135 lines
4.3 KiB
ReStructuredText
135 lines
4.3 KiB
ReStructuredText
=============
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Employee Form
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=============
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The **Employee Form** allows you to collect all the data and information about your employees they are the core of every
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Human Resources application.
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Create an employee Form
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=======================
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You can **Create** an employee from the employee dashboard or directly from a department.
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.. image:: media/create-employee.png
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:align: center
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:alt: How to create an employee
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If you have an existing list of employees, you can *Import* them in a CSV or Excel file, to batch import your employees,
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use the *Import* button.
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.. note::
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Need help? Check `Contacts & Importing data <https://www.odoo.com/slides/slide/contacts-and-importing-data-609?fullscreen=1>`_.
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Gathering employee's information
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================================
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The employee form allows you to add tags, a picture and edit information about your employee.
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Departments and managers can always be created or edited on the fly.
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.. image:: media/employee-form.png
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:align: center
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:alt: Empty employee form
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Print
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=====
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From the employee form, *Print Badge* to help you manage attendances, *Time Off Summaries* to have a summary of each
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employee time off schedule and *Individual Accounts* each employee's payroll.
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.. note::
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*Individual Accounts* are only available in belgian companies
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.. image:: media/print-actions.png
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:align: center
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:alt: Print actions available on the employee form
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Actions
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=======
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The actions menus allows you to *Archive*, *Delete*, *Duplicate*, *Generate tax forms* and *Attestations* for you
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employee.
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.. image:: media/actions.png
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:align: center
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:alt: Actions available on the employee form
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.. note::
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281.10 and 281.45 are tax forms for belgian localisations.
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Employee Skill management
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=========================
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Under the *Resumé* tab in the employee form, you can keep track of the experiences and skills of your employees. Create
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and edit skills and experience by clicking on *Edit* → **Add**. Having that information in the employee's form can help
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you find which employees has the specific skill needed for a particular task.
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You can also simply delete lines by clicking on the bin icon
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.. image:: media/create-skills.png
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:align: center
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:alt: Create skills for your employees
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Add Skills
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----------
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You can always create new skills that fit your employee's. When creating a **Skill** you can choose the *Skill Type* to
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categorize the kind of skill, create specific **Skill levels**, who will determine your employee progress.
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Directly create and edit different *Skill Types*, *Skills* and *Skill Levels* from this form.
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.. image:: media/add-experience.png
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:align: center
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:alt: Filling skill forms for your employees
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Add Experience
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--------------
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The experience and education your employee's have matter and they should be added in the employee form. When adding an
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experience, you can create different categories to better show the background of your employees.
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.. image:: media/add-XP.png
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:align: center
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:alt: Adding experience for your employees
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**Experiences** and **Certifications** are linked to a start date, this allows you to see when exactly a certification
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or a course was completed by your employee's.
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.. image:: media/certification.png
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:align: center
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:alt: Certification
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.. note::
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Certifications are displayed with a trophy icon next to them.
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Work information
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----------------
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Under the *Work Information* tab, you can assign responsibles for the different other app integrations such as
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**Time Off**, **Expense** and **Timesheet**.
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.. image:: media/personnal-info.png
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:align: center
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:alt: Different responsibles for each HR need
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Organization chart
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------------------
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Setting someone as manager in the employee form will generate an organigram, showing the place of the employee in his
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team.
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.. image:: media/organization-chart.png
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:align: center
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:alt: Organigram
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Other tabs include
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==================
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**Private Information** is the place gathering the private information about employees such as their private address,
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family information, marital status, emergency contacts...
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**HR Settings** with company related information such as their job position, company vehicle, badge ID...
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**Personal Documents**, allowing you to upload documents in image file formats for administrative purposes : ID card
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copy, driving licence, SIM card copy....
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