64 lines
3.4 KiB
ReStructuredText
64 lines
3.4 KiB
ReStructuredText
========================
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Salary attachment report
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*Salary attachments* in Odoo refer to a portion of an employee's earnings that are designated for
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a specific purpose, both voluntary and involuntary. These can include contributions to a retirement
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plan, repayment of a loan, wage garnishments, or child support.
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Voluntary salary attachments, such as repaying a loan, or contributing to a charity on a monthly
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basis, are considered *Assignments of Salary* in Odoo. Salary attachments that are required, such as
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a lawsuit settlement repayment, or repaying a tax lien, are considered *Attachments of Salary* in
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Odoo. Child support payments have their own category, and are simply referred to as *Child Support*
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in Odoo.
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To view this report, navigate to :menuselection:`Payroll app --> Reporting --> Salary Attachment
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Report`. The :guilabel:`Salary Attachment Report` shows all deductions or allocations per employee,
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organized by payslip, in a default pivot table. The default filter is the end of the current year
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(:guilabel:`Payslip End Date: (year)`). The employees populate the rows, while the various
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deductions populate the columns, organized by type of deduction, and further grouped by individual
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payslip.
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The default report contains **all** payslips for the current year, so the report typically contains
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a large number of columns. This could make it difficult to view all the data at once, as the report
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may be very wide and require scrolling to view all the data.
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To view a condensed version of salary attachments, and have all the salary attachment columns
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visible on one page, click the :icon:`fa-minus-square-o` :guilabel:`Total` icon at the top of the
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report, above the various payslips.
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This presents the salary attachments for the current year, and only displays three columns,
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:guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support.`
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Each entry displays the total amount paid for each specific type of salary attachment, for each
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employee.
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.. image:: salary_attachment/salary-attachment.png
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:alt: The Attachment of Salary report that shows all salary garnishments in a condensed view.
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The report can be downloaded as an XLSX file, or :doc:`inserted into a spreadsheet
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<../../productivity/spreadsheet/insert>` using the corresponding buttons at the top.
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Click the :guilabel:`Measures` button to reveal the options of what data is displayed.
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:guilabel:`Assignment of salary`, :guilabel:`Attachment of salary`, and :guilabel:`Child support`
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are all selected and visible, by default, while the :guilabel:`Count` option is not.
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Click an option to either show or hide that particular metric. A :icon:`fa-check`
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:guilabel:`(checkmark)` icon indicates the data is visible.
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Compare to previous year
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========================
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The :guilabel:`Salary Attachment Report` can be compared to the report for the previous time period
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or the previous year.
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To view these comparisons, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the
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search bar, then click either :guilabel:`Payslip End Date: Previous Period` or :guilabel:`Payslip
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End Date: Previous Year`, beneath the :icon:`fa-adjust` :guilabel:`Comparison` column.
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The report updates and displays the current time period values, and the previous time period values,
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as well as the :guilabel:`Variation` between the two, in a percentage.
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.. image:: salary_attachment/comparison-attachment.png
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:alt: The salary attachment report modified to compare to the previous year.
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