`Kompetenzlevel`, der :guilabel:`Fortschritt` und die " ":guilabel:`Begründung` werden für jede Kompetenz angezeigt." #: ../../content/applications/hr/appraisals.rst:362 msgid "" "Update any skills, or add any new skills to the :guilabel:`Skills` tab." msgstr "" "Aktualisieren Sie alle Kompetenzen oder fügen Sie neue Kompetenzen im Reiter" " :guilabel:`Kompetenzen` hinzu." #: ../../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 "" "Wenn sich ein Kompetenzlevel erhöht hat, können Sie in das Feld " ":guilabel:`Begründung` einen Grund für die verbesserte Bewertung eingeben, " "z. B. `hat einen Sprachtest abgelegt` oder `hat eine Javascript-" "Zertifizierung erhalten`." #: ../../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 "" "Ausführliche Anweisungen zum Hinzufügen oder Aktualisieren einer Kompetenz " "finden Sie unter :ref:`Einen neuen Mitarbeiter erstellen " "`." #: ../../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 "" "Nachdem eine Beurteilung abgeschlossen ist und die Kompetenzen aktualisiert " "wurden, werden bei der nächsten Bestätigung einer Beurteilung die " "aktualisierten Kompetenzen im Reiter :guilabel:`Kompetenzen` angezeigt." #: ../../content/applications/hr/appraisals.rst-1 msgid "The skills tab of an appraisal form, all filled out." msgstr "" "Der Reiter „Kompetenzen“ eines Beurteilungsformulars, vollständig " "ausgefüllt." #: ../../content/applications/hr/appraisals.rst:379 msgid "Private note tab" msgstr "Reiter „Private Notizen“" #: ../../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 "" "Wenn Manager Notizen hinterlassen möchten, die nur für andere Manager " "sichtbar sind, können Sie diese im Reiter :guilabel:`Private Notiz` " "eingeben. Der bewertete Mitarbeiter hat **keinen** Zugriff auf diesen " "Reiter, und der Reiter erscheint **nicht** in seiner Beurteilung." #: ../../content/applications/hr/appraisals.rst:386 #: ../../content/applications/hr/recruitment.rst:520 msgid "Schedule a meeting" msgstr "Ein Meeting planen" #: ../../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 "" "Sobald beide Teile einer Beurteilung abgeschlossen sind (die Abschnitte " ":ref:`Mitarbeiter ` und :ref:`Manager " "`), ist es an der Zeit, dass sich der " "Mitarbeiter und der Manager treffen und die Beurteilung besprechen." #: ../../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 "" "Eine Besprechung kann auf zwei Arten geplant werden: entweder über das " "Dashboard der *Mitarbeiterbeurteilungsapp* oder über eine individuelle " "Beurteilungskarte." #: ../../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 "" "Um eine Beurteilung aus dem Dashboard der *Mitarbeiterbeurteilungsapp* zu " "planen, navigieren Sie zunächst zu :menuselection:`Mitarbeiterbeurteilung " "--> Mitarbeiterbeurteilung`." #: ../../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 "" "Klicken Sie auf das Symbol :guilabel:`🕘 (Uhr)` unterhalb des " "Beurteilungsdatums auf der gewünschten Beurteilungskarte, und ein Pop-up-" "Fenster :guilabel:`Aktivität planen` erscheint. Klicken Sie dann auf " ":guilabel:`+ Eine Aktivität planen`, um ein leeres Aktivitätsformular zu " "erstellen." #: ../../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 "" "Wählen Sie :guilabel:`Meeting` für den :guilabel:`Aktivitätstyp` aus dem " "Dropdown-Menü. Dadurch ändert sich das Formular, sodass nur die Felder " ":guilabel:`Aktivitätstyp` und :guilabel:`Zusammenfassung` erscheinen." #: ../../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 "" "Wenn Sie eine andere Aktivität als ein Meeting planen, z. B. einen " ":guilabel:`Anruf` oder eine :guilabel:`To-do`, ändern sich die Felder im " "Pop-up-Formular :guilabel:`Aktivität planen` entsprechend." #: ../../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 "" "Das Symbol :guilabel:`🕘 (Uhr)` kann als eine Reihe verschiedener Symbole " "erscheinen, je nachdem, ob und welche Aktivitäten geplant sind, und die " "Farbe steht für die entsprechenden Fälligkeitstermine." #: ../../content/applications/hr/appraisals.rst:413 msgid "" "If no activities are scheduled, that is represented by a gray :guilabel:`🕘 " "(clock)` icon." msgstr "" "Wenn keine Aktivitäten geplant sind, wird dies durch ein graues :guilabel:`🕘" " (Uhr)`-Symbol dargestellt." #: ../../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 "" "Wenn jedoch eine bestimmte Aktivität geplant ist, kann das Symbol als " ":guilabel:`📞 (Telefon)`-Symbol für einen Telefonanruf, als :guilabel:`👥 " "(Gruppe von Personen)`-Symbol für ein Meeting usw. erscheinen." #: ../../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 "" "Die Farbe des Symbols zeigt den Status an. Ein grünes Symbol bedeutet, dass " "eine Aktivität in der Zukunft geplant ist, und ein rotes Symbol, dass die " "Aktivität überfällig ist." #: ../../content/applications/hr/appraisals.rst:421 msgid "" "For more details on activities, refer to the :doc:`../essentials/activities`" " document." msgstr "" "Weitere Einzelheiten zu den Aktivitäten finden Sie unter " ":doc:`../essentials/activities`." #: ../../content/applications/hr/appraisals.rst:0 msgid "The appraisal cards with the various activity icons highlighted." msgstr "" "Die Beurteilungskarten mit den verschiedenen Aktivitätssymbolen sind " "hervorgehoben." #: ../../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 "" "Geben Sie eine kurze Beschreibung in das Feld :guilabel:`Zusammenfassung` " "des Pop-up-Fensters :guilabel:`Aktivität planen` ein, z. B. " "`Jahresbeurteilung für (Mitarbeiter)`." #: ../../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 "" "Klicken Sie dann auf die Schaltfläche :guilabel:`Kalender öffnen`. " "Navigieren Sie auf der daraufhin angezeigten Kalenderseite zum gewünschten " "Datum und zur gewünschten Uhrzeit für das Meeting und doppelklicken Sie " "darauf." #: ../../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 "" "Daraufhin öffnet sich ein Pop-up-Formular :guilabel:`Neues Ereignis`. Nehmen" " Sie in diesem Pop-up-Formular alle gewünschten Änderungen vor, wie z. B. " "die Festlegung einer :guilabel:`Start`-Zeit oder die Vergabe eines " ":guilabel:`Namens` für das Meeting." #: ../../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 "" "Fügen Sie den Beurteilten in den Abschnitt :guilabel:`Teilnehmer` ein und " "fügen Sie ggf. weitere Personen hinzu, die am Meeting teilnehmen sollten." #: ../../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 "" "Wenn Sie das Meeting nicht persönlich, sondern per Videoanruf durchführen " "möchten, klicken Sie auf :guilabel:`+ Odoo-Meeting` und ein Link " ":guilabel:`Videoanrufs-URL` erscheint in dem Feld." #: ../../content/applications/hr/appraisals.rst:443 msgid "" "Once all the desired changes are complete, click :guilabel:`Save & Close`." msgstr "" "Sobald Sie alle gewünschten Änderungen vorgenommen haben, klicken Sie auf " ":guilabel:`Speichern & Schließen`." #: ../../content/applications/hr/appraisals.rst:445 msgid "" "The meeting now appears on the calendar, and the invited parties are " "informed, via email." msgstr "" "Das Meeting erscheint nun im Kalender, und die eingeladenen Parteien werden " "per E-Mail informiert." #: ../../content/applications/hr/appraisals.rst-1 msgid "" "The meeting form with all information entered for Ronnie Hart's annual " "appraisal." msgstr "" "Das Meetingsformular mit allen Informationen, die für die jährliche " "Beurteilung von Ronnie Hart eingegeben wurden." #: ../../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 "" "Die andere Möglichkeit, ein Meeting zu vereinbaren, ist über das Formular " "für individuelle Beurteilungen. Navigieren Sie dazu zum Dashboard der " ":menuselection:`Mitarbeiterbeurteilungsapp` und klicken Sie dann auf eine " "Beurteilungskarte." #: ../../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 "" "Klicken Sie dann auf die intelligente Schaltfläche :guilabel:`Meeting`, und " "der Kalender wird geladen. Folgen Sie den obigen Anweisungen, um das Meeting" " zu erstellen." #: ../../content/applications/hr/appraisals.rst:458 msgid "" "If no meetings are scheduled, the :guilabel:`Meeting` smart button says " ":guilabel:`No Meeting`." msgstr "" "Wenn keine Meetings geplant sind, erscheint auf der intelligenten " "Schaltfläche :guilabel:`Meeting` der Text :guilabel:`Kein Meeting`." #: ../../content/applications/hr/appraisals.rst:463 msgid "Goals" msgstr "Ziele" #: ../../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 "" "Die Möglichkeit, Ziele zu setzen, auf die Mitarbeiter hinarbeiten sollen, " "ist eine wichtige Funktion von Odoo *Mitarbeiterbeurteilung*. Ziele werden " "in der Regel während eines Mitarbeitergesprächs festgelegt, sodass der " "Mitarbeiter weiß, worauf er vor dem nächsten Gespräch hinarbeiten muss." #: ../../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 "" "Um alle Ziele zu sehen, navigieren Sie zu " ":menuselection:`Mitarbeiterbeurteulung --> Ziele`. Hier werden alle Ziele " "für jeden Mitarbeiter in einer Standard-Kanban-Ansicht angezeigt." #: ../../content/applications/hr/appraisals.rst:472 msgid "Each goal card contains the following information:" msgstr "Jede Zielkarte enthält die folgenden Informationen:" #: ../../content/applications/hr/appraisals.rst:474 msgid ":guilabel:`Skill`: the name of the goal." msgstr ":guilabel:`Kompetenz`: die Kompetenz des Ziels." #: ../../content/applications/hr/appraisals.rst:475 msgid ":guilabel:`Name`: the employee the goal is assigned to." msgstr ":guilabel:`Name`: der Mitarbeiter, der dem Ziel zugewiesen wurde." #: ../../content/applications/hr/appraisals.rst:476 msgid ":guilabel:`Deadline`: the due date for the goal." msgstr ":guilabel:`Frist`: das Fälligkeitsdatum des Ziels." #: ../../content/applications/hr/appraisals.rst:477 msgid ":guilabel:`Progress`: the percentage of competency set for the goal." msgstr "" ":guilabel:`Fortschritt`: der Prozentsatz der für das Ziel festgelegten " "Kompetenz." #: ../../content/applications/hr/appraisals.rst:478 msgid "" ":guilabel:`Employee`: the profile icon of the employee the goal is assigned " "to." msgstr "" ":guilabel:`Mitarbeiter`: das Profilsymbol des Mitarbeiters, der dem Ziel " "zugewiesen wurde." #: ../../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 "" "Wenn ein Ziel abgeschlossen ist, erscheint ein :guilabel:`Erledigt`-Banner " "in der oberen rechten Ecke der Zielkarte." #: ../../content/applications/hr/appraisals.rst-1 msgid "The goals Kanban view, with nine goal cards." msgstr "Die Kanban-Ansicht „Ziele“ mit neun Zielkarten." #: ../../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 "" "Jedes einzelne Ziel erfordert einen eigenen Eintrag für jeden Mitarbeiter. " "Wenn Mitarbeiter das gleiche Ziel haben, erscheint für jeden Mitarbeiter " "eine Zielkarte in der Liste. Wenn beispielsweise sowohl Bob als auch Sara " "das gleiche Ziel `Tippen` haben, erscheinen in der Kanban-Ansicht zwei " "Karten: ein Ziel `Tippen` für Bob und ein weiteres Ziel `Tippen` für Sara." #: ../../content/applications/hr/appraisals.rst:493 msgid "New goal" msgstr "Neues Ziel" #: ../../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 "" "Um ein neues Ziel zu erstellen, gehen Sie zu " ":menuselection:`Mitarbeiterbeurteilung --> Ziele`, und klicken Sie auf " ":guilabel:`Neu`, um ein leeres Zielformular zu öffnen." #: ../../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 "" "Geben Sie die Informationen auf der Karte ein. Bei den angeforderten " "Informationen handelt es sich um dieselben Informationen, die auch auf der " ":ref:`Zielkarte ` in der Kanban-Ansicht erscheinen. " "Zusätzlich gibt es ein Feld :guilabel:`Stichwörter` und einen Reiter " ":guilabel:`Beschreibung`." #: ../../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 "" "Der aktuelle Benutzer füllt das Feld :guilabel:`Mitarbeiter` standardmäßig " "aus, und das Feld :guilabel:`Manager` wird mit dem im Mitarbeiterprofil " "eingestellten Manager ausgefüllt." #: ../../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 "" "Nehmen Sie alle erforderlichen Änderungen am Formular vor und fügen Sie im " "Reiter :guilabel:`Beschreibung` alle Anmerkungen hinzu, die zur Erklärung " "des Ziels nützlich sein könnten." #: ../../content/applications/hr/appraisals.rst-1 msgid "A goal form filled out for a Python skill, set to 50% proficiency." msgstr "" "Ein ausgefülltes Zielformular für eine Python-Fähigkeit, das auf " "50-prozentige Kompetenz eingestellt ist." #: ../../content/applications/hr/appraisals.rst:513 msgid "Completed goals" msgstr "Erreichte Ziele" #: ../../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 "" "Wenn ein Ziel erreicht wurde, ist es wichtig, den Eintrag zu aktualisieren. " "Ein Ziel kann auf zwei Arten als `Erledigt` markiert werden: über das " "Hauptdashboard :guilabel:`Ziele` oder über die individuelle Zielkarte." #: ../../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 "" "Um ein Ziel im Hauptdashboard :guilabel:`Ziele` als `Erledigt` zu markieren," " klicken Sie auf das Symbol :guilabel:`⋮ (drei Punkte)` oben rechts auf " "einer Zielkarte." #: ../../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 "" "Das Symbol :guilabel:`⋮ (drei Punkte)` erscheint **nur**, wenn Sie den " "Mauszeiger über die Ecke einer Zielkarte bewegen." #: ../../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 "" "Klicken Sie dann im daraufhin angezeigten Dropdown-Menü auf :guilabel:`Als " "erledigt markieren`. Ein grünes :guilabel:`Erledigt`-Banner erscheint in der" " oberen rechten Ecke der Zielkarte." #: ../../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 "" "Um ein Ziel von der Zielkarte aus als `Erledigt` zu markieren, klicken Sie " "auf eine Zielkarte, um das Formular für dieses Ziel zu öffnen. Klicken Sie " "dann auf die Schaltfläche :guilabel:`Als erledigt markieren` oben links im " "Formular. Wenn Sie darauf klicken, erscheint ein grünes " ":guilabel:`Erledigt`-Banner in der oberen rechten Ecke des Formulars." #: ../../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 "Berichtswesen" #: ../../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 "" "Die *Mitarbeiterbeurteilungsapp* verfolgt zwei Metriken in zwei " "verschiedenen Berichten: eine :ref:`Beurteilungsanalyse " "` und einen :ref:`Bericht über Mitarbeiterkompetenzen " "`." #: ../../content/applications/hr/appraisals.rst:541 msgid "Appraisal analysis" msgstr "Beurteilungsanalyse" #: ../../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 "" "Um den Bericht zur *Beurteilungsanalyse* aufzurufen, navigieren Sie zu " ":menuselection:`Mitarbeiterbeurteilung --> Berichtswesen --> " "Beurteilungsanalyse`. Hier wird ein Bericht über alle Beurteilungen in der " "Datenbank angezeigt, die je nach Status in verschiedenen Farben " "hervorgehoben sind." #: ../../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 "" "Beurteilungen in Gelb sind abgeschlossen, Beurteilungen in Orange sind in " "Arbeit (die Beurteilung ist bestätigt, aber noch nicht abgeschlossen), und " "Beurteilungen in Grau sind geplant (siehe :ref:`appraisals/appraisal-plan`)," " aber noch nicht bestätigt." #: ../../content/applications/hr/appraisals.rst:551 msgid "" "The report displays the whole current year, by default, grouped by " "department." msgstr "" "Der Bericht zeigt standardmäßig das gesamte aktuelle Jahr, gruppiert nach " "Abteilung." #: ../../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 "" "Um die dargestellte Kalenderansicht zu ändern, ändern Sie die " "Datumseinstellungen oben links im Bericht. Die Optionen für die Anzeige sind" " :guilabel:`Tag`, :guilabel:`Woche`, :guilabel:`Monat` und :guilabel:`Jahr`." " Verwenden Sie die Pfeile, um sich in der Zeit vorwärts oder rückwärts zu " "bewegen." #: ../../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 "" "Sie können jederzeit auf die Schaltfläche :guilabel:`Heute` klicken, um den " "Kalender zu öffnen und das heutige Datum in die Ansicht aufzunehmen." #: ../../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 "" "In der Leiste :guilabel:`Suchen ...` am oberen Rand des Berichts können Sie " "weitere Filter und Gruppierungen festlegen." #: ../../content/applications/hr/appraisals.rst-1 msgid "A report showing all the appraisals for the Appraisal Analysis report." msgstr "" "Ein Bericht mit allen Beurteilungen für den Beurteilungsanalysebericht." #: ../../content/applications/hr/appraisals.rst:569 msgid "Skills evolution" msgstr "Kompetenzenentwicklung" #: ../../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 "" "Um auf den Bericht zur *Kompetenzentwicklung* zuzugreifen, navigieren Sie zu" " :menuselection:`Mitarbeiterbeurteilung --> Berichtswesen --> " "Kompetenzentwicklung`. Hier wird ein Bericht über alle Kompetenzen, " "gruppiert nach Mitarbeiter, angezeigt." #: ../../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 "" "Alle Zeilen des Berichts sind standardmäßig eingeklappt. Um die Details " "einer Zeile anzuzeigen, klicken Sie auf eine Zeile, um die Daten zu " "erweitern." #: ../../content/applications/hr/appraisals.rst:577 msgid "Each skill has the following information listed:" msgstr "Zu jeder Kompetenz sind die folgenden Informationen aufgeführt:" #: ../../content/applications/hr/appraisals.rst:579 msgid ":guilabel:`Employee`: name of the employee." msgstr ":guilabel:`Mitarbeiter`: Name des Mitarbeiters." #: ../../content/applications/hr/appraisals.rst:580 msgid ":guilabel:`Skill Type`: the category the skill falls under." msgstr "" ":guilabel:`Kompetenzart`: die Kategorie, unter die die Kompetenz fällt." #: ../../content/applications/hr/appraisals.rst:581 msgid ":guilabel:`Skill`: the specific, individual skill." msgstr ":guilabel:`Kompetenz`: die spezifische, individuelle Kompetenz." #: ../../content/applications/hr/appraisals.rst:582 msgid "" ":guilabel:`Previous Skill Level`: the level the employee had previously " "achieved for the skill." msgstr "" ":guilabel:`Vorheriges Kompetenzlevel`: das Level, das der Mitarbeiter zuvor " "für die Fähigkeit erreicht hat." #: ../../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 "" ":guilabel:`Vorheriger Kompetenzfortschritt`: der vorherige Prozentsatz der " "erreichten Fertigkeit für diese Kompetenz (basierend auf dem " ":guilabel:`Kompetenzlevel`)." #: ../../content/applications/hr/appraisals.rst:585 msgid "" ":guilabel:`Current Skill Level`: the current level the employee has achieved" " for the skill." msgstr "" ":guilabel:`Aktuelles Kompetenzlevel`: das aktuelle Level, das der " "Mitarbeiter für die Kompetenz erreicht hat." #: ../../content/applications/hr/appraisals.rst:586 msgid "" ":guilabel:`Current Skill Progress`: the current percentage of competency " "achieved for the skill." msgstr "" ":guilabel:`Aktueller Kompetenzfortschritt`: der aktuelle Prozentsatz der " "erreichten Fertigkeit für die Kompetenz." #: ../../content/applications/hr/appraisals.rst:587 msgid "" ":guilabel:`Justification`: any notes entered on the skill explaining the " "progress." msgstr "" ":guilabel:`Begründung`: alle Notizen, die zu der Kompetenz eingegeben " "werden, um den Fortschritt zu erklären." #: ../../content/applications/hr/appraisals.rst-1 msgid "A report showing all the skills grouped by employee." msgstr "Ein Bericht, der alle Kompetenzen gruppiert nach Mitarbeiter zeigt." #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Anwesenheiten" #: ../../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 "" "Odoo *Anwesenheiten* funktioniert wie eine Stechuhr. Mitarbeiter können sich" " über ein spezielles Gerät im Kioskmodus zur Arbeit an- und abmelden, " "während Benutzer sich auch direkt in der Datenbank an- und abmelden können. " "Manager können ganz einfach sehen, wer zu einem bestimmten Zeitpunkt " "verfügbar ist, Berichte über die Arbeitszeiten aller Mitarbeiter erstellen " "und Einblicke erhalten, welche Mitarbeiter Überstunden machen oder früher " "als erwartet Feierabend machen." #: ../../content/applications/hr/attendances.rst:21 msgid "Access rights" msgstr "Zugriffsrechte" #: ../../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 "" "Es ist wichtig zu verstehen, wie sich die verschiedenen Zugriffsrechte " "darauf auswirken, worauf Benutzer in der *Anwesenheiten*-App zugreifen " "können." #: ../../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 "" "Jeder Benutzer in der Datenbank hat jederzeit Zugriff auf seine eigenen " "Informationen auf dem Dashboard und kann sich direkt aus der Datenbank an- " "und abmelden. Der Zugriff auf alle anderen Funktionen wird durch " "Zugriffsrechte geregelt." #: ../../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 "" "Um die Zugriffsrechte eines Benutzer zu sehen, navigieren Sie zur " ":menuselection:`Einstellungen-App --> Benutzer & Unternehmen: Benutzer`, und" " klicken Sie auf einen einzelnen Benutzer. Die Reiter " ":guilabel:`Zugriffsrechte` ist standardmäßig sichtbar. Scrollen Sie nach " "unten zum Abschnitt :guilabel:`Personalwesen`, um die Einstellung zu sehen. " "Für das Feld :guilabel:`Anwesenheiten` haben Sie die Möglichkeit, das Feld " "entweder leer zu lassen oder :guilabel:`Administrator` auszuwählen." #: ../../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 "" "Wenn die Option :guilabel:`Administrator` ausgewählt ist, hat der Benutzer " "vollen Zugriff auf die gesamte *Anwesenheiten*-App, ohne Einschränkungen. Er" " kann alle Anwesenheitsdatensätze der Mitarbeiter einsehen, aus der App " "heraus, in den Kioskmodus gehen, auf alle Berichtsmetriken zugreifen und " "Änderungen an den Einstellungen vornehmen." #: ../../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 "" "Wenn Sie dieses Feld leer lassen, kann der Benutzer nur seine eigenen " "Informationen auf dem Dashboard der *Anwesenheiten*-App und seine eigenen " "persönlichen Anwesenheitsdatensätze im mit Berichtsfunktion sehen. Alle " "anderen Anwesenheitsdatensätze sind im Bericht nicht sichtbar. Es besteht " "kein Zugriff auf den Kioskmodus oder das Konfigurationsmenü." #: ../../content/applications/hr/attendances.rst:49 msgid "Approvers" msgstr "Genehmiger" #: ../../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 "" "Das **einzige** andere Szenario, in dem verschiedene Informationen in der " "*Anwesenheiten*-App zugänglich sein können, ist das der Genehmiger. Wenn ein" " Benutzer *keine* Administrationsrechte für die *Anwesenheiten*-App hat, " "aber als Genehmiger eines Mitarbeiter in der *Anwesenheiten*-App eingetragen" " ist, kann dieser Benutzer die Anwesenheitsdatensätze für diesen bestimmten " "Mitarbeiter einsehen und gegebenenfalls Änderungen an den " "Anwesenheitsdatensätzen dieses Mitarbeiters vornehmen. Dies gilt für alle " "Mitarbeiter, für die der Benutzer als Genehmiger für die *Anwesenheiten*-App" " aufgeführt ist. Bei den Genehmigern handelt es sich in der Regel um " "Manager, obwohl dies nicht immer so sein muss." #: ../../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 "" "Um zu sehen, wer die Anwesenheit eines Mitarbeiters genehmigt, gehen Sie zur" " :menuselection:`Mitarbeiter`-App und klicken Sie auf den betreffenden " "Mitarbeiter. Klicken Sie auf den Reiter :guilabel:`Arbeitsinformationen`, " "scrollen Sie zum Abschnitt :guilabel:`Genehmiger` und prüfen Sie das Feld " ":guilabel:`Anwesenheiten`. Die ausgewählte Person kann die " "Anwesenheitsdatensätze dieses Mitarbeiters sowohl auf dem Dashboard der " "*Anwesenheiten*-App als auch in den Anwesenheitsberichten einsehen und " "Änderungen an den Datensätzen vornehmen." #: ../../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 "" "In der *Anwesenheiten*-App sind nur wenige Konfigurationen erforderlich. Im " "Konfigurationsmenü legen Sie fest, wie sich Mitarbeiter an- und abmelden, " "wie die Kioske funktionieren und wie die Überstunden berechnet werden. " "Navigieren Sie zu :menuselection:`Anwesenheiten --> Konfiguration`, um das " "Konfigurationsmenü aufzurufen." #: ../../content/applications/hr/attendances.rst:74 msgid "Modes" msgstr "Modi" #: ../../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 "" ":guilabel:`Kioskmodus`: Wählen Sie über das Dropdown-Menü aus, wie ein " "Mitarbeiter sich anmeldet, wenn er einen Kiosk benutzt. Die Optionen sind " ":guilabel:`Barcode/RFID`, :guilabel:`Barcode/RFID und manuelle Auswahl`, " "oder :guilabel:`Manuelle Auswahl`." #: ../../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 "" "Die *Barcode*-App muss **nicht** installiert sein, um eine der Barcode/RFID-" "Einstellungen zu verwenden." #: ../../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 "" ":guilabel:`Anwesenheiten aus dem Backend`: Aktivieren Sie diese Auswahl, um " "es Benutzer zu ermöglichen, sich direkt aus der Odoo-Datenbank anzumelden. " "Wenn Sie diese Funktion nicht aktivieren, müssen Benutzer den Kiosk nutzen, " "um sich an- oder abzumelden" #: ../../content/applications/hr/attendances.rst:93 msgid "Kiosk settings" msgstr "Kiosk-Einstellungen" #: ../../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 "" "Dieser Abschnitt muss nur konfiguriert werden, wenn Mitarbeiter Kioske " "verwenden, um sich an- oder abzumelden. Wenn Kioske **nicht** genutzt " "werden, haben Änderungen dieser Felder **keinen** negativen Einfluss auf die" " *Abwesenheiten*-App." #: ../../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 "" ":guilabel:`Barcodequelle`: diese Einstellung erscheint **nur**, wenn eine " "der beiden Barcode/RFID-Auswahlen für die Einstellung :ref:`Kioskmodus " "` konfiguriert wurde. Wählen Sie aus, wie Barcodes " "am Kiosk gescannt werden, entweder mit einem speziellen " "Barcode-:guilabel:`Scanner` oder mit der :guilabel:`Frontkamera` oder der " ":guilabel:`Rückkamera` des Geräts." #: ../../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 "" ":guilabel:`PIN-ID für Mitarbeiter`: Aktivieren Sie diese Option, wenn " "Mitarbeiter eine eindeutige PIN zum Anmelden verwenden sollen. PINs werden " "in jedem einzelnen Mitarbeiterdatensatz konfiguriert. Weitere Informationen " "zur Einrichtung von PINs finden n der Dokumentation über " ":doc:`../hr/employees/new_employee`." #: ../../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 "" ":guilabel:`Anzeigezeit`: Legen Sie die Dauer (in Sekunden) fest, die der " "Bestätigungsbildschirm für die An- und Abmeldung auf dem Kiosk verbleibt, " "bevor er zum Hauptbildschirm zur Anmeldung zurückkehrt." #: ../../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 "" ":guilabel:`Kiosk-URL für Anwesenheiten`: Odoo generiert eine eindeutige " "Webadresse (URL), um ein Gerät als Kiosk zu verwenden, ohne sich in der " "Odoo-Datenbank anmelden zu müssen. Wenn Sie ein Kioskgerät einrichten, " "navigieren Sie in einem Webbrowser zu dieser eindeutigen Webadresse, um den " "Kiosk der Anwesenheiten-App darzustellen." #: ../../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 "" "Diese Kiosk-URLs sind **nicht** mit irgendeinem Zugangscode gesichert. " "Jeder, der die URL hat, kann auf den Kiosk der Anwesenheiten-App zugreifen. " "Wenn die URL aus irgendeinem Grund kompromittiert wird, z. B. im Falle eines" " Sicherheitsverstoßes, klicken Sie auf die Schaltfläche :guilabel:`Eine neue" " URL für den Kioskmodus generieren`, die sich unter dem Link befindet, um " "eine neue URL zu generieren und den Kiosk entsprechend zu aktualisieren." #: ../../content/applications/hr/attendances.rst:119 msgid "Extra hours" msgstr "Überstunden" #: ../../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 "" "Dieser Abschnitt legt fest, wie Überstunden berechnet werden, einschließlich" " der Frage, wann Überstunden gezählt werden und welche Zeiten nicht erfasst " "werden." #: ../../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 "" ":guilabel:`Anzahl der Überstunden`: Aktivieren Sie dieses Kästchen, wenn es " "Mitarbeitern zu erlauben, Überstunden über ihre festgelegte Arbeitszeit " "hinaus zu erfassen. Durch die Aktivierung dieser Funktion werden auch die " "folgenden Einstellungen angezeigt. Wenn diese Option nicht aktiviert ist, " "werden keine anderen Konfigurationen angezeigt." #: ../../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 "" ":guilabel:`Start ab`: Das aktuelle Datum wird automatisch in dieses Feld " "eingetragen. Klicken Sie gegebenenfalls auf dieses Feld und verwenden Sie " "die Kalenderauswahl, um das Startdatum zu ändern, ab dem Überstunden erfasst" " werden." #: ../../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 "" ":guilabel:`Toleranzzeit zu Gunsten des Unternehmens`: Geben Sie die Zeit in " "Minuten ein, die **nicht** als Überstunden eines Mitarbeiters angerechnet " "wird. Wenn sich ein Mitarbeiter abmeldet und die erfasste zusätzliche Zeit " "unter den angegebenen Minuten liegt, wird die zusätzliche Zeit **nicht** als" " Überstunden des Mitarbeiters angerechnet." #: ../../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 "" ":guilabel:`Toleranzzeit zu Gunsten des Mitarbeiters`: Geben Sie hier die " "Zeit in Minuten ein, die einem Mitarbeiter zugestanden wird und die sich " "**nicht** negativ auf seine Anwesenheit auswirkt, wenn er weniger Zeit als " "seine Arbeitsstunden erfasst. Wenn sich ein Mitarbeiter abmeldet und die für" " den Tag erfasste Gesamtzeit weniger als seine angegebene Arbeitszeit und " "weniger als die angegebene Toleranzzeit beträgt, wird er **nicht** für seine" " reduzierte Arbeitszeit bestraft." #: ../../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 "" "Ein Unternehmen setzt beide :guilabel:`Toleranz`-Felder auf `15` Minuten, " "und die Arbeitszeiten für das gesamte Unternehmen sind von 9:00 Uhr bis " "17:00 Uhr festgelegt." #: ../../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 "" "Wenn sich ein Mitarbeiter um 9:00 Uhr anmeldet und sich um 17:14 Uhr " "abmeldet, werden die zusätzlichen 14 Minuten **nicht** auf die Überstunden " "angerechnet." #: ../../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 "" "Wenn sich ein Mitarbeiter um 9:05 Uhr anmeldet und sich um 16:55 Uhr " "abmeldet, obwohl er insgesamt 10 Minuten weniger als seine volle Arbeitszeit" " erfasst hat, wird er für diese Diskrepanz **nicht** bestraft." #: ../../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 "" ":guilabel:`Überstunden anzeigen`: Aktivieren Sie dieses Feld, um die von " "einem Mitarbeiter erfassten Überstunden anzuzeigen, wenn er sich an einem " "Kiosk anmeldet oder wenn ein Benutzer sich von der Datenbank abmeldet." #: ../../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 "" "Mitarbeiter können auch dann Überstunden erfassen, wenn die Option " ":guilabel:`Anzahl der Überstunden` nicht aktiviert ist. Der Unterschied " "besteht darin, dass die Überstunden bei aktivierter Option :guilabel:`Anzahl" " der Überstunden` von einer :ref:`genehmigten Anwesenheitsanfrage abgezogen " "werden können `." #: ../../content/applications/hr/attendances.rst:164 msgid "Check in and out via the database" msgstr "Über die Datenbank an- und abmelden" #: ../../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 "" "Mit der *Anwesenheiten*-App von Odoo können sich Benutzer, die in der " "Datenbank angemeldet sind, an- und abmelden, ohne die *Anwesenheiten*-App " "aufrufen oder einen Kiosk benutzen zu müssen. Für einige kleinere " "Unternehmen, in denen jeder Mitarbeiter auch ein Benutzer ist, kann diese " "Funktion nützlich sein." #: ../../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 "" "Ein Benutzer kann sowohl sich auf dem Hauptdashboard der Datenbank als auch " "in einer beliebigen App an- und abmelden. In der oberen rechten Ecke des " "Hauptmenüs, das immer sichtbar ist, unabhängig davon, in welcher App sich " "der Benutzer befindet, ist ein :guilabel:`🔴 (roter Kreis)` oder :guilabel:`🟢" " (grüner Kreis)` sichtbar. Klicken Sie auf den farbigen Kreis, um das " "Anwesenheitswidget zu öffnen, mit dem der Benutzer sich an- und abmelden " "kann." #: ../../content/applications/hr/attendances.rst-1 #: ../../content/applications/hr/attendances.rst-1 msgid "Top right main menu with check in button highlighted." msgstr "Oberes rechtes Menü mit hervorgehobener Anmeldeschaltfläche." #: ../../content/applications/hr/attendances.rst:180 msgid "Check in" msgstr "Anmelden" #: ../../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 "" "Wenn der Kreis im Anwesenheitswidget rot ist, bedeutet dies, dass der " "Benutzer derzeit nicht angemeldet ist. Klicken Sie auf :guilabel:`🔴 (roter " "Kreis)` und das Anwesenheitswidget erscheint und zeigt eine grüne " ":guilabel:`Anmelden ➡️`-Schaltfläche an." #: ../../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 "" "Wenn sich der Benutzer aus der Datenbank anmeldet, protokolliert die " "*Anwesenheiten*-App die Standortdaten des Benutzers, einschließlich der IP-" "Adresse und der GPS-Koordinaten." #: ../../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 "" "Damit die *Anwesenheiten*-App die Standortdaten aufzeichnen kann, muss der " "Benutzer seinem Computer den Zugriff auf seine Standortdaten erlauben." #: ../../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 "" "Wenn sich der Benutzer während des aktuellen Arbeitstages noch nicht an- " "oder abgemeldet hat, ist diese Schaltfläche das einzige sichtbare Element " "des Widgets. Wenn sich der Benutzer bereits an- und abgemeldet hat, " "erscheint über der Schaltfläche ein Feld :guilabel:`Insgesamt von heute` und" " darunter die Gesamtzeit, die für den Tag erfasst wurde, im Format " ":guilabel:`HH:MM` (Stunden:Minuten)." #: ../../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 "" "Klicken Sie auf die Schaltfläche :guilabel:`Anmelden ➡️`, um sich " "anzumelden. Der :guilabel:`🔴 (roter Kreis)` im oberen Menü wechselt zu grün " "und auch das Widget ändert sein Aussehen. Das Widget wird aktualisiert, um " "anzuzeigen, dass sich der Benutzer angemeldet hat, indem die grüne " "Schaltfläche :guilabel:`Anmelden ➡️` in eine gelbe Schaltfläche " ":guilabel:`Abmelden ➡️` geändert wird." #: ../../content/applications/hr/attendances.rst:207 msgid "Click anywhere on the screen to close the attendance widget." msgstr "" "Klicken Sie irgendwo auf dem Bildschirm, um das Anwesenheitswidget zu " "schließen." #: ../../content/applications/hr/attendances.rst:210 msgid "Check out" msgstr "Abmelden" #: ../../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 "" "Wenn sich der Benutzer zum ersten Mal abmeldet, erscheint :guilabel:`Seit " "HH:MM` am oberen Rand des Widgets, wobei die Zeit, zu der sich der Benutzer " "angemeldet hat, eingefügt wird. Unterhalb dieser Zeile wird " ":guilabel:`HH:MM` angezeigt, was die Stunden und Minuten angibt, die seit " "der Anmeldung verstrichen sind. Während die Zeit vergeht, wird dieser Wert " "aktualisiert, um die Stunden und Minuten anzuzeigen, die seit der Anmeldung " "des Benutzers vergangen sind." #: ../../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 "" "Wenn sich der Benutzer zuvor an- und abgemeldet hat, werden zusätzliche " "Felder angezeigt. Ein :guilabel:`Vor HH:MM`-Feld erscheint zusätzlich zum " ":guilabel:`Seit HH:MM`-Feld. Die Zeit, die in diesen beiden Feldern " "angezeigt wird, wird mit der letzten Anmeldezeit aufgefüllt und stimmt " "überein. Unter dem Feld :guilabel:`Vor HH:MM` werden die zuvor erfassten " "Stunden im Format :guilabel:`HH:MM` (Stunden:Minuten) angezeigt." #: ../../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 "" "Zusätzlich wird unter diesen beiden Feldern ein Feld :guilabel:`Insgesamt " "von heute` angezeigt. Dieses Feld ist die Summe der Felder :guilabel:`Vor " "HH:MM` und :guilabel:`Seit HH:MM` und ist die Gesamtzeit, die für den " "Benutzer protokolliert wird, wenn er sich zu diesem Zeitpunkt abmeldet." #: ../../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 "" "Während die Zeit vergeht, werden sowohl die Felder :guilabel:`Seit HH:MM` " "als auch :guilabel:`Insgesamt von heute` in Echtzeit aktualisiert. Um sich " "abzumelden, klicken Sie auf die gelbe Schaltfläche :guilabel:`Abmelden ➡️`. " "Das Anwesenheitswidget wird erneut aktualisiert und zeigt das Feld " ":guilabel:`Insgesamt von heute` mit der erfassten Zeit an. Die gelbe " "Schaltfläche :guilabel:`Abmelden ➡️` wird zu einer grünen Schaltfläche " ":guilabel:`Anmelden ➡️`." #: ../../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 "" "Wenn sich der Benutzer aus der Datenbank anmeldet, protokolliert die " "*Anwesenheiten*-App die Standortdaten des Benutzers. Diese Informationen " "werden **nur** protokolliert, wenn der Benutzer seinem Computer erlaubt, auf" " diese Informationen zuzugreifen." #: ../../content/applications/hr/attendances.rst-1 msgid "" "The pop-up that appears when an employee checks in inside the database." msgstr "" "Das Pop-up-Fenster, das erscheint, wenn sich ein Mitarbeiter in der " "Datenbank anmeldet." #: ../../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 "" "Es gibt keine Begrenzung, wie oft sich ein Benutzer an- und abmelden kann. " "Benutzer können sich an- und abmelden, ohne dass eine Zeitspanne verstreicht" " (ein Wert von 00:00). Jedes Mal, wenn sich ein Mitarbeiter an- und " "abmeldet, werden die Informationen gespeichert und auf dem Dashboard " "angezeigt, einschließlich An- und Abmeldung ohne Zeitangabe." #: ../../content/applications/hr/attendances.rst:250 msgid "Kiosk mode" msgstr "Kioskmodus" #: ../../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 "" "Einige Unternehmen entscheiden sich für ein spezielles Gerät (einen Laptop " "oder Desktop-PC, ein Tablet oder ein Mobiltelefon), über das die Mitarbeiter" " sich an- und abmelden können. Für diese Szenarien wird der Kioskmodus " "verwendet." #: ../../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 "" "Wenn Benutzer sich mit einem Badge oder einem RFID-Gerät an- und abmelden, " "muss ein zugängliches Gerät im Kioskmodus verfügbar sein, um sich mit diesen" " beiden Methoden an- und abzumelden." #: ../../content/applications/hr/attendances.rst:259 msgid "" "Entering kiosk mode is only available for users with specific :ref:`access " "rights `." msgstr "" "Die Nutzung des Kioskmodus ist nur für Benutzer mit bestimmten " ":ref:`Zugriffsrechten ` verfügbar." #: ../../content/applications/hr/attendances.rst:262 msgid "Kiosk mode can be activated in three different ways:" msgstr "Der Kioskmodus kann auf drei verschiedene Arten aktiviert werden:" #: ../../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 "" "Navigieren Sie zur :guilabel:`Anwesenheiten`-App und klicken Sie im oberen " "Menü auf :guilabel:`Kioskmodus`. Das Gerät wechselt dann in den Kioskmodus." #: ../../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 "" "Navigieren Sie zu :menuselection:`Anwesenheiten --> Konfiguration`. Klicken " "Sie im Abschnitt :guilabel:`Kiosk-Einstellungen` auf den Link im Feld " ":guilabel:`Kiosk-URL für Anwesenheiten`. Es öffnet sich einer neuer Reiter " "im Kioskmodus. Es wird empfohlen, den Datenbankreiter zu schließen, um die " "Datenbank zu schützen." #: ../../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 "" "Navigieren Sie zu :menuselection:`Anwesenheiten --> Konfiguration`. Klicken " "Sie im Abschnitt :guilabel:`Kiosk-Einstellungen` auf :guilabel:`Kopieren` " "neben dem Link unter dem Feld :guilabel:`Kiosk-URL für Anwesenheiten`. Fügen" " Sie diese URL in einen Webbrowser auf dem Kioskgerät ein und rufen Sie sie " "auf." #: ../../content/applications/hr/attendances.rst-1 msgid "" "The Attendances Kiosk URL field in the settings section of the Attendances " "application." msgstr "" "Das Feld „Kiosk-URL für Anwesenheiten“ im Bereich Einstellungen der " "Anwesenheiten-App." #: ../../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 "" "Sobald sich ein Gerät im Kioskmodus befindet, ist es aus Sicherheitsgründen " "nicht möglich, den Kioskmodus zu verlassen und zur Datenbank zurückzukehren," " ohne sich erneut anzumelden. Um den Kioskmodus zu verlassen, klicken Sie im" " Webbrowser auf die Zurück-Schaltfläche. Dadurch wird der Benutzer bei der " "Datenbank abgemeldet und kehrt zum Hauptanmeldebildschirm zurück. Dadurch " "wird eine zusätzliche Sicherheitsebene geschaffen, die verhindert, dass " "jemand auf die Datenbank zugreift." #: ../../content/applications/hr/attendances.rst:285 msgid "Badge" msgstr "Ausweis" #: ../../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 "" "Um sich mit einem Ausweis an- oder abmelden, tippen Sie auf das Bild " ":guilabel:`📷 (Kamera) Zum Scannen tippen` in der Mitte des Kiosks. Scannen " "Sie dann den Barcode auf dem Ausweis mit der Methode, die im Abschnitt " ":ref:`Kiosk-Einstellungen ` des " "Konfigurationsmenüs konfiguriert wurde. Zur Auswahl stehen ein spezielles " "Barcode-Scangerät oder die Front- oder Rückkamera des Kiosks. Sobald der " "Barcode gescannt wurde, wird der Mitarbeiter an- oder abgemeldet und eine " ":ref:`Bestätigungsnachricht ` erscheint mit allen " "Informationen zur An- und Abmeldung." #: ../../content/applications/hr/attendances.rst-1 msgid "The Attendances Kiosk view displaying the scan badge image." msgstr "" "Die Ansicht des Anwesenheitskiosks, die das Bild zum Scannen des Ausweises " "anzeigt." #: ../../content/applications/hr/attendances.rst:299 msgid "RFID" msgstr "RFID" #: ../../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 "" "Um sich mit einem RFID-Schlüsselanhänger an- oder abzumelden, scannen Sie " "den Anhänger einfach mit einem RFID-Lesegerät. Nach dem Scannen wird der " "Mitarbeiter entweder an- oder abgemeldet und es erscheint eine " ":ref:`Bestätigungsnachricht ` mit allen " "Informationen zur An- oder Abmeldung." #: ../../content/applications/hr/attendances.rst:306 msgid "Manually" msgstr "Manuell" #: ../../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 "" "Benutzer, die nicht über einen scannbaren Ausweis oder einen RFID-Anhänger " "verfügen, können sich manuell in einem Kiosk an- und abmelden. Tippen Sie " "auf die Schaltfläche :guilabel:`Manuell identifizieren` am Kiosk und es " "erscheint ein Bildschirm mit allen Mitarbeitern, die an- oder abgemeldet " "werden können. Dies ist die gleiche Ansicht wie im Dashboard der " "*Mitarbeiterapp*. Tippen Sie auf die Person, und sie wird entweder an- oder " "abgemeldet, und es erscheint eine :ref:`Bestätigungsnachricht " "`." #: ../../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 "" "Wenn eine große Anzahl von Mitarbeitern in der Liste erscheint und das " "Scrollen ineffizient ist, gibt es zwei Möglichkeiten, schnell eine bestimmte" " Person zu finden:" #: ../../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 "" ":guilabel:`Suchen ...`: Drücken Sie auf das Feld :guilabel:`Suchen ...` und " "geben Sie den Namen der Person ein. Wenn der Name einegeben wird, werden die" " übereinstimmenden Ergebnisse auf dem Bildschirm angezeigt." #: ../../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 "" ":guilabel:`Abteilung`: Um die angezeigten Mitarbeiter schnell zu filtern, " "tippen Sie auf eine Abteilung, um nur die Mitarbeiter anzuzeigen, die zu " "dieser Abteilung gehören. Die :guilabel:`Abteilungen` sind auf der linken " "Seite des Bildschirms aufgelistet, und die Zahl am Ende jeder Abteilung gibt" " an, wie viele Mitarbeiter zu dieser Abteilung gehören und wird angezeigt, " "wenn Sie sie auswählen." #: ../../content/applications/hr/attendances.rst:325 msgid "PIN" msgstr "PIN" #: ../../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 "" "Wenn die Option :guilabel:`PIN-ID für Mitarbeiter` im Abschnitt :ref:`Kiosk-" "Einstellungen ` des Konfigurationsmenüs " "aktiviert wurde, wird der Mitarbeiter bei der manuellen An- oder Abmeldung " "zur Eingabe einer PIN aufgefordert." #: ../../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 "" "Nachdem der Mitarbeiter ausgewählt wurde, erscheint ein Nummernblock mit " "einer Nachricht. Bei der Anmeldung erscheint :guilabel:`(Mitarbeiter) " "Willkommen! Bitte geben Sie Ihre PIN ein, um sich anzumelden` erscheint " "oberhalb der Zahlen. Bei der Abmeldung erscheint :guilabel:`(Mitarbeiter) " "Wollen Sie sich abmelden? Bitte geben Sie Ihre PIN ein, um sich abzumelden` " "erscheint über den Zahlen." #: ../../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 "" "Geben Sie die PIN über den Nummernblock ein und tippen Sie dann auf " ":guilabel:`OK`, wenn Sie fertig sind. Der Mitarbeiter wird dann an- oder " "abgemeldet und es erscheint eine :ref:`Bestätigungsnachricht " "`." #: ../../content/applications/hr/attendances.rst-1 msgid "The pop-up that appears when prompted to enter a pin." msgstr "" "Das Pop-up-Fenster, das erscheint, wenn Sie zur Eingabe einer PIN " "aufgefordert werden." #: ../../content/applications/hr/attendances.rst:346 msgid "Confirmation message" msgstr "Bestätigungsnachricht" #: ../../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 "" "Wenn sich ein Mitarbeiter an- oder abmeldet, erscheint eine " "Bestätigungsnachricht mit allen Informationen zur An- oder Abmeldung. Bei " "der Anmeldung erscheint eine Willkommensnachricht sowie das Datum und die " "Uhrzeit der Anmeldung. Ein :guilabel:`Vorherige Stunden von heute: HH:MM` " "erscheint ebenfalls ein Feld, in dem die für diesen Mitarbeiter bereits " "erfasste Zeit für diesen Tag angezeigt wird. Wenn noch keine Zeit erfasst " "wurde, wird der Wert `00:00` angezeigt. Unterhalb der Nachricht befindet " "sich eine Schaltfläche :guilabel:`OK`. Um den Bildschirm vor der " "voreingestellten Zeit im Kiosk zu verlassen, tippen Sie auf die Schaltfläche" " :guilabel:`OK`." #: ../../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 "" "Bei der Abmeldung erscheint auf dem Bildschirm eine Abschiedsnachricht mit " "dem Datum und der Uhrzeit der Abmeldung und der Gesamtzahl der für den Tag " "erfassten Stunden. Unter der Nachricht befindet sich die Schaltfläche " ":guilabel:`Auf Wiedersehen`. Um den Bildschirm vor der voreingestellten Zeit" " zu verlassen, tippen Sie auf die Schaltfläche :guilabel:`Auf Wiedersehen`." #: ../../content/applications/hr/attendances.rst-1 msgid "The goodbye message with all the employee's check out information." msgstr "" "Die Abschiedsnachricht mit allen Informationen zur Abmeldung des " "Mitarbeiters." #: ../../content/applications/hr/attendances.rst:364 #: ../../content/applications/hr/time_off.rst:745 msgid "Overview" msgstr "Übersicht" #: ../../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 "" "Wenn Sie die *Anwesenheiten*-App aufrufen, wird das " ":guilabel:`Übersichtsdashboard` angezeigt, das alle Informationen zur An- " "und Abmeldung des angemeldeten Benutzers enthält. Wenn der Benutzer über " "bestimmte :ref:`Zugriffsrechte ` und/oder " ":ref:`Genehmiger ` für bestimmte Mitarbeiter verfügt," " sind die An- und Abmeldeinformationen dieser zusätzlichen Mitarbeiter auch " "auf dem :guilabel:`Übersichtsdashboard` sichtbar." #: ../../content/applications/hr/attendances.rst:373 msgid "Views" msgstr "Ansichten" #: ../../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 "" "Um von der Standardansicht des Gantt-Diagramms in eine Listenansicht zu " "wechseln, klicken Sie auf das :guilabel:`Listen`-Symbol oben rechts auf dem " "Dashboard, unterhalb des Fotos des Benutzers. Um wieder zum Gantt-Diagramm " "zu wechseln, klicken Sie auf die :guilabel:`Gantt`-Schaltfläche, die sich " "neben der :guilabel:`Listen`-Schaltfläche befindet." #: ../../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 "" "In der Standardansicht werden die Informationen des aktuellen Tages " "angezeigt. Wenn Sie die Informationen für die :guilabel:`Woche`, den " ":guilabel:`Monat` oder das :guilabel:`Jahr` anzeigen möchten, klicken Sie " "auf die Schaltfläche :guilabel:`Tag`, um ein Dropdown-Menü mit den anderen " "Optionen aufzurufen. Wählen Sie die gewünschte Ansicht und das Dashboard " "wird aktualisiert und zeigt die ausgewählten Informationen an. Um die " "Darstellung von :guilabel:`Tag`, :guilabel:`Woche`, :guilabel:`Monat` oder " ":guilabel:`Jahr` zu ändern, klicken Sie auf die Schaltflächen :guilabel:`← " "(Pfeil nach links)` oder :guilabel:`→ (Pfeil nach rechts)` auf beiden Seiten" " des Dropdown-Menüs. Wenn Sie zu einer Ansicht zurückkehren möchten, die den" " aktuellen Tag enthält, klicken Sie auf die Schaltfläche :guilabel:`Heute`. " "Dadurch wird das Dashboard aktualisiert und zeigt die Informationen des " "aktuellen Tages an." #: ../../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 "" "In der Ansicht :guilabel:`Tag` ist die Spalte für die aktuelle Stunde gelb " "hervorgehoben. Wenn die Ansicht :guilabel:`Woche` oder :guilabel:`Monat` " "ausgewählt ist, wird die Spalte für den aktuellen Tag hervorgehoben. Wenn " "die Ansicht :guilabel:`Jahr` ausgewählt ist, wird der aktuelle Monat " "hervorgehoben." #: ../../content/applications/hr/attendances.rst-1 msgid "" "The overview dashboard presenting the information for the week, with the current day\n" "highlighted." msgstr "" "Das Übersichtsdashboard, das die Infos für die Woche anzeigt, mit Hervorhebung mit\n" "dem aktuellen Tag." #: ../../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 "" "Fehlerhafte Einträge erscheinen in Rot und zeigen an, dass sie von einem " "Benutzer mit den richtigen :ref:`Zugriffsrechten ` gelöst werden müssen und/oder :ref:`Genehmiger " "` für den/die Mitarbeiter mit den Fehlern sind." #: ../../content/applications/hr/attendances.rst:404 msgid "Filters and groups" msgstr "Filter und Gruppen" #: ../../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 "" "Um die Ergebnisse im Übersichtsdashboard zu filtern oder verschiedene " "Informationsgruppen anzuzeigen, klicken Sie auf die Schaltfläche " ":guilabel:`🔻 (Dreieck-Dropdown)` auf der rechten Seite der " ":guilabel:`Suchleiste` über dem Dashboard und wählen Sie eine der " "verfügbaren Optionen für :guilabel:`Filter` oder :guilabel:`Gruppieren " "nach`. Sie haben die Wahl zwischen mehreren vorkonfigurierten Filtern und " "Gruppen sowie der Möglichkeit, eigene Filter und Gruppen zu erstellen." #: ../../content/applications/hr/attendances.rst:413 #: ../../content/applications/hr/payroll/reporting.rst:276 msgid "Filters" msgstr "Filter" #: ../../content/applications/hr/attendances.rst:415 msgid "The default filters that can be selected are:" msgstr "Sie können folgende Standardfilter auswählen:" #: ../../content/applications/hr/attendances.rst:417 msgid "" ":guilabel:`My Attendances`: this filter only presents the user's attendance " "data." msgstr "" ":guilabel:`Meine Anwesenheiten`: Dieser Filter zeigt nur die " "Anwesenheitsdaten des Benutzers." #: ../../content/applications/hr/attendances.rst:418 msgid "" ":guilabel:`My Team`: this filter presents the attendance data for the user's" " team." msgstr "" ":guilabel:`Mein Team`: Dieser Filter zeigt die Anwesenheitsdaten für das " "Team des Benutzer." #: ../../content/applications/hr/attendances.rst:419 msgid "" ":guilabel:`At Work`: this filter displays the attendance data for everyone " "currently checked in." msgstr "" ":guilabel:`Auf der Arbeit`: Dieser Filter zeigt die Anwesenheitsdaten für " "alle, die gerade angemeldet sind." #: ../../content/applications/hr/attendances.rst:420 msgid "" ":guilabel:`Errors`: this filter displays any entries with :ref:`errors " "` that need to be resolved." msgstr "" ":guilabel:`Fehler`: Dieser Filter zeigt alle Einträge mit :ref:`Fehlern " "`, die gelöst werden müssen." #: ../../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 "" ":guilabel:`Anmeldung`: Dieser Filter hat ein Dropdown-Menü, um einen " "bestimmten Zeitraum auszuwählen. Wählen Sie den gewünschten Zeitraum aus den" " dargestellten Optionen aus: einen bestimmten Monat, ein Quartal oder Jahr." #: ../../content/applications/hr/attendances.rst:424 msgid "" ":guilabel:`Last 7 days`: this filter presents the attendance data for the " "last seven days." msgstr "" ":guilabel:`Letzten 7 Tage`: Dieser Filter zeigt die Anwesenheitsdaten für " "die letzten sieben Tage an." #: ../../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 "" ":guilabel:`Benutzerdefinierten Filter hinzufügen`: Erstellen Sie einen " "benutzerdefinierten Filter im Pop-up-Fenster, das erscheint, wenn " "ausgewählt." #: ../../content/applications/hr/attendances.rst:429 msgid "Groups" msgstr "Gruppen" #: ../../content/applications/hr/attendances.rst:431 msgid "The default groups that can be selected are:" msgstr "Sie können folgende Standardgruppen auswählen:" #: ../../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 "" ":guilabel:`Anmeldung`: Diese Gruppierung zeigt ein Dropdown-Menü mit " "folgenden Option für Zeiträume: :guilabel:`Jahr`, :guilabel:`Quartal`, " ":guilabel:`Monat`, :guilabel:`Woche`, and :guilabel:`Tag`. Wählen Sie den " "Zeitraum, um alle Anmeldeinformationen, gruppiert nach dem gewählten " "Zeitraum, anzuzeigen." #: ../../content/applications/hr/attendances.rst:437 msgid "" ":guilabel:`Employee`: this group presents the attendance data organized by " "employee." msgstr "" ":guilabel:`Mitarbeiter`: Diese Gruppe zeigt die Anwesenheitsdaten nach " "Mitarbeiter an." #: ../../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 "" ":guilabel:`Abmeldung`: Diese Gruppierung zeigt ein Dropdown-Menü mit " "folgenden Option für Zeiträume: :guilabel:`Jahr`, :guilabel:`Quartal`, " ":guilabel:`Monat`, :guilabel:`Woche`, and :guilabel:`Tag`. Wählen Sie den " "Zeitraum, um alle Abmeldeinformationen, gruppiert nach dem gewählten " "Zeitraum, anzuzeigen." #: ../../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 "" ":guilabel:`Benutzerdefinierte Gruppe hinzufügen`: diese Option zeigt ein " "Dropdown-Menü mit einer Vielzahl von Optionen an, nach denen Sie die " "Anwesenheitsdaten gruppieren können, einschließlich :guilabel:`Stadt`, " ":guilabel:`Land`, :guilabel:`Modus` und :guilabel:`IP-Adresse`." #: ../../content/applications/hr/attendances.rst:449 msgid "Attendance log details" msgstr "Details zum Anwesenheitsprotokoll" #: ../../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 "" "Odoo erfasst verschiedene Zeit- und Ortsangaben, wenn sich ein Benutzer an- " "und abmeldet. Die spezifischen Details werden durch die Methode bestimmt, " "mit der sich der Benutzer an- und abgemeldet hat." #: ../../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 "" "Um die spezifischen Details zur An- und/oder Abmeldung eines Mitarbeiters " "anzuzeigen, klicken Sie auf einen einzelnen Eintrag im Übersichtsdashboard." #: ../../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 "" "Ein detailliertes Anwesenheitsprotokoll für den Benutzer erscheint in einem " "Pop-up-Fenster. Um das detaillierte Anwesenheitsprotokoll zu schließen, " "klicken Sie in der unteren linken Ecke des Formulars. auf die Schaltfläche " ":guilabel:`Speichern & schließen`." #: ../../content/applications/hr/attendances.rst:460 msgid "The detailed attendance log contains the following information:" msgstr "" "Das detaillierte Anwesenheitsprotokoll enthält die folgenden Informationen:" #: ../../content/applications/hr/attendances.rst:463 msgid "Main details" msgstr "Hauptdaten" #: ../../content/applications/hr/attendances.rst:465 msgid ":guilabel:`Employee`: the name of the employee." msgstr ":guilabel:`Mitarbeiter`: der Name des Mitarbeiters." #: ../../content/applications/hr/attendances.rst:466 msgid ":guilabel:`Check In`: the date and time the employee checked in." msgstr "" ":guilabel:`Anmeldung`: das Datum und die Uhrzeit der Anmeldung des " "Mitarbeiters." #: ../../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 "" ":guilabel:`Abmeldung`: das Datum und die Uhrzeit der Abmeldung des " "Mitarbeiters. Diese Angaben erscheinen nur, wenn der Mitarbeiter sich " "abgemeldet hat." #: ../../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 "" ":guilabel:`Arbeitsstunden`: die Gesamtzeit, die der Mitarbeiter an diesem " "Tag verbracht hat, im Stunden- und Minutenformat (HH:MM). Dieser Wert " "berechnet alle An- und Abmeldungen für den Tag, wenn sich der Mitarbeiter " "mehrfach an- und abgemeldet hat." #: ../../content/applications/hr/attendances.rst:472 msgid "" ":guilabel:`Extra Hours`: any extra hours the employee logged that is beyond " "their expected working hours." msgstr "" ":guilabel:`Überstunden`: alle zusätzlichen Stunden, die der Mitarbeiter über" " seine erwartete Arbeitszeit hinaus geleistet hat." #: ../../content/applications/hr/attendances.rst:476 msgid "Check in/check out details" msgstr "Daten zur An-/Abmeldung" #: ../../content/applications/hr/attendances.rst:478 msgid "" "The following information appears for both the :guilabel:`Check In` and " ":guilabel:`Check Out` sections." msgstr "" "Die folgenden Informationen werden sowohl für die Abschnitte " ":guilabel:`Anmeldung` als auch :guilabel:`Abmeldung` angezeigt." #: ../../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 "" ":guilabel:`Modus`: die Methode, mit der die Anwesenheitsdaten erfasst " "wurden. :guilabel:`Systray` wird angezeigt, wenn der Mitarbeiter sich " ":ref:`direkt aus der Datenbank ` an- und abgemeldet " "hat, :guilabel:`Manuell` wird angezeigt, wenn der Mitarbeiter sich " ":ref:`über einen Anwesenheitskiosk ` an- und " "abgemeldet hat." #: ../../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 "" ":guilabel:`IP-Adresse`: die IP-Adresse des Computers, den der Mitarbeiter " "zur An- oder Abmeldung verwendet hat." #: ../../content/applications/hr/attendances.rst:486 msgid "" ":guilabel:`Browser`: the web browser the employee used to log in or out." msgstr "" ":guilabel:`Browser`: den Webbrowser, den der Mitarbeiter zur An- oder " "Abmeldung verwendet hat." #: ../../content/applications/hr/attendances.rst:487 msgid "" ":guilabel:`Localization`: the city and country associated with the " "computer's IP address." msgstr "" ":guilabel:`Lokalisierung`: die mit der IP-Adresse des Computers verbundene " "Stadt und das Land." #: ../../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 "" ":guilabel:`GPS-Koordinaten`: die spezifischen Koordinaten, wenn sich der " "Benutzer an- oder abmeldet. Um die spezifischen Koordinaten auf einer Karte " "anzuzeigen, klicken Sie unter dem :guilabel:`GPS-Koordinaten` auf die " "Schaltfläche :guilabel:→ Auf Maps anzeigen`. Daraufhin wird eine Karte in " "einem neuen Browserreiter geöffnet, auf dem der genaue Standort angezeigt " "wird." #: ../../content/applications/hr/attendances.rst-1 msgid "The detailed information for an attendance entry." msgstr "Die detaillierten Informationen für einen Anwesenheitseintrag." #: ../../content/applications/hr/attendances.rst:498 #: ../../content/applications/hr/lunch/orders.rst:84 msgid "Errors" msgstr "Fehler" #: ../../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 "" "Einträge, die einen Fehler enthalten, erscheinen auf dem Übersichtsdashboard" " in Rot. In der :guilabel:`Gantt`-Ansicht erscheint der Eintrag mit einem " "roten Hintergrund. In der :guilabel:`Liste`-Ansicht erscheint der Text des " "Eintrags in Rot." #: ../../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 "" "Ein Fehler tritt in der Regel auf, wenn sich ein Mitarbeiter innerhalb der " "letzten 24 Stunden angemeldet, aber nicht abgemeldet hat, oder wenn ein " "Mitarbeiter einen An- und Abmeldezeitraum von mehr als 16 Stunden hat." #: ../../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 "" "Um den Fehler zu beheben, muss der Anwesenheitseintrag geändert oder " "gelöscht werden. Klicken Sie auf den Eintrag, um ein Pop-up-Fenster mit den " "Details zu diesem Eintrag zu öffnen. Um die Informationen zur " ":guilabel:`Anmeldung` und/oder :guilabel:`Abmeldung` zu ändern, klicken Sie " "auf das Feld :guilabel:`Anmeldung` oder :guilabel:`Abmeldung`. Klicken Sie " "auf das gewünschte Datum und verwenden Sie dann die Zeitauswahl unterhalb " "des Kalenders, um eine bestimmte Uhrzeit für den Eintrag auszuwählen. Wenn " "die Angaben korrekt sind, klicken Sie auf :guilabel:`Anwenden`." #: ../../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 "" "Das Pop-up-Fenster, das Änderungen an einem fehlerhaften Anwesenheitseintrag ermöglicht. Die Kalenderauswahl\n" "wird angezeigt, und die Zeitauswahl ist hervorgehoben." #: ../../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 "" "Wenn alle Informationen auf dem Pop-up-Fenster korrekt sind, klicken Sie auf" " :guilabel:`Speichern & Schließen`. Wenn der Eintrag keinen Fehler mehr " "aufweist, wird er grau statt rot angezeigt." #: ../../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 "" "Um einen Eintrag zu löschen, klicken Sie im Pop-up-Fenster auf " ":guilabel:`Entfernen`, anstatt Änderungen an dem Eintrag vorzunehmen." #: ../../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 "" "Um Anwesenheitsberichte anzuzeigen, klicken Sie im oberen Menü auf " ":guilabel:`Berichtswesen`. Der Standardbericht zeigt die Anwesenheitsdaten " "jedes Mitarbeiters für die letzten 3 Monate in einem " ":guilabel:`Liniendiagramm` an." #: ../../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 "" "Die Standardansicht ist eine :guilabel:`Grafik`. Um die Daten in einer " "Pivot-Tabelle anzuzeigen, klicken Sie auf die Schaltfläche :guilabel:`Pivot-" "Tabelle` oben rechts im Bericht. Um wieder zur Grafikansicht zu wechseln, " "klicken Sie auf die Schaltfläche :guilabel:`Grafik`, die sich neben der " "Schaltfläche :guilabel:`Pivot-Tabelle` befindet." #: ../../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 "" "Um andere Informationen anzuzeigen, passen Sie die :ref:`Filter und Gruppen " "` auf die gleiche Weise an wie im " ":guilabel:`Übersichtsdashboard`." #: ../../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 "" "Die Daten können entweder in einem :guilabel:`Balkendiagramm`, " ":guilabel:`Liniendiagramm`, :guilabel:`Tortendiagramm`, " ":guilabel:`Gestapelten` Diagramm oder in der Reihenfolge " ":guilabel:`Absteigend` oder :guilabel:`Aufsteigend` dargestellt werden. Um " "die Ansicht auf eines dieser Diagramme zu ändern, klicken Sie auf die " "entsprechende Schaltfläche über dem angezeigten Diagramm." #: ../../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 "" "Um das :guilabel:`Werte` zu ändern, klicken Sie auf die Schaltfläche " ":guilabel:`Werte` und wählen Sie den gewünschten Wert aus dem Dropdown-Menü." #: ../../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 "" "Der Bericht kann auch in eine Tabellenkalkulation eingefügt werden. Klicken " "Sie auf die Schaltfläche :guilabel:`In Tabellenkalkulation einfügen` und ein" " Pop-up-Fenster erscheint. Wählen Sie die gewünschte Tabellenkalkulation aus" " und klicken Sie auf :guilabel:`Bestätigen`." #: ../../content/applications/hr/attendances.rst-1 msgid "" "The default report view, with all the optional view buttons highlighted." msgstr "" "Die Standardansicht des Berichts, in der alle optionalen Schaltflächen " "hervorgehoben sind." #: ../../content/applications/hr/attendances/hardware.rst:3 msgid "Hardware" msgstr "Hardware" #: ../../content/applications/hr/attendances/hardware.rst:6 msgid "Kiosk management" msgstr "Kiosk-Management" #: ../../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 "" "Ein Kiosk ist eine Selbstbedienungsstation, an der sich Mitarbeiter für ihre" " Arbeitsschichten an- und abmelden können." #: ../../content/applications/hr/attendances/hardware.rst:10 msgid "There are two ways to set up a kiosk:" msgstr "Es gibt zwei Vorgehensweisen, um ein Kiosk einzurichten:" #: ../../content/applications/hr/attendances/hardware.rst:12 msgid "**Laptop and desktop PC**" msgstr "**Laptop und Desktop-PC**" #: ../../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 "" "Die Führung eines Kiosks in einem Webbrowser ist die günstigste und " "flexibelste Option. Sie können Mitarbeiterausweise mit jedem Thermo- oder " "Tintendrucker drucken, der mit Ihrem Webbrowser kompatibel ist." #: ../../content/applications/hr/attendances/hardware.rst:17 msgid "**Tablet and mobile phone (Android or iOS)**" msgstr "**Tablet und Mobiltelefon (Android oder 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 "" "Tablets und Mobiltelefone nehmen viel weniger Platz ein und ihre " "Touchscreens sind einfach zu bedienen. Überlegen Sie, ob Sie sie in einen " "sicheren Ständer an der Rezeption stellen oder sicher an der Wand befestigen" " möchten." #: ../../content/applications/hr/attendances/hardware.rst:23 msgid "" "We recommend using an iPad together with the `Heckler Design WindFall Stand " "`_" msgstr "" "Wir empfehlen die Verwendung eines iPads mit dem Ständer `Heckler Design " "WindFall Stand `_" #: ../../content/applications/hr/attendances/hardware.rst:27 msgid "RFID key fob readers" msgstr "RFID-Leser mit Schlüsselanhänger" #: ../../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 "" "Mitarbeiter können persönliche RFID-Schlüsselanhänger mit einem RFID-Leser " "scannen, um An- und Abmeldungen schnell und einfach zu handhaben." #: ../../content/applications/hr/attendances/hardware.rst-1 msgid "An RFID key fob is placed on an RFID reader" msgstr "Ein RFID-Schlüsselanhänger wird an den RFID-Leser gehalten" #: ../../content/applications/hr/attendances/hardware.rst:38 msgid "" "We recommend using the `Neuftech USB RFID Reader " "`_." msgstr "" "Wir empfehlen die Verwendung des `Neuftech-USB-RFID-Lesers " "`_." #: ../../content/applications/hr/attendances/hardware.rst:41 #: ../../content/applications/hr/attendances/hardware.rst:57 msgid "An IoT box is **not** required." msgstr "Eine IoT-Box ist **nicht** erforderlich." #: ../../content/applications/hr/attendances/hardware.rst:44 msgid "Barcode scanners" msgstr "Barcode-Scanner" #: ../../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 "" "Die Mitarbeiter können den Barcode auf ihren Mitarbeiterausweisen scannen, " "um die An- und Abmeldung schnell und einfach zu handhaben. Der Kioskmodus " "funktioniert mit den meisten USB-Barcode-Scannern, die direkt an einen " "Computer angeschlossen sind. Auch Bluetooth-Barcode-Scanner werden nativ " "unterstützt." #: ../../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 "" "Wir empfehlen die Verwendung der `Honeywell-Produktlinie " "`_. " "Wenn der Barcode-Scanner direkt an einen Computer angeschlossen ist, muss er" " konfiguriert werden, um das Tastenlayout des Computers zu verwenden." #: ../../content/applications/hr/employees.rst:7 msgid "Employees" msgstr "Mitarbeiter" #: ../../content/applications/hr/employees.rst:9 msgid "" "Odoo *Employees* organizes a company's employee records, contracts, and " "departments." msgstr "" "Odoo *Mitarbeiter* organisiert die Datensätze, Verträge und Abteilungen " "eines Unternehmens." #: ../../content/applications/hr/employees/new_employee.rst:3 msgid "New employees" msgstr "Neue Mitarbeiter" #: ../../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 "" "Wenn ein neuer Mitarbeiter eingestellt wird, besteht der erste Schritt " "darin, einen neuen Mitarbeiterdatensatz anzulegen. Dieser Datensatz ist ein " "zentraler Ort, an dem alle wichtigen Informationen über den Mitarbeiter " "gespeichert werden, einschließlich :ref:`Allgemeine Informationen " "`, :ref:`Arbeitsverlauf und Kompetenzen " "`, :ref:`verschiedene Arbeitsinformationen " "`, :ref:`persönliche Details `, :ref:`Dokumente ` und mehr." #: ../../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 "" "Öffnen Sie zunächst die :menuselection:`Mitarbeiter`-App, klicken Sie dann " "oben links auf die Schaltfläche :guilabel:`Neu`. Dadurch wird ein leeres " "Mitarbeiterformular angezeigt." #: ../../content/applications/hr/employees/new_employee.rst:14 msgid "" "Proceed to fill out the required information, along with any additional " "details." msgstr "" "Füllen Sie die erforderlichen Informationen sowie die Zusatzangaben aus." #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "Create a new employee form with all fields filled out." msgstr "" "Erstellung eines neuen Mitarbeiterformulars mit allen ausgefüllten Feldern." #: ../../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 "" "Die aktuelle Telefonnummer und der Name des Unternehmens werden in die " "Felder :guilabel:`Telefon (geschäftlich)` und :guilabel:`Unternehmen` " "eingetragen. Wenn die *Mitarbeiterbeurteilung*-App installiert ist, wird in " "das Feld :guilabel:`Nächstes Beurteilungsdatum` ein Datum eingetragen, das " "sechs Monate nach dem aktuellen Datum liegt." #: ../../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 "Allgemeine Informationen" #: ../../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 "" "Das Mitarbeiterformular wird bei der Eingabe der Daten automatisch " "gespeichert. Sie können das Formular jedoch jederzeit manuell speichern, " "indem Sie auf die Option :guilabel:`Manuell speichern` klicken, die durch " "ein :guilabel:`(Wolke mit Pfeil nach oben)`-Symbol dargestellt wird." #: ../../content/applications/hr/employees/new_employee.rst:35 msgid "Required fields" msgstr "Erforderliche Felder" #: ../../content/applications/hr/employees/new_employee.rst:37 msgid ":guilabel:`Employee's Name`: enter the employee's name." msgstr "" ":guilabel:`Name des Mitarbeiters`: Geben Sie den Namen des Mitarbeiters ein." #: ../../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 "" ":guilabel:`Unternehmen`: Wählen Sie aus dem Dropdown-Menü in diesem Feld das" " Unternehmen aus, bei dem der neue Mitarbeiter eingestellt wurde, oder legen" " Sie ein neues Unternehmen an, indem Sie den Namen in das Feld eingeben und " "auf :guilabel:`Erstellen` oder :guilabel:`Erstellen und bearbeiten ...` aus " "dem angezeigten Mini-Dropdown-Menü klicken." #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "A new employee form with the required fields highlighted." msgstr "" "Ein Formular für neue Mitarbeiter, in dem die erforderlichen Felder " "hervorgehoben sind." #: ../../content/applications/hr/employees/new_employee.rst:47 #: ../../content/applications/hr/recruitment.rst:736 msgid "Optional fields" msgstr "Optionale Felder" #: ../../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 "" ":guilabel:`Foto`: Klicken Sie in der Fotobox oben rechts auf dem " "Mitarbeiterformular auf das Bearbeitungssymbol :guilabel:`✏️ (Bleistift)`, " "um ein Foto hochzuladen." #: ../../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 "" ":guilabel:`Stelle`: Geben Sie die Berufsbezeichnung des Mitarbeiters unter " "seinem Namen ein oder wählen Sie sie aus dem Dropdown-Menü des Feldes " ":guilabel:`Stelle` aus, damit dieses obere Feld automatisch ausgefüllt wird." " Das Feld :guilabel:`Stelle` unter dem Namen des Mitarbeiters kann geändert " "werden und muss *nicht* mit der Auswahl übereinstimmen, die Sie im Dropdown-" "Menü :guilabel:`Stelle` im Feld darunter getroffen haben." #: ../../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 "" "Es wird zwar empfohlen, dass die Stellen übereinstimmen, aber die " "eingegebene Beschreibung in diesem oberen Feld kann auch spezifischere " "Informationen enthalten als die ausgewählte Dropdown-Liste " ":guilabel:`Stelle`, falls gewünscht." #: ../../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 "" "Wenn zum Beispiel jemand für eine Stelle als Vertriebsmitarbeiter " "eingestellt wird, die in der *Personalbeschaffungsapp* als " ":guilabel:`Vertriebsmitarbeiter` konfiguriert ist, kann dies im Dropdown-" "Feld :guilabel:`Stelle` ausgewählt werden." #: ../../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 "" "Im Feld :guilabel:`Stelle` unterhalb des Feldes :guilabel:`Name des " "Mitarbeiters` könnte die Stelle spezifischer sein, z. B. " "`Vertriebsmitarbeiter – Abonnements`, wenn der Mitarbeiter sich " "ausschließlich auf den Verkauf von Abonnements konzentriert." #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "Both job position fields entered but with different information." msgstr "" "Beide Stellenfelder sind ausgefüllt, aber mit unterschiedlichen Infos." #: ../../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 "" ":guilabel:`Stichwörter`: Wählen Sie ein Stichwort aus dem Dropdown-Menü, um " "alle relevanten Stichwörter zum Mitarbeiter hinzuzufügen. In diesem Feld " "können Sie jedes beliebige Stichwort erstellen, indem Sie es einfach " "eintippen. Sobald es erstellt wurde, ist das neue Stichwort für alle " "Mitarbeitereinträge verfügbar. Es gibt keine Begrenzung für die Anzahl der " "Stichwörter, die hinzugefügt werden können." #: ../../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 "" ":guilabel:`Geschäftliche Arbeitsinformationen`: Geben Sie das " ":guilabel:`Mobiltelefon (geschäftlich)`, :guilabel:`Telefon (geschäftlich)`," " die :guilabel:`Arbeits-E-Mail`, und/oder den Namen des " ":guilabel:`Unternehmens` ein." #: ../../content/applications/hr/employees/new_employee.rst:79 msgid "" ":guilabel:`Department`: select the employee's department from the drop-down " "menu." msgstr "" ":guilabel:`Abteilung`: Wählen Sie die Abteilung des Mitarbeiters aus dem " "Dropdown-Menü." #: ../../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 "" ":guilabel:`Stelle`: Wählen Sie die Stelle des Mitarbeiters aus dem Dropdown-" "Menü. Sobald Sie eine Auswahl getroffen haben, wird das Feld " ":guilabel:`Stelle` unter dem Feld :guilabel:`Name des Mitarbeiters` " "automatisch aktualisiert, um die aktuell ausgewählte Stelle anzugeben. Diese" " Stellen stammen aus der :doc:`Personalbeschaffungsapp " "<../../hr/recruitment/new_job/>` und spiegeln die aktuell konfigurierten " "Stellen wider." #: ../../content/applications/hr/employees/new_employee.rst:85 msgid "" ":guilabel:`Manager`: select the employee's manager from the drop-down menu." msgstr "" ":guilabel:`Manager`: Wählen Sie den Manager des Mitarbeiters aus dem " "Dropdown-Menü aus." #: ../../content/applications/hr/employees/new_employee.rst:86 msgid "" ":guilabel:`Coach`: select the employee's coach from the drop-down menu." msgstr "" ":guilabel:`Coach`: Wählen Sie den Coach des Mitarbeiters aus dem Dropdown-" "Menü aus." #: ../../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 "" ":guilabel:`Nächstes Beurteilungsdatum`: Dieses Feld ist **nur** sichtbar, " "wenn die *Mitarbeiterbeurteilungsapp* installiert ist. Das Datum wird " "automatisch mit einem Datum gefüllt, das gemäß den Einstellungen in der " "*Mitarbeiterbeurteilungsapp* berechnet wird. Dieses Datum kann über den " "Kalenderauswähler geändert werden." #: ../../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 "" "Wenn Sie einen :guilabel:`Manager` ausgewählt haben, das Feld " ":guilabel:`Coach` jedoch leer ist, wird automatisch der ausgewählte Manager " "im Feld :guilabel:`Coach` eingefügt." #: ../../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 "" "Um die ausgewählten Angaben zu :guilabel:`Abteilung`, :guilabel:`Manager`, " ":guilabel:`Coach`, oder :guilabel:`Unternehmen` zu bearbeiten, klicken Sie " "auf den Pfeil :guilabel:`Interner Link` neben der entsprechenden Auswahl. " "Der Pfeil :guilabel:`Interner Link` öffnet das ausgewählte Formular, in dem " "Sie Änderungen vornehmen können. Klicken Sie auf :guilabel:`Speichern`, " "nachdem Änderungen vorgenommen wurden." #: ../../content/applications/hr/employees/new_employee.rst:102 msgid "Additional information tabs" msgstr "Reiter für zusätzliche Informationen" #: ../../content/applications/hr/employees/new_employee.rst:107 msgid "Resumé tab" msgstr "Reiter „Lebenslauf“" #: ../../content/applications/hr/employees/new_employee.rst:110 #: ../../content/applications/hr/payroll.rst:869 msgid "Resumé" msgstr "Lebenslauf" #: ../../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 "" "Als nächstes geben Sie den beruflichen Werdegang des Mitarbeiters im Reiter " ":guilabel:`Lebenslauf` ein. Jede Zeile des Lebenslaufs muss einzeln " "eingegeben werden. Wenn Sie zum ersten Mal einen Eintrag erstellen, klicken " "Sie auf :guilabel:`Neuen Eintrag erstellen`, und das Formular " ":guilabel:`eine Lebenslaufzeile erstellen` erscheint. Nachdem ein Eintrag " "hinzugefügt wurde, wird die Schaltfläche :guilabel:`Neuen Eintrag erstellen`" " durch die Schaltfläche :guilabel:`Hinzufügen` ersetzt. Geben Sie für jeden " "Eintrag die folgenden Informationen ein." #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "A resumé entry form with all the information populated." msgstr "" "Ein Formular eines Lebenslaufseintrags mit allen ausgefüllten Informationen." #: ../../content/applications/hr/employees/new_employee.rst:122 msgid ":guilabel:`Title`: type in the title of the previous work experience." msgstr "" ":guilabel:`Titel`: Geben Sie den Titel der vorherigen Arbeitserfahrung ein." #: ../../content/applications/hr/employees/new_employee.rst:123 msgid ":guilabel:`Employee`: select the employee from the drop-down menu." msgstr "" ":guilabel:`Mitarbeiter`: Wählen Sie den Mitarbeiter aus dem Dropdown-Menü " "aus." #: ../../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 "" ":guilabel:`Art`: Wählen Sie aus dem Dropdown-Menü zwischen " ":guilabel:`Erfahrung`, :guilabel:`Ausbildung`, :guilabel:`Nebenprojekte`, " ":guilabel:`Interne Zertifizierung`, :guilabel:`Abgeschlossene interne " "Schulung` oder geben Sie einen neuen Eintrag ein und klicken Sie " "anschließend auf :guilabel:`\"(Art)\" erstellen`." #: ../../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 "" ":guilabel:`Anzeigetyp`: Wählen Sie aus dem Dropdown-Menü " ":guilabel:`Klassisch` für eine normale Berufserfahrung, " ":guilabel:`Zertifizierung` für Erfahrung, die durch eine Zertifizierung " "erworben wurde oder :guilabel:`Kurs` für nicht zertifizierte Kurse." #: ../../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 "" ":guilabel:`Dauer`: Geben Sie das Start- und Enddatum für die " "Arbeitserfahrung ein. Um ein Datum auszuwählen, klicken Sie auf das erste " "leere Feld, um ein Kalender-Pop-up-Fenster zu öffnen. Verwenden Sie die " "Symbole :guilabel:`< (Pfeil nach links)` und :guilabel:`> (Pfeil nach " "rechts)`, um zum gewünschten Monat zu scrollen, und klicken Sie dann auf den" " Tag, um ihn auszuwählen. Wiederholen Sie diesen Vorgang, um das Enddatum zu" " finden und auszuwählen. Wenn Sie die gewünschten Daten ausgewählt haben, " "klicken Sie auf :guilabel:`✔️ Anwenden`." #: ../../content/applications/hr/employees/new_employee.rst:136 msgid ":guilabel:`Description`: enter any relevant details in this field." msgstr "" ":guilabel:`Beschreibung`: Geben Sie alle relevanten Details in das Feld ein." #: ../../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 "" "Sobald Sie alle Informationen eingegeben haben, klicken Sie auf die " "Schaltfläche :guilabel:`Speichern & Schließen`, wenn Sie nur einen Eintrag " "hinzufügen möchten, oder klicken Sie auf die Schaltfläche " ":guilabel:`Speichern & Neu`, um den aktuellen Eintrag zu speichern und eine " "weitere Lebenslaufzeile zu erstellen." #: ../../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 "" "Nachdem das Formular für den neuen Mitarbeiter gespeichert wurde, werden die" " aktuelle Stelle und das Unternehmen automatisch im Reiter " ":guilabel:`Lebenslauf` hinzugefügt, wobei das Enddatum als `Aktuell` " "aufgeführt wird." #: ../../content/applications/hr/employees/new_employee.rst:149 msgid "Skills" msgstr "Kompetenzen" #: ../../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 "" "Die Kompetenzen eines Mitarbeiters können im Reiter :guilabel:`Lebenslauf` " "auf die gleiche Weise eingegeben werden, wie eine Lebenslaufzeile erstellt " "wird." #: ../../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 "" "Um einem Mitarbeiterdatensatz eine Kompetenz hinzuzufügen, müssen zunächst " "die Kompetenzarten konfiguriert werden. Wenn keine Kompetenzarten " "konfiguriert sind, erscheint eine Schaltfläche :guilabel:`Neue Kompetenzen " "erstellen` im Abschnitt :guilabel:`Kompetenzen` des Reiters " ":guilabel:`Lebenslauf`. :ref:`Konfigurieren Sie die Kompetenzarten " "`, bevor Sie dem Mitarbeiterdatensatz Kompetenzen " "hinzufügen." #: ../../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 "" "Wenn die Kompetenzarten konfiguriert sind, erscheint stattdessen eine " "Schaltfläche :guilabel:`Eine Kompetenz aus der Liste auswählen`. Klicken Sie" " auf die Schaltfläche :guilabel:`Eine Kompetenz aus der Liste auswählen` und" " wählen Sie die folgenden Informationen für jede Kompetenz aus." #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "A skill form with the information filled out." msgstr "Ein Kompetenzformular mit den ausgefüllten Informationen" #: ../../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 "" ":guilabel:`Kompetenzart`: Wählen Sie eine :ref:`Kompetenzart " "` aus, indem Sie auf das Optionsfeld neben der " "Kompetenzart klicken." #: ../../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 "" ":guilabel:`Kompetenz`: Nach Auswahl einer :guilabel:`Kompetenzart` " "erscheinen die entsprechenden Kompetenzen, die mit der ausgewählten " ":guilabel:`Kompetenzart` verbunden sind, in einem Dropdown-Menü. Wenn Sie z." " B. :guilabel:`Sprache` als :guilabel:`Kompetenzart` auswählen, erscheint " "unter dem Feld :guilabel:`Kompetenzen` eine Reihe von Sprachen zur Auswahl. " "Wählen Sie die entsprechende vorkonfigurierte Kompetenz aus oder geben Sie " "eine neue Kompetenz ein und klicken Sie auf :guilabel:`\"(neue Kompetenz) " "erstellen\"`." #: ../../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 "" ":guilabel:`Kompetenzlevel`: Vordefinierte Kompetenzlevel, die mit der " "ausgewählten :guilabel:`Kompetenzart` verbunden sind, erscheinen in einem " "Drop-down-Menü. Wählen Sie zuerst ein :guilabel:`Kompetenzlevel` aus, dann " "zeigt der Fortschrittsbalken automatisch den vordefinierten Fortschritt für " "dieses Kompetenzlevel an. Die Kompetenzlevel und der Fortschritt können im " "Pop-up-Formular :guilabel:`Kompetenzlevel` geändert werden, das Sie über den" " Pfeil :guilabel:`Interner Link` neben dem Feld :guilabel:`Kompetenzlevel` " "erreichen." #: ../../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 "" "Klicken Sie auf die Schaltfläche :guilabel:`Speichern & Schließen`, wenn Sie" " nur eine Kompetenz hinzufügen möchten, oder klicken Sie auf die " "Schaltfläche :guilabel:`Speichern & Neu`, um den aktuellen Eintrag zu " "speichern und sofort eine weitere Kompetenz zu erstellen." #: ../../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 "" "Um Zeilen aus dem Reiter :guilabel:`Lebenslauf` zu löschen, klicken Sie auf " "das Löschsymbol :guilabel:`🗑️ (Papierkorb)`, um den Eintrag zu löschen. " "Klicken Sie auf die Schaltfläche :guilabel:`Hinzufügen` neben dem " "entsprechenden Abschnitt, um eine neue Zeile hinzuzufügen." #: ../../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 "" "Nur Benutzer mit :guilabel:`Beauftragter: Alle Mitarbeiter verwalten` oder " ":guilabel:`Administrator` für die *Mitarbeiter*-App können Kompetenzen " "hinzufügen oder bearbeiten." #: ../../content/applications/hr/employees/new_employee.rst:194 msgid "Skill types" msgstr "Kompetenzarten" #: ../../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 "" "Um dem Formular eines Mitarbeiters eine Kompetenz hinzuzufügen, müssen die " ":guilabel:`Kompetenzarten` konfiguriert werden. Gehen Sie zu " ":menuselection:`Mitarbeiter --> Konfiguration --> Mitarbeiter: " "Kompetenzarten`, um die derzeit konfigurierten Kompetenzarten anzuzeigen und" " neue Kompetenzarten zu erstellen." #: ../../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 "" "Der Standardkompetenz :guilabel:`Sprachen` ist als *Kompetenzart* " "vorkonfiguriert, aber es gibt keine spezifischen *Sprachkompetenzen* " "innerhalb dieser Kompetenzart. Die Kompetenzart :guilabel:`Sprachen` muss " "vollständig konfiguriert werden, bevor er verwendet werden kann." #: ../../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 "" "Klicken Sie auf :guilabel:`Neu` und eine neues Formular " ":guilabel:`Kompetenzart` erscheint. Füllen Sie alle Details für die neue " "Kompetenzart aus. Wiederholen Sie diesen Vorgang für alle benötigten " "Kompetenzarten." #: ../../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 "" ":guilabel:`Kompetenzart`: Geben Sie den Namen der Kompetenzart ein. Diese " "Kategorie dient als übergeordnete Kategorie für spezifischere Kompetenzen " "und sollte allgemein gehalten sein." #: ../../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 "" ":guilabel:`Kompetenzen`: Klicken Sie auf :guilabel:`Zeile hinzufügen` und " "geben Sie den :guilabel:`Namen` für die neue Kompetenz ein, dann wiederholen" " Sie dies für alle anderen benötigten Kompetenzen." #: ../../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 "" ":guilabel:`Level`: Klicken Sie auf :guilabel:`Zeile hinzufügen`, und geben " "Sie den :guilabel:`Name` des Levels ein. Klicken Sie dann auf das Feld " ":guilabel:`Fortschritt` und geben Sie einen Prozentsatz (0-100) für dieses " "Level ein. Wiederholen Sie diesen Vorgang bei Bedarf für alle weiteren " "Level." #: ../../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 "" ":guilabel:`Standardlevel`: Klicken Sie auf die Umschalttaste in der Zeile " "des Levels, um dieses Level als Standard einzustellen. Normalerweise wird " "das niedrigste Level als Standard festgelegt, aber Sie können jedes " "beliebige Level wählen. Die Umschalttaste wird grün und zeigt damit an, dass" " dies das Standardlevel für die kompetenz ist. Es kann nur ein Level als " "Standard festgelegt werden." #: ../../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 "" "Um eine mathematische Kompetenz hinzuzufügen, geben Sie in das Feld " ":guilabel:`Name` `Mathe` ein. In das Feld :guilabel:`Kompetenzen` geben Sie " "`Algebra`, `Differenzial- und Integralrechnung` und `Trigonometrie` ein. Und" " geben in das Feld :guilabel:`Level` `Anfänger`, `Fortgeschritten` und " "`Experte` mit dem :guilabel:`Fortschritt`, der als `25`, `50` und `100` " "angezeigt wird, ein. Klicken Sie zuletzt auf :guilabel:`Standard-Level` in " "der Zeile `Beginner`, um dieses Level als Standard einzustellen." #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "A skill form for a Math skill type, with all the information entered." msgstr "" "Ein Formular für eine Mathe-Kompetenz mit allen eingegebenen Informationen." #: ../../content/applications/hr/employees/new_employee.rst:230 msgid "" "The :guilabel:`Skill Type` form automatically saves as data is entered." msgstr "" "Das Formular :guilabel:`Kompetenzart` speichert automatisch, wenn Daten " "eingegeben werden." #: ../../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 "" "Sobald das Formular vollständig ausgefüllt ist, klicken Sie auf die " "Schaltfläche :guilabel:`Manuell speichern`, die durch das Symbol " ":guilabel:`Wolke mit Pfeil nach oben` am oberen Rand des Bildschirms " "dargestellt wird. Daraufhin werden die :guilabel:`Level` in absteigender " "Reihenfolge angeordnet, wobei das höchste Level ganz oben und die niedrigste" " ganz unten steht, unabhängig von dem voreingestellten Level und der " "Reihenfolge, in der sie eingegeben wurden." #: ../../content/applications/hr/employees/new_employee.rst:241 msgid "Work information tab" msgstr "Reiter „Arbeitsinformationen“" #: ../../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 "" "Im Reiter :guilabel:`Arbeitsinformationen` werden die spezifischen " "arbeitsbezogenen Informationen des Mitarbeiters aufgelistet. Hier werden der" " Arbeitsplan, die verschiedenen Rollen, die Genehmiger der einzelnen Anträge" " (Abwesenheiten, Zeiterfassungen und Spesen), der Home-Office-Plan und die " "Details zum Arbeitsort aufgeführt." #: ../../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 "" "Klicken Sie im Reiter :guilabel:`Arbeitsinformationen`, um diesen Bereich zu" " öffnen, und geben Sie die folgenden Informationen für den neuen Mitarbeiter" " ein:" #: ../../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 "" ":guilabel:`Standort`: Wählen Sie die :guilabel:`Arbeitsadresse` aus dem " "Dropdown-Menü. Um die Adresse zu ändern, bewegen Sie den Mauszeiger über die" " erste Zeile der Adresse (falls es mehrere Zeilen sind), um einen Pfeil " ":guilabel:`Interner Link` anzuzeigen. Klicken Sie auf den Pfeil " ":guilabel:`Interner Link`, um das Unternehmensformular zu öffnen und " "Änderungen vorzunehmen." #: ../../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 "" "Verwenden Sie die Brotkrümelnavigation, um zum Formular für neue Mitarbeiter" " zurückzukehren, wenn Sie fertig sind." #: ../../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 "" "Wenn eine neue Arbeitsadresse benötigt wird, fügen Sie die Adresse hinzu, " "indem Sie sie in das Feld eingeben und dann auf :guilabel:`(neue Adresse) " "erstellen` klicken, um die Adresse hinzuzufügen, oder auf " ":guilabel:`Erstellen und bearbeiten ...`, um die neue Adresse hinzuzufügen " "und das Adressformular zu bearbeiten." #: ../../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 "" ":guilabel:`Genehmiger`: Um diesen Bereich zu sehen, muss der Benutzer " "entweder die Zugriffsrechte :guilabel:`Administrator` oder " ":guilabel:`Sachbearbeiter: Alle Mitarbeiter verwalten` für die " "*Mitarbeiterapp* haben. Wählen Sie über die Dropdown-Menüs die Benutzer aus," " die für die Genehmigung von :guilabel:`Ausgabe`, von " ":guilabel:`Abwesenheiten`, von :guilabel:`Zeiterfassungen` und von " ":guilabel:`Anwesenheiten` für den Mitarbeiter zuständig sind." #: ../../content/applications/hr/employees/new_employee.rst:267 msgid "" "Hover over any of the selections to reveal the :guilabel:`Internal Link` " "arrow." msgstr "" "Bewegen Sie den Mauszeiger über eine der Auswahlen, um den Pfeil " ":guilabel:`Interner Link` anzuzeigen." #: ../../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 "" "Klicken Sie auf den Pfeil :guilabel:`Interner Link`, um ein Formular mit den" " Feldern :guilabel:`Name`, :guilabel:`E-Mail-Adresse`, " ":guilabel:`Unternehmen`, :guilabel:`Telefon`, :guilabel:`Mobil` und " ":guilabel:`Standardlagerhaus` des Genehmigers zu öffnen. Diese können bei " "Bedarf geändert werden." #: ../../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 "" "Die Benutzer, die im Dropdown-Menü für den Abschnitt " ":guilabel:`Genehmigungen` erscheinen, **müssen** über *Administrator*-Rechte" " für die entsprechende Personalrolle verfügen." #: ../../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 "" "Um zu überprüfen, wer diese Rechte hat, gehen Sie zu " ":guilabel:`Einstellungen --> Benutzer --> → Benutzer verwalten`. Klicken Sie" " dann auf einen Mitarbeiter und überprüfen Sie im Reiter " ":guilabel:`Zugriffsrechte` den Abschnitt :guilabel:`Personalwesen`." #: ../../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 "" "Damit der Benutzer als Genehmiger für :guilabel:`Spesenabrechnung` " "erscheint, **muss** er entweder :guilabel:`Teamgenehmiger`, :guilabel:`Alle " "Genehmiger` oder :guilabel:`Administrator` für die Rolle " ":guilabel:`Spesenabrechnung` eingestellt haben." #: ../../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 "" "Damit der Benutzer als Genehmiger für :guilabel:`Abwesenheiten` erscheint, " "muss er entweder :guilabel:`Sachbearbeiter: Alle Anträge verwalten` oder " ":guilabel:`Administrator` für die Rolle :guilabel:`Abwesenheiten` " "eingestellt haben." #: ../../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 "" "Damit der Benutzer als Genehmiger für :guilabel:`Zeiterfassung` erscheint, " "**muss** er entweder :guilabel:`Manager`, :guilabel:`Sachbearbeiter: Alle " "Verträge verwalten` oder :guilabel:`Administrator` für die Rolle " ":guilabel:`Personalabrechnung` eingestellt haben." #: ../../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 "" ":guilabel:`Home-Office`: Verwenden Sie das Dropdown-Menü, um den Standardort" " auszuwählen, von dem aus der Mitarbeiter an jedem Tag der Woche arbeitet. " "Die Standardoptionen sind :guilabel:`Zuhause`, :guilabel:`Büro`, oder " ":guilabel:`Andere`." #: ../../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 "" "Sie können einen neuen Ort in das Feld eingeben und dann entweder auf " ":guilabel:`(neuer Ort) erstellen` klicken, um den Ort hinzuzufügen, oder auf" " :guilabel:`Erstellen und bearbeiten ...`, um den neuen Ort hinzuzufügen und" " das Formular zu bearbeiten." #: ../../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 "" "Nachdem Sie die Änderungen vorgenommen haben, klicken Sie auf " ":guilabel:`Speichern & schließen` und der neue Ort wird hinzugefügt und das " "Feld ausgefüllt." #: ../../content/applications/hr/employees/new_employee.rst:303 msgid "" "Leave the field blank (:guilabel:`Unspecified`) for non-working days like " "Saturday and Sunday." msgstr "" "Lassen Sie das Feld leer (:guilabel:`Unbestimmt`) für arbeitsfreie Tage wie " "Samstag und Sonntag." #: ../../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 "" "Es ist auch möglich, Arbeitsorte hinzuzufügen oder zu ändern, indem Sie zu " ":menuselection:`Mitarbeiter --> Konfiguration --> Mitarbeiter: Arbeitsorte`." " Um einen Standort zu ändern, klicken Sie auf einen bestehenden Standort und" " nehmen dann die gewünschten Änderungen im Formular vor." #: ../../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 "" "Klicken Sie auf :guilabel:`Neu`, um einen neuen Ort zu erstellen, und geben " "Sie dann die folgenden Informationen in das Formular ein. Alle Felder sind " "**erforderlich**." #: ../../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 "" ":guilabel:`Arbeitsort`: Geben Sie den Namen für den Ort ein. Dieser kann je " "nach Bedarf allgemein oder spezifisch sein, wie z. B. `Zuhause` oder " "`Gebäude 1, zweiter Stock`." #: ../../content/applications/hr/employees/new_employee.rst:315 msgid "" ":guilabel:`Work Address`: using the drop-down menu, select the address for " "the location." msgstr "" ":guilabel:`Arbeitsadresse`: Wählen Sie über das Dropdown-Menü die Adresse " "für den Standort aus." #: ../../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 "" ":guilabel:`Titelbild`: Klicken Sie auf das Symbol, um es für das " ":guilabel:`Titelbild` auszuwählen. Zur Auswahl stehen folgende Symbole: " ":guilabel:`Haus`, :guilabel:`Bürogebäude` und :guilabel:`GPS-" "Standortmarkierung`." #: ../../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 "" ":guilabel:`Unternehmen`: Wählen Sie aus dem Dropdown-Menü das Unternehmen " "aus, für das der Standort gilt. Das aktuelle Unternehmen füllt dieses Feld " "standardmäßig aus." #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "A new work location form with all fields filled out." msgstr "Formular für neuen Arbeitsort mit allen ausgefüllten Feldern." #: ../../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 "" ":guilabel:`Arbeitsplan`: Wählen Sie die :guilabel:`Arbeitsstunden` und " ":guilabel:`Zeitzone` für den Mitarbeiter. Der Pfeil :guilabel:`Interner " "Link` öffnet eine detaillierte Übersicht der spezifischen täglichen " "Arbeitsstunden. Arbeitsstunden können hier bearbeitet oder gelöscht werden." #: ../../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 "" ":guilabel:`Arbeitsstunden` beziehen sich auf die Arbeitszeiten eines " "Unternehmens und ein Mitarbeiter **kann keine** Arbeitsstunden haben, die " "außerhalb der Arbeitszeiten eines Unternehmens liegen." #: ../../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 "" "Jeder einzelner Arbeitsplan ist unternehmensspezifisch, sodass bei " "Datenbanken mit mehreren Unternehmen jedes Unternehmen seine eigenen " "Arbeitszeiten festlegen muss." #: ../../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 "" "Wenn die Arbeitszeiten eines Mitarbeiters nicht als Arbeitszeitplan für das " "Unternehmen konfiguriert sind, können neue Arbeitszeitpläne hinzugefügt oder" " bestehende Arbeitszeitpläne geändert werden." #: ../../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 "" "Arbeitszeiten können in der *Personalabrechnungsapp* geändert werden, wo sie" " als :guilabel:`Arbeitspläne` bezeichnet werden." #: ../../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 "" "Weitere Informationen über das Erstellen oder Ändern von " ":guilabel:`Arbeitsplänen` in der *Personalabrechnungsapp* finden Sie in der " "Dokumentation :doc:`../../hr/payroll`." #: ../../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 "" ":guilabel:`Planung`: Wählen Sie eine Rolle aus dem Dropdown-Menü für die " "Felder :guilabel:`Rollen` und :guilabel:`Standardrolle`. Wenn die " ":guilabel:`Standardrolle` als Rolle ausgewählt wird, wird sie automatisch " "zur Liste der :guilabel:`Rollen` hinzugefügt." #: ../../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 "" "Um zu überprüfen, wer diese Rechte hat, gehen Sie zu " ":guilabel:`Einstellungen --> Benutzer --> → Benutzer verwalten`. Klicken Sie" " dann auf einen Mitarbeiter und überprüfen Sie im Reiter " ":guilabel:`Zugriffsrechte` den Abschnitt :guilabel:`Personalwesen`." #: ../../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 "" "Damit der Benutzer als Genehmiger für :guilabel:`Abwesenheiten` erscheint, " "**muss** er entweder :guilabel:`Sachbearbeiter` oder " ":guilabel:`Administrator` für die Rolle :guilabel:`Abwesenheiten` " "eingestellt haben." #: ../../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 "" "Damit der Benutzer als Genehmiger für :guilabel:`Zeiterfassung` erscheint, " "**muss** er entweder :guilabel:`Manager`, :guilabel:`Sachbearbeiter` oder " ":guilabel:`Administrator` für die Rolle :guilabel:`Personalabrechnung` " "eingestellt haben." #: ../../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 "" ":guilabel:`Arbeitsstunden` beziehen sich auf die Arbeitszeiten eines " "Unternehmens und ein Mitarbeiter **kann keine** Arbeitsstunden haben, die " "außerhalb der Arbeitszeiten eines Unternehmens liegen." #: ../../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 "" "Jede einzelne Arbeitszeit ist unternehmensspezifisch, sodass bei Datenbanken" " mit mehreren Unternehmen jedes Unternehmen seine eigenen Arbeitszeiten " "festlegen **muss**." #: ../../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 "" "Wenn die Arbeitsstunden eines Mitarbeiters nicht als Arbeitszeit für das " "Unternehmen konfiguriert sind, können neue Arbeitszeiten hinzugefügt oder " "bestehende Arbeitszeiten geändert werden." #: ../../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 "" "Um eine Arbeitszeit hinzuzufügen oder zu ändern, gehen Sie zu " ":menuselection:`Personalabrechnung --> Konfiguration --> Arbeitspläne`. " "Fügen Sie dann entweder eine neue Arbeitszeit hinzu, indem Sie auf " ":guilabel:`Neu` klicken, oder bearbeiten Sie eine bestehende, indem Sie eine" " :guilabel:`Arbeitszeit` aus der Liste auswählen, um sie zu ändern." #: ../../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 "" "Im Abschnitt :ref:`Arbeitspläne ` der " "Personalabrechnungsdokumentation finden Sie genaue Angaben zur Erstellung " "und Bearbeitung von Arbeitsplänen." #: ../../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 "" "Nachdem eine neue Arbeitszeit erstellt oder eine bestehende geändert wurde, " "können Sie die :guilabel:`Arbeitsstunden` im Mitarbeiterformular festlegen. " "Wählen Sie im Reiter :guilabel:`Arbeitsinformationen` im Abschnitt " ":guilabel:`Arbeitsplan` die Arbeitszeiten des Mitarbeiters aus dem Dropdown-" "Menü." #: ../../content/applications/hr/employees/new_employee.rst:391 msgid "Private information tab" msgstr "Reiter „Private Informationen“" #: ../../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 "" "Im Reiter :guilabel:`Private Informationen` sind keine Angaben erforderlich," " um einen Mitarbeiter zu erstellen. Einige Angaben in diesem Bereich können " "jedoch für die Lohnbuchhaltung des Unternehmens von entscheidender Bedeutung" " sein. Um die Gehaltsabrechnungen ordnungsgemäß zu bearbeiten und " "sicherzustellen, dass alle Abzüge berücksichtigt werden, sollten die " "persönlichen Daten des Mitarbeiters eingegeben werden." #: ../../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 "" "Hier werden die folgenden Angaben gemacht: :guilabel:`Privater Kontakt`, " ":guilabel:`Familienstand`, :guilabel:`Notfall`, :guilabel:`Ausbildung`, " ":guilabel:`Staatsangehörigkeit`, :guilabel:`Zu Lasten` und " ":guilabel:`Arbeitserlaubnis`. Die Eingabe von Feldern erfolgt entweder über " "ein Dropdown-Menü, durch Anklicken eines Kontrollkästchens oder durch " "Eingabe der Informationen." #: ../../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 "" ":guilabel:`Privater Kontakt`: Geben Sie die :guilabel:`Privateadresse`, " ":guilabel:`E-Mail` und die :guilabel:`Telefonnummer` für den Mitarbeiter " "ein. Geben Sie dann über das Dropdown-Menü die :guilabel:`Bankverbindung` " "des Mitarbeiters ein." #: ../../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 "" "Wenn die Bank noch nicht konfiguriert ist (die typische Situation beim " "Anlegen eines neuen Mitarbeiters), geben Sie die Bankkontonummer ein und " "klicken Sie auf :guilabel:`Erstellen und bearbeiten ...`. Ein Fenster " ":guilabel:`Bankverbindung erstellen` erscheint. Geben Sie die Informationen " "ein und klicken Sie dann auf :guilabel:`Speichern & schließen`." #: ../../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 "" "Wählen Sie dann die bevorzugte :guilabel:`Sprache` des Mitarbeiters aus dem " "Dropdown-Menü. Geben Sie schließlich die :guilabel:`Distanz des " "Arbeitsweges` in das Feld ein. Dieses Feld ist nur erforderlich, wenn der " "Mitarbeiter eine Art von Pendlerpauschale erhält." #: ../../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 "" "Geben Sie schließlich das Nummernschild des Mitarbeiters in das Feld " ":guilabel:`Nummernschild des Privatautos` ein." #: ../../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 "" ":guilabel:`Familienstand`: Wählen Sie den aktuellen " ":guilabel:`Familienstand` über das Dropdown-Menü aus, entweder " ":guilabel:`Single`, :guilabel:`Verheiratet`, :guilabel:`Eheähnliche " "Gemeinschaft`, :guilabel:`Verwitwet` oder :guilabel:`Geschieden`. Wenn der " "Arbeitnehmer unterhaltsberechtigte Kinder hat, geben Sie die " ":guilabel:`Anzahl der Kinder zu Lasten` in das Feld ein." #: ../../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 "" ":guilabel:`Notfall`: Geben Sie den :guilabel:`Namen des Kontakts` und die " ":guilabel:`Kontakttelefonnummer` des Notfallkontakts des Mitarbeiters in die" " entsprechenden Felder ein." #: ../../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 "" ":guilabel:`Ausbildung`: Wählen Sie aus dem Dropdown-Menü des " ":guilabel:`Zertifikatslevels` den höchsten Bildungsabschluss des " "Mitarbeiters aus. Zu den Standardoptionen gehören " ":guilabel:`Schulabschluss`, :guilabel:`Bachelor`, :guilabel:`Master`, " ":guilabel:`Doktor` oder :guilabel:`Andere`." #: ../../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 "" "Geben Sie den :guilabel:`Studienbereich` und den Namen der " ":guilabel:`Schule` in die entsprechenden Felder ein." #: ../../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 "" ":guilabel:`Arbeitserlaubnis`: Wenn der Mitarbeiter eine Arbeitserlaubnis " "hat, geben Sie die Informationen in diesem Abschnitt ein. Geben Sie die " ":guilabel:`Visum-Nr.` (Visumnummer) und/oder :guilabel:`Arbeitserlaubnisnr.`" " (Nummer der Arbeitserlaubnis) in die entsprechenden Felder ein." #: ../../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 "" "Wählen Sie mithilfe der Kalenderauswahl das :guilabel:`Ablaufdatum des " "Visums` und/oder das :guilabel:`Ablaufdatum der Arbeitserlaubnis`, um die " "Ablaufdaten einzugeben." #: ../../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 "" "Falls vorhanden, laden Sie eine digitale Kopie der " ":guilabel:`Arbeitserlaubnis` hoch. Klicken Sie auf :guilabel:`Ihre Datei " "hochladen`, navigieren Sie im Dateiexplorer zu der Arbeitserlaubnisdatei und" " klicken Sie auf :guilabel:`Öffnen`." #: ../../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 "" ":guilabel:`Staatsangehörigkeit`: Dieser Abschnitt enthält alle " "Informationen, die für die Staatsangehörigkeit des Mitarbeiters relevant " "sind. Einige Felder verwenden ein Dropdown-Menü, wie die Felder " ":guilabel:`Nationalität (Land)`, :guilabel:`Geschlecht` und " ":guilabel:`Geburtsland`." #: ../../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 "" "Das :guilabel:`Geburtsdatum` verwendet eine Kalenderauswahl, um das Datum " "auszuwählen. Klicken Sie zunächst auf den Namen des Monats und dann auf das " "Jahr, um auf die Jahresabschnitte zuzugreifen. Verwenden Sie die " "Pfeilsymbole :guilabel:`< (links)` und :guilabel:`> (rechts)`, navigieren " "Sie zum richtigen Jahresabschnitt und klicken Sie auf das Jahr. Als nächstes" " klicken Sie auf den Monat. Zuletzt klicken Sie auf den Tag, um das Datum " "auszuwählen." #: ../../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 "" "Geben Sie die Informationen für die Felder " ":guilabel:`Identifikationsnummer`, :guilabel:`Passnummer` und " ":guilabel:`Geburtsort` ein." #: ../../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 "" "Wenn der Mitarbeiter **nicht** in dem Land ansässig ist, in dem er arbeitet," " aktivieren Sie das Kontrollkästchen neben dem Feld :guilabel:`Nicht " "ansässig`." #: ../../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 "" "Je nach Lokalisierungseinstellung können weitere Felder vorhanden sein. Für " "die Vereinigten Staaten ist zum Beispiel ein Feld :guilabel:`SV-Nummer` " "(Sozialversicherungsnummer) vorhanden." #: ../../content/applications/hr/employees/new_employee.rst:460 msgid "HR settings tab" msgstr "Reiter „HR-Einstellungen“" #: ../../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 "" "Dieser Reiter enthält verschiedene Felder für verschiedene Informationen, je" " nachdem, in welchem Land das Unternehmen ansässig ist. Für die " "verschiedenen Standorte sind unterschiedliche Felder konfiguriert, einige " "Abschnitte erscheinen jedoch unabhängig davon." #: ../../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 "" ":guilabel:`Status`: Wählen Sie einen :guilabel:`Mitarbeitertyp` und, falls " "zutreffend, einen :guilabel:`Verknüpften Benutzer` mit den Dropdown-Menüs. " "Zu den Optionen für :guilabel:`Mitarbeitertyp` gehören " ":guilabel:`Mitarbeiter`, :guilabel:`Student`, :guilabel:`Trainee`, " ":guilabel:`Vertragspartner` oder :guilabel:`Freiberufler`." #: ../../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 "" "Mitarbeiter müssen **nicht** auch Benutzer sein. *Mitarbeiter* zählen " "**nicht** für die Odoo-Aboabrechnung, während *Benutzer* **für die " "Abrechnung zählen**. Wenn der neue Mitarbeiter auch ein Benutzer sein soll, " "**muss** der Benutzer erstellt werden." #: ../../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 "" "Nachdem der Mitarbeiter angelegt wurde, klicken Sie auf das :guilabel:`⚙️ " "(Zahnrad)`-Symbol und dann auf :guilabel:`Benutzer erstellen`. Ein Formular " ":guilabel:`Benutzer erstellen` erscheint." #: ../../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 "" "Geben Sie den :guilabel:`Name` und die :guilabel:`E-Mail-Adresse` ein. " "Wählen Sie dann das :guilabel:`Unternehmen` aus dem Dropdown-Menü." #: ../../content/applications/hr/employees/new_employee.rst:482 msgid "" "Then, enter the :guilabel:`Phone` and :guilabel:`Mobile` numbers in the " "respective fields." msgstr "" "Geben Sie dann die :guilabel:`Telefon`- und :guilabel:`Mobil`-Nummern in die" " entsprechenden Felder ein." #: ../../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 "" "Wenn ein Foto verfügbar ist, klicken Sie auf das Symbol " ":guilabel:`Bearbeiten` (das als :guilabel:`✏️ (Bleistift)`-Symbol erscheint)" " in der unteren linken Ecke des Bildfeldes, das sich in der oberen rechten " "Ecke des Formulars befindet." #: ../../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 "" "Ein Datei-Explorer wird geöffnet. Navigieren Sie zu der Datei und klicken " "Sie dann auf :guilabel:`Öffnen`, um sie auszuwählen. Klicken Sie " "abschließend auf :guilabel:`Speichern`, nachdem Sie alle Informationen " "eingegeben haben. Der Mitarbeiterdatensatz wird automatisch aktualisiert, " "indem der neu angelegte Benutzer in das Feld :guilabel:`Verknüpfter " "Benutzer` eingetragen wird." #: ../../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 "" "Benutzer können auch manuell erstellt werden. Weitere Informationen über das" " manuelle Hinzufügen eines Benutzers finden Sie unter " ":doc:`../../general/users/`." #: ../../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 "" ":guilabel:`Anwesenheit/Kassensystem/Fertigung`: Die :guilabel:`Ausweis-ID` " "und ein :guilabel:`PIN-Code` können hier für den Mitarbeiter eingegeben " "werden, wenn der Mitarbeiter eine/n benötigt/besitzt. Klicken Sie auf " ":guilabel:`Generieren` neben der :guilabel:`Ausweis-ID`, um die Ausweis-ID " "zu erstellen." #: ../../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 "" "Der :guilabel:`PIN-Code` wird für die An- und Abmeldung im Kiosk der " "*Anwesenheiten*-App und einem :abbr:`Kassensystem` verwendet." #: ../../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 "" ":guilabel:`Personalabrechnung`: Geben Sie in diesem Abschnitt gegebenenfalls" " die :guilabel:`Registernummer des Mitarbeiters` ein." #: ../../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 "" "Je nach Lokalisierungseinstellung variieren die anderen Elemente, die in " "diesem Feld erscheinen, je nach Standort. Außerdem können in diesem Reiter " "je nach Standort weitere Abschnitte erscheinen. Es wird empfohlen, sich bei " "der Lohn- und/oder Buchhaltungsabteilung zu erkundigen, ob dieser Abschnitt " "sowie alle anderen Abschnitte, die sich auf die Personalabrechnung beziehen," " korrekt ausgefüllt sind." #: ../../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 "" ":guilabel:`App-Eeinstellungen`: Geben Sie das " ":guilabel:`Zielabrechnungszeit` des Mitarbeiters für die Rangliste der " "Abrechnungsquote in der *Zeiterfassungsapp* ein. Als nächstes geben Sie die " ":guilabel:`Stündlichen Kosten` im Format XX.XX ein. Dies wird " "berücksichtigt, wenn der Mitarbeiter an einem :doc:`Arbeitsplatz " "<../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`" " arbeitet." #: ../../content/applications/hr/employees/new_employee.rst:514 msgid "If applicable, enter the :guilabel:`Fleet Mobility Card` number." msgstr "" "Falls zutreffend, geben Sie die Nummer der :guilabel:`Fuhrpark Mobility " "Card` ein." #: ../../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 "" "Fertigungskosten werden zu den Kosten für die Herstellung eines Produkts " "addiert, wenn der Wert des hergestellten Produkts **kein** fester Betrag " "ist. Diese Kosten haben **keine** Auswirkungen auf die " "*Personalabrechnungsapp*." #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "" "Enter any information prompted in the HR Settings tab for the employee." msgstr "" "Alle Informationen eingeben, die auf dem Reiter für HR-Einstellungen für den" " Mitarbeiter abgefragt werden." #: ../../content/applications/hr/employees/new_employee.rst:528 msgid "Documents" msgstr "Dokumente" #: ../../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 "" "Alle mitarbeiterbezogenen Dokumente werden in der *Dokumente*-App " "gespeichert. Die Anzahl der zugehörigen Dokumente wird in der intelligenten " "Schaltfläche :guilabel:`Dokumente` oberhalb des Mitarbeitereintrags " "angezeigt. Klicken Sie auf die intelligente Schaltfläche, um auf alle " "Dokumente zuzugreifen." #: ../../content/applications/hr/employees/new_employee.rst:534 msgid "" "Refer to :doc:`documentation <../../productivity/documents>` on the " "*Documents* app for more information." msgstr "" "Weitere Informationen finden Sie in der :doc:`documentation " "<../../productivity/documents>` zur *Dokumente*-App." #: ../../content/applications/hr/employees/new_employee.rst-1 msgid "" "All uploaded documents associated with the employee appear in the documents " "smart-button." msgstr "" "Alle hochgeladenen Dokumente, die mit dem Mitarbeiter verbunden sind, " "erscheinen auf der intellifenten Schaltfläche „Dokumente“." #: ../../content/applications/hr/fleet.rst:5 msgid "Fleet" msgstr "Fuhrpark" #: ../../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 "" "Dieses Dokument beschreibt alle Konfigurationen und Einstellungen für die " "*Fuhrpark*-App, einschließlich :ref:`Einstellungen `, " ":ref:`Hersteller `, :ref:`Fahrzeugmodelle " "`, und :ref:`Modellkategorien `." #: ../../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 "" "Um das Einstellungsmenü aufzurufen, gehen Sie zu :menuselection:`Fuhrpark " "--> Konfiguration --> Einstellungen`. Es gibt nur zwei Einstellungen, die " "konfiguriert werden müssen: die Verzögerung des Enddatums des " "Fahrzeugvertrags und ein Limit für die Anforderung neuer Fahrzeuge." #: ../../content/applications/hr/fleet.rst-1 msgid "Settings available for the Fleet application." msgstr "Verfügbare Einstellungen in der Fuhrpark-App." #: ../../content/applications/hr/fleet.rst:25 msgid "End Date Contract Alert" msgstr "Benachrichtigung bei Vertragsende" #: ../../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 "Neue Fahrzeuganfrage" #: ../../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 "Hersteller" #: ../../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 "Einen Hersteller hinzufügen" #: ../../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 "" "Um einen neuen Hersteller zu Ihrer Datenbank hinzuzufügen, klicken Sie auf " ":guilabel:`Neu`. Ein Herstellerformular wird geladen. Nur zwei Informationen" " sind erforderlich: der :guilabel:`Name` des Hersteller und das Logo. Geben " "Sie den Namen des Herszeller in das Namensfeld ein und wählen Sie ein Bild " "aus, um das Logo hochzuladen. Klicken Sie anschließend auf " ":guilabel:`Speichern`." #: ../../content/applications/hr/fleet.rst:88 msgid "Vehicle Models" msgstr "Fahrzeugmodelle" #: ../../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 "AUDI" #: ../../content/applications/hr/fleet.rst:103 msgid "BMW" msgstr "BMW" #: ../../content/applications/hr/fleet.rst:103 msgid "Eddy Merckx" msgstr "Eddy Merckx" #: ../../content/applications/hr/fleet.rst:103 msgid "Mercedes" msgstr "Mercedes" #: ../../content/applications/hr/fleet.rst:103 msgid "Opel" msgstr "Opel" #: ../../content/applications/hr/fleet.rst:105 msgid "A1" msgstr "A1" #: ../../content/applications/hr/fleet.rst:105 msgid "Serie 1" msgstr "Serie 1" #: ../../content/applications/hr/fleet.rst:105 msgid "SanRemo76" msgstr "SanRemo76" #: ../../content/applications/hr/fleet.rst:105 msgid "Class A" msgstr "Klasse A" #: ../../content/applications/hr/fleet.rst:105 msgid "Agilia" msgstr "Agilia" #: ../../content/applications/hr/fleet.rst:107 msgid "A3" msgstr "A3" #: ../../content/applications/hr/fleet.rst:107 msgid "Serie 3" msgstr "Serie 3" #: ../../content/applications/hr/fleet.rst:107 msgid "Class B" msgstr "Klasse B" #: ../../content/applications/hr/fleet.rst:107 msgid "Ampera" msgstr "Ampera" #: ../../content/applications/hr/fleet.rst:109 msgid "A4" msgstr "DIN A4" #: ../../content/applications/hr/fleet.rst:109 msgid "Serie 5" msgstr "Serie 5" #: ../../content/applications/hr/fleet.rst:109 msgid "Class C" msgstr "Klasse C" #: ../../content/applications/hr/fleet.rst:109 msgid "Antara" msgstr "Antara" #: ../../content/applications/hr/fleet.rst:111 msgid "A5" msgstr "A5" #: ../../content/applications/hr/fleet.rst:111 msgid "Serie 6" msgstr "Serie 6" #: ../../content/applications/hr/fleet.rst:111 msgid "Class CL" msgstr "Klasse CL" #: ../../content/applications/hr/fleet.rst:111 msgid "Astra" msgstr "Astra" #: ../../content/applications/hr/fleet.rst:113 msgid "A6" msgstr "A6" #: ../../content/applications/hr/fleet.rst:113 msgid "Serie 7" msgstr "Serie 7" #: ../../content/applications/hr/fleet.rst:113 msgid "Class CLS" msgstr "Klasse CLS" #: ../../content/applications/hr/fleet.rst:113 msgid "AstraGTC" msgstr "AstraGTC" #: ../../content/applications/hr/fleet.rst:115 msgid "A7" msgstr "A7" #: ../../content/applications/hr/fleet.rst:115 msgid "Serie Hybrid" msgstr "Serie Hybrid" #: ../../content/applications/hr/fleet.rst:115 msgid "Class E" msgstr "Klasse E" #: ../../content/applications/hr/fleet.rst:115 msgid "Combo Tour" msgstr "" #: ../../content/applications/hr/fleet.rst:117 msgid "A8" msgstr "A8" #: ../../content/applications/hr/fleet.rst:117 msgid "Serie M" msgstr "Serie M" #: ../../content/applications/hr/fleet.rst:117 msgid "Class GL" msgstr "Klasse GL" #: ../../content/applications/hr/fleet.rst:117 msgid "Corsa" msgstr "Corsa" #: ../../content/applications/hr/fleet.rst:119 msgid "Q3" msgstr "Q3" #: ../../content/applications/hr/fleet.rst:119 msgid "Serie X" msgstr "Serie X" #: ../../content/applications/hr/fleet.rst:119 msgid "Class GLK" msgstr "Klasse GLK" #: ../../content/applications/hr/fleet.rst:119 msgid "Insignia" msgstr "Insignia" #: ../../content/applications/hr/fleet.rst:121 msgid "Q5" msgstr "Q5" #: ../../content/applications/hr/fleet.rst:121 msgid "Serie Z4" msgstr "Serie Z4" #: ../../content/applications/hr/fleet.rst:121 msgid "Class M" msgstr "Klasse M" #: ../../content/applications/hr/fleet.rst:121 msgid "Meriva" msgstr "Meriva" #: ../../content/applications/hr/fleet.rst:123 msgid "Q7" msgstr "Q7" #: ../../content/applications/hr/fleet.rst:123 msgid "Class R" msgstr "Klasse R" #: ../../content/applications/hr/fleet.rst:123 msgid "Mokka" msgstr "Mokka" #: ../../content/applications/hr/fleet.rst:125 msgid "TT" msgstr "TT" #: ../../content/applications/hr/fleet.rst:125 msgid "Class S" msgstr "Klasse S" #: ../../content/applications/hr/fleet.rst:125 msgid "Zafira" msgstr "Zafira" #: ../../content/applications/hr/fleet.rst:127 msgid "Class SLK" msgstr "Klasse SLK" #: ../../content/applications/hr/fleet.rst:127 msgid "Zafira Tourer" msgstr "Zafira Tourer" #: ../../content/applications/hr/fleet.rst:129 msgid "Class SLS" msgstr "Klasse SLS" #: ../../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 "Modell" #: ../../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 "Gehalt" #: ../../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 "Motor" #: ../../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 "Modellkategorie" #: ../../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 "Diverse" #: ../../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 "Steuern" #: ../../content/applications/hr/fleet/new_vehicle.rst:295 msgid "Contract" msgstr "Arbeitsvertrag" #: ../../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 "Dienstleistungen" #: ../../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 "Verkauf" #: ../../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 "Listenansicht" #: ../../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 "Kanban-Ansicht" #: ../../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 "Aktivitäten planen" #: ../../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 "Grafikansicht" #: ../../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 "Pivot-Ansicht" #: ../../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 "Aktivitätsansicht" #: ../../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 "Eine Aktivität planen" #: ../../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 "Empfang" #: ../../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 "Schalter" #: ../../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 "Reiter „Optionen“" #: ../../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 "Getränke" #: ../../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 "Besucher" #: ../../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 "Mittagessen" #: ../../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 "Lieferanten" #: ../../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 "Verfügbarkeit" #: ../../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 "Aufträge" #: ../../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 "Extras" #: ../../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 "Lagerorte" #: ../../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 "Produkte" #: ../../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 "Produktkategorie" #: ../../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 "Warnungen" #: ../../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 "Heutige Bestellungen" #: ../../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 "Lieferanten kontrollieren" #: ../../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 "Ihr Mittagessen bestellen" #: ../../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 "Meine Aufträge" #: ../../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 "Mein Konto" #: ../../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 "Zahlungsbewegungen" #: ../../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 "Konten kontrollieren" #: ../../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 "Personalabrechnung" #: ../../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 "Buchhaltung" #: ../../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 "Lokalisierungen" #: ../../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 "Abwesenheit" #: ../../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 "Verträge" #: ../../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 "Vorlagen" #: ../../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 "Arbeitseinträge" #: ../../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 "" "Ein *Arbeitseintrag* ist ein einzelner Datensatz auf dem " "Zeiterfasssungsbogen eines Mitarbeiters. Arbeitseinträge können so " "konfiguriert werden, dass sie alle Arten von Arbeit und Abwesenheit " "berücksichtigen, z. B. :guilabel:`Anwesenheit`, :guilabel:`Krankheit`, " ":guilabel:`Schulung` oder :guilabel:`Gesetzlicher Feiertag`." #: ../../content/applications/hr/payroll.rst:234 msgid ":doc:`Manage work entries `" msgstr ":doc:`Arbeitseinträge verwalten `" #: ../../content/applications/hr/payroll.rst:237 msgid "Work entry types" msgstr "Arbeitseintragsarten" #: ../../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 "" "Wenn Sie einen Arbeitseintrag in der *Personalabrechnungsapp* erstellen oder" " wenn ein Mitarbeiter Informationen in der *Zeiterfassungsapp* eingibt, muss" " eine :guilabel:`Arbeitseintragsart` ausgewählt werden. Die Liste der " ":guilabel:`Arbeitseintragsarten` wird automatisch anhand der in der " "Datenbank festgelegten Lokalisierungseinstellungen erstellt." #: ../../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 "Neue Arbeitseintragsart" #: ../../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 "" "Wenn die Arbeitszeit auf einen 8-Stunden-Arbeitstag (40-Stunden-Woche) " "festgelegt ist und ein Mitarbeiter eine Zeit von 5,5 Stunden auf einem " "Zeiterfassungsbogen eingibt und :guilabel:`Rundung` auf :guilabel:`Keine " "Rundung` gesetzt ist, bleibt der Eintrag bei 5,5 Stunden. Wenn " ":guilabel:`Rundung` auf :guilabel:`Halber Tag` eingestellt ist, wird der " "Eintrag auf 4 Stunden geändert. Wenn :guilabel:`Tag` eingestellt ist, wird " "er auf 8 Stunden geändert." #: ../../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 "" "Die Felder werden für eine normale 40-Stunden-Woche automatisch ausgefüllt, " "können aber geändert werden. Ändern Sie zunächst den Namen der Arbeitszeit, " "indem Sie den Text im Feld :guilabel:`Name` ändern. Als nächstes nehmen Sie " "die Anpassungen an den Tagen und Uhrzeiten vor, die für die neue Arbeitszeit" " gelten." #: ../../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 "" "Im Reiter :guilabel:`Arbeitsstunden` ändern Sie die Auswahlen " ":guilabel:`Wochentag`, :guilabel:`Tageszeitraum` und " ":guilabel:`Arbeitseintragsart`, indem Sie auf die Drop-down-Menüs in jeder " "Spalte klicken und die gewünschte Auswahl treffen. Die Spalten " ":guilabel:`Arbeitszeit von` und :guilabel:`Arbeitszeit bis` werden durch " "Eingabe der Uhrzeit geändert." #: ../../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 "" "Die Zeiten :guilabel:`Arbeitszeit von` und :guilabel:`Arbeitszeit bis` " "müssen im 24-Stunden-Format angegeben werden. Zum Beispiel würde `2:00 " "nachmittags` als `14:00` eingegeben werden." #: ../../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 "Strukturtypen" #: ../../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 "" "In Odoo basiert die Gehaltsabrechnung eines Mitarbeiters auf *Strukturen* " "und *Strukturtypen*, die sich beide darauf auswirken, wie ein Mitarbeiter " "Zeiterfassungen eingibt. Jeder Strukturtyp ist ein individueller Satz von " "Regeln für die Verarbeitung einer Zeiterfassung, die aus verschiedenen darin" " verschachtelten Strukturen besteht. Strukturtypen legen fest, wie oft ein " "Mitarbeiter bezahlt wird, wie viele Stunden er arbeitet und ob der Lohn auf " "einem Gehalt basiert (fest) oder wie viele Stunden der Mitarbeiter " "gearbeitet hat (variabel)." #: ../../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 "" "Ein Strukturtyp könnte z. B. `Mitarbeiter` sein, und dieser Strukturtyp " "könnte zwei verschiedene Strukturen enthalten: eine Struktur für `Reguläres " "Gehalt`, die alle separaten Regeln für die Verarbeitung des regulären " "Gehalts enthält, sowie eine Struktur für einen `Jahresendbonus`, die nur die" " Regeln für den Jahresendbonus enthält. Sowohl die Struktur für `Reguläres " "Gehalt` als auch die Struktur für `Jahresendbonus` sind Strukturen innerhalb" " des Strukturtyps `Mitarbeiter`." #: ../../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 "Strukturen" #: ../../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 "" "*Gehaltsstrukturen* sind die verschiedenen Arten, wie ein Mitarbeiter " "innerhalb einer bestimmten *Struktur* bezahlt wird, und werden durch " "verschiedene Regeln definiert." #: ../../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 "" "Die Anzahl der Strukturen, die ein Unternehmen für jeden Strukturtyp " "benötigt, hängt davon ab, wie viele verschiedene Arten der Bezahlung an " "Mitarbeiter es gibt und wie die Bezahlung berechnet wird. Eine gängige " "Struktur, deren Hinzufügung nützlich sein könnte, ist zum Beispiel ein " "`Bonus`." #: ../../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 "" "Jeder :ref:`Strukturtyp ` listet die verschiedenen " "damit verbundenen Strukturen auf. Jede Struktur enthält eine Reihe von " "Regeln, die sie definieren." #: ../../content/applications/hr/payroll.rst-1 msgid "All available salary structures." msgstr "Alle verfügbaren Gehaltsstrukturen." #: ../../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 "" "Klicken Sie auf eine Struktur, um deren :guilabel:`Gehaltsregeln` " "anzuzeigen. Anhand dieser Regeln wird die Gehaltsabrechnung für den " "Mitarbeiter berechnet." #: ../../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 "Regeln" #: ../../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 "Bedingungen" #: ../../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 "Berechnung" #: ../../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 "Reiter „Beschreibung“" #: ../../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 "Regelparameter" #: ../../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 "Andere Eingabetypen" #: ../../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 "Gehaltspaket-Konfigurator" #: ../../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 "Vorteile" #: ../../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 "Persönliche Informationen" #: ../../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 "" "Eine Mitarbeiterkarte kann als eine Art Personalakte betrachtet werden." #: ../../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 "Neuer Eintrag für persönliche Informationen." #: ../../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 "Jobs" #: ../../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 ":doc:`payroll/contracts`" #: ../../content/applications/hr/payroll.rst:958 msgid ":doc:`payroll/payslips`" msgstr ":doc:`payroll/payslips`" #: ../../content/applications/hr/payroll.rst:959 msgid ":doc:`payroll/work_entries`" msgstr ":doc:`payroll/work_entries`" #: ../../content/applications/hr/payroll.rst:960 msgid ":doc:`payroll/reporting`" msgstr ":doc:`payroll/reporting`" #: ../../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 "" "Jeder Mitarbeiter in Odoo muss einen Vertrag haben, damit er bezahlt werden " "kann. In einem Vertrag werden die Bedingungen für die Stelle eines " "Mitarbeiters, seine Vergütung, seine Arbeitszeiten und alle anderen Details " "zu seiner Rolle festgelegt." #: ../../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 "" "Vertragsdokumente (PDFs) werden mit der App *Dokumente* hochgeladen und " "organisiert und mit der App *E-Signatur* unterzeichnet. Stellen Sie sicher, " "dass diese Apps installiert sind, um Verträge zu versenden und zu " "unterzeichnen. Bitte beachten Sie die Dokumentation " ":doc:`../../productivity/documents` und :doc:`../../productivity/sign`." #: ../../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 "" "Ansicht des Vertragsdashboard mit laufenden Verträgen und Verträgen mit " "Problemen." #: ../../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 "" "In diesem Abschnitt werden die spezifischen Gehaltsangaben definiert. Dieser" " Abschnitt ist länderspezifisch. Je nachdem, wo das Unternehmen ansässig " "ist, können diese Felder also variieren." #: ../../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 "Optionale Reiter für einen neuen Vertrag." #: ../../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 "" "Der Abschnitt zu den Vertragsdetails ermöglicht das Hinzufügen und " "Bearbeiten eines Vertrags und die Möglichkeit, den Vertrag zur Genehmigung " "und Unterschrift an den Mitarbeiter zu senden." #: ../../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 "Vertragsdetails im optionalen Reitern für einen neuen Vertrag." #: ../../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 "Angebote" #: ../../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 "Versand des Vertrags an den Mitarbeiter über eine der Schaltflächen." #: ../../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 "Abrechnungen Mitarbeitervergütung" #: ../../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 "Stapeln" #: ../../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 "Liniendiagramm" #: ../../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 "Balkendiagramm" #: ../../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 "Tortendiagramm" #: ../../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 "Konflikte" #: ../../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 "Personalbeschaffung" #: ../../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 "E-Mail-Vorlagen" #: ../../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 "Erstqualifikation" #: ../../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 "Ablehnen" #: ../../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 "Schnelles Einfügen" #: ../../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 "Erstellen" #: ../../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 "Mitarbeiter anlegen" #: ../../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 "Personalempfehlungen" #: ../../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 "Einführung" #: ../../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 "Offene Stellen ansehen" #: ../../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 "Link" #: ../../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 "Einem Freund mailen" #: ../../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 "Punkte" #: ../../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 "Belohnungen" #: ../../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 "Level" #: ../../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 "Abwesenheit" #: ../../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 "Verwaltung" #: ../../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 "Dashboard" #: ../../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 "Nach Typ" #: ../../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 ""